The Cooper Companies, Inc.COO
NasdaqGS•Healthcare•Medical Instruments & Supplies
The Cooper Companies, Inc., together with its subsidiaries, develops, manufactures, and markets contact lens wearers. The company operates in two segments, CooperVision and CooperSurgical. The CooperVision segment offers spherical, toric, and multifocal contact lenses that address vision challenges, such as astigmatism, presbyopia, and myopia. Its CooperSurgical segment focuses on family and women's health care, which provides fertility products and services, medical devices, and contraception, as well as cryostorage, such as cord blood and cord tissue storage. This segment offers Paragard, a hormone-free intrauterine device; and fertility consumables and equipment, donor gamete services, and genomic services, including genetic testing. The company sells its products to distributors, group purchasing organizations, eye care and health care professionals, including independent practices, corporate retailers, hospitals and clinics, and authorized resellers. The Cooper Companies, Inc. was founded in 1958 and is headquartered in San Ramon, California.
The Cooper Companies, Inc. (COO) reported trailing twelve months revenue of $4.23B as of April 2026, a 6.1% increase year-over-year. Quarterly revenue reached $1.08B, reflecting continued top-line momentum.
The Cooper Companies, Inc. generated $235.80M in TTM net income, with quarterly EBITDA of $64.40M. The operating margin contracted from 18.4% to -2.9%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (-2.9%) and net margin (-7.2%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 8.7% a year ago, reflecting increased costs or interest expense.
COO trades at a P/E of 50.7x (a premium multiple) and a P/S of 2.8x. The price-to-book ratio of 1.5x reflects a moderate premium to book value.
The company generated $96.40M in free cash flow over the trailing twelve months, a 432.6% increase year-over-year, indicating cash generation ability. The balance sheet shows $12.48B in total assets with $1.86B in long-term debt against $8.24B in stockholders equity for a debt-to-equity ratio of 0.2, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are under pressure, averaging 15.5%. The business may lack pricing power or face rising costs.'
ROE is positive at ~4.6% on average, adequate but below the threshold typically associated with wide moats.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~11.2% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Operating margins dropped 37.3% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF covers net income by 0.9x on average — earnings are well-supported by cash generation.
D/E ratio is 0.2 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 2.1% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation