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Jan 31
Cooper Q1 2026 Earnings Report
Cooper Q1 2026 Earnings Report
Key Takeaways
CooperCompanies delivered a strong start to fiscal 2026, exceeding revenue and operating margin expectations. Growth was primarily driven by the CooperVision MyDay portfolio and effective cost synergies from recent reorganizations, leading the company to raise its full-year earnings and free cash flow guidance.
Revenue reached $1.024 billion, a 6% increase year-over-year (3% organic growth).
Non-GAAP Diluted EPS rose 20% to $1.10, benefiting from operating expense leverage and lower interest costs.
Non-GAAP operating margin expanded by 180 basis points to 27% due to reorganization synergies and IT efficiencies.
The company raised its fiscal 2026 guidance for revenue, non-GAAP EPS, and free cash flow.
Share repurchases continued with $92.5 million spent to buy back 1.1 million shares during the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CooperCompanies raised its full-year fiscal 2026 outlook across all key financial metrics, projecting organic growth between 4.5% and 5.5%.
Positive Outlook
- Raised fiscal 2026 total revenue guidance to $4.306 - $4.346 billion.
- Increased non-GAAP diluted EPS guidance to $4.58 - $4.66.
- Raised free cash flow guidance to $600 - $625 million.
- Anticipated organic growth of 4.5% to 5.5% for CooperVision.
- Confidence in generating over $2.2 billion in free cash flow through 2028.
Challenges Ahead
- Foreign currency fluctuations expected to impact reported results.
- Non-GAAP gross margin slightly down year-over-year due to tariffs.
- Potential for acquisition-related integration and restructuring charges.
- Ongoing risks from international conflicts and energy market instability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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