PresentationLarry BiegelsenSenior Medical Device Equity Research Analyst All right. Welcome back. I'm Larry Biegelsen, the Medical Device Analyst at Wells Fargo, and I am pleased to host the next fireside chat with the management team from The Cooper Companies. With us, we have Al White, President and CEO; Kim Duncan, Vice President, Investor Relations and Risk Management. The format is fireside chat, if you have a question, raise your hand, and we will come around -- we'll call on you. So Al, thanks so muc ...

The Cooper Companies (COO) FY 2025 Conference September 03, 2025 03:00 PM ET Company ParticipantsAlbert White - President, CEO & DirectorConference Call ParticipantsLawrence Biegelsen - Senior Medical Device Equity Research AnalystLawrence BiegelsenAll right, welcome back. I'm Larry Biegelsen, the Medical Device Analyst at Wells Fargo and I am pleased to host the next fireside chat with the management team from the Cooper Companies. With us we have Al White, President and CEO Kim Duncan, Vice President, Inv ...

The Cooper Companies (COO) FY 2025 Conference September 03, 2025 03:00 PM ET Speaker0All right, welcome back. I'm Larry Biegelsen, the Medical Device Analyst at Wells Fargo and I am pleased to host the next fireside chat with the management team from the Cooper Companies. With us we have Al White, President and CEO Kim Duncan, Vice President, Investor Relations and Risk Management. The format is fireside chat. If you have a question, raise your hand and we will call on you.So Al, thanks so much for being he ...

Core Insights - The Cooper Companies (COO) reported total revenue of $1.06 billion for the quarter ending July 2025, reflecting a year-over-year increase of 5.7% [4] - The company's international operations are crucial for assessing its financial strength and growth potential, especially in the context of a global economy [2][9] International Revenue Breakdown - EMEA (Europe, Middle East, and Africa) generated $292.1 million, accounting for 27.6% of total revenue, surpassing Wall Street's expectation of $267.71 million by +9.11% [5] - Asia Pacific contributed $140.3 million, representing 13.2% of total revenue, which was below the expected $143.68 million by -2.35% [6] Future Projections - Analysts project COO will achieve revenues of $1.06 billion for the ongoing fiscal quarter, with expected contributions from EMEA at 24.9% ($264.11 million) and Asia Pacific at 14.2% ($150.48 million) [7] - For the full year, total revenue is projected to reach $4.1 billion, indicating a 5.3% increase from the previous year, with EMEA expected to contribute $1.03 billion (25%) and Asia Pacific $561.46 million (13.7%) [8] Market Trends and Stock Performance - The Cooper Companies' reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends to forecast future performance [9] - Over the past month, the company's stock has declined by 4.9%, while the Zacks S&P 500 composite increased by 1.6%, indicating underperformance relative to the broader market [13]

Group 1 - Cooper Companies, Inc. (COO) is experiencing an upward trading trend, indicating potential bullish dynamics due to being oversold and at a support level [1][8] - The concept of being oversold occurs when a stock price falls below its typical trading range, often leading to a reversion to the mean as traders anticipate a price reversal [2][4] - Oversold conditions attract buyers, creating upward pressure on the stock price as they expect a move higher [4][8] Group 2 - The use of Bollinger Bands is one method to determine if a stock is oversold, with a stock considered oversold if it falls two standard deviations below the 20-day moving average [5][6] - Cooper Companies is currently at a support level, which is characterized by significant buy interest, often leading to price rallies after reaching this level [7][8] - The combination of being oversold and at a support level suggests a strong likelihood of Cooper Companies moving higher in the near term [8]

FORM 10-Q _____________________________________________________________ ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 31, 2025 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-8597 _____________________________________________________________ The Cooper Companies, Inc. (Exact name of registrant as specified in its charter) ______ ...

该公司现预计2025财政年度收入将在40.8亿到41亿美元之间，低于之前的41.1亿到41.5亿美元的指引。 好消息是，它将调整后的每股收益预期上调至每股4.08到4.12美元，之前为每股4.05到4.11美元。 周四，库珀医疗(COO.US)大跌超12%，创年内新低，报64.92美元。消息面上，该公司第三季度收入增 长了6%，达到10.6亿美元，符合分析师预期。根据FactSet的数据，每股调整后收益为1.10美元，比预期 高出3美分。 ...

该公司现预计2025财政年度收入将在40.8亿到41亿美元之间，低于之前的41.1亿到41.5亿美元的指引。 好消息是，它将调整后的每股收益预期上调至每股4.08到4.12美元，之前为每股4.05到4.11美元。 智通财经APP获悉，周四，库珀医疗(COO.US)大跌超12%，创年内新低，报64.92美元。消息面上，该 公司第三季度收入增长了6%，达到10.6亿美元，符合分析师预期。根据FactSet的数据，每股调整后收 益为1.10美元，比预期高出3美分。 ...

