Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>CooperCompanies reported third-quarter fiscal 2026 consolidated revenue of $1.066 billion, up 1% year-over-year on both reported and organic bases.</li><li>CooperVision generated $717 million of revenue, essentially flat from a year earlier, while CooperSurgical increased 3% organically to $349 million.</li><li>CooperVision was affected by deliberate reductions in U.S. channel inventory, which are expected to continue weighing on fourth-quarter results.</li></ul>

CooperCompanies reported third-quarter fiscal 2026 consolidated revenue of $1.066 billion, up 1% year-over-year on both reported and organic bases.CooperVision generated $717 million of revenue, essentially flat from a year earlier, while CooperSurgical increased 3% organically to $349 million.CooperVision was affected by deliberate reductions in U.S. channel inventory, which are expected to continue weighing on fourth-quarter results.

CooperCompanies’ Hidden Growth Engine — MyDay Keeps Expanding Despite Channel Pressure!

<ul><li>The worsening global eyesight trend is turning into a significant business story for Cooper Companies.</li><li>Rising digital-device use, changing lifestyles and growing rates of childhood myopia are expanding demand for vision correction and myopia-control products, placing CooperVision at the center of a long-duration healthcare trend.</li><li>Its MiSight franchise is already showing meaningful growth, while premium daily, toric and multifocal contact lenses continue to expand across major markets.</li></ul>

The worsening global eyesight trend is turning into a significant business story for Cooper Companies.Rising digital-device use, changing lifestyles and growing rates of childhood myopia are expanding demand for vision correction and myopia-control products, placing CooperVision at the center of a long-duration healthcare trend.Its MiSight franchise is already showing meaningful growth, while premium daily, toric and multifocal contact lenses continue to expand across major markets.

Cooper Cos. Could Win Big From the Myopia Boom—So Why Are Activists Pushing for Change?

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Research Reinvented

<ul>
  <li>Cooper Companies is a focused medical device firm with two distinct, high-growth business segments: CooperVision (soft contact lenses) and CooperSurgical (women's health and fertility).</li>
  <li>The company's strategy centers on innovation in premium, high-margin products, such as daily disposable silicone hydrogel lenses and myopia management (MiSight) in vision care, and a comprehensive portfolio of fertility and surgical solutions.</li>
  <li>While demonstrating consistent revenue growth and market share gains, particularly in the Americas and EMEA, the company faces challenges related to regional softness in Asia Pacific and increasing competitive pressure.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Cooper Companies is a focused medical device firm with two distinct, high-growth business segments: CooperVision (soft contact lenses) and CooperSurgical (women's health and fertility).
  The company's strategy centers on innovation in premium, high-margin products, such as daily disposable silicone hydrogel lenses and myopia management (MiSight) in vision care, and a comprehensive portfolio of fertility and surgical solutions.
  While demonstrating consistent revenue growth and market share gains, particularly in the Americas and EMEA, the company faces challenges related to regional softness in Asia Pacific and increasing competitive pressure.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>The Cooper Companies reported its second-quarter fiscal 2026 results with consolidated revenue increasing 8% year-over-year to $1.08 billion and non-GAAP earnings per share rising 26% to $1.21.</li><li>This marked the company’s tenth consecutive quarter of surpassing consensus earnings expectations and was driven by growth across both operating segments: CooperVision and CooperSurgical.</li><li>CooperVision’s revenue grew 8% (4% organically), led by strong performance in the Americas and EMEA, offset partially by a 6% decline in Asia Pacific due to portfolio rationalization and broader regional softness, particularly in Japan.</li></ul>

The Cooper Companies reported its second-quarter fiscal 2026 results with consolidated revenue increasing 8% year-over-year to $1.08 billion and non-GAAP earnings per share rising 26% to $1.21.This marked the company’s tenth consecutive quarter of surpassing consensus earnings expectations and was driven by growth across both operating segments: CooperVision and CooperSurgical.CooperVision’s revenue grew 8% (4% organically), led by strong performance in the Americas and EMEA, offset partially by a 6% decline in Asia Pacific due to portfolio rationalization and broader regional softness, particularly in Japan.

Cooper Companies’ $650 Million Cash Flow Raise: Fuel For A Portfolio Reshape?

<ul><li>The Cooper Companies reported a solid start to fiscal 2026, supported by revenue growth, margin expansion, and strong cash generation, though the quarter also reflected some uneven regional and business-level trends.</li><li>Consolidated revenue increased 6.2%, or 2.9% organically, while non-GAAP earnings per share rose 20% to $1.10.</li><li>Free cash flow was strong at $159 million, and management raised full-year earnings and free cash flow guidance while leaving revenue expectations broadly unchanged.</li></ul>

The Cooper Companies reported a solid start to fiscal 2026, supported by revenue growth, margin expansion, and strong cash generation, though the quarter also reflected some uneven regional and business-level trends.Consolidated revenue increased 6.2%, or 2.9% organically, while non-GAAP earnings per share rose 20% to $1.10.Free cash flow was strong at $159 million, and management raised full-year earnings and free cash flow guidance while leaving revenue expectations broadly unchanged.

The Cooper Companies: A 6.2% Revenue Growth Reality Check On Underlying Demand!

United States

The Cooper Companies, Inc. through its subsidiaries, develops, manufactures, and markets specialty healthcare products. The Company's products include contact lenses for the vision care market and diagnostic products, surgical instruments, and accessories for gynecologists and obstetricians.

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Cooper Cos (COO US)

CooperCompanies’ Hidden Growth Engine — MyDay Keeps Expanding Despite Channel Pressure!

CooperCompanies reported third-quarter fiscal 2026 consolidated revenue of $1.066 billion, up 1% year-over-year on both reported and organic...

Baptista Research

Cooper Cos. Could Win Big From the Myopia Boom—So Why Are Activists Pushing for Change?

The worsening global eyesight trend is turning into a significant business story for Cooper Companies. Rising digital-device use, changing...

Baptista Research

Primer: Cooper Cos (COO US) - Aug 2026

Cooper Companies is a focused medical device firm with two distinct, high-growth business segments: CooperVision (soft contact lenses) and...

αSK Primers

Cooper Companies’ $650 Million Cash Flow Raise: Fuel For A Portfolio Reshape?

The Cooper Companies reported its second-quarter fiscal 2026 results with consolidated revenue increasing 8% year-over-year to $1.08 billion and...

Baptista Research

The Cooper Companies: A 6.2% Revenue Growth Reality Check On Underlying Demand!

The Cooper Companies reported a solid start to fiscal 2026, supported by revenue growth, margin expansion, and strong cash generation, though the...

Baptista Research

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