The Cooper Companies, Inc. Q4 2025 Earnings Recap

Cooper Companies reported a strong Q4 2025 with revenues reaching $1.065 billion, marking an organic growth of 3.4%. The company continues to demonstrate robust earnings growth and commitment to shareholder returns through substantial stock repurchases.

Key Takeaways

• Q4 revenues increased 4.6% year-over-year, with CooperVision revenues of $710 million, driven by improved MyDay availability despite some market softness in China.
• Non-GAAP earnings grew 11% to $1.15, achieving the eighth consecutive quarter of beating consensus expectations.
• Free cash flow for Q4 totaled $150 million, contributing to an updated target of over $2.2 billion for fiscal 2026-2028.
• Nearly $200 million of stock was repurchased in Q4, with plans to allocate a similar percentage of free cash flow to share buybacks in fiscal 2026.
• A formal strategic review has been initiated to explore long-term shareholder value opportunities, alongside enhancements to executive performance metrics linked to total shareholder return.