Recent Earnings

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Impact of Manufacturing Constraints on MyDay Growth and Rollout

The company successfully resolved previous manufacturing constraints that limited the full competition of MyDay, marking a key turning point.
Full sales execution capabilities for MyDay are now in place, enabling accelerated global rollout of fitting sets and trial lenses.
Management highlighted that resolving manufacturing issues was crucial for meeting increasing demand and driving sustained growth.
Renewed large contracts and new private label agreements for MyDay are expected to significantly contribute to future growth.
The company’s confidence in MyDay’s upside is supported by these recent wins and the product’s expanding availability.
Management emphasized that capacity expansion and operational improvements are central to regaining market momentum for MyDay.

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Successful Integration of Zoetis MFA Portfolio and Future Growth Outlook

The Zoetis MFA portfolio was fully integrated within 8 months, with all major system implementations completed on schedule.
The full 12 months of Zoetis MFA results contributed $208 million in sales for fiscal year 2025, exceeding initial guidance of $200 million.
Management expects the Zoetis MFA contribution to peak in fiscal year 2027, continuing to drive growth beyond 2026.
The integration has opened opportunities in new markets such as Asia, Western Europe, and entry into the US cattle segment.
Guidance for fiscal year 2026 includes approximately $100 million in inorganic contribution from Zoetis MFA, after initial months of destocking.
The company is actively exploring additional resources to expand manufacturing and commercial efforts for the MFA portfolio.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Tariff Impact and Mitigation Strategies for FY 2025 and 2026

Tariff expenses increased to an estimated $70 million for FY 2025, driven by higher shipment volumes and inventory build-up.
Agilent's mitigation plan includes relocating manufacturing, targeted pricing, and supply chain reorganization, expected to fully offset tariffs by FY 2026.
The company expects sequential margin improvement in Q4, with a 230 basis point increase, despite tariff-related headwinds and higher variable pay.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Impact of New HSA Legislation on Market Expansion

The recent budget bill passed in July significantly expanded HSA eligibility, potentially adding 3-4 million new households to the market.
Legislative changes now allow ACA exchange plans, including bronze and catastrophic plans, to be coupled with HSAs starting January 2026.
Management highlighted that this is the largest HSA expansion in over twenty years, creating a substantial growth opportunity.
The company is investing in redesigned enrollment experiences and targeted marketing to capitalize on the expanded access and drive adoption.

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Below-expected Clarity Revenue Due to Shift to MyDay

Clarity sales declined double digits in Japan and China

Customers paused Clarity orders to focus on MyDay fittings, especially in Asia Pac where the two products are viewed similarly.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Record Adjusted EBITDA Margin

46%

Adjusted EBITDA margin reached a near all-time record of 46% in Q2, up from 43% the prior year.

Got Questions About These Earnings?

Get instant insights on any company's performance, strategy, or market position. Ask anything about the earnings you just read.

Ask Now

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Animal Health Segment Sales Growth Exceeds 50% in Q4

Significantly above typical growth rates

53% sales growth

Animal Health segment grew 53% in Q4, driven by MFA and other portfolio growth of 77%.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Q3 Revenue Exceeded Guidance

$1.74 billion

Q3 revenue was above the high end of guidance with 6.1% core growth and 10.1% reported growth, driven by strong demand across major end markets.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Financial Performance Summary

Capital expenditures totaled $103 million; 85 million shares repurchased and $71 million paid in dividends.
Earnings per share (EPS) for Q3 were $1.37, growing 4% year-over-year and at the high end of expectations.
Gross margin declined to 53.1% due to currency, tariffs, and BioVectra capacity expansion downtime.
Net leverage ratio remained strong at 0.9x at quarter-end.
Operating cash flow was $362 million, down year-over-year due to working capital increases and severance costs.
Operating margin was 25.1%, consistent but below expectations due to tariffs, variable pay, and commercial investments.
Q3 revenue was $1.74 billion, exceeding guidance with 6.1% core growth and 10.1% reported growth.

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Financial Performance Summary

CooperSurgical revenues were $342 million, up 4.5% reported and 2% organic, with fertility up 6% and office/surgical up 3%.
CooperVision revenues were $718 million, up 6.3% reported and 2.4% organic, with softness in Clarity and e-commerce in Asia Pac.
Free cash flow was strong at $165 million with CapEx of $97 million, and net debt declined to $2.35 billion.
Gross margin improved by 70 basis points to 67.3%, supported by efficiency gains, mix, and positive foreign exchange.
Non-GAAP earnings grew 15% year-over-year to $1.10 per share, driven by margin improvements and operational efficiency.
Operating income rose 8% with operating margin expanding to 26.1%, reflecting disciplined cost management.
Q3 consolidated revenues increased 5.7% year-over-year to $1.06 billion, with 2% organic growth.

