The combination of strong organic growth, margin expansion, and raised guidance suggests improving fundamentals. Traders should monitor the sustainability of CooperVision's premium product momentum and the company's ability to deliver on its increased free cash flow targets, which could support further share repurchases.
Price Chart
Executive Summary
CooperCompanies reported strong first quarter 2026 results with revenue of $1.024 billion (up 6% YoY) and GAAP EPS of $0.66 (up 27% YoY), driven by growth in its CooperVision and CooperSurgical segments. The company raised its full-year 2026 guidance for non-GAAP EPS and free cash flow, citing strong profitability and cash generation.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $1.024 billion, up 6% YoY (3% organically)
- GAAP EPS: $0.66, up 27% YoY; Non-GAAP EPS: $1.10, up 20% YoY
- Raised full-year 2026 guidance: non-GAAP EPS of $4.58-$4.66 and free cash flow of $600-$625 million
- CooperVision revenue up 8% YoY; CooperSurgical revenue up 3% YoY
- Repurchased $92.5 million of stock in the quarter
Financial Impact
Revenue increased by $59.4 million and GAAP EPS increased by $0.14 per share compared to the prior year quarter
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| CooperVision | $695.1M | +8.0% |
| CooperSurgical | $329.0M | +3.0% |
Risk Factors
- Potential impact of tariffs on gross margin
- Integration and execution risks related to reorganization initiatives
- Foreign exchange rate fluctuations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-015231 |
| Document: coo-20260305.htm | 0001628280-26-015231 |
| Document: 0001628280-26-015231-index-headers.html | 0001628280-26-015231 |
| Document: 0001628280-26-015231-index.html | 0001628280-26-015231 |
| Document: 0001628280-26-015231.txt | 0001628280-26-015231 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | Insider Cluster | $54.61 $56.07 | ▲ +2.67% | ▲ +0.11% | $57.28 (+4.89%) |
Sep 14, 2026 18d ago | Press Release | $54.22 $54.12 | ▼ −0.18% | ▼ −0.29% | $57.28 (+5.64%) |
Sep 11, 2026 20d ago | Press Release | $54.22 $54.12 | ▲ +0.18% | ▲ +0.29% | $57.28 (−5.64%) |
Sep 9, 2026 22d ago | Press Release | $54.17 $53.78 | ▼ −0.73% | ▼ −0.23% | $57.28 (+5.74%) |
Jun 4, 2026 17w ago | 8-K | $67.34 $67.88 | ▲ +0.80% | ▲ +0.23% | $57.28 (−14.94%) |
Jun 4, 2026 17w ago | Press Release | $67.34 $67.88 | ▲ +0.80% | ▲ +0.23% | $57.28 (−14.94%) |
Mar 5, 2026 30w ago | 8-K | $76.36 $69.80 | ▼ −8.59% | ▼ −7.06% | $57.28 (−24.99%) |
Mar 5, 2026 30w ago | Press Release | $76.36 $69.80 | ▼ −8.59% | ▼ −7.06% | $57.28 (−24.99%) |
Feb 24, 2026 31w ago | DEFA14A | $83.38 $81.82 | ▼ −1.87% | ▼ −0.77% | $57.28 (−31.31%) |
US Market Status
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