财务数据和关键指标变化 - 公司第三季度总收入超过10亿美元,同比增长8% [21] - CooperVision第三季度创纪录收入6.76亿美元,同比增长10% [9] - CooperSurgical第三季度创纪录收入3.27亿美元,同比增长5% [9] - 非GAAP每股收益增长14%至0.96美元 [22] - 毛利率从66.1%提升至66.6% [22] - 营业利润率从23.9%提升至25.5% [22] - 利息费用2710万美元,税率16.6% [22] 各条业务线数据和关键指标变化 CooperVision - 美洲地区增长13%,EMEA地区增长7%,亚太地区增长7% [10] - 散光和多焦点镜片增长12%,球面镜片增长8% [10] - 每日硅水凝胶镜片MyDay和clarity增长13%,硅水凝胶FRP镜片Biofinity和Avaira增长11% [10] - 近视管理产品组合增长29%,MiSight增长50% [10] CooperSurgical - 生育业务收入1.29亿美元,同比增长10% [17] - 医疗器械业务增长良好,主要由最小创伤妇科手术产品和分娩产品带动 [20] - PARAGARD略有下降,但公司最近获得了单手插入器的批准 [20] 各个市场数据和关键指标变化 - 整体接触镜市场在第二季度增长约7%,公司继续增加市场份额 [16] - 中国市场是公司近视管理业务的最弱市场,但仍有巨大增长潜力 [83] 公司战略和发展方向及行业竞争 - 公司成为每日接触镜和全球生育行业的领导者 [7][17] - 在接触镜领域,公司拥有最广泛的产品组合、最活跃的新品推出计划和最强的研发管线 [9] - 在生育领域,公司提供最先进的解决方案,致力于提高患者的生育结果 [17][19] - 公司正在不断投资制造能力、技术升级、新产品开发和员工培训,以提升竞争力 [8] - 公司看好近视管理市场的长期增长前景,正在全球范围内推广MiSight和其他近视管理产品 [14][15][83] 管理层对经营环境和未来前景的评论 - 整体市场需求保持健康,公司有信心在未来几年保持低双位数的经营利润增长 [26][40][41] - 公司有望在2025财年继续保持强劲的经营业绩 [26] - 公司看好接触镜和生育医疗行业的长期增长前景 [16][19] 其他重要信息 - 公司完成了两项小型收购:ZyMot和obp Surgical,有助于提升收入增长和利润率 [24] - 公司正在积极推进PARAGARD单手插入器的上市,以提升竞争力 [20] 问答环节重要的提问和回答 问题1 **Jeff Johnson 提问** 询问市场需求情况 [28] **Albert White 回答** 整体市场需求保持健康,公司业务表现良好 [29] 问题2 **Jon Block 提问** 询问美洲地区CooperVision业务强劲的原因 [33] **Albert White 回答** 公司正在不断提升产能,满足市场需求 [34][35] 问题3 **Craig Bijou 提问** 询问CooperSurgical上季度的IT升级问题是否影响本季度 [46] **Albert White 回答** 该问题对本季度有一定影响,但公司已经解决并恢复正常 [47]

The Cooper Companies (COO) reported $1 billion in revenue for the quarter ended July 2024, representing a year-over-year increase of 7.8%. EPS of $0.96 for the same period compares to $0.84 a year ago. The reported revenue represents a surprise of +0.57% over the Zacks Consensus Estimate of $997.16 million. With the consensus EPS estimate being $0.91, the EPS surprise was +5.49%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

The Cooper Companies (COO) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 5.49%. A quarter ago, it was expected that this surgical and contact lens products maker would post earnings of $0.83 per share when it actually produced earnings of $0.85, delivering a surprise of 2.41%. Over ...

