SG Americas Securities LLC raised its stake in Jackson Financial Inc. (NYSE:JXN – Free Report) by 61.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 18,896 shares of the company’s stock after buying an additional 7,175 shares during the quarter. SG Americas Securities LLC’s holdings in Jackson Financial were worth $2,015,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Amundi grew its holdings in shares of Jackson Financial by 1,446.4% during the 3rd quarter. Amundi now owns 193,825 shares of the company’s stock valued at $19,696,000 after acquiring an additional 181,291 shares in the last quarter. Focus Partners Wealth acquired a new stake in Jackson Financial during the third quarter valued at $15,812,000. Kennedy Capital Management LLC acquired a new stake in Jackson Financial during the third quarter valued at $15,806,000. Invesco Ltd. grew its stake in Jackson Financial by 21.3% in the second quarter. Invesco Ltd. now owns 719,575 shares of the company’s stock valued at $63,891,000 after purchasing an additional 126,264 shares in the last quarter. Finally, Two Sigma Investments LP grew its stake in Jackson Financial by 97.7% in the third quarter. Two Sigma Investments LP now owns 232,624 shares of the company’s stock valued at $23,549,000 after purchasing an additional 114,954 shares in the last quarter. Hedge funds and other institutional investors own 89.96% of the company’s stock.
Jackson Financial Stock Performance JXN opened at $103.97 on Monday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.27 and a current ratio of 0.27. The company has a market cap of $7.35 billion, a PE ratio of -297.04 and a beta of 1.45. The stock has a 50-day moving average of $110.89 and a 200-day moving average of $105.31. Jackson Financial Inc. has a 52-week low of $64.70 and a 52-week high of $123.61.
Jackson Financial (NYSE:JXN – Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $6.61 earnings per share for the quarter, beating analysts’ consensus estimates of $5.90 by $0.71. The company had revenue of $1.94 billion during the quarter, compared to the consensus estimate of $1.92 billion. During the same period in the previous year, the business posted $4.65 earnings per share. The firm’s revenue was down 2.8% on a year-over-year basis. As a group, equities research analysts forecast that Jackson Financial Inc. will post 20.55 earnings per share for the current fiscal year.
Jackson Financial Increases Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were given a $0.90 dividend. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, March 16th. Jackson Financial’s payout ratio is -1,028.57%.
Analysts Set New Price Targets A number of equities research analysts have recently weighed in on JXN shares. Evercore set a $118.00 price target on Jackson Financial and gave the stock an “in-line” rating in a research note on Tuesday, January 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a research note on Monday, December 29th. Keefe, Bruyette & Woods restated a “hold” rating and issued a $123.00 price objective on shares of Jackson Financial in a report on Thursday, March 26th. Wall Street Zen upgraded shares of Jackson Financial from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Finally, Barclays reissued an “overweight” rating and issued a $137.00 target price on shares of Jackson Financial in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $115.60.
Read Our Latest Analysis on JXN
Jackson Financial Company Profile (Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
Featured Articles Five stocks we like better than Jackson Financial Want to see what other hedge funds are holding JXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jackson Financial Inc. (NYSE:JXN – Free Report).
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Shares of Jackson Financial Inc. (NYSE:JXN – Get Free Report) have been given an average recommendation of “Hold” by the seven ratings firms that are presently covering the stock, Marketbeat.com reports. Five analysts have rated the stock with a hold rating, one has issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $115.60.
A number of brokerages have recently commented on JXN. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a research report on Monday, December 29th. Morgan Stanley set a $105.00 price objective on Jackson Financial in a research report on Monday, December 15th. Keefe, Bruyette & Woods reissued a “hold” rating and set a $123.00 price objective on shares of Jackson Financial in a research report on Thursday, March 26th. Wall Street Zen raised Jackson Financial from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Finally, Evercore set a $118.00 price objective on Jackson Financial and gave the stock an “in-line” rating in a research report on Tuesday, January 6th.
Check Out Our Latest Report on Jackson Financial
Hedge Funds Weigh In On Jackson Financial Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Allworth Financial LP lifted its stake in Jackson Financial by 404.0% in the third quarter. Allworth Financial LP now owns 252 shares of the company’s stock valued at $26,000 after buying an additional 202 shares during the last quarter. Cullen Frost Bankers Inc. purchased a new stake in Jackson Financial in the third quarter valued at approximately $28,000. Twin Peaks Wealth Advisors LLC purchased a new stake in Jackson Financial in the second quarter valued at approximately $30,000. Optiver Holding B.V. lifted its stake in Jackson Financial by 469.2% in the third quarter. Optiver Holding B.V. now owns 296 shares of the company’s stock valued at $30,000 after buying an additional 244 shares during the last quarter. Finally, Bayforest Capital Ltd lifted its stake in Jackson Financial by 541.2% in the third quarter. Bayforest Capital Ltd now owns 327 shares of the company’s stock valued at $33,000 after buying an additional 276 shares during the last quarter. 89.96% of the stock is owned by institutional investors and hedge funds.
Jackson Financial Stock Up 2.1% NYSE JXN opened at $105.89 on Friday. Jackson Financial has a 52 week low of $64.70 and a 52 week high of $123.61. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.47. The business’s fifty day simple moving average is $110.72 and its 200-day simple moving average is $105.36. The firm has a market cap of $7.48 billion, a PE ratio of -302.53 and a beta of 1.45.
Jackson Financial (NYSE:JXN – Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $6.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.90 by $0.71. The business had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.92 billion. The firm’s revenue for the quarter was down 2.8% compared to the same quarter last year. During the same period in the previous year, the business posted $4.65 earnings per share. As a group, equities analysts anticipate that Jackson Financial will post 20.55 earnings per share for the current year.
Jackson Financial Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a $0.90 dividend. This represents a $3.60 dividend on an annualized basis and a yield of 3.4%. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. The ex-dividend date of this dividend was Monday, March 16th. Jackson Financial’s dividend payout ratio is currently -1,028.57%.
Jackson Financial Company Profile (Get Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
See Also Five stocks we like better than Jackson Financial
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LANSING, Mich. & CHICAGO--(BUSINESS WIRE)--Jackson Financial Inc.i (NYSE: JXN) (Jackson®) and PPM America, Inc. (PPM), an indirect, wholly-owned subsidiary of Jackson, announced today that Chris Raub has been appointed President and Chief Executive Officer of PPM. In this role, Raub will provide oversight for PPM's executive leadership team with a continued focus on delivering world-class investment performance and service to all clients, including management of Jackson's general account assets.
Accordant Advisory Group Inc acquired a new position in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 15,731 shares of the company’s stock, valued at approximately $1,678,000. Jackson Financial comprises about 1.2% of Accordant Advisory Group Inc’s investment portfolio, making the stock its 20th largest holding.
