Investigate / COO
Understand COOPER COMPANIES, INC.
Can Cooper sustain demand and pricing in its core lens and fertility products while key customers consolidate and costs and macro conditions stay uncertain?
Snapshot reviewed 2026-10-02. Source published 2026-09-09. No account needed.
AI-assisted synthesis of selected public filings, checked against the cited excerpts. Not a complete analysis.
This is a research starting point, not a buy/sell recommendation or a current valuation. New developments after these sources are not incorporated automatically.
Ownership-page coverage is not available for this company. That does not mean no tracked investor owns it.
Your research workspace / COO
Ask better questions. Keep the evidence.
Explore the available sources for COOPER COMPANIES, INC., then keep what deserves another look.
01 Investor activity
Ownership coverage is unavailable—not zero owners.
02 Business evidence
Reported evidence
What does the company do?
Cooper operates medical-device businesses in vision, fertility and women’s health through CooperVision and CooperSurgical. CooperVision manufactures contact lenses and myopia-management products. CooperSurgical supplies fertility and women’s-health products and services across clinics, offices, hospitals and surgery centers.
Latticework interpretation
What could support the case?
If MiSight’s country approvals translate into demand for myopia-management lenses, they could support CooperVision’s business.
Latticework interpretation
What could break the case?
If key accounts keep consolidating into larger customer groups, any disruption to those relationships could materially hurt Cooper's business.
03 Questions to investigate
Open saved takeaways →Read the full company brief
1. Understand the business
Cooper operates medical-device businesses in vision, fertility and women’s health through CooperVision and CooperSurgical. CooperVision manufactures contact lenses and myopia-management products. CooperSurgical supplies fertility and women’s-health products and services across clinics, offices, hospitals and surgery centers.
Source: Annual filing · business description ↗2. What the reported results show
Latest source: 10-Q, reporting period ended 2026-07-31. Selected reported US-GAAP/USD comparisons. The period and basis of each measure are shown separately; year-to-date cash flow is not a quarterly figure. Missing comparisons are collection gaps, not evidence that a company has no revenue or earnings.
| Measure | Current | Prior year |
|---|---|---|
| Revenue from customer contracts ↗Quarter: 2026-05-01–2026-07-31; prior 2025-05-01–2025-07-31Both values reported in the current filing. Excludes assessed tax; this concept may exclude other company revenue. | $1,066.2m | $1,060.3m |
| Operating income ↗Quarter: 2026-05-01–2026-07-31; prior 2025-05-01–2025-07-31Both values reported in the current filing. | $222m | $175.7m |
| Net income ↗Quarter: 2026-05-01–2026-07-31; prior 2025-05-01–2025-07-31Both values reported in the current filing. | $432.8m | $98.3m |
| Operating cash flow ↗Nine months (year to date): 2025-11-01–2026-07-31; prior 2024-11-01–2025-07-31Both values reported in the current filing. Operating cash flow is not free cash flow or a standalone solvency assessment; inspect the full statement. | $785.4m | $548.2m |
Comparison caveat: Current net income includes a discrete tax benefit from releasing an uncertain tax position after a favorable examination. Separate this benefit from recurring operating performance.
10-Q · latest checked financial statements and discussion ↗3. The investment debate
Latticework interpretation of the reported results—not the stated motives of any investor.
What could support the case
If MiSight’s country approvals translate into demand for myopia-management lenses, they could support CooperVision’s business.
Supporting filing ↗The strongest caution
If key accounts keep consolidating into larger customer groups, any disruption to those relationships could materially hurt Cooper's business.
Caution evidence ↗An interesting business is not necessarily an attractive investment at today's price. Price, dilution, financing terms and a valuation range still need investigation.
Inspect the evidence behind both sides ↗4. Three questions worth investigating
Use these to guide your research, not as conclusions that have already been proved.
How concentrated is the customer base?
Starting evidence: Larger global and regional key accounts now represent a bigger share of the business, so losing one could matter materially.
Investigate next: Review customer concentration disclosures, contract terms and any named large customers in the full filing.
Read the supporting filing ↗Can Cooper offset cost inflation through pricing?
Starting evidence: The company says it may be unable to raise prices enough to keep pace with inflation.
Investigate next: Compare segment gross margin commentary and price versus volume discussion across recent periods.
Read the supporting filing ↗How dependent is lens production on specific materials?
Starting evidence: Disruptions in raw material supplies, particularly components for silicone hydrogel lenses, are listed as a factor that could change results.
Investigate next: Look for supplier concentration, inventory practices and mitigation plans in the supply chain disclosures.
Read the supporting filing ↗5. Decide what to do next
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