The Cooper Companies, Inc. (NASDAQ:COO) will release earnings results for the fourth quarter after the closing bell on Thursday, Dec. 4.Analysts expect the Bolingbrook, Illinois-based company to report quarterly earnings at $1.11 per share, up from $1.04 per share in the year-ago period. The consensus estimate for Cooper Companies' quarterly revenue is $1.06 billion, compared to $1.02 billion a year earlier, according to data from Benzinga Pro.On Sept. 17, Cooper Companies' board approved a $1 billion incre ...

Core Insights - The Cooper Companies, Inc. is set to release its fourth-quarter earnings results on December 4, with expected earnings of $1.11 per share, an increase from $1.04 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $1.06 billion, up from $1.02 billion a year earlier [1] Share Repurchase Program - The board of Cooper Companies approved a $1 billion increase in its share repurchase program on September 17 [2] Stock Performance - Cooper Companies shares rose 0.2% to close at $75.98 on Wednesday [3] Analyst Ratings - Wells Fargo downgraded the stock from Overweight to Equal-Weight with a price target of $72 [6] - Barclays initiated coverage with an Overweight rating and a price target of $85 [6] - JP Morgan maintained a Neutral rating and reduced the price target from $76 to $66 [6] - Baird maintained an Outperform rating and cut the price target from $97 to $85 [6] - Stifel maintained a Buy rating and lowered the price target from $90 to $85 [6]

Key Takeaways COO is set to report Q4 results with revenues projected at $1.06B and earnings at $1.11 per share. MyDAY demand, Biofinity and MiSight activity, and stronger CVI trends are expected to support results. CSI growth may be limited by weaker fertility and PARAGARD demand and ongoing softness in Asia-Pac. The Cooper Companies, Inc.’s (COO) fourth-quarter fiscal 2025 results are scheduled to be released on Dec. 14, after the closing bell.In the last reported quarter, the company’s earnings beat the ...

SINGAPORE, Dec. 1, 2025 /PRNewswire/ -- CooperVision Asia Pacific, in collaboration with CEVA Logistics, has opened a new Regional Service Centre in Singapore, marking a significant milestone in both companies’ commitment to enhance supply chain and logistics capabilities across the Asia Pacific region. Strategically located in CEVA’s healthcare hub facility within Singapore’s Airport Logistics Park, a designated free trade zone adjacent to Changi Airport, the centre marks the first phase of a broader infra ...

Core Viewpoint - Browning West, an investment management firm, criticizes Cooper's lack of strategic focus, misaligned incentives, and inadequate board oversight, which have led to significant underperformance compared to market indices. The firm advocates for a restructuring of Cooper as a pure-play vision care company, suggesting that this could potentially double the stock price [1][2]. Group 1: Lack of Strategic Focus - Cooper operates two leading businesses: CooperVision, the largest contact lens company, and CooperSurgical, the largest fertility medical devices business, both of which have strong growth potential due to increasing myopia and infertility rates globally [2]. - Despite solid market positions, Cooper has underperformed the S&P 500 and related healthcare indices over the past 1, 3, and 5 years, with total revenue increasing by 47% but non-GAAP EPS growing only 20% from 2019 to 2024 [2][22]. - The current corporate structure dilutes management focus, leading to poor execution and failure to meet financial guidance, as evidenced by a significant drop in organic growth rates and a 13% share price decline following disappointing earnings [5][8]. Group 2: Misaligned Incentive Structure - Cooper's incentive structure promotes a "growth at all costs" mentality without considering free cash flow (FCF) or return on invested capital (ROIC), resulting in a cumulative ROIC of below 5% on approximately $4 billion invested in CooperSurgical over the past decade [6][27]. - Management's inability to define maintenance versus growth capital expenditures has raised concerns among shareholders, especially as FCF remains below 2019 levels despite a 54% revenue increase [7][28]. - Shareholders have experienced a 35% decline in Cooper's share price since September 2024, while management has continued to receive substantial compensation [7][28]. Group 3: Inadequate Board Oversight - The Board has rewarded management despite value-destructive acquisitions and capital misallocation, leading to a 100 percentage point underperformance compared to the S&P 500 over the past five years [8][15]. - The Board lacks essential expertise in vision care and medical devices, hindering effective oversight and strategic evaluation [8][10]. - The current Chairman, Robert Weiss, has been on the Board for nearly three decades and has sold over $100 million in stock since 2019, raising questions about his independence and the Board's ability to make sound strategic decisions [9][10]. Group 4: Recommendations for Change - Browning West urges the appointment of new directors with relevant sector expertise to enhance governance and align incentives with long-term shareholder value creation [11][12]. - A refreshed Board could drive initiatives to unlock Cooper's potential, potentially doubling EPS and improving the company's valuation multiple [12][14]. - The firm emphasizes the need for a thorough reassessment of operating plans and capital allocation strategies for both CooperVision and CooperSurgical [14].

