Medical Devices - Contact Lenses & Fertility/Women's Healthcare
Strategic Profile
Operating in growing contact lens and fertility markets, the company is focused on organic growth, product innovation, and capital efficiency, with a strategic review underway to assess business structure. CooperVision maintains robust organic growth with strong demand for premium toric, multifocal, and myopia management lenses like MiSight.
Cyborg Score Rationale
Cooper reported strong Q1 earnings beating analyst estimates, with revenue growth from premium MyDay portfolio and operating margins exceeding expectations. Free cash flow guidance was increased to $600-$625 million. Strategic risks include Asia Pacific challenges in Japan with older hydrogel products, though recovery is expected by Q3.
Top Insights
FY2025 revenue reached $4.09 billion, up 5.06% year-over-year.
Non-GAAP earnings grew 20% to $1.10 in Q1 2026.
Average analyst rating is 'Buy' with 12-month price target of $90.18, representing 40% upside.
Company has over 15,000 employees, sells in 130+ countries, and impacts 50+ million lives annually.
Named Competitors
Acuvue — Contact lenses and eye care products
Alcon — Surgical and contact lens solutions
Bausch + Lomb — Eye care and contact lens manufacturer
CooperSurgical Competitors — Reproductive health and fertility solutions