The earnings call demonstrated robust free cash flow and strong performance in the EMEA region, alongside significant developments in the MyDay product line. However, there were notable challenges with revenue coming in below expectations due to a decline in Clarity orders and weakness in the Asia Pac e-commerce segment. The sentiment is balanced with positive prospects for MyDay and Myopia management but weighed down by immediate revenue challenges.

Company Guidance

In the recent Q3 2025 earnings call, The Cooper Companies provided guidance indicating a mixed performance with Q3 consolidated revenues rising 5.7% year-over-year to $1.06 billion, but organic growth was just 2%. The company reported a strong non-GAAP earnings increase of 15% to $1.1 billion and a robust free cash flow of $165 million. However, revenues were lower than expected due to a decline in Clarity globally, driven by a shift towards premium daily lenses and challenges in the pure play e-commerce segment in Asia Pacific. Looking ahead, Cooper expects Q4 organic revenue growth of 2% to 4% for both CooperVision and CooperSurgical, with continued headwinds from Clarity and potential upside from MyDay fitting activity. For fiscal 2026, Cooper anticipates sustainable revenue growth, market share gains, and operating margin expansion, with an emphasis on mitigating tariffs and enhancing productivity. Additionally, the company plans to generate approximately $2 billion in free cash flow over the next three fiscal years, focusing on debt reduction and share repurchases.

Strong Free Cash Flow

Free cash flow was robust at $165 million, and the company repurchased $52 million of stock during the quarter.

EMEA Region Performance

EMEA delivered a strong quarter, growing 14% or 6% organically, reinforcing the number one position in the region and becoming CooperVision's largest revenue region globally.

MyDay Product Developments

Several positive developments surrounding the MyDay product family, including resolving manufacturing constraints and renewing large contracts, which offer significant growth opportunities.

Myopia Management Growth

MiSight grew by 23%, led by a record-setting quarter in EMEA. There is confidence in achieving the objective of $100 million in MiSight sales this year.

Cooper Co (COO) Earnings, Revenues Date & History

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COO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2025 (Q4)	1.12 / -	1.04	―	―	―
Aug 27, 2025	2025 (Q3)	1.07 / 1.10	0.96	14.58% (+0.14)
May 29, 2025	2025 (Q2)	0.93 / 0.96	0.85	12.94% (+0.11)
Mar 06, 2025	2025 (Q1)	0.91 / 0.92	0.85	8.24% (+0.07)
Dec 05, 2024	2024 (Q4)	1.00 / 1.04	0.868	19.82% (+0.17)
Aug 28, 2024	2024 (Q3)	0.91 / 0.96	0.838	14.56% (+0.12)
May 30, 2024	2024 (Q2)	0.83 / 0.85	0.77	10.39% (+0.08)
Feb 29, 2024	2024 (Q1)	0.78 / 0.85	0.725	17.24% (+0.13)	―
Dec 07, 2023	2023 (Q4)	0.87 / 0.87	0.688	26.16% (+0.18)	―
Aug 30, 2023	2023 (Q3)	0.84 / 0.84	0.798	5.01% (+0.04)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

COO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$74.10	―	―
May 29, 2025	$79.96	$68.28	-14.61%
Mar 06, 2025	$90.98	$85.00	-6.57%
Dec 05, 2024	$103.23	$98.70	-4.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.