| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 67 | 18.4x | 17.8x | Top tier | |
Growth | 70 | 4.7% | 7.1% | Top tier | |
Quality | 66 | 5.9% | 4.5% | Top tier | |
Safety | 68 | 2.9x | 2.6x | Top tier | |
Capital Return | 36 | 0.00% | 2.12% | Bottom tier | |
Momentum | 21 | 1.6% | 2.9% | Bottom tier | |
Sentiment | 64 | 11 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The Cooper Companies operates through two main healthcare businesses. CooperVision generated revenue of $717 million in fiscal Q3 2026 from contact lenses including the MyDay, Biofinity, and clariti families and the MiSight myopia management products, while CooperSurgical generated revenue of $349 million from fertility, genomics, medical devices, and women's health products such as Paragard. CooperVision therefore accounted for approximately 67% of combined quarterly revenue, compared with approximately 33% for CooperSurgical.
Consolidated revenue reached $1.066 billion in fiscal Q3 2026, growing approximately 1% on both a reported and organic basis. Gross profit according to EDGAR data was approximately $711.9 million, while net income was $432.8 million and earnings per share were $2.24; the non-GAAP gross margin was 66.7%, down 60 basis points, while the operating margin increased 30 basis points to 26.3%. The results included a discrete tax benefit of approximately $307 million following the closure of an HMRC examination related to the transfer of intellectual property and assets to the United Kingdom in fiscal 2021, so reported net income does not reflect operating performance alone.
Within CooperSurgical, revenue grew 3% organically, with the fertility business growing 5% to $141 million and the office and surgical business growing 2% to $208 million; medical devices increased 4%, while Paragard revenue remained flat. CooperVision revenue was nearly flat year over year because of channel inventory reductions in the United States, despite mid-single-digit U.S. consumption growth and growth in MyDay and MiSight across specific categories and markets.
The analyst consensus is Buy, with an average target of $65.75 and a relatively wide range of $59 to $75, while the stock's 52-week range extends from $51.01 to $89.83. The average target is approximately 27% below the 52-week range high, and even the highest target of $75 remains below that high; this reduction in the valuation anchor reflects reduced fiscal 2026 guidance, weak CooperVision revenue, and the conclusion of the strategic review without a transaction. No valid price-to-earnings multiple is available in the provided data, so it cannot be used to assess whether the stock is cheap or expensive.
Figures in the text are as of 2026-09-11; the live price is shown at the top of the page.
Fiscal Q3 2026 revenue came in below market expectations, despite non-GAAP earnings per share exceeding consensus estimates. The company also lowered its guidance and set fiscal Q4 2026 organic revenue growth at only between 0% and 2%, with CooperVision declining organically by as much as 2%. The conclusion of the strategic review without a sale of CooperSurgical also removed a transaction catalyst that the market had anticipated, and reports published on September 10, 2026 recorded a decline of approximately 14.7% to 16.8%.
Management said that U.S. consumption grew at a mid-single-digit rate during fiscal Q3 2026 and continued on that trajectory in the first month of fiscal Q4 2026. It estimated that the Americas would have posted growth of approximately 5% without the channel inventory reductions. The excess inventory arose partly from purchases ahead of price increases and information technology system upgrades, as well as stocking related to new private-label contracts, and the company expects to eliminate the vast majority of it during fiscal Q4 2026.
Automated analysis for informational purposes only — not investment advice.
MyDay toric, MyDay multifocal, and MyDay Energys delivered double-digit growth in fiscal Q3 2026, while MyDay also posted double-digit growth in Europe, the Middle East, and Africa, and its consumption in the Americas grew at a double-digit rate. The company says MyDay toric offers approximately 30% more prescription options than any daily lens designed for astigmatism. MiSight also grew 20% organically, driven by Europe, the Middle East, Africa, and the Americas, with MyDay MiSight launching in Canada during August 2026.
CooperSurgical generated revenue of $349 million in fiscal Q3 2026, growing 3% organically and accounting for approximately one-third of consolidated revenue. The fertility business grew 5% to $141 million, supported by demand for genomics, the RI Witness platform, and clinic and account wins, while the office and surgical business grew 2% to $208 million. Following a review that included a potential sale, the board unanimously decided to retain the unit because, in its assessment, the offers received did not reflect its full value and long-term potential.
The company generated record free cash flow of $273 million in fiscal Q3 2026, bringing the fiscal year-to-date total to $528 million, up 86% year over year. It repurchased $339 million of shares during the quarter and $445 million fiscal year to date, while keeping leverage below two times. The board added $1 billion to the repurchase authorization, increasing the remaining capacity to approximately $1.5 billion, while management is targeting cumulative free cash flow of $2.2 billion during fiscal years 2026 through 2028.
The company expects consolidated revenue of between $1.057 billion and $1.080 billion and non-GAAP earnings per share of between $1.05 and $1.09 in fiscal Q4 2026. It expects CooperVision revenue of between $692 million and $706 million because of continued channel inventory reductions, versus CooperSurgical revenue of between $364 million and $374 million and organic growth of between 4% and 6%. Increased commercial investment, foreign currencies, and lower tariff reimbursements will pressure margins, while free cash flow is expected to be approximately $170 million before litigation settlement-related payments of approximately $272 million.