Financial Data and Key Metrics Changes - Q3 consolidated revenues increased by 5.7% year over year, reaching $1,060 million, with organic growth of 2% [7][26] - Non-GAAP earnings per share (EPS) grew by 15% to $1.1, with free cash flow reported at $165 million [7][28] - Gross margin improved by 70 basis points to 67.3%, driven by efficiency gains and favorable foreign exchange [26] Business Line Data and Key Metrics Changes - CooperVision reported revenues of $718 million, reflecting a 6.3% increase and 2.4% organic growth, although results were below expectations due to declines in Clarity and e-commerce weakness in Asia Pacific [8][10] - CooperSurgical posted revenues of $342 million, up 4.5% or 2% organically, with fertility revenues growing 6% [20][21] Market Data and Key Metrics Changes - EMEA region grew by 14% or 6% organically, becoming CooperVision's largest revenue region globally [10] - The Americas grew by 2% or 3% organically, while Asia Pacific saw a 1% increase but a 5% organic decline [10] Company Strategy and Development Direction - The company aims to leverage the strong momentum of MyDay and upcoming product launches to outpace the contact lens market and gain market share [24] - Focus on operational excellence and disciplined cost management to support sustainable revenue growth [7][30] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds from Clarity and e-commerce challenges in Asia Pacific but expressed confidence in the long-term outlook for both CooperVision and CooperSurgical [20][24] - The company expects to generate approximately $2 billion in free cash flow over the next three fiscal years, with a focus on debt reduction and share repurchases [30][31] Other Important Information - The company is implementing mitigation strategies for tariffs, expecting a $24 million lower impact than previously anticipated [30] - Significant progress has been made in IT upgrades and organizational efficiency initiatives [30][71] Q&A Session Summary Question: How does the core CVI portfolio compare to the market for fiscal 2026? - Management indicated that the core portfolio is expected to be at least in line with the market, with additional growth from MiSight [37][38] Question: Why is MyDay's success impacting Clarity? - Management noted that in some markets, Clarity and MyDay were viewed similarly, leading to a shift in customer preference towards MyDay [41][42] Question: What is the outlook for the contact lens market? - Management acknowledged a slowdown in market growth but remains optimistic about future performance driven by silicone hydrogel lenses and multifocal products [19][50] Question: What are the expectations for the fertility market? - Management expects a rebound in the fertility market as clinics begin investing again, despite near-term pressures [20][110] Question: What is the situation with PARAGARD? - Management reported declining volumes for PARAGARD but offsetting revenue through pricing strategies [114][116]

Financial Data and Key Metrics Changes - Q3 consolidated revenues increased by 5.7% year over year, reaching $1,060 million, with organic growth of 2% [5][25] - Non-GAAP earnings per share (EPS) grew by 15% year over year to $1.1, with free cash flow reported at $165 million [5][28] - Gross margin improved by 70 basis points to 67.3%, driven by efficiency gains and favorable foreign exchange [25] Business Line Data and Key Metrics Changes - CooperVision reported revenues of $718 million, reflecting a 6.3% increase and 2.4% organic growth, although results were below expectations due to declines in Clarity orders [6][9] - CooperSurgical posted revenues of $342 million, up 4.5% year over year, with fertility revenues growing 6% [20][21] - MyDay lenses showed double-digit growth, with MyDay Multifocal growing 20% [11][13] Market Data and Key Metrics Changes - EMEA region grew 14% or 6% organically, becoming CooperVision's largest revenue region globally [9] - The Americas grew 2% or 3% organically, while Asia Pac grew 1% but declined 5% organically due to Clarity pressure [9][10] - The overall contact lens market is expected to continue mid-single-digit growth, driven by a shift towards silicone hydrogel lenses [19] Company Strategy and Development Direction - The company aims to leverage strong MyDay momentum and upcoming product launches to gain market share [23][30] - Focus on operational excellence and disciplined cost management to support sustainable revenue growth [5][28] - Ongoing restructuring efforts to enhance efficiency and leverage IT upgrades [73][74] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in the contact lens market, particularly in Asia Pac, but remains optimistic about long-term growth in fertility and contact lenses [20][50] - Guidance for Q4 indicates expected organic growth of 2% to 4% for both CooperVision and CooperSurgical, factoring in potential headwinds [22][23] - Confidence in achieving $2 billion in free cash flow over the next three fiscal years, supported by improved operating margins [30][102] Other Important Information - The company repurchased $52 million worth of stock during the quarter, with approximately $164 million remaining under the repurchase plan [28] - Tariff impacts are expected to be lower than previously anticipated, with mitigation strategies in place [29][30] Q&A Session Summary Question: How does the core CVI portfolio compare to market growth for fiscal 2026? - Management indicated that the core portfolio has lagged the market but expects to be at least in line with market growth, with additional contributions from MySight [36][40] Question: Why is MyDay's success impacting Clarity? - Management noted that in some markets, Clarity and MyDay were viewed similarly, leading to a shift in orders towards MyDay [41][45] Question: What is the outlook for the contact lens market's growth? - Management acknowledged a slowdown in market growth but remains confident in the long-term fundamentals, including pricing and consumer trends [50][52] Question: What are the drivers for expected Q4 rebound in fertility? - Management highlighted improvements in genomics and consumables, along with anticipated investments from fertility clinics [110][114] Question: What is the situation with PARAGARD and market dynamics? - Management confirmed no new competitive launches but acknowledged declining volumes, offset by pricing strategies [117][119]