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库珀医疗CooperCompanies(COO)2026财年第一季度财报电话会议纪要「NYSE」(英文版)(20页).pdf

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1、LSEG STREETEVENTSEDITED TRANSCRIPTCOO.OQ-Q1 2026 Cooper Companies Inc Earnings CallEVENT DATE/TIME:MARCH 05,2026/10:00PM GMTOVERVIEW:Company SummaryLSEG STREETEVENTS|Contact Us2026 LSEG.All rights reserved.Republication or redistribution of LSEG content,including by framing or similar means,is prohi

2、bited without the prior writtenconsent of LSEG.LSEG and the LSEG logo are registered trademarks of LSEG and its affiliated companies.CORPORATE PARTICIPANTSKim Duncan Cooper Companies Inc-Vice President,Investor Relations and Risk ManagementAlbert White Cooper Companies Inc-President,Chief Executive

3、Officer,DirectorBrian Andrews Cooper Companies Inc-Chief Financial Officer,Executive Vice President,TreasurerCONFERENCE CALL PARTICIPANTSJeff Johnson Robert W.Baird&Co Inc-AnalystLarry Biegelsen Wells Fargo Securities LLC-AnalystJason Bednar Piper Sandler-AnalystJonathan Block Stifel Nicolaus&Compan

4、y Inc-AnalystYoung Li Jefferies LLC-AnalystMatthew Miksic Barclays Services Corp-AnalystTravis Steed BofA Merrill Lynch Asset Holdings Inc-AnalystAnthony Petrone Mizuho Securities USA LLC-AnalystNavann Ty Exane BNP Paribas-AnalystSteven Lichtman William Blair Capital Partners-Equity AnalystJoanne Wu

5、ensch Citi Infrastructure Investments LLC-AnalystRobbie Marcus JPMorgan Chase&Co-AnalystBrett Fishbin KeyBanc Capital Markets Inc-Equity AnalystChris Pasquale Nephron Research LLC-AnalystIssie Kirby Redburn Partners LLP-AnalystDavid Roman Goldman Sachs-AnalystPRESENTATIONOperatorThank you for standi

6、ng by.My name is Tina,and I will be your conference operator today.At this time,I would like to welcome everyoneto the first quarter 2026 CooperCompanies earnings conference call.(Operator Instructions)It is now my pleasure to turn the calls over to Kim Duncan,Vice President of Investor Relations an

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1. **业绩表现**:Cooper公司2026财年Q1营收10.24亿美元(同比+6.2%,有机增长+2.9%),非GAAP每股收益1.10美元(同比+20%),自由现金流1.59亿美元。 2. **业务亮点**: - CooperVision营收6.95亿美元(+7.6%),MyDay日抛隐形眼镜增长显著,MiSight近视控制产品增长23%。 - CooperSurgical营收3.29亿美元(+3.3%),生育业务复苏,但中东地区存在不确定性。 3. **战略进展**: - 提高市场份额(CooperVision连续18年增长),推进产品全球上市(如MyDay MiSight)。 - 优化运营效率,降低成本,回购9200万美元股票,减少债务。 4. **展望**:上调全年营收指引至43-43.5亿美元,自由现金流预期6-6.25亿美元,预计Q3-Q4亚洲业务将恢复增长。
**市场增长动力?** **日本市场挑战?** **现金流提升策略?**
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