Several other large investors have also made changes to their positions in the business. Wetzel Investment Advisors Inc. lifted its position in shares of Jackson Financial by 4.5% during the 4th quarter. Wetzel Investment Advisors Inc. now owns 2,300 shares of the company’s stock worth $245,000 after purchasing an additional 100 shares during the last quarter. Sound Income Strategies LLC lifted its position in shares of Jackson Financial by 25.5% during the 4th quarter. Sound Income Strategies LLC now owns 483 shares of the company’s stock worth $55,000 after purchasing an additional 98 shares during the last quarter. Rathbones Group PLC lifted its position in shares of Jackson Financial by 1.5% during the 4th quarter. Rathbones Group PLC now owns 27,453 shares of the company’s stock worth $2,928,000 after purchasing an additional 396 shares during the last quarter. Saxony Capital Management LLC acquired a new position in shares of Jackson Financial during the 4th quarter worth about $206,000. Finally, Allspring Global Investments Holdings LLC lifted its position in shares of Jackson Financial by 1.3% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 124,084 shares of the company’s stock worth $13,334,000 after purchasing an additional 1,600 shares during the last quarter. Institutional investors and hedge funds own 89.96% of the company’s stock.
Analyst Ratings Changes Several equities analysts have commented on the company. Barclays cut their price target on Jackson Financial from $138.00 to $136.00 and set an “overweight” rating for the company in a report on Wednesday. Morgan Stanley set a $105.00 price target on shares of Jackson Financial in a report on Monday, December 15th. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a report on Monday, December 29th. Wall Street Zen raised shares of Jackson Financial from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Finally, Evercore set a $118.00 price target on shares of Jackson Financial and gave the company an “in-line” rating in a report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Jackson Financial has an average rating of “Hold” and a consensus price target of $115.40.
Check Out Our Latest Stock Analysis on JXN
Jackson Financial Trading Down 4.1% Shares of JXN opened at $103.31 on Friday. The stock has a 50 day simple moving average of $110.02 and a 200-day simple moving average of $105.38. Jackson Financial Inc. has a 1 year low of $68.74 and a 1 year high of $123.61. The stock has a market cap of $7.30 billion, a PE ratio of -295.17 and a beta of 1.45. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.47.
Jackson Financial (NYSE:JXN – Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The company reported $6.61 earnings per share for the quarter, beating analysts’ consensus estimates of $5.90 by $0.71. The business had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.92 billion. During the same period in the prior year, the business earned $4.65 earnings per share. The company’s revenue for the quarter was down 2.8% on a year-over-year basis. On average, sell-side analysts predict that Jackson Financial Inc. will post 20.55 EPS for the current fiscal year.
Jackson Financial Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a dividend of $0.90 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $3.60 dividend on an annualized basis and a yield of 3.5%. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. Jackson Financial’s payout ratio is -1,028.57%.
About Jackson Financial (Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
Featured Articles Five stocks we like better than Jackson Financial
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Jackson Financial remains a 'strong buy' after a recent pullback, with over 30% upside potential and robust capital returns. JXN's conservative portfolio limits private credit risk, with less than 2% below investment grade and defensive CLO exposure, positioning it favorably versus peers. The TPG partnership enhances capital efficiency and growth, providing $650 million for reinsurance and methodically increasing private credit exposure at an opportune time.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) today announced that it will release first quarter 2026 financial results after market close on Tuesday, May 5, 2026. Jackson's press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast to discuss the results at 9 a.m. ET on Wednesday, May 6, 2026. The live webcast is open to the public and can be accessed at investors.jackson.com.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (Jackson®) announced its Board of Directors has declared a cash dividend of $0.90 per share of common stock (NYSE: JXN) for the second quarter of 2026. The dividend on the common stock will be payable on June 25, 2026, to shareholders of record at the close of business on June 11, 2026. The Company also announced the declaration of a cash dividend of $0.50 per depositary share (NYSE: JXN PR A), each representing a 1/1,000th interest in a.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced its financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights Retail annuity sales1 of $5.3 billion in the first quarter of 2026, up 31% from the first quarter of 2025, reflecting continued strong demand across our product suite Variable annuity sales1 of $2.5 billion were down 6% from the first quarter of 2025, primarily reflecting lower sales of products with li.
Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesMarketBeat
Church & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Jackson Financial is a cheap, capital-generative annuity business with conservative management and strong shareholder returns. Its sticky asset base allows the company to earn recurring fees, spreads, and guarantee income over long periods. GAAP earnings are not representative, but statutory capital generation and adjusted earnings show the underlying strength of the business.
LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today launched Jackson Market Link Pro® 4 (JMLP4) and Jackson Market Link Pro Advisory® 4 (JMLPA4), further strengthening Jackson's suite of registered index-linked annuities (RILAs). JMLP4 (commission-based) and JMLPA4 (fee-based) provide clients the potential to grow assets before and during retirement while offering different degrees of p.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
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Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of A, and shares are up 22.6% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.05 to $3.65 per share. ST also boasts an average earnings surprise of +4.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
Wall Street expects a year-over-year increase in earnings on higher revenues when Sensata (ST - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of sensing, electrical protection, control and power management products is expected to post quarterly earnings of $0.84 per share in its upcoming report, which represents a year-over-year change of +7.7%.
Revenues are expected to be $928 million, up 1.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
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Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sensata?For Sensata, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.60%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Sensata will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Sensata would post earnings of $0.86 per share when it actually produced earnings of $0.88, delivering a surprise of +2.33%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
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Sensata appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
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The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
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Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
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Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 6.7% for the current fiscal year.
For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $3.65 per share. ST boasts an average earnings surprise of +4.7%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
Sensata (ST - Free Report) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.99%. A quarter ago, it was expected that this maker of sensing, electrical protection, control and power management products would post earnings of $0.86 per share when it actually produced earnings of $0.88, delivering a surprise of +2.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Sensata, which belongs to the Zacks Instruments - Control industry, posted revenues of $934.8 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $911.26 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Sensata shares have added about 26.9% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Sensata?While Sensata has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Sensata was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.92 on $969 million in revenues for the coming quarter and $3.65 on $3.81 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Instruments - Control is currently in the bottom 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Transcat, Inc. (TRNS - Free Report) , is yet to report results for the quarter ended March 2026.
This company is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -20.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Transcat, Inc.'s revenues are expected to be $90.83 million, up 17.8% from the year-ago quarter.
Sensata (ST - Free Report) reported $934.8 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 2.6%. EPS of $0.86 for the same period compares to $0.78 a year ago.
