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The Cooper Companies (COO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-08-20 15:00
Wall Street expects a year-over-year increase in earnings on higher revenues when The Cooper Companies (COO) reports results for the quarter ended July 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Augus ...
Alcon(ALC) - 2025 Q2 - Earnings Call Transcript
2025-08-20 13:02
Financial Data and Key Metrics Changes - The company's second quarter sales reached $2.6 billion, reflecting a 3% increase year-over-year, consistent with the first quarter performance [29] - Core gross margin for the second quarter was 62.2%, in line with the previous year, while core operating margin decreased by 100 basis points to 19.1% due to increased R&D investments [32] - Core diluted earnings per share were $0.76, broadly in line with the previous year on a constant currency basis [32] Business Line Data and Key Metrics Changes - Surgical franchise revenue increased by 1% year-over-year to $1.5 billion, with implantable sales down 2% to $456 million due to soft market conditions and competitive pressures [29] - Vision Care sales rose by 5% to $1.1 billion, driven by a 7% increase in contact lens sales, primarily due to product innovation and price increases [30] - Oculo Health sales were up 2% year-over-year to $430 million, led by eye drop products, although there were declines in contact lens care [31] Market Data and Key Metrics Changes - Global cataract volumes grew approximately low single digits in the second quarter, compared to a historical average of about 4% [27] - The retail market for contact lenses grew mid single digits during the same period [27] Company Strategy and Development Direction - The company is focused on acquiring transformative technologies in eye care, with recent acquisitions including the Voyager Direct device for glaucoma and STAR for refractive surgery [10][11] - The company aims to leverage its broader commercial infrastructure to accelerate adoption of new products and expand its presence in growing markets like China [13][14] - The company is committed to driving organic growth through innovation and execution, with several major product launches underway [9][18] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that while the second quarter results fell short of expectations, they remain confident in the long-term durability of end markets and the resilience of customers [8][9] - The company expects to see sales growth accelerate in the second half of the year, particularly in the fourth quarter, despite current market softness [35] - Management emphasized the importance of innovation and operational discipline to drive long-term growth and shareholder value [40][38] Other Important Information - The company incurred $27 million in tariff-related charges during the second quarter, with an expected full-year impact of approximately $100 million on cost of sales [33] - The company is maintaining its core diluted earnings guidance range of $3.05 to $3.15 per share, reflecting a year-over-year change of 2% in constant currency [37] Q&A Session Summary Question: Can you elaborate on the stability of PCIOL share in the U.S. and the situation outside the U.S.? - Management noted a sequential improvement of about four share points in the U.S. market, attributed to the positive reception of PanOptix Pro, while acknowledging competitive pressures in international markets [46][48] Question: What is the outlook for market weakness and its recovery? - Management expressed confidence in the long-term growth of the cataract market, citing an increasing prevalence of cataracts and treatment access, despite current procedural volume oscillations [56][58] Question: How is the Unity VCS performing since its launch? - Management reported over 1,000 qualified leads for Unity VCS within ten weeks of launch, emphasizing a deliberate ramp-up process to ensure proper training and installation [62][64] Question: What is the expected sustainable revenue growth rate for the EVO ICL platform? - Management indicated a solid outlook for EVO in China and elsewhere, emphasizing the low penetration of EVO relative to high myopes and the importance of training and business model adjustments [103] Question: How is the company addressing increased tariff headwinds? - Management highlighted that the weak dollar is a significant mitigation factor, while also considering potential adjustments to the manufacturing footprint in response to tariff pressures [105][106]
Femasys Secures UK Regulatory Approval of FemBloc Permanent Birth Control
Globenewswire· 2025-08-20 13:00
--Advances European commercialization strategy following CE mark approval-- ATLANTA, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and non-surgical permanent birth control more accessible and cost-effective to women worldwide, announced that it received the Medicines and Healthcare products Regulatory Agency (MHRA) approval for its FemBloc Permanent Birth Control, which signifies the product has met the required standards for safety, quality, ...
UFP Technologies to Present and Host 1x1 Investor Meetings at the 16th Annual Midwest IDEAS Investor Conference on August 26th in Chicago, IL
GlobeNewswire News Room· 2025-08-20 13:00
Contacts: Ron Lataille, CFO, UFP Technologies, Inc., tel. 978-234-0926 rlataille@ufpt.com Jeff Elliott, Three Part Advisors, LLC, tel. 214-966-9014 jelliott@threepa.com If interested in participating or learning more about the IDEAS conferences, please contact Lacey Wesley at (817) 769 -2373 or lWesley@IDEASconferences.com. About UFP Technologies, Inc. UFP Technologies is a contract development and manufacturing organization that specializes in single-use and single-patient medical devices. UFP is a vital l ...
