5 Insightful Analyst Questions From CooperCompanies’s Q2 Earnings Call

September 03, 2025 at 01:31 AM EDT

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CooperCompanies’ second quarter results were met with a negative market reaction, as investors responded to both the company’s execution and shifting demand dynamics in the contact lens segment. Management attributed the quarter’s performance to lower-than-expected sales of its Clarity lenses, particularly in Asia Pacific, and ongoing weakness in the region’s e-commerce channels. CEO Al White highlighted that “the clarity decline was led by a noticeable drop in Asia Pac and a slowdown in the Americas and EMEA,” while also noting double-digit growth in premium MyDay lenses. The company’s ability to maintain profitability amid these headwinds was supported by operational discipline and continued demand for its premium offerings.

Is now the time to buy COO? Find out in our full research report (it’s free).

CooperCompanies (COO) Q2 CY2025 Highlights:

Revenue: $1.06 billion vs analyst estimates of $1.06 billion (5.7% year-on-year growth, in line)
Adjusted EPS: $1.10 vs analyst estimates of $1.07 (3% beat)
Adjusted EBITDA: $335.7 million vs analyst estimates of $324.2 million (31.7% margin, 3.6% beat)
Revenue Guidance for Q3 CY2025 is $1.06 billion at the midpoint, below analyst estimates of $1.09 billion
Management slightly raised its full-year Adjusted EPS guidance to $4.10 at the midpoint
Operating Margin: 16.6%, down from 19.2% in the same quarter last year
Organic Revenue rose 2.1% year on year vs analyst estimates of 4.9% growth (277.7 basis point miss)
Market Capitalization: $12.99 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From CooperCompanies’s Q2 Earnings Call

Jon Block (Stifel): Asked about the lagging performance of CooperVision outside of MiSight. CEO Al White explained the portfolio’s underperformance was due to MyDay availability constraints, which he believes are now resolved and should support market growth.
Larry Biegelsen (Wells Fargo): Questioned the drivers behind the slower overall contact lens market and pricing dynamics. White cited moderating global pricing and some consumer softness, especially outside the U.S.
Jeff Johnson (Baird): Inquired about the timing mismatch between Clarity declines and MyDay ramp. White acknowledged uncertainty in how quickly MyDay orders will offset Clarity softness, leading to cautious guidance.
Issie Kirby (Redburn): Sought details on restructuring efforts. White described ongoing efficiency reviews across both CooperVision and CooperSurgical, driven by post-acquisition integration and IT upgrades.
Robbie Marcus (JPMorgan): Asked for clarity on the gap between previous expectations and actual results. White attributed the miss to continued weakness in Asia Pacific e-commerce and a sharper drop in Clarity orders late in the quarter.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be closely watching (1) the pace at which MyDay fitting activity converts into revenue and whether recent contract wins accelerate share gains, (2) progress on margin stabilization amid tariff and product mix headwinds, and (3) early indicators of recovery in the fertility segment, especially in Asia Pacific. We will also track the effectiveness of cost control and restructuring initiatives on free cash flow.

CooperCompanies currently trades at $65.50, down from $74.12 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

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5 Insightful Analyst Questions From CooperCompanies’s Q2 Earnings Call

CooperCompanies (COO) Q2 CY2025 Highlights:

Our Top 5 Analyst Questions From CooperCompanies’s Q2 Earnings Call

Catalysts in Upcoming Quarters

High-Quality Stocks for All Market Conditions

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