International Markets and The Cooper Companies (COO): A Deep Dive for Investors

Zacks Investment Research | September 14, 2026 at 02:19 PM UTC
Bearish 78% Confidence Unanimous Agreement
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Key Points

  • EMEA revenues reached $309.4 million, beating analyst expectations by 1.93%, while Asia Pacific revenues of $126 million missed projections by 6.14%
  • Full-year revenue is projected at $4.26 billion, representing a 4% increase from the prior year, with EMEA and Asia Pacific expected to contribute 26.6% and 13.3% respectively
  • The company's heavy reliance on international markets (over 40% of revenue) presents both growth opportunities and risks from currency fluctuations and geopolitical uncertainties

AI Summary

Summary: The Cooper Companies (COO) International Performance Analysis

Company Overview:

The Cooper Companies (COO), a surgical and contact lens products manufacturer, reported mixed international results for the quarter ending July 2026.

Key Financial Figures:

  • Total quarterly revenue: $1.07 billion, up 0.6% year-over-year
  • Full-year revenue projection: $4.26 billion, representing 4% growth
  • Current quarter forecast: $1.07 billion, up 0.2% year-over-year

Regional Performance:

*EMEA (Europe, Middle East, Africa):*

  • Generated $309.4 million (29% of total revenue)
  • Beat analyst expectations by 1.93% (vs. $303.55 million consensus)
  • Previous quarter contribution: $289.7 million (26.8%)
  • Year-ago quarter: $292.1 million (27.6%)

*Asia Pacific:*

  • Generated $126 million (11.8% of total revenue)
  • Missed estimates by 6.14% (vs. $134.25 million consensus)
  • Previous quarter: $130.6 million (12.1%)
  • Year-ago quarter: $140.3 million (13.2%)

Future Projections:

For the current fiscal quarter, EMEA is expected to contribute 26.6% ($283.32 million) and Asia Pacific 13.3% ($141.59 million) of total revenue.

Market Implications:

COO currently holds a Zacks Rank #5 (Strong Sell), suggesting potential underperformance. The stock has declined 29.2% over the past month, significantly underperforming the S&P 500's 0.8% decline. The company's international exposure presents both growth opportunities and risks related to currency fluctuations and geopolitical uncertainties, warranting close monitoring by investors.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bearish 80%
Claude 4.5 Haiku Bearish 70%
Gemini 2.5 Flash Bearish 85%
Consensus Bearish 78%