Autonomix Medical, Inc. Granted New European Patent for First-in-Class Catheter-Based Technology
Globenewswire· 2025-08-20 12:30
Global patent estate encompasses 80 issued patents and 40 pending patent applications Strengthens strategic position in a multi-billion-dollar market opportunity across cardiovascular, renal, and other high-burden diseases For more information about the Company's technology, please visit autonomix.com. About Autonomix Medical, Inc. Autonomix is a medical device company focused on advancing innovative technologies to revolutionize how diseases involving the nervous system are diagnosed and treated. The Compa ...
Beyond Air Signs New International LungFit PH® Distribution Agreements, Most Notably in Japan
Globenewswire· 2025-08-20 12:00
These recent LungFit PH international agreements bring the ex-U.S. total to 34 countries and a combined population of 2.7 billion people GARDEN CITY, N.Y., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Beyond Air, Inc. (NASDAQ: XAIR) ("Beyond Air" or the "Company"), a commercial-stage medical device and biopharmaceutical company focused on harnessing the power of nitric oxide (NO) to improve patient lives, today announced the expansion of its global LungFit PH distribution network. The Company has recently signed new d ...
Envoy Medical Secures Three New Patents, Strengthening Leadership in Fully Implantable Hearing Technology
Newsfile· 2025-08-20 12:00
Envoy Medical Secures Three New Patents, Strengthening Leadership in Fully Implantable Hearing Technology August 20, 2025 8:00 AM EDT | Source: Envoy Medical, Inc. Patents issued in the U.S., Australia, and Hong Kong advance Envoy Medical's innovation pipeline and protect next-generation cochlear implant solutions for individuals living with hearing loss. White Bear Lake, Minnesota--(Newsfile Corp. - August 20, 2025) - Envoy Medical® Inc. (NASDAQ: COCH) ("Envoy Medical"), a hearing health company focused on ...
Alcon(ALC) - 2025 Q2 - Earnings Call Presentation
2025-08-20 12:00
Acquisition - Alcon will acquire STAAR Surgical for \$28 per share in cash, representing a ~59% premium to STAAR's 90-day volume-weighted average price[15] - The acquisition represents a total equity value of approximately \$1.5 billion and is expected to be funded through short- and long-term credit facilities[15] - The acquisition is expected to be accretive to core diluted EPS in year two[15] Financial Highlights (Q2 2025) - Net sales reached \$2.6 billion, a 4% increase year-over-year on a reported basis and a 3% increase in constant currency[21] - Core operating margin was 19.1%, a decrease of 70 basis points[21] - Core diluted EPS was \$0.76, compared to \$0.74 in Q2 2024[20] Financial Highlights (1H 2025) - Net sales reached \$5.0 billion[26] - Free cash flow was \$681 million[20] Product Mix (1H 2025 Sales) - Vision Care accounted for 45% (\$2.2 billion) of sales, while Surgical accounted for 55% (\$2.8 billion)[27] - Within Vision Care, contact lenses represented 62% of sales[27] - Within Surgical, consumables represented 53% of sales[27] FY 2025 Outlook (Updated) - Net sales are projected to be between \$10.3 to \$10.4 billion[64] - Core operating margin is expected to be between 19.5% to 20.5%[64] - Core diluted EPS is maintained at \$3.05 to \$3.15[64]
Should You Invest in the iShares U.S. Medical Devices ETF (IHI)?
ZACKS· 2025-08-20 11:21
The fund is sponsored by Blackrock. It has amassed assets over $4.34 billion, making it one of the largest ETFs attempting to match the performance of the Healthcare - Medical Devices segment of the equity market. IHI seeks to match the performance of the Dow Jones U.S. Select Medical Equipment Index before fees and expenses. Designed to provide broad exposure to the Healthcare - Medical Devices segment of the equity market, the iShares U.S. Medical Devices ETF (IHI) is a passively managed exchange traded f ...
CytoSorbents Updates U.S. FDA Regulatory Status of DrugSorb-ATR
Prnewswire· 2025-08-20 11:00
About CytoSorbents Corporation (NASDAQ: CTSO) FDA appeal decision found no issues with DrugSorb-ATR device safety but upheld the De Novo denial, and proposes a potential path forward for market authorization PRINCETON, N.J., Aug. 20, 2025 /PRNewswire/ -- CytoSorbents Corporation (NASDAQ: CTSO), a leader in the treatment of life-threatening conditions in the intensive care unit and cardiac surgery using blood purification, updates the regulatory status of its appeal with the U.S. Food and Drug Administration ...