Cochlear Limited (AU:COH)
ASX:COH
Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.25Last Year’s EPS
2.84Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed picture: strategically positive with a largely successful Nexa launch, clear adoption in developed markets, services momentum and significant long‑term investments (cloud, R&D, capacity). However, near‑term financials were weaker than expected — H1 revenue down 2% cc, margin compression to 73%, A$103M cash decline and an A$30M potential FX hit for H2 — and the company experienced short‑term market share pressure during contracting and some softness in Acoustics. Management expects a stronger second half but guided to the lower end of prior FY guidance and emphasized that FX and timing delays constrained H1 results.Company Guidance
Successful Nexa Launch and Adoption
By December, over 80% of developed market sales were Nexa; November–December saw a ~10% year‑over‑year lift in cochlear implant units in key developed markets once Nexa was installed.
Price Increases Achieved
Achieved the targeted price increases in markets where reimbursement allowed, resulting in a low single‑digit uplift on average where implemented.
Services Growth in Developed Markets
Services revenue grew ~4% in developed markets (constant currency), with expectation of stronger uplift in H2 driven by Nucleus 7 retirement and increased upgrade inquiries.
Emerging Markets Volume Growth and China Execution
Emerging markets delivered strong volume growth and Cochlear maintained strong market share in China despite the March volume‑based pricing transition.
Strategic Investments and Reorganization
Ongoing transition to cloud, R&D reorganization to a more modular structure, and reallocation of commercial resources toward medical referrals and senior/adult growth initiatives to drive medium‑term expansion.
Product Pipeline and Innovation Progress
Continued rollouts (Kanso 3, Baha 7) and ongoing pivotal studies (totally implantable cochlear implant) with positive early data reported internally; drug‑eluting electrode studies completed for regulatory use.
Operational Capacity Investments
Capex of $40M to expand Lane Cove and Malaysia facilities and continued ramp at Chengdu to increase production capacity.
Clear FX Transparency and Hedging Disclosure
Management provided explicit FX sensitivity: if AUD remains at recent levels, ~A$30M net profit headwind in H2; ~A$3M per cent USD / ~A$4M per cent EUR exposure for the half and confirmation hedging is partial (cash‑flow focused).
AU:COH Earnings History
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
AU:COH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | AU$242.58 | AU$196.74 | -18.90% |
Aug 14, 2025 | AU$299.98 | AU$302.96 | +0.99% |
Feb 13, 2025 | AU$296.18 | AU$255.51 | -13.73% |
Aug 14, 2024 | AU$326.10 | AU$302.20 | -7.33% |
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.
FAQ
When does Cochlear Limited (AU:COH) report earnings?
Cochlear Limited (AU:COH) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Cochlear Limited (AU:COH) earnings time?
Cochlear Limited (AU:COH) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of Cochlear Limited stock?
The P/E ratio of Cochlear is N/A.
What is AU:COH EPS forecast?
AU:COH EPS forecast for the fiscal quarter 2026 (Q4) is 3.25.