Company Overview - The Cooper Companies, Inc. (COO) has a market cap of $14.4 billion and operates globally in the medical device sector, focusing on contact lenses through CooperVision and women's and family health care products via CooperSurgical [1] Stock Performance - COO shares have underperformed the broader market over the past 52 weeks, declining 27.4% while the S&P 500 Index gained 12.3% [2] - Year-to-date, COO shares have decreased by 21.5%, compared to a 12.5% return for the S&P 500 [2] Financial Performance - In Q3 2025, COO reported adjusted EPS of $1.10, which was stronger than expected, but shares fell 12.9% the following day due to missed revenue estimates of $1.06 billion [4] - The company revised its full-year revenue guidance down to $4.07 billion - $4.10 billion, citing a significant drop in contact lens demand in Asia, particularly China, and a slowdown in the U.S. market [4] Analyst Expectations - For the fiscal year ending in October 2025, analysts project a 10.8% year-over-year growth in adjusted EPS to $4.09 [5] - The consensus rating among 17 analysts is a "Moderate Buy," with nine "Strong Buy" ratings, one "Moderate Buy," six "Holds," and one "Strong Sell" [5] Analyst Ratings and Price Targets - The current analyst configuration is slightly less bullish than three months ago, with 10 "Strong Buy" ratings previously [6] - Wells Fargo analyst downgraded COO to "Hold" with a price target of $72, while the mean price target of $81.88 suggests a 13.4% premium to the current price [6] - The highest price target of $96 indicates a potential upside of nearly 33% [6]

Company Overview - The Cooper Companies operates through two segments: CooperVision, focused on contact lenses, and CooperSurgical, which addresses fertility and women's health care [1][4] - CooperVision accounts for 66% of revenue and is a global leader in contact lens wearers, holding a 26% market share, competing with Johnson & Johnson (37%), Alcon (26%), and Bausch + Lomb (10%) [4] - CooperSurgical contributes 33% of revenue, with 60% from office and surgical services and 40% from fertility services [6] Market Dynamics - The global soft contact lens market is valued at approximately $11 billion, growing at an annual rate of 4% to 6%, driven by a shift to silicone hydrogel 1-day lenses and increasing global contact lens users [5] - The fertility treatment market is a $2 billion global market, also expected to grow at a 4% to 6% pace annually [6] Strategic Challenges - Cooper has been reallocating cash from its profitable contact lens business to CooperSurgical, which has led to declining returns on capital and lower margins in the surgical segment [8][10] - Management changes, particularly the appointment of CEO Albert White, have raised questions about the company's strategic focus, as he previously led CooperSurgical [9] Recent Developments - Jana Partners has taken a position in Cooper and is advocating for strategic alternatives, including a potential merger of its contact lens unit with Bausch + Lomb [3][12] - A merger would not create a market leader, as the combined market share would be 36%, just below Johnson & Johnson's 37% [13] - The complementary nature of the businesses suggests minimal regulatory hurdles for a potential merger [14] Financial Performance - Cooper's share price fell 12.85% following a significant reduction in full-year guidance due to lower-than-expected organic growth in both segments [11] - The company is currently trading at a 12-month forward P/E of 16.4x, a discount compared to its 10-year average of 23.1x [11] Strategic Recommendations - Jana Partners suggests that separating the two business units could yield $300 million to $500 million in synergies, which is substantial for a business generating $850 million in EBITDA [16] - If management resists separation, the focus may shift to leadership changes, potentially appointing a new CEO with expertise in the contact lens industry [17][18]

Group 1 - The Cooper Companies, Inc. (COO) has seen its shares decline approximately 40% over the past 14 months due to organic top-line growth falling short of high expectations [2] - Despite the decline in share price, the company's bottom line has improved due to increased efficiency [2] Group 2 - The Biotech Forum, led by an experienced market analyst, offers a model portfolio featuring 12-20 high upside biotech stocks, along with live discussions and weekly research updates [2]

Company Overview - CooperCompanies is a leading global medical device company with a focus on enhancing people's lives through its two business units: CooperVision and CooperSurgical [3] - CooperVision specializes in the contact lens industry, while CooperSurgical is dedicated to fertility and women's healthcare [3] - The company is headquartered in San Ramon, California, employs over 16,000 people, and sells products in more than 130 countries, positively impacting over fifty million lives annually [3] Financial Reporting - CooperCompanies will report its fourth quarter and full year 2025 financial results on December 4, 2025, at 4:15 PM ET [1] - A conference call to discuss the results and corporate developments will follow at 5:00 PM ET [1] Conference Call Details - The dial-in number for the conference call is 800-715-9871, and the conference ID is 2700541 [2] - An audio webcast and subsequent replay will be available at http://investor.coopercos.com [2]

Core Viewpoint - Activist investor Jana Partners has acquired a stake in The Cooper Companies and is advocating for strategic alternatives, including a potential merger of its contact-lens division with Bausch + Lomb [1][2] Group 1: Strategic Moves - Jana Partners aims to unlock shareholder value by improving capital allocation and possibly separating Cooper's two distinct business segments [2] - The CEO of Bausch + Lomb has expressed openness to a merger, suggesting it would enhance competition in the global contact-lens market [3][4] Group 2: Financial Performance - CooperCompanies has increased its share repurchase program by $1 billion to a total of $2 billion [1] - CooperVision's third-quarter sales reached $718.4 million, a 6% increase year-over-year, with fourth-quarter sales expected between $700 million and $713 million [7] - CooperSurgical sales rose by 4% to $341.9 million, with fourth-quarter expectations between $350 million and $356 million [8] Group 3: Market Context - Cooper is valued at approximately $14 billion, while Bausch + Lomb has a market capitalization of around $5.3 billion [4][5] - The contact-lens market is competitive, with major players including Cooper, Johnson & Johnson, and Alcon [5]