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Financial Performance Summary

Adjusted EBITDA increased 49% in Q4 and 65% for the full year, reflecting operating leverage and disciplined execution.
Animal Health segment sales grew 53% in Q4 and 36% for the full year, with MFA and other portfolio growing 77% in Q4 and 54% for the year.
Consolidated net sales for Q4 2025 were $378.7 million, up 39% year-over-year, driven by a 53% increase in Animal Health segment sales.
Corporate expenses rose due to higher employee-related costs and strategic investments.
Free cash flow for the year was $43 million; gross leverage ratio was 3.1x and net leverage ratio was 2.8x at fiscal year-end.
Full year 2025 consolidated net sales reached $1.296 billion, a 27% increase over prior year.
GAAP net income and diluted EPS increased significantly due to MFA integration, improved gross margins, and higher demand.
Mineral Nutrition sales grew 3% in Q4 and 4% for the year; Performance Products sales increased 13% in Q4 and 19% for the year.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Financial Performance Summary

Adjusted EBITDA grew 18% to a record $151.1 million, with a near-record adjusted EBITDA margin of 46%.
Cash on hand was $3.4 million with $200 million generated from operations; $66 million in share repurchases completed.
Gross profit margin reached a record 71%, up from 68% in the prior year quarter.
HSA assets increased 12% year over year to over $33 billion, with invested assets up 23% to $16.1 billion.
Net income rose 67% year over year to $59.9 million GAAP and $94.6 million non-GAAP.
Q2 revenue increased 9% year over year, with service revenue up 1% and custodial revenue up 15%.
Total accounts grew 5% to over 17 million, including nearly 10 million HSAs and 255,000 net CDB account growth.

You're all caught up—nice work!

Hold on, more insights are coming

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Impact of Manufacturing Constraints on MyDay Growth and Rollout

The company successfully resolved previous manufacturing constraints that limited the full competition of MyDay, marking a key turning point.
Full sales execution capabilities for MyDay are now in place, enabling accelerated global rollout of fitting sets and trial lenses.
Management highlighted that resolving manufacturing issues was crucial for meeting increasing demand and driving sustained growth.
Renewed large contracts and new private label agreements for MyDay are expected to significantly contribute to future growth.
The company’s confidence in MyDay’s upside is supported by these recent wins and the product’s expanding availability.
Management emphasized that capacity expansion and operational improvements are central to regaining market momentum for MyDay.

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Successful Integration of Zoetis MFA Portfolio and Future Growth Outlook

The Zoetis MFA portfolio was fully integrated within 8 months, with all major system implementations completed on schedule.
The full 12 months of Zoetis MFA results contributed $208 million in sales for fiscal year 2025, exceeding initial guidance of $200 million.
Management expects the Zoetis MFA contribution to peak in fiscal year 2027, continuing to drive growth beyond 2026.
The integration has opened opportunities in new markets such as Asia, Western Europe, and entry into the US cattle segment.
Guidance for fiscal year 2026 includes approximately $100 million in inorganic contribution from Zoetis MFA, after initial months of destocking.
The company is actively exploring additional resources to expand manufacturing and commercial efforts for the MFA portfolio.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Tariff Impact and Mitigation Strategies for FY 2025 and 2026

Tariff expenses increased to an estimated $70 million for FY 2025, driven by higher shipment volumes and inventory build-up.
Agilent's mitigation plan includes relocating manufacturing, targeted pricing, and supply chain reorganization, expected to fully offset tariffs by FY 2026.
The company expects sequential margin improvement in Q4, with a 230 basis point increase, despite tariff-related headwinds and higher variable pay.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Impact of New HSA Legislation on Market Expansion

The recent budget bill passed in July significantly expanded HSA eligibility, potentially adding 3-4 million new households to the market.
Legislative changes now allow ACA exchange plans, including bronze and catastrophic plans, to be coupled with HSAs starting January 2026.
Management highlighted that this is the largest HSA expansion in over twenty years, creating a substantial growth opportunity.
The company is investing in redesigned enrollment experiences and targeted marketing to capitalize on the expanded access and drive adoption.

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Below-expected Clarity Revenue Due to Shift to MyDay

Clarity sales declined double digits in Japan and China

Customers paused Clarity orders to focus on MyDay fittings, especially in Asia Pac where the two products are viewed similarly.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Record Adjusted EBITDA Margin

46%

Adjusted EBITDA margin reached a near all-time record of 46% in Q2, up from 43% the prior year.

Got Questions About These Earnings?

Get instant insights on any company's performance, strategy, or market position. Ask anything about the earnings you just read.

Ask Now

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Animal Health Segment Sales Growth Exceeds 50% in Q4

Significantly above typical growth rates

53% sales growth

Animal Health segment grew 53% in Q4, driven by MFA and other portfolio growth of 77%.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Q3 Revenue Exceeded Guidance

$1.74 billion

Q3 revenue was above the high end of guidance with 6.1% core growth and 10.1% reported growth, driven by strong demand across major end markets.

