Analyst Consensus ?
ConsensusHold26 ratings
Bullish1350.0%
Neutral1246.2%
Bearish13.8%
1 unmapped firm rating excluded from the percentages.
The Cooper Companies, Inc. · COO · FY2025 Q3 · Calendar Q3 2025
Cooper Companies: MyDay growth offsets softer Clarity demand
The supplied analysis supports a cautiously constructive view of Cooper Companies' operating trajectory: MyDay launches, private-label contracts, MiSight expansion and lower capital intensity may support growth and cash flow, but Clarity softness, pricing pressure, PARAGARD declines and regulatory execution remain material offsets.
Reported After market closeNASDAQHealthcare
$11.03B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.10
Consensus $1.07
EPS surprise
+2.8%
Reported versus consensus
Reported revenue
$1.06B
Consensus $1.06B
Revenue surprise
-0.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-12.9%
Event window
SPY move
+0.4%
Same window
Abnormal move
-13.2%
Stock minus SPY
Volume
7.8×
Versus trailing sessions
Subsequent drift
+4.6%
Up to 20 sessions
COOSPY benchmark
Ask FN2 about COO FY2025 Q3
Transcript, numbers and history already loaded
Why did COO fall 12.9% after beating EPS estimates in FY2025 Q3?What changed in COO's guidance and outlook in FY2025 Q3?Give me the bull and bear case for COO after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter's key change was a stronger emphasis on MyDay as the growth engine while Clarity orders softened in several markets. Management also indicated that the major MyDay capacity investment cycle was complete, with future priorities shifting toward product expansion, efficiency, free cash flow and debt reduction.
Guidance delta
Management maintained guidance; Q4 outlook called for 2%-4% organic revenue growth and non-GAAP EPS of $1.10-$1.14.
Key takeaways
- Q3 revenue was modestly higher, with double-digit non-GAAP earnings growth and solid free cash flow.
- MyDay remains the primary growth engine, but fitting-set conversion creates a lag before revenue recognition.
- Fertility and surgical areas showed modest growth, while PARAGARD volumes continued to decline.
- Management said the large MyDay capacity investment cycle is complete, shifting emphasis toward free cash flow and debt reduction.
Management priorities
- Launch and expand MyDay products across Europe, APAC and globally.
- Expand MiSight, including a planned Japan launch in early 2026.
- Complete IT upgrades, integrate acquisitions and pursue efficiency initiatives.
- Reduce capital spending as the MyDay investment cycle ends.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$56.53Previous close
$59Low
$94.75Average
$368High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Sep 15, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 11, 2026 |
| William Blair | Market Perform | Outperform | Downgrade | Sep 10, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 10, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Stifel | Buy | Buy | Maintain | Sep 10, 2026 |
| Piper Sandler | Neutral | Overweight | Downgrade | Sep 10, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 10, 2026 |
| Baird | Neutral | Outperform | Downgrade | Sep 10, 2026 |
| B of A Securities | Neutral | Buy | Downgrade | Sep 10, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Jun 8, 2026 |
| Barclays | Overweight | Overweight | Maintain | Mar 6, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Dec 8, 2025 |
| Goldman Sachs | Sell | Sell | Maintain | Dec 8, 2025 |
| Redburn Atlantic | Neutral | Buy | Downgrade | Oct 4, 2023 |
| Jefferies | Hold | Buy | Downgrade | Oct 11, 2022 |
| Keybanc | Overweight | Downgrade | Aug 28, 2022 | |
| Stephens & Co. | Overweight | Overweight | Maintain | Jun 2, 2022 |
| Guggenheim | Buy | Neutral | Upgrade | Jan 2, 2022 |
| Raymond James | Outperform | Outperform | Maintain | Mar 4, 2021 |
| Oppenheimer | Perform | Perform | Maintain | Sep 3, 2020 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 5, 2019 |
| Cleveland Research | Buy | Neutral | Upgrade | May 15, 2016 |
| PiperJaffray | Overweight | Overweight | Maintain | Dec 4, 2015 |