财务业绩 - 公司第三季度收入增长8%至10.028亿美元[1] - CooperVision收入增长7%至6.756亿美元，CooperSurgical收入增长9%至3.272亿美元[1] - GAAP每股收益为0.52美元，同比增长22%[1] - 非GAAP每股收益为0.96美元，同比增长14%[1] - 毛利率为66%，非GAAP毛利率为67%[2] - 营业利润率为19%，非GAAP营业利润率为26%[2] - 经营活动产生的现金流为2.075亿美元，扣除资本支出后自由现金流为1.185亿美元[2] - 公司预计2024财年全年收入为38.92-39.13亿美元，非GAAP每股收益为3.64-3.67美元[9] - 公司2024财年和2023财年的GAAP净收入分别为104.7百万美元和85.3百万美元[16] - 公司2024财年和2023财年的非GAAP净收入分别为191.9百万美元和167.2百万美元[16] - 公司2024财年和2023财年的每股摊薄收益(EPS)分别为0.96美元和0.84美元[16] - 公司第三季度总销售额为10.028亿美元，同比增长8%[43] - CooperVision业务销售额为6.756亿美元，同比增长9%[43] - CooperSurgical业务销售额为3.272亿美元，同比增长10%[43] - 公司营业利润为1.925亿美元，同比增长27.1%[40] - 公司净利润为1.047亿美元，同比增长22.7%[40] - 公司每股摊薄收益为0.52美元，同比增长20.9%[40] 业务表现 - CooperVision隐形眼镜业务收入增长10%，其中多焦点和散光镜片收入增长12%[3][4] - CooperSurgical医疗器械业务收入增长5%，其中生育业务收入增长10%[7][8] 资产负债表 - 公司总资产为121.08亿美元，较上年同期增加4.49亿美元[38] - 公司现金及现金等价物为1.097亿美元，较上年同期减少11.1百万美元[38] - 公司存货为7.793亿美元，较上年同期增加43.7百万美元[38] - 公司应收账款净额为7.39亿美元，较上年同期增加129.3百万美元[38] 非经常性费用 - 公司2024财年和2023财年的收购及整合相关费用分别为1.1百万美元和13.2百万美元[18][19][20] - 公司2024财年和2023财年的业务优化费用分别为4.4百万美元和2.7百万美元[24][25][26] - 公司2024财年和2023财年的医疗器械法规相关费用分别为5.6百万美元和5.5百万美元[23] - 公司2024财年和2023财年的无形资产摊销分别为50.4百万美元和46.7百万美元[16] - 公司2024财年和2023财年的内部资产转让相关税务影响分别为34.5百万美元和27.3百万美元[32]

SAN RAMON, Calif., Aug. 28, 2024 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced financial results for its fiscal third quarter ended July 31, 2024. % change y/y Revenue increased 8% year-over-year to $1,002.8 million. CooperVision (CVI) revenue up 7% to $675.6 million, and CooperSurgical (CSI) revenue up 9% to $327.2 million. GAAP diluted earnings per share (EPS) of $0.52, up $0.09 or 22% from last year's third quarter. Non-GAAP diluted EPS of $0. ...

文章核心观点 - 该公司是一家外科和隐形眼镜产品制造商,近期连续两个季度的业绩超出市场预期 [2][3] - 公司最近的业绩预期也有所上调,加上良好的股票评级,预示着下一个季度的业绩可能会再次超出预期 [4][7] - 根据历史数据,当公司同时具备正面的业绩预期和良好的股票评级时,实际业绩超出预期的概率较高 [5] 根据相关目录分别进行总结 公司业绩 - 公司最近两个季度的业绩分别超出预期2.41%和7.59% [3] - 公司最新的业绩预期为每股0.83美元,实际实现每股0.85美元,超出预期2.41% [3] - 上一个季度的业绩预期为每股0.79美元,实际实现每股0.85美元,超出预期7.59% [3] 业绩预期 - 公司最新的业绩预期指标(Earnings ESP)为正值,表明分析师近期对公司业绩预期有所上调 [4][7] - 历史数据显示,当公司同时具备正面的业绩预期和良好的股票评级时,实际业绩超出预期的概率较高 [5] 股票评级 - 公司目前的股票评级为Zacks Rank 2(Buy),表明其股票评级较好 [7]

The Cooper Companies, Inc.'s (COO) third-quarter fiscal 2024 results are scheduled to be released on Aug 28, after the closing bell. In the last reported quarter, the company's earnings beat the Zacks Consensus Estimate by 2.41%. Its earnings beat estimates in two of the trailing four quarters and met twice, delivering an average surprise of 2.50%. Q3 Estimates The Zacks Consensus Estimate for revenues is pegged at $997.2 million, indicating a 7.2% increase from the year-ago quarter's level. The consensus m ...

Key Takeaways Delta COO Michael Spanos is departing after just a year with the carrier, according to an SEC filing. Spanos' departure comes a month after a global IT outage led Delta to cancel thousands of flights, which CEO Ed Bastian said cost the company $500 million. Spanos previously had expressed potential interest in leaving the company, according to a Bloomberg report that cited a memo from Bastian. Delta Air Lines (DAL) Chief Operating Officer (COO) Michael Spanos is leaving the airline after just ...

Wall Street analysts forecast that The Cooper Companies (COO) will report quarterly earnings of $0.91 per share in its upcoming release, pointing to a year-over-year increase of 8.3%. It is anticipated that revenues will amount to $997.16 million, exhibiting an increase of 7.2% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their init ...

SAN RAMON, Calif., Aug. 08, 2024 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced its participation in the following upcoming investor conferences: 2024 Wells Fargo Healthcare Conference Wednesday, September 4, 2024, at 3:45 pm ET Al White, President & Chief Executive Officer, will represent the Company in a fireside chat Morgan Stanley Annual Global Healthcare Conference Thursday, September 5, 2024, at 1:50 pm ET Al White, President & Chief Executi ...