The reported revenue represents a surprise of +0.73% over the Zacks Consensus Estimate of $928 million. With the consensus EPS estimate being $0.84, the EPS surprise was +2.99%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sensata performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net revenue- Automotive: $524.8 million versus $528.9 million estimated by two analysts on average.Net revenue- Aerospace, Defense, and Commercial Equipment: $225.8 million versus the two-analyst average estimate of $203.79 million.Net revenue- Industrials: $184.2 million versus the two-analyst average estimate of $194.76 million.Operating income- Automotive: $123.2 million versus $120.99 million estimated by two analysts on average.Operating income- Aerospace, Defense, and Commercial Equipment: $63.5 million versus $54.61 million estimated by two analysts on average.Operating income- Industrials: $50 million compared to the $55.21 million average estimate based on two analysts.View all Key Company Metrics for Sensata here>>>
Shares of Sensata have returned +26.5% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways ST reported Q1 EPS of 86 cents and revenue of $934.8M, both beating the consensus estimate.Sensata's Aerospace, Defense and Commercial Equipment segment rose 14.8%, driving top-line growth.ST expects Q2 revenue of $950M-$980M and EPS of 89-95 cents, indicating continued growth. Sensata Technologies Holding plc (ST - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%.
Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.
Following the announcement, shares of ST lost around 3% in the after-market trading session yesterday. In the past year, shares have gained 97% compared with the Instruments-Control industry’s growth of 12.7%.
Image Source: Zacks Investment Research
Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising.
Segmental Results of SensataSensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments.
Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%.
Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter.
Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets.
Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter.
Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aerospace, Defense and Commercial Equipment segment showed broad-based year-over-year strength, with both Aerospace & Defense and Commercial Equipment delivering double-digit growth.
Segmental adjusted operating income was $63.5 million compared with $50.1 million in the prior-year quarter.
Other Details of Sensata's Q1Adjusted operating income was $174 million, up 4.5% year over year from $166.5 million. Adjusted operating margin expanded 30 basis points to 18.6%.
Adjusted EBITDA totaled $206.5 million in the quarter, up from $200.2 million in the previous-year quarter.
Total operating expenses were $793.2 million, up 0.5% year over year.
ST’s Cash Flow & LiquidityIn the quarter under discussion, Sensata generated $122.5 million of net cash from operating activities compared with $119.2 million in the prior-year quarter.
Free cash flow was $104.6 million compared with $86.6 million a year ago.
As of March 31, 2026, the company had $635.1 million in cash and cash equivalents and $2,829.4 million of net long-term debt compared with $573 million and $2,828.6 million, respectively, as of Dec. 31, 2025.
In the first quarter of 2026, Sensata returned approximately $42.6 million to shareholders, including $17.5 million in quarterly dividends and $25.1 million through share repurchases.
Sensata’s Q2 OutlookFor the second quarter of 2026, Sensata expects revenue in the range of $950 million to $980 million, representing year-over-year growth of 1% to 4% compared with $943 million in the prior-year quarter. At the midpoint of this guidance, revenue includes approximately $8 million related to expected tariff recovery from customers.
Adjusted operating income is projected between $182 million and $190 million, reflecting an increase of 2% to 6% from $179 million a year ago. Adjusted operating margin is anticipated to improve to 19.2–19.4% from 19% in the second quarter of 2025, indicating an expansion of 20 to 40 basis points.
Adjusted net income is expected to be in the range of $131 million to $139 million, marking a 3% to 9% increase from $127 million in the prior-year period.
Adjusted earnings per share are forecast between 89 and 95 cents, suggesting growth of 2% to 9% compared with 87 cents reported a year earlier.
ST’s Zacks RankSensata currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performances of Other FirmsBadger Meter, Inc. (BMI - Free Report) reported EPS of 93 cents for first-quarter 2026, which missed the Zacks Consensus Estimate by 22.5%. The bottom line compared unfavorably with the year-ago quarter’s EPS of $1.30.
Quarterly net sales were $202.3 million, down 9% from $222.2 million in the year-ago quarter due to delayed project deployments and weaker-than-expected short-cycle order activity. The Zacks Consensus Estimate was pegged at $230.1 million.
SAP SE (SAP - Free Report) reported first-quarter 2026 non-IFRS EPS of €1.72 ($2.01), which increased 20% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $1.92.
Driven by momentum in the cloud business, SAP reported total revenues on a non-IFRS basis of €9.56 billion ($11.2 billion), which increased 6% year over year (up 12% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.3 billion.
BlackBerry Limited (BB - Free Report) reported fourth-quarter fiscal 2026 non-GAAP EPS of 6 cents. The figure beat the company’s estimate of 3-5 cents. In the year-ago quarter, it reported a non-GAAP EPS of 3 cents. The Zacks Consensus Estimate was pegged at 5 cents per share.
BlackBerry reported quarterly revenue of $156 million, surpassing the top end of its guidance ($138-$148 million), driven by stronger-than-expected sales across both its QNX and Secure Communications divisions. Revenue also increased 10% year over year.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.19; value investors should take notice.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of A, and shares are up 14.6% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 8.8% for the current fiscal year.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST also boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
SWINDON, United Kingdom--(BUSINESS WIRE)---- $ST #DayOfService--Sensata Technologies held its U.S. Day of Service on May 7, when nearly 400 employees volunteered with 23 nonprofit partners across the country.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.74; value investors should take notice.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of B, and shares are up 21.3% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 9.1% for the current fiscal year.
For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
It has been about a month since the last earnings report for Sensata (ST - Free Report) . Shares have added about 27.7% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Sensata due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Sensata Q1 Earnings Beat Estimates
Sensata reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%.
Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.
Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising.
Segmental Results
Sensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments.
Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%.
Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter.
Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets.
Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter.
Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aerospace, Defense and Commercial Equipment segment showed broad-based year-over-year strength, with both Aerospace & Defense and Commercial Equipment delivering double-digit growth.
Segmental adjusted operating income was $63.5 million compared with $50.1 million in the prior-year quarter.
Other Details
Adjusted operating income was $174 million, up 4.5% year over year from $166.5 million. Adjusted operating margin expanded 30 basis points to 18.6%.
Adjusted EBITDA totaled $206.5 million in the quarter, up from $200.2 million in the previous-year quarter.
Total operating expenses were $793.2 million, up 0.5% year over year.
Cash Flow & Liquidity
In the quarter under discussion, Sensata generated $122.5 million of net cash from operating activities compared with $119.2 million in the prior-year quarter.
Free cash flow was $104.6 million compared with $86.6 million a year ago.
As of March 31, 2026, the company had $635.1 million in cash and cash equivalents and $2,829.4 million of net long-term debt compared with $573 million and $2,828.6 million, respectively, as of Dec. 31, 2025.
In the first quarter of 2026, Sensata returned approximately $42.6 million to shareholders, including $17.5 million in quarterly dividends and $25.1 million through share repurchases.
