The combination of raised guidance, strong cash flow, and sustained organic growth suggests improving fundamentals. Traders should monitor execution on synergy capture and whether elevated margins can be maintained. Share repurchases provide additional EPS support.
Price Chart
Executive Summary
CooperCompanies reported strong Q1 fiscal 2026 results with revenue of $1.024 billion (up 6% YoY) and non-GAAP EPS of $1.10 (up 20% YoY), driven by organic growth in both CooperVision and CooperSurgical. The company raised its full-year guidance for revenue, non-GAAP EPS, and free cash flow, citing improved profitability, synergies from prior reorganization, and robust cash generation.
Key Financial Metrics
Key Facts
- Q1 revenue: $1.024 billion, up 6% YoY (3% organic)
- GAAP EPS: $0.66, up 27% YoY; Non-GAAP EPS: $1.10, up 20% YoY
- Operating margin expanded to 21% (GAAP), 27% non-GAAP
- Free cash flow: $158.7 million in the quarter
- Raised full-year 2026 guidance: revenue $4.306B–$4.346B, non-GAAP EPS $4.58–$4.66, free cash flow $600M–$625M
- Repurchased $92.5 million in stock during the quarter
Financial Impact
Revenue up $59.4 million YoY, non-GAAP EPS up $0.18, free cash flow guidance increased by $50 million at midpoint
Risk Factors
- Non-GAAP guidance excludes unpredictable acquisition/integration costs, which could impact actual GAAP results
- Gross margin pressure from tariffs despite operational improvements
- Foreign exchange remains a headwind, with constant currency growth 3 percentage points below reported growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3250682 |
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 17d 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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