The Cooper Companies, Inc. (COO) Earnings Call Transcripts

The Cooper Companies, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal 2026, The Cooper Companies reported record revenue of $1.08 billion, an 8% increase year-over-year, and non-GAAP earnings per share of $1.21, reflecting a 26% growth. The results were driven by solid performance in both CooperVision and CooperSurgical, with the latter's fertility business growing 10% organically. However, management lowered full-year revenue guidance due to anticipated weakness in the Asia Pacific region, now expecting organic growth of 3.5% to 4.5% for CooperVision, down from previous estimates, which could impact investor sentiment moving forward.

Reported metrics

Guidance from management

Management maintained full-year revenue guidance of $4.28 billion to $4.32 billion, reflecting growth of 5% to 6%. They expect CooperVision's organic growth to be 3.5% to 4.5%, down from previous estimates due to regional market softness.

What management said

Yes, because it will be dependent largely on what that market does. I think we get to a point here probably even in Q4 here, not this quarter, next quarter, where we're going to be essentially in line with market. I think we'll probably grow in line with market is my guess in 2027. So it will end up being dependent on that market. Right now, I would probably argue that market is essentially flat. I mean, it might eve...

Sure. Yes. We received -- I don't know how to say other than significant interest in the entire business and in pieces of the business, both. But I would say there's a sufficient number of parties that have given indications of interest that are on the entire business, that's how we're moving forward.

What analysts pressed on

Analysts expressed concerns regarding the ongoing weakness in the Asia Pacific market, particularly the impact on CooperVision's growth. There were questions about the sustainability of the fertility business's growth and the potential for a strategic separation of CooperSurgical affecting operational efficiencies.

Main topics on the call

• Revenue Growth Acceleration — The company achieved record revenue of $1.08 billion, representing an 8% year-over-year increase. Management noted, "This marks our tenth consecutive quarter of beating consensus earnings expectations," highlighting cons...
• Asia Pacific Market Weakness — Management acknowledged ongoing challenges in the Asia Pacific market, particularly in Japan and China, stating, "Consumer weakness... is largely tied to the dynamics you were talking about." This has led to a reduction ...
• Fertility Business Performance — CooperSurgical's fertility segment grew 10% organically, driven by strong demand for capital equipment and consumables. Al White stated, "Underlying fertility trends remain healthy, and we anticipate continued strength i...
• Strategic Review of CooperSurgical — The company is exploring strategic options for CooperSurgical, with significant interest from multiple parties. White mentioned, "We received robust interest in CooperSurgical... we're focused on identifying the optimal ...

Read the full The Cooper Companies, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 52 The Cooper Companies, Inc. earnings call transcripts on record, spanning January 15, 2020 to June 4, 2026. Based on this history, The Cooper Companies, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

COO

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

52

First call

January 15, 2020

Most recent

June 4, 2026

Reporting cadence

quarterly