| Stifel Nicolaus | Buy | Buy | Maintain | Dec 1, 2015 |
| Morgan Keegan | Outperform | Outperform | Maintain | Mar 8, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $56.53. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Anthony Petrone | $75 | $55.22 | +32.7% | Sep 10, 2026 |
| UBS | Analyst unavailable | $66 | $63.48 | +16.8% | Sep 10, 2026 |
| Needham | David Saxon | $73 | $63.48 | +29.1% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $61 | $63.48 | +7.9% | Sep 10, 2026 |
| Stifel Nicolaus | Jonathan Block | $70 | $63.48 | +23.8% | Sep 10, 2026 |
| Robert W. Baird | Jeff Johnson | $61 | $63.48 | +7.9% | Sep 10, 2026 |
| Piper Sandler | Jason Bednar | $59 | $63.48 | +4.4% | Sep 10, 2026 |
| Needham | David Saxon | $86 | $62.02 | +52.1% | Jun 5, 2026 |
| Wells Fargo | Larry Biegelsen | $66 | $62.02 | +16.8% | Jun 5, 2026 |
| Mizuho Securities | Anthony Petrone | $85 | $60.34 | +50.4% | Jun 4, 2026 |
| Piper Sandler | Analyst unavailable | $86 | $61.21 | +52.1% | Jun 1, 2026 |
| Goldman Sachs | Analyst unavailable | $61 | $62.03 | +7.9% | May 27, 2026 |
| Needham | Analyst unavailable | $99 | $80.65 | +75.1% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $98 | $81.29 | +73.4% | Jan 26, 2026 |
| Goldman Sachs | Analyst unavailable | $73 | $83.13 | +29.1% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $71 | $81.4 | +25.6% | Dec 8, 2025 |
| Barclays | Matt Miksic | $91 | $81.4 | +61.0% | Dec 8, 2025 |
| Robert W. Baird | Analyst unavailable | $98 | $77.03 | +73.4% | Dec 5, 2025 |
| Mizuho Securities | Analyst unavailable | $100 | $77.03 | +76.9% | Dec 5, 2025 |
| Stifel Nicolaus | Jonathan Block | $95 | $77.03 | +68.1% | Dec 5, 2025 |
| Piper Sandler | Analyst unavailable | $94 | $77.03 | +66.3% | Dec 5, 2025 |
| Needham | David Saxon | $100 | $77.03 | +76.9% | Dec 5, 2025 |
| Barclays | Matt Miksic | $85 | $68.37 | +50.4% | Oct 13, 2025 |
| Goldman Sachs | David Roman | $64 | $68.56 | +13.2% | Oct 1, 2025 |
| Robert W. Baird | Jeff Johnson | $85 | $66.18 | +50.4% | Aug 28, 2025 |
| Morgan Stanley | Patrick Wood | $76 | $64.77 | +34.4% | Aug 28, 2025 |
| Stifel Nicolaus | Analyst unavailable | $85 | $64.58 | +50.4% | Aug 28, 2025 |
| Loop Capital Markets | Alan Gould | $100 | $69.55 | +76.9% | Jun 17, 2025 |
| Stifel Nicolaus | Analyst unavailable | $105 | $85 | +85.7% | Mar 7, 2025 |
| Robert W. Baird | Analyst unavailable | $107 | $85 | +89.3% | Mar 7, 2025 |
| Jefferies | Young Li | $115 | $90.14 | +103.4% | Jul 16, 2024 |
| Piper Sandler | Jason Bednar | $115 | $90.23 | +103.4% | May 31, 2024 |
| Robert W. Baird | Jeff Johnson | $118 | $90.23 | +108.7% | May 31, 2024 |
| Mizuho Securities | Anthony Petrone | $110 | $93.34 | +94.6% | Aug 28, 2023 |
| Piper Sandler | Analyst unavailable | $375 | $351.02 | +563.4% | Jan 11, 2023 |
| Citigroup | Analyst unavailable | $368 | $315.67 | +551.0% | Dec 12, 2022 |
| Robert W. Baird | Jeff Johnson | $375 | $311.32 | +563.4% | Aug 24, 2022 |
| Stifel Nicolaus | Jonathan Block | $450 | $316.79 | +696.0% | Jun 14, 2022 |
| Wells Fargo | Larry Biegelsen | $480 | $442.01 | +749.1% | Aug 19, 2021 |
| Jefferies | Raj Denhoy | $112.5 | $98.61 | +99.0% | May 24, 2021 |
Track every rating change on COO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationThe Cooper Companies, Inc. (COO) operates as a global medical device firm, primarily focused on developing, producing, and distributing products through two distinct business units: CooperVision and CooperSurgical. CooperVision specializes in contact lenses. Their product range includes spherical lenses for common vision issues like nearsightedness and farsightedness, as well as advanced lenses such as toric for astigmatism, multifocal for presbyopia, and specialized options addressing myopia, dry eyes, and eye fatigue.…
Historical context
All COO earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
Get the COO recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-01T10:36:12.632909+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T10:36:12.630120+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-01. For educational purposes only; not investment advice.