Agilent Technologies, Inc.

2025 Q3

Healthcare

1mo

Financial Performance Summary

Capital expenditures totaled $103 million; 85 million shares repurchased and $71 million paid in dividends.
Earnings per share (EPS) for Q3 were $1.37, growing 4% year-over-year and at the high end of expectations.
Gross margin declined to 53.1% due to currency, tariffs, and BioVectra capacity expansion downtime.
Net leverage ratio remained strong at 0.9x at quarter-end.
Operating cash flow was $362 million, down year-over-year due to working capital increases and severance costs.
Operating margin was 25.1%, consistent but below expectations due to tariffs, variable pay, and commercial investments.
Q3 revenue was $1.74 billion, exceeding guidance with 6.1% core growth and 10.1% reported growth.

The Cooper Companies, Inc.

COO

2025 Q3

Healthcare

1mo

Financial Performance Summary

CooperSurgical revenues were $342 million, up 4.5% reported and 2% organic, with fertility up 6% and office/surgical up 3%.
CooperVision revenues were $718 million, up 6.3% reported and 2.4% organic, with softness in Clarity and e-commerce in Asia Pac.
Free cash flow was strong at $165 million with CapEx of $97 million, and net debt declined to $2.35 billion.
Gross margin improved by 70 basis points to 67.3%, supported by efficiency gains, mix, and positive foreign exchange.
Non-GAAP earnings grew 15% year-over-year to $1.10 per share, driven by margin improvements and operational efficiency.
Operating income rose 8% with operating margin expanding to 26.1%, reflecting disciplined cost management.
Q3 consolidated revenues increased 5.7% year-over-year to $1.06 billion, with 2% organic growth.

Phibro Animal Health Corporation

PAHC

2025 Q4

Healthcare

1mo

Financial Performance Summary

Adjusted EBITDA increased 49% in Q4 and 65% for the full year, reflecting operating leverage and disciplined execution.
Animal Health segment sales grew 53% in Q4 and 36% for the full year, with MFA and other portfolio growing 77% in Q4 and 54% for the year.
Consolidated net sales for Q4 2025 were $378.7 million, up 39% year-over-year, driven by a 53% increase in Animal Health segment sales.
Corporate expenses rose due to higher employee-related costs and strategic investments.
Free cash flow for the year was $43 million; gross leverage ratio was 3.1x and net leverage ratio was 2.8x at fiscal year-end.
Full year 2025 consolidated net sales reached $1.296 billion, a 27% increase over prior year.
GAAP net income and diluted EPS increased significantly due to MFA integration, improved gross margins, and higher demand.
Mineral Nutrition sales grew 3% in Q4 and 4% for the year; Performance Products sales increased 13% in Q4 and 19% for the year.

HealthEquity, Inc.

HQY

2026 Q2

Healthcare

Financial Performance Summary

Adjusted EBITDA grew 18% to a record $151.1 million, with a near-record adjusted EBITDA margin of 46%.
Cash on hand was $3.4 million with $200 million generated from operations; $66 million in share repurchases completed.
Gross profit margin reached a record 71%, up from 68% in the prior year quarter.
HSA assets increased 12% year over year to over $33 billion, with invested assets up 23% to $16.1 billion.
Net income rose 67% year over year to $59.9 million GAAP and $94.6 million non-GAAP.
Q2 revenue increased 9% year over year, with service revenue up 1% and custodial revenue up 15%.
Total accounts grew 5% to over 17 million, including nearly 10 million HSAs and 255,000 net CDB account growth.

You're all caught up—nice work!

Hold on, more insights are coming

Earnings Feed

Impact of Manufacturing Constraints on MyDay Growth and Rollout

Successful Integration of Zoetis MFA Portfolio and Future Growth Outlook

Tariff Impact and Mitigation Strategies for FY 2025 and 2026

Impact of New HSA Legislation on Market Expansion

Below-expected Clarity Revenue Due to Shift to MyDay

Record Adjusted EBITDA Margin

Got Questions About These Earnings?

Got Questions About These Earnings?

Animal Health Segment Sales Growth Exceeds 50% in Q4

Q3 Revenue Exceeded Guidance

Financial Performance Summary

Financial Performance Summary

Financial Performance Summary

Financial Performance Summary

Impact of Manufacturing Constraints on MyDay Growth and Rollout

Successful Integration of Zoetis MFA Portfolio and Future Growth Outlook

Tariff Impact and Mitigation Strategies for FY 2025 and 2026

Impact of New HSA Legislation on Market Expansion

Below-expected Clarity Revenue Due to Shift to MyDay

Record Adjusted EBITDA Margin

Got Questions About These Earnings?

Got Questions About These Earnings?

Animal Health Segment Sales Growth Exceeds 50% in Q4

Q3 Revenue Exceeded Guidance

Financial Performance Summary

Financial Performance Summary

Financial Performance Summary

Financial Performance Summary