Post-earnings recap
Reported
Wed, Sep 9, 2026
EPS actual
$1.15
EPS est.
$1.11
EPS surprise
+3.23%
1-day move
-6.22%
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Est. EPS
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Est. Rev
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Impl. Move
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The Cooper Companies reported a solid earnings beat on EPS, but the stock fell by 6.22% due to concerns over revenue growth and inventory reductions in CooperVision. Despite these challenges, management remains optimistic about underlying demand and free cash flow performance. The decision to retain CooperSurgical indicates a focus on long-term growth strategies.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.15 | N/A | +3.23% |
| Revenue | $1.066B | N/A | N/A |
| Free Cash Flow | $273M | N/A | N/A |
Management expressed cautious optimism about future growth despite some challenges. They highlighted the strong performance in free cash flow and reaffirmed their guidance for the upcoming quarter.
Management reaffirmed guidance for Q4, expecting flat to 2% organic revenue growth.
CooperVision's U.S. channel inventory reductions impacted revenue, but underlying demand remains healthy.