Q2 Outlook
For the second quarter of 2026, Sensata expects revenue in the range of $950 million to $980 million, representing year-over-year growth of 1% to 4% compared with $943 million in the prior-year quarter. At the midpoint of this guidance, revenue includes approximately $8 million related to expected tariff recovery from customers.
Adjusted operating income is projected between $182 million and $190 million, reflecting an increase of 2% to 6% from $179 million a year ago. Adjusted operating margin is anticipated to improve to 19.2–19.4% from 19% in the second quarter of 2025, indicating an expansion of 20 to 40 basis points.
Adjusted net income is expected to be in the range of $131 million to $139 million, marking a 3% to 9% increase from $127 million in the prior-year period.
Adjusted earnings per share are forecast between 89 and 95 cents, suggesting growth of 2% to 9% compared with 87 cents reported a year earlier.
How Have Estimates Been Moving Since Then?Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.
VGM ScoresAt this time, Sensata has a nice Growth Score of B, a grade with the same score on the momentum front. Following the exact same course, the stock has a score of B on the value side, putting it in the top 40% for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Sensata has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerSensata belongs to the Zacks Instruments - Control industry. Another stock from the same industry, Badger Meter (BMI - Free Report) , has gained 6.5% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
Badger Meter reported revenues of $202.28 million in the last reported quarter, representing a year-over-year change of -9%. EPS of $0.93 for the same period compares with $1.30 a year ago.
For the current quarter, Badger Meter is expected to post earnings of $1.01 per share, indicating a change of -13.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
Badger Meter has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
SWINDON, United Kingdom--(BUSINESS WIRE)--Sensata Technologies Holding plc and Certain Subsidiaries Announce Early Tender Results and Amendment of Cash Tender Offers.
Sensata Technologies Holding plc (NYSE: ST) (“Sensata”) and its indirect, wholly owned subsidiaries Sensata Technologies B.V. (“STBV”) and Sensata Technologies, Inc. (“STI”) (each subsidiary, an “Offeror” and collectively, the “Offerors”) announced today the early tender results of the Offerors’ previously announced tender offers (each, individually with respect to the relevant series of senior notes, a “Tender Offer” with respect to such series, and collectively, the “Tender Offers”) to purchase up to $350,000,000 in total cash consideration payable, excluding the applicable accrued and unpaid interest (the “Maximum Tender Offer Amount”), for certain senior notes issued by the respective Offerors (collectively, the “Notes”).
Sensata and the Offerors also announced that the Offerors have amended the Tender Offers to increase the Maximum Tender Offer Amount from $350,000,000 to $400,000,000 (the “Tender Offer Increase”; the Maximum Tender Offer Amount, as so increased, the “Increased Maximum Tender Offer Amount”).
The terms and conditions of the Tender Offers are set forth in the Offerors’ Offer to Purchase dated May 15, 2026 (as amended by the Tender Offer Increase, the “Offer to Purchase”). Other than the Tender Offer Increase, all of the terms of the previously announced Tender Offers remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.
The aggregate principal amount of the 4.000% Senior Notes due 2029 (Rule 144A CUSIP 81725W AK9 / Reg S CUSIP N78840 AM2) issued by STBV (the “STBV 2029 Notes”) that was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on May 29, 2026 (the “Early Tender Deadline”) was $553,580,000. Accordingly, tenders of STBV 2029 Notes, considered alone, exceeded the Increased Maximum Tender Offer Amount for the Tender Offers. STBV expects to accept for purchase STBV 2029 Notes having an aggregate purchase price approximately equal to the Increased Maximum Tender Offer Amount of $400,000,000, which STBV 2029 Notes, at the purchase price of $985 per $1,000 of principal amount, have an aggregate principal amount of approximately $406,091,000.
The amount of STBV 2029 Notes expected to be accepted for purchase was determined in accordance with the terms and conditions of the Offer to Purchase. Under the terms of the Offer to Purchase, the STBV 2029 Notes had Acceptance Level Priority 1 (as defined in the Offer to Purchase).
STBV expects to elect to exercise its right to make payment on June 2, 2026 (the “Early Settlement Date”) for the STBV 2029 Notes that were validly tendered and not validly withdrawn prior to or at the Early Tender Deadline and that are accepted for purchase.
Because the total cash consideration payable, excluding the applicable accrued and unpaid interest, for the STBV 2029 Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, the applicable Offerors do not expect to accept for purchase all Notes that have been validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline. Rather, in accordance with the Acceptance Priority Levels described in the Offer to Purchase, (a) STBV expects that the purchase of the STBV 2029 Notes will be prorated in accordance with the terms of the applicable Tender Offer at a rate of approximately 69.1448%, after excluding notes not subject to proration in order to satisfy minimum denomination requirements, (b) STI does not expect to accept for purchase any of the 4.375% Senior Notes due 2030 issued by it, and (c) STBV does not expect to accept for purchase any of the 5.875% Senior Notes due 2030 issued by it. As described in the Offer to Purchase, Notes tendered and not accepted for purchase will be promptly credited to the tendering holder’s account.
The consideration to be paid for the STBV 2029 Notes validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline per $1,000 principal amount of such Notes accepted for purchase pursuant to the applicable Tender Offer is the “Total Consideration” for the STBV 2029 Notes, as described in the Offer to Purchase. The Total Consideration includes an early tender premium of $50 per $1,000 principal amount of STBV 2029 Notes accepted for purchase. All holders of STBV 2029 Notes accepted for purchase will also receive, with respect to their STBV 2029 Notes, the applicable accrued and unpaid interest from the last interest payment date with respect to such STBV 2029 Notes to, but not including, the Early Settlement Date, if and when such STBV 2029 Notes are accepted for payment.
The Tender Offers commenced on May 15, 2026 and are scheduled to expire at 5:00 p.m., New York City time, on June 15, 2026, unless extended by the applicable Offeror or earlier terminated with respect to any Tender Offer. However, because the aggregate principal amount of the Notes validly tendered and not validly withdrawn as of the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, no tenders of Notes submitted after the Early Tender Deadline are expected to be accepted for purchase in the Tender Offers.
The withdrawal deadline for the Tender Offers was 5:00 p.m., New York City time, on May 29, 2026 and has not been extended. Accordingly, previously tendered Notes may not be withdrawn, subject to applicable law.
The applicable Offeror’s obligation to accept for payment and to pay for any of the Notes validly tendered in the applicable Tender Offer is subject to the satisfaction or waiver of the conditions described in the Offer to Purchase. The applicable Offeror(s) reserve the right, subject to applicable law, to: (i) waive any and all conditions to the applicable Tender Offer; (ii) extend or terminate the applicable Tender Offer; (iii) increase or decrease the Maximum Tender Offer Amount (as increased by the Tender Offer Increase) without extending or reinstating withdrawal rights; or (iv) otherwise amend the applicable Tender Offer in any respect.
The Offerors have retained Goldman Sachs & Co. LLC and Barclays Capital Inc. to act as Dealer Managers (the “Dealer Managers”) in connection with the Tender Offers. Questions and requests for assistance regarding the terms of the Tender Offers should be directed to Goldman Sachs & Co. LLC at (800) 828-3182 or by email at [email protected], or to Barclays Capital Inc. at (800) 438-3242 or by email at [email protected]. Copies of the Offer to Purchase and any amendments or supplements to the foregoing may be obtained from D.F. King & Co., Inc., the tender and information agent for the Tender Offers (the “Tender and Information Agent”), by calling (646) 970-2125 (for banks and brokers only) or (866) 796-3441 (for all others), or via email at [email protected].
None of the Offerors, Sensata, the Dealer Managers, the Tender and Information Agent, the trustees under the indentures governing the Notes, or the guarantors party to the indentures governing the Notes, nor any of their respective affiliates, is making any recommendation as to whether holders should tender or refrain from tendering all or any portion of their Notes in response to the Tender Offers, and no one has been authorized by any of them to make such a recommendation. Holders must make their own decision as to whether to tender their Notes and, if so, the principal amount of Notes to tender. Holders should consult their tax, accounting, financial and legal advisers regarding the tax, accounting, financial and legal consequences of participating or declining to participate in the Tender Offers.
The Tender Offers are only being made pursuant to the Offer to Purchase. This press release is neither an offer to purchase or sell nor a solicitation of an offer to purchase or sell any Notes in the Tender Offers or any other securities of the Offerors. The Tender Offers are not being made to holders of Notes in any jurisdiction or in any circumstances in which the making or acceptance thereof would not be in compliance with the securities, blue sky or other laws of such jurisdiction. In any jurisdiction in which the Tender Offers are required to be made by a licensed broker or dealer, the Tender Offers will be deemed to be made on behalf of the Offerors by the Dealer Managers, or one or more registered brokers or dealers that are licensed under the laws of such jurisdiction.
Forward-Looking Disclosure Statement
The statements contained in this press release that are not purely historical are forward-looking statements, including statements regarding the terms and timing for completion of the Tender Offers; the satisfaction or waiver of conditions to the Tender Offers; and the timing of payment.
These statements are subject to risks, uncertainties, and other important factors relating to Sensata’s operations and business environment that could cause actual results to differ materially from the results contemplated by any forward-looking statement, and Sensata can give no assurances that these forward-looking statements will prove to be correct. In addition, other known or unknown risks and factors may affect the accuracy of the forward-looking information. Factors that may cause actual results to vary include, but are not limited to, conditions in financial markets, investor responses to the Tender Offers, and other risk factors detailed from time to time in Sensata’s reports filed with the U.S. Securities and Exchange Commission.
The forward-looking statements speak only as of the date they are made, and, except as otherwise required by applicable securities laws, Sensata undertakes no obligation to publicly update any of its forward-looking statements.
About Sensata Technologies
Sensata Technologies is a global industrial technology company striving to create a safer, cleaner, more efficient and electrified world. Through its broad portfolio of mission-critical sensors, electrical protection components and sensor-rich solutions, Sensata helps its customers address increasingly complex engineering and operating performance requirements. With more than 16,000 employees and global operations in 13 countries, Sensata serves customers in the automotive, industrial, and aerospace, defense and commercial equipment markets.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260601315218/en/
On June 02, 2026, Sensata Technologies Holding PLC ST shares rose 7.8% to a current price of $53.13. The stock has seen a significant increase in price performance, with a 52-week range of $25.63 to $53.84.
GF Value™ verdict: Current price is $53.13 vs GF Value™ of $33.94, indicating the stock is 56.5% overvalued.GF Score™ of 73/100 suggests the company is above average compared to peers.Notable signal: Insider activity shows that insiders sold $0.4M in the last 3 months with no buying activity. Is ST Overvalued or Undervalued? According to the GF Value™, Sensata Technologies Holding PLC ST is currently significantly overvalued. With a current price of $53.13, which is substantially higher than the GF Value™ estimate of $33.94, there is a 56.5% margin of overvaluation. This suggests that the stock may be trading at a premium relative to its intrinsic value, indicating a potential risk for investors. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
The overvaluation raises questions about the sustainability of the current price, especially given the lack of recent insider buying and the relatively low predictability rating of 1 star. Investors may want to exercise caution when considering the stock at this inflated price level.
How Does ST's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 171.4x 25.2x Forward P/E 14.3x N/A The current P/E (TTM) of 171.4x is significantly above its 5-year median P/E of 25.2x, indicating that the stock is trading at a much higher valuation compared to its historical averages. The forward P/E of 14.3x suggests a more favorable valuation outlook, but it is still essential to note that the current P/E is 580% above its 5-year median. This P/E analysis aligns with the GF Value™ verdict, reinforcing the conclusion that ST is overvalued.
What Does ST's GF Score™ Tell Us? Metric Rating GF Score™ 73/100 Financial Strength 5/10 Profitability 7/10 Growth 5/10 Valuation 3/10 Momentum 9/10 The GF Score™ of 73/100 indicates that Sensata Technologies is performing above average compared to its peers. The strongest aspect of the score is the momentum rank of 9/10, suggesting strong recent price performance. However, the weakest area is the valuation rank of 3/10, which is consistent with the overvaluation indicated by the GF Value™. The financial strength and profitability ranks are moderate, reflecting a balanced but cautious outlook on the company's financial health.
What Are Insiders Doing with ST Stock? In the last three months, insider activity has shown that insiders sold $0.4M worth of shares, with no buying activity reported. This trend could suggest a lack of confidence among insiders in the stock's current valuation or future prospects. Typically, insider selling may indicate that those closest to the company do not see enough value at current price levels, which could further reinforce the notion that the stock is overvalued.
What This Means for Investors Based on the GF Value™ assessment, Sensata Technologies Holding PLC ST is currently overvalued. The significant disparity between the current price and the GF Value™ suggests that investors may need to be cautious when considering an entry point into this stock.
For the complete analysis, visit the Sensata Technologies Holding PLC ST stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is ST's GF Score™?
ST's GF Score™ is 73/100, indicating above-average performance compared to its peers based on key financial metrics.
Is ST overvalued or undervalued?
ST is overvalued, with a current price of $53.13 compared to a GF Value™ of $33.94, reflecting a 56.5% overvaluation.
What is ST's P/E ratio?
ST's P/E (TTM) is 171.4x, which is significantly above its 5-year median P/E of 25.2x, indicating a high current valuation relative to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
, /PRNewswire/ -- iCapital1, the global fintech company shaping the future of investing, and Envestnet, the leading Adaptive WealthTech company, today announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform.
Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios.
"As alternatives increasingly become a core component of portfolios, advisors need a practical way to implement them alongside traditional assets," said Gary Gallagher, President of iCapital. "Embedding iCapital into Envestnet's UMA platform allows advisors to incorporate alternatives and structured investments within a single account structure, supporting diversification, scale, consistency, and day-to-day execution across client portfolios."
Through this expanded capability, advisors can leverage single sign-on (SSO) functionality to access iCapital's platform experience, helping reduce friction across key stages of the investment process. Advisors will be able to access alternative investments and structured investments through iCapital's platform experience within Envestnet, while maintaining consistency with broader portfolio management and reporting workflows.
"We're focused on giving advisors the ability to bring the full spectrum of investment opportunities into a unified portfolio experience," said Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions. "Expanding our work with iCapital is about extending that vision, making it easier for advisors to deliver more sophisticated portfolios within a single, cohesive framework."
This expansion builds on the broader iCapital–Envestnet partnership, which continues to evolve as advisors adopt more complex portfolio strategies. Recent developments include Envestnet onboarding two products managed by iCapital–iDPC, a private credit fund, and ODS (Outcome Defined Strategy), a structured investments SMA, making both available within portfolios and models on the Envestnet platform.
About iCapital
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, insurance carriers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes2 for all participants in the ecosystem.
With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides broad access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.
iCapital's end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.
iCapital has more than $1.14 trillion3 of assets serviced globally on its platform, including $300.6 billion in alternative platform assets, $251.4 billion in structured investments and annuities outstanding, and $589.4 billion in client assets reported on, and serves over 3,300 wealth management firms and 123,000 active financial professionals.
Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World's Best Technology Provider for Wealth Management), CNBC (World's Top Fintech Companies), and Forbes Fintech 50.
For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
About Envestnet
Envestnet is the leading Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.
For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (Envestnet_).
Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.
iCapital and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.
IMPORTANT INFORMATION: This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, "iCapital"). This material is the property of iCapital. This is not intended as and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Securities products and services are offered through iCapital Markets LLC, a registered broker/dealer, FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. "iCapital" and "iCapital Network" are registered trademarks of Institutional Capital Network, Inc.
1 iCapital, Inc. together with its affiliates, "iCapital"
2 iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
3 As of January 31, 2026
A handful of OpenAI executives are transitioning into new roles, according to a report from Bloomberg. An OpenAI spokesperson confirmed the personnel changes to TechCrunch.
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The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. COO has a Growth Style Score of B, forecasting year-over-year earnings growth of 12.1% for the current fiscal year.
For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.12 to $4.62 per share. COO boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, COO should be on investors' short list.
New sustainability platform reflects company's commitment to responsible sourcing, more
efficient manufacturing, and offsetting a portion of plastic footprint*†1
, /PRNewswire/ -- CooperVision announced today the launch of its MADE BETTER™ Promise—a new global sustainability platform focused on smarter, more sustainable choices.*†1 Built on years of CooperVision innovation in sustainability, MADE BETTER™ Promise is woven throughout the life of participating products, beginning with the MyDay® daily disposable family of contact lenses.*†1
As part of the MADE BETTER™ Promise, CooperVision's MADE BETTER™ Innovation with MyDay® is introducing mindful packaging material choices and manufacturing improvements that lowers the carbon impact.*†1 The company also continues to offset a portion of MyDay® plastic footprint through its plastic neutrality program.†‡2
Key elements of CooperVision's MADE BETTER™ Innovation include:
Use of ISCC PLUS-certified materials in the packaging of participating products, making CooperVision the first and only contact lens manufacturer to do so.*†§♦1,3 The plastic within MyDay® blisters is 100% ISCC PLUS-certified bio-attributed material sourced and allocated via the ISCC mass balance approach.¶3,4 Manufacturing processes intentionally designed to reduce carbon footprint through next-generation technologies and improved resource efficiency. *†**††‡‡1,5 Use of lower-carbon energy where possible across production operations.§§6 Manufacturing sites that recycle more than 90% of waste, helping conserve natural resources.♦♦7 MADE BETTER™ Innovation also encompasses CooperVision's plastic neutrality program with Plastic Bank, which supports the removal of plastic waste from coastal communities while creating positive socioeconomic impact.†‡2 To date, the program has enabled the collection and recycling of more than 659 million plastic bottles from coastal areas where plastic pollution is prevalent.¶¶8
"CooperVision's sustainability progress begins with innovation—in materials, manufacturing, and the way we think about the full life cycle of our products.*†1 MADE BETTER™ Promise reflects how we are turning those innovations into real–world impact through thoughtful choices that benefit both People + Planet,*♦♦♦1,9 said Aldo Zucaro, Senior Director of Corporate Responsibility, CooperCompanies. "We're off to a strong start, delivering practitioners and their patients the same MyDay®—just made with less carbon." ****††††6
CooperVision's MADE BETTER™ Promise is an ongoing global commitment, with continued advancements in materials, technologies, and processes intended to further reduce environmental impact over time.*1
*CooperVision's MADE BETTER Innovation program has introduced lower-carbon inputs with traceable sourcing - including ISCC PLUS-certified, lower-carbon plastic and lower-carbon aluminum - into the primary packaging of the MyDay® range of products. It also refers to process improvements that have reduced waste, improved energy efficiency, and lowered greenhouse gas emissions during production of the MyDay® range of products. Methods and verification information are available at [coopervision.com/sustainability/methods].
†Through its partnership with Plastic Bank, CooperVision offsets a portion of its plastic footprint by funding the collection and recycling of plastic waste, equivalent in weight to the plastic used in participating soft contact lens products sold in participating countries, gathered within 30 miles of oceans or waterways in countries where Plastic Bank operates. Plastic weight is based on the total weight of plastic in the lens, blister, and secondary packaging, including laminates, adhesives, and auxiliary inputs (e.g. ink). This does not include plastic used during the manufacturing process.
‡Plastic used in participating CooperVision soft contact lens products is determined by the weight of plastic in the blister, the lens, and the secondary package, including laminates, adhesives, and auxiliary inputs (e.g. ink). The determination does not include plastic used during the manufacturing process for both these products and their packaging.
§'Packaging' refers to the blister pack that directly encloses each contact lens - the plastic tray sealed with an aluminum foil lid.
