The Cooper Companies
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The Cooper Companies (COO) investor relations material

The Cooper Companies 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026

Business overview and market position

  • Operates globally in vision care and women's health, with products in over 130 countries and 15,000+ employees.

  • Two main units: global leader in contact lenses and a top fertility/women’s healthcare business.

  • Contact lens division leads in global wearers and is second in revenue; fertility business is a non-pharma device leader.

  • Over 50 million users globally, with 42 million annual contact lens wearers.

  • Contact lens business generates about two-thirds of total revenue, with strong geographic diversification.

Financial performance and guidance

  • FY25 revenue reached $4.1B; FY26 guidance: $4.299–$4.338B (4.5–5.5% organic growth); Q1 2026: $1.019–$1.030B.

  • 10-year revenue CAGR: 8.6% overall, 16% for fertility, 6–6.3% for contact lenses.

  • Double-digit EPS growth targeted, with non-GAAP EPS of $4.45–$4.60 for the year.

  • Free cash flow projected at $575–$625 million, with a multi-year target of $2.2 billion+.

  • Share buybacks prioritized, with a $2 billion repurchase plan and ~2/3 of FY26 FCF allocated to buybacks.

Strategic priorities and operational changes

  • Focus on organic growth, product innovation, and disciplined capital allocation.

  • Completed major ERP upgrades and consolidated back office operations for cost synergies.

  • AI and digital tools are being leveraged for inventory and operational efficiency.

  • Headcount will remain flat, with ongoing efficiency initiatives.

  • Fostering a strong culture and long-term value creation.

Beyond financial, what operational integration exists?
MiSight's market share vs. Essilor's Stellest?
What specific indicators show fertility market recovery?
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Frequently asked questions

The Cooper Companies, Inc. develops, manufactures, and markets a broad range of contact lenses, including spherical, toric and multifocal products that address the full array of vision corrections needs for a growing population of worldwide contact lens wearers. Because the company's products address vision problems for which there is great variance in patient tolerance and lifestyle requirements, its customer support services are just as important to patient approval of the product as its product performance.

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