Cooper Companies to Post Q4 Earnings: What's in Store for the Stock?

The Cooper Companies, Inc.’s COO fourth-quarter fiscal 2025 results are scheduled to be released on Dec. 14, after the closing bell.

In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 2.80%. Its earnings beat estimates in three of the trailing four quarters and met once, delivering an average surprise of 2.51%.

Q4 Estimates

The Zacks Consensus Estimate for revenues is pegged at $1.06 billion, indicating a 4.1% increase from the year-ago quarter’s level. The consensus mark for earnings is pinned at $1.11 per share, implying a 6.7% improvement from the prior-year period’s reported number.

Cooper Companies expects total revenues to be in the $1.049-$1.069 billion range, implying 2-4% organic growth during the fourth quarter. The company expects adjusted EPS to be in the range of $1.10-$1.14.

Factors to Note

Cooper Companies reports revenues under two major segments — CooperVision (“CVI”) and CooperSurgical (“CSI”). Both these segments have displayed strength in the past few quarters. Overall, the quarterly results are expected to reflect rising demand for contact lenses, and fertility and surgical products.

Moreover, strong consumption trends, steady shifts toward silicone hydrogel lenses, continued demand for toric and multifocal products, and pricing promotion are likely to have driven CVI sales during the fourth quarter. Meanwhile, strength in genomics and consumables, and specialty surgical device portfolio should have driven CSI revenues higher.

The Cooper Companies, Inc. Price and EPS Surprise

The Cooper Companies, Inc. price-eps-surprise | The Cooper Companies, Inc. Quote

CVI to Benefit From MyDAY Demand, but Clariti Weakness Persists

During the third quarter, the company recorded 6.3% reported growth and 2.4% organic growth for the CVI segment, primarily driven by customers favoring premium daily lenses with strong performance in the EMEA region. However, weakness in Clariti and APAC region offset some of these gains. The trend is likely to have continued in the soon-to-be-reported quarter. Cooper Companies expects sales to be in the range of $700-$713 million, up 2-4% organically.

The demand for MyDAY lenses is likely to have continued in the fourth quarter on the back of several positive developments. The company has resolved its manufacturing constraints and now has full sales capacity for MyDAY lenses. These activities should have helped the company to continue the accelerated global rollout of fitting sets and trial lenses.

During the last reported quarter, MyDAY posted double-digit growth across all its varieties — lenses, torics, multifocals and Energys. This trend should have continued in the fourth quarter as well on the back of considerable activity with fitting sets and trial lenses, and launch activity.

Apart from MyDAY, the company’s frequent replacement lenses, Biofinity brand, and myopia management lenses, MiSight, should have supported strong growth. Both lens brands have recorded increased fitting activity during the third quarter that might have converted to sales in the soon-to-be-reported quarter.

However, demand for MyDAY should continue to hurt adoption of Cooper Companies’ value price lens brand, Clariti. Moreover, weakness within the pure-play e-commerce segment in Asia Pac is likely to have continued in the fourth quarter, partially offsetting growth in other regions.

Per our model estimates, this segment’s sales are projected to increase 2.6% organically to $709 million. The segment’s operating income is likely to grow 3.1% to $194.4 million.

Weak Fertility & PARAGARD Demand Might Have Dampened CSI Growth

During the third quarter, the CSI segment posted quarterly revenue growth of 4.5% reportedly and 2% organically. The segment’s fertility business posted 3% organic growth on the back of strength in genomics and consumables, especially in the EMEA region. Growth in Medical Devices and specialty surgical device portfolio was offset by a decline in PARAGARD sales, leading to 1% organic growth for the office and surgical business. We expect this trend to have continued in the fourth quarter.

The fertility business is likely to have shown signs of weakness, with clinics continuing to manage cash conservatively by delaying capital purchases. Moreover, ongoing softness in the Asia-Pacific region should have added further pressure on the top line. PARAGARD sales likely declined in the fourth quarter following advanced purchasing earlier in the fiscal year, ahead of the price increase.

The company expects the segment sales to be in the band of $350-$356 million, up 2-4% organically. Per our model estimates, this segment’s sales are projected to grow 3.2% organically to $350.9 million. The segmental operating income is projected to decline 39.2% to $19.1 million.

What the Zacks Model Unveils for COO

Our proven model does not conclusively predict an earnings beat for COO this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below.

COO’s Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -1.05%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

COO’s Zacks Rank: Cooper Companiescurrently carries a Zacks Rank #4 (Sell).

Stocks Worth a Look

Here are a few medical stocks worth considering, as these have the right combination of elements to come up with an earnings beat this reporting cycle.

DexCom DXCM has an Earnings ESP of +1.45% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

DXCM delivered a trailing four-quarter average earnings surprise of 0.17%. The Zacks Consensus Estimate for fourth-quarter 2025 EPS implies a gain of 44.4% from the year-ago reported figure.

Edwards Lifesciences EWhas an Earnings ESP of +0.32% and a Zacks Rank of 3 at present.

EW delivered a trailing four-quarter average earnings surprise of 8.89%. The Zacks Consensus Estimate for fourth-quarter 2025 EPS implies a gain of 3.4% from the year-ago reported figure.

Hologic HOLX has an Earnings ESP of +1.69% and a Zacks Rank #3 at present.

HOLX delivered a trailing four-quarter average earnings surprise of 1.89%. The Zacks Consensus Estimate for first-quarter fiscal 2026 EPS implies a gain of 5.8% from the year-ago reported figure.

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This article originally published on Zacks Investment Research (zacks.com).

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