♦Determination is based on a review of the ISCC PLUS-certified public license database and publicly available information. ISCC PLUS-certified licenses are issued at supplier/site level and may not identify downstream brands. As of November 6, 2025, no other contact lens manufacturers were identified as using ISCC PLUS-certified plastic. ISCC License number ISCC-L-228, valid beginning April 6, 2026, along with CooperVision's internal documentation shows that 100% of the polypropylene used within the MyDay® blisters is ISCC PLUS-certified bio-attributed material sourced and allocated via the mass balance approach; certification does not imply physical segregation.
¶Foil lidding atop of the MyDay® blisters and the contact lenses themselves are not ISCC PLUS-certified.
**Refers to continuous manufacturing improvement processes undertaken by CooperVision to increase efficiency
††Carbon footprint is limited to Scope 1 and 2 emissions, defined as: Scope 1 emissions are direct emissions from owned or controlled sources. Scope 2 emissions are indirect emissions from the generation of purchased energy.
‡‡CooperVision's 2021 and 2022 Environmental, Social, and Governance Reports.
§§The MyDay® range of products are manufactured at two facilities that use lower-carbon energy sources. At CooperVision's Juana Díaz, Puerto Rico site, combined heat and power (CHP) technology generates electricity and thermal energy more efficiently than conventional grid-supplied electricity and separate heating systems. Based on CooperVision's scope 1 and scope 2 emissions data, total greenhouse gas emissions per manufactured lens at this facility in 2024 were approximately 30% lower than in 2021, prior to CHP startup. At its manufacturing facilities in the UK, CooperVision purchases 100% renewable energy.
♦♦SCS Global Services Certificate No. SCS-ZW-0018 verifies a recycling rate of 94.7% for the Juana Díaz, PR facility. SCS Global Services is an international leader in third-party certification, validation, and verification for environmental sustainability. CooperVision's internal records demonstrate an average recycling rate of over 90% for its MyDay® manufacturing facilities in the UK.
¶¶CooperVision, through its collaboration with Plastic Bank, has collected and recycled approximately 12.4M kg of plastic waste gathered within 30 miles of oceans or waterways in countries where Plastic Bank operates as of February 2026. Using Plastic Bank's metric of 1kg of plastic equaling 50 standard 202mm bottles, that will be the equivalent of approximately 659M plastic bottles.
♦♦♦As of October 3, 2025, more than 7,000 Plastic Bank collection members across 500+ communities in Indonesia, Egypt, and the Philippines have exchanged collected plastic waste for income and life-improving benefits (such as insurance, digital connectivity, grocery vouchers, and school supplies) through CooperVision's plastic neutrality program with Plastic Bank, cumulative since January 2021.
****Results compare 2024 with a 2021 baseline. Full life cycle assessment has been conducted in accordance with ISO 14067 and verified through independent critical review from a cradle-to-grave basis, which covers all product stages from raw material extraction to end-of-life. Details on methodology and verification are available at [coopervision.com/sustainability/methods].
††††Carbon reduction' and/or 'lower carbon' refer to a reduction in total greenhouse gas emissions, expressed as carbon dioxide equivalent (CO2e). No carbon offsets are used.
References:
CVI data on file, 2023-2025 CVI data on file, 2024. CVI data on file, 2025. International Sustainability & Carbon Certification, 2025, https://iscc-system.org/about/who-we-are.] CVI data on file, 2023. CVI data on file, 2021-2025. CVI data on file, 2024-2025. CVI data on file as of 03/2026. Plastic Bank, CVI data on file, 2025 SA17810/APP163993
About CooperVision
CooperVision, a division of CooperCompanies (Nasdaq:COO), is one of the world's leading manufacturers of contact lenses. The company produces a full array of daily disposable, two-week and monthly soft contact lenses that feature advanced materials and optics, and premium rigid gas permeable lenses for orthokeratology and scleral designs. CooperVision has a strong heritage of addressing the toughest vision challenges such as astigmatism, presbyopia, childhood myopia, and highly irregular corneas; and offers the most complete portfolio of spherical, toric, and multifocal products available. Through a combination of innovative products and focused practitioner support, the company brings a refreshing perspective to the marketplace, creating real advantages for customers and wearers. For more information, visit www.coopervision.com.
About CooperCompanies
CooperCompanies (Nasdaq: COO) is a leading global medical device company focused on helping people experience life's beautiful moments through its two business units, CooperVision and CooperSurgical. CooperVision is a trusted leader in the contact lens industry, helping to improve the way people see each day. CooperSurgical is a leading fertility and women's healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most. Headquartered in San Ramon, Calif., CooperCompanies has a workforce of more than 15,000, sells products in over 130 countries, and positively impacts over fifty million lives each year. For more information, please visit www.coopercos.com.
Media Contact
Heather Kowalczyk, APR
McDougall Communications for CooperVision
[email protected] or +1.585.434.2148
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.22; value investors should take notice.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.12 to $4.62 per share. COO also boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, COO should be on investors' short list.
Investors interested in Medical - Dental Supplies stocks are likely familiar with The Cooper Companies (COO) and Straumann Holding AG (SAUHY). But which of these two stocks presents investors with the better value opportunity right now?
The Zacks Medical - Dental Supplies industry in the Medical sector is likely to continue its upward momentum in 2026, backed by persistent innovation, an aging population with increasing healthcare needs and normalized orders following significant destocking since COVID-19.
In 2026, healthcare is transitioning toward AI-integrated, digital-first operating models, with clinical-grade AI embedded in workflows to automate documentation, enhance decision-making and personalize patient engagement. These tools improve efficiency and reduce administrative burden while supporting predictive, proactive care delivery.
Automation is also expanding into operational domains, including logistics and robotics, improving precision and throughput, though efficiency gains vary by deployment. Stricter regulatory frameworks in the United States and Europe are reinforcing compliance requirements for AI-enabled, high-value medical technologies.
Strategically, companies are prioritizing high-growth specialties and precision medicine, leveraging genomics and AI-driven diagnostics to enable earlier, individualized interventions. Biosimilars remain a structural growth driver as biologics lose exclusivity, while care delivery continues to decentralize toward ambulatory, virtual, and home-based models aligned with cost efficiency and patient preference.
Per a Markets and Markets report, the global medical supplies industry is expected to reach $163.5 billion by 2027, at a CAGR of 3.4% in the 2022-2027 period. Industry participants, such as Cardinal Health (CAH - Free Report) , Becton, Dickinson and Company (BDX - Free Report) and The Cooper Companies (COO - Free Report) , are likely to ride on the favorable macro trends amid lingering tariff risks.
Industry Description The global dental industry consists of companies that design, develop, make and market dental products, such as consumables, laboratory products and specialty items. Some of these companies also offer software and systems for practice management, patient education and office administration. Dental stocks have been drawing attention amid a recovery in sales following the weakness caused by pandemic-induced disruptions. The market has been recovering and maintaining its position.
Dental care is provided based on the advice and recommendations of the American Dental Association and the Centers for Disease Control and Prevention. Thanks to the rebound seen among companies in this space, patient volumes have been increasing steadily following the removal of COVID-19 restrictions.
Major Trends Shaping the Future of the Medical Dental Supplies Industry Increasing Burden of Oral Diseases and an Aging Population: The U.S. dental equipment market is structurally supported by demographic aging and rising disease prevalence. Older cohorts account for a disproportionate share of restorative and surgical procedures, reflecting a higher incidence of caries, periodontal disease, and tooth loss. With the 65+ population expanding, demand visibility remains strong, reinforcing procedure volumes and equipment utilization across practices.
Technological Innovations: Technology remains a primary growth catalyst, with CAD/CAM, 3D imaging, AI-driven diagnostics, and digital workflows improving clinical precision and chairside efficiency. These innovations expand procedural capabilities, reduce turnaround times, and support higher throughput, thereby driving adoption of advanced equipment and consumables.
Growing Awareness and Emphasis on Preventive Care: Rising awareness of oral hygiene and preventive care is shifting demand toward early-stage interventions. Increased utilization of fluoride treatments, sealants, and prophylaxis products reflects a broader transition toward prevention-focused dentistry, supporting recurring revenue streams within consumables.
Minimally Invasive and Cosmetic Dentistry Trends: Patient preference is increasingly skewed toward minimally invasive and aesthetic procedures, including whitening and veneers. This trend is expanding demand for specialized materials and precision equipment, while also increasing procedure frequency and average spend per patient.
Expansion of Dental Clinics and Group Practices: The ongoing expansion of dental clinics, DSOs, and hospital-based practices is structurally increasing equipment demand. Higher patient throughput, standardized treatment protocols, and procurement efficiencies are driving consistent product utilization across growing care networks.
Regional Market Growth Drivers: Emerging markets, particularly in Asia-Pacific, are exhibiting above-average growth due to rising healthcare expenditure, improving access, and supportive policy frameworks. Dental tourism and expanding middle-class demand are further accelerating equipment adoption in these regions.
Government Initiatives and Insurance Coverage: Supportive public health policies and expanding insurance coverage are improving affordability and access to dental care. This is driving higher treatment volumes and increasing consumption of both preventive and therapeutic dental products globally.
Economic Factors and Healthcare Infrastructure: Developed markets benefit from strong healthcare infrastructure and higher disposable income, enabling faster adoption of premium dental technologies. Established reimbursement systems and patient awareness further support sustained demand for advanced procedures and equipment.
Tariff War Raises Uncertainty: Recent U.S. tariff measures have fueled inflation across imported dental inputs, disrupting supply chains and compressing margins for manufacturers and distributors. Pricing pass-through is elevating treatment costs, potentially moderating demand and inventory cycles in the near term.
To mitigate tariff exposure, industry participants are gradually diversifying sourcing toward domestic and regional manufacturing. However, supply-chain realignment remains incremental, and trade-related volatility continues to pose execution risks for procurement and pricing strategies.
Zacks Industry Rank The Zacks Medical Dental Supplies industry falls within the broader Zacks Medical sector.
It carries a Zacks Industry Rank #85, which places it in the top 35% of 243 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Before we present a few dental supply stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Performance The industry has outperformed its sector but underperformed the S&P 500 composite in the past year.
Stocks in this industry collectively gained 15.4% compared with the Zacks Medical sector’s rise of 8.3%. The S&P 500 has surged 42.8% in the same time frame.
One-Year Price Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings (P/E), which is commonly used for valuing medical stocks, the industry is currently trading at 17.35X compared with the S&P 500’s 22.18X and the sector’s 20.27X.
Over the past five years, the industry has traded as high as 21.75X and as low as 15.94X, with the median being 18.57X, as the charts show.
Price-to-Earnings Forward Twelve Months (F12M)
Price-to-Earnings Forward Twelve Months (F12M)
3 Promising Dental Supply Stocks Cardinal Health is expected to maintain its operational momentum in 2026, driven by steady performance across both its Pharmaceutical and Medical segments. In Pharmaceutical, growth will likely come from continued volume gains with large retail chains, strong specialty distribution and expanding partnerships with health systems.
Specialty therapeutics, particularly in oncology and chronic care, remain key revenue drivers, supported by Cardinal Health’s extensive distribution network and manufacturer service offerings. Rising biosimilar adoption and growing demand for patient support programs further strengthen the segment’s outlook.
The Medical segment continues to benefit from recovering procedural volumes, solid demand for Cardinal Health’s at-Home Solutions and greater supply-chain stability. Efforts to simplify the product portfolio, modernize manufacturing, and expand automation are boosting efficiency and margins. New product launches in single-use surgical devices and lab testing consumables are also reinforcing its competitive position.
Cardinal Health faces several challenges. Competitive pricing pressures, generic deflation, and inflation-related costs for freight and labor could affect margins. Regulatory uncertainty around drug pricing and biosimilar reimbursement, along with consolidation among retail pharmacy customers, may add headwinds. Execution on portfolio and cost transformation initiatives remains an area to watch in the coming quarters.
CAH expects adjusted EPS to be in the range of $10.15-$10.35 for fiscal 2026. The company expects revenues from its Pharmaceutical segment to grow 15-17% year over year. Revenues from the Medical segment are estimated to grow 1-3% and those from the Other segment are likely to increase 26-28%.
The Zacks Consensus Estimate for fiscal 2026 revenues indicates an improvement of 16.5% from the year-ago reported figure, while the same for earnings implies a rise of 25.2%. CAH carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price and Consensus: CAH
Cooper Companies entered 2026 with improving operating momentum, underpinned by product innovation, market share gains and operational efficiency. The core CooperVision segment remains the primary growth engine, supported by continued expansion of its premium daily silicone hydrogel portfolio, particularly MyDay and specialty lenses such as torics and multifocals.
New product rollouts and contract wins, alongside rising adoption of myopia control solutions like MiSight, are expected to sustain above-market growth, with management highlighting strong clinician uptake and long-term demand visibility.
Geographically, the Americas and EMEA are demonstrating solid commercial traction, while Asia-Pacific remains a near-term drag due to weakness in legacy hydrogel products, particularly in Japan. However, ongoing product launches, leadership changes and distribution investments are expected to restore regional growth by the second half of the year.
CooperSurgical adds a secondary growth lever, with fertility markets showing early signs of recovery driven by improving IVF cycles and renewed clinic investments in advanced technologies. Growth in genomics and consumables further supports this trajectory.
Operationally, margin expansion is being driven by restructuring-led cost synergies, disciplined expense management and increasing use of AI-enabled tools. Strong free cash flow supports reinvestment in growth initiatives, share buybacks and debt reduