CooperCompanies Sets Stage for JPM Confab Amid Growth and Innovation

SAN RAMON, CA – December 29, 2025 – As the global healthcare industry prepares to converge for the annual J.P. Morgan Healthcare Conference, medical device leader CooperCompanies (Nasdaq: COO) has signaled its turn in the spotlight. The company announced that President and CEO Al White will present on January 14, 2026, offering a critical platform to articulate the firm's strategic direction to a discerning audience of investors, analysts, and industry peers.

Participation in this prestigious event is more than a calendar entry; it's a key opportunity for leadership to frame the company's narrative, especially following a period of solid financial performance and amid dynamic market shifts. For CooperCompanies, with its unique dual focus on vision care and women's health, the presentation is a chance to underscore its growth trajectory and innovation pipeline in two distinct but equally vital healthcare sectors.

A Strategic Outlook Fueled by Strong Performance

Investors and market watchers will be listening closely to Al White’s address for insights into the company’s forward-looking strategy. The CEO has previously emphasized a clear commitment to accelerating top-line growth, improving profitability, and boosting cash generation to drive long-term shareholder value. His presentation at J.P. Morgan is expected to add significant color to these strategic pillars.

The timing is opportune. CooperCompanies recently concluded its 2025 fiscal year with reported revenues of $4.1 billion, a 5% increase year-over-year. More importantly, it issued strong guidance for fiscal 2026, projecting revenues between $4.299 billion and $4.338 billion and non-GAAP EPS in the range of $4.45 to $4.60. This positive outlook sets a confident tone for the upcoming conference.

Analysts anticipate White will elaborate on the drivers of this expected growth. A key theme will likely be the company's disciplined approach to capital allocation. CooperCompanies has been active in its share repurchase program, buying back $290.1 million in shares in fiscal 2025 under a larger $2.0 billion authorization. Furthermore, the company projects it will generate over $2.2 billion in free cash flow between 2026 and 2028, funds earmarked for continued share repurchases, debt reduction, and strategic investments. White's commentary on the balance and prioritization of these activities will be a focal point for the financial community.

The Power of Two: Vision and Women's Health

CooperCompanies' strength lies in its two powerful business units: CooperVision (CVI) and CooperSurgical (CSI). The J.P. Morgan presentation offers a stage to highlight the innovation and market leadership within each.

CooperVision, which accounts for the majority of the company's revenue, remains a powerhouse in the contact lens industry. The unit saw revenues climb 5% in the fourth quarter of 2025, driven by robust performance in its toric and multifocal lens categories. A standout performer has been MiSight, the company's innovative contact lens for myopia control in children, which posted remarkable 37% growth. This aligns perfectly with the growing global health focus on managing myopia progression, a trend that positions CooperVision for sustained expansion. The discussion may also touch on how the company is navigating broader industry trends, such as the integration of AI in diagnostics, the rise of tele-optometry, and the demand for products that address digital eye strain.

On the other side of the portfolio, CooperSurgical has carved out a crucial niche in fertility and women's healthcare. With revenues up 4% in Q4 2025, the division continues to benefit from advancements in fertility solutions and a growing portfolio of medical devices and genomic services. The presentation could shed light on plans for further penetration into the fertility market and innovations in minimally invasive surgical products. This segment's mission to support women, babies, and families resonates strongly in a healthcare landscape increasingly focused on personalized and patient-centric care.

Decoding the Message for Investors

For current and prospective investors, the presentation is a critical data point. CooperCompanies' stock (COO) has experienced a mixed performance over the past year, with a 12-month decline but a recent monthly upswing, trading in the low $80s. The consensus analyst rating is a "Moderate Buy," with an average 12-month price target suggesting a potential upside of 9-13%. Forecasts for annual earnings growth in 2026 are notably optimistic, projected to outpace the industry average.

Against this backdrop, White’s address could serve as a catalyst. Investors will be seeking confirmation that the company's strategy can unlock the value suggested by analysts. Key topics of interest will include margin improvement plans, especially after recent write-offs and reorganization costs impacted GAAP gross margins in 2025. While the company has shown it can leverage operating expenses to improve non-GAAP operating margins, a clear path to strengthening gross margins would be well-received.

Furthermore, any discussion of mergers and acquisitions (M&A) will be scrutinized. The J.P. Morgan conference is a known hub for M&A chatter, and with a healthy balance sheet and strong cash flow projections, CooperCompanies is well-positioned to pursue strategic acquisitions that could enhance its product portfolios in either vision or women's health.

As the date approaches, the healthcare community will be watching to see how Al White frames the next chapter for CooperCompanies. His message will need to balance the celebration of recent successes with a compelling vision for navigating the competitive and rapidly evolving medical device landscape, all while delivering on the promise of sustained shareholder value.