The Cooper Companies, Inc. earnings overview

COO FY2026 Q2 · Calendar Q2 2026

The Cooper Companies, Inc.

Cooper Companies delivered its tenth consecutive consensus beat with record Q2 revenue of $1.08 billion (up 8% YoY) and non-GAAP EPS of $1.21 (up 26% YoY), driven by premium silicone hydrogel lens demand and fertility capital equipment strength. The stock surged 8.6% on the report with continued positive drift of 6.8% over subsequent sessions. Two major strategic developments reshape the company's forward profile: a $271.6 million settlement of the embryo culture media litigation covering over 95% of claimants, and the launch of a strategic review of the entire CooperSurgical segment with multiple interested parties. Management maintained full-year guidance despite a softer Asia-Pacific outlook while raising the free cash flow outlook to approximately $650 million, supported by AI-driven inventory optimization.