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Call sheet · Q3'26

Cooper Companies (COO)

Q3'26 earnings call · held September 9, 2026 · compared with the Q2'26 call · management-credibility review
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Disclosure score
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Financial quality
Bottom line
The cash-generation improvement is real, but pending litigation outflows constrain its immediate availability. GAAP earnings are tax-dominated, and adjusted EPS growth substantially reflects refunds and share-count reduction. With Surgical retained, the next rerating case depends on measurable Vision execution-not another quarter of per-share resilience without stronger revenue conversion. [1][3][4][5]

What changed this quarter

MetricQ2'26Q3'26Change
RevenueQ3 FY2025: $1,060.3 millionQ3 FY2026: $1,066.2 millionGrowth of 0.6% from rounded tables; issuer rounds reported and organic growth to 1%. [3]
Management-adjusted earningsQ3 FY2025: $220.3 million; $1.10 diluted EPSQ3 FY2026: $221.5 million; $1.15 diluted EPSNet income grew 0.5%; diluted shares declined 3.3%, supporting per-share growth. [3]
FY2026 guidanceRevenue $4.280-$4.320 billion; adjusted EPS $4.58-$4.66Revenue $4.229-$4.252 billion; adjusted EPS $4.51-$4.55Midpoints reduced 1.4% and 1.9%, respectively; these are forecast revisions, not completed-year misses. [2][3]

Accountability tracked

6 prior promises scored
Inside the full report
The complete write-up covers the full promise ledger with kept/missed calls, disclosure-quality scoring, the metrics-vanished check, verification items, and the questions to ask next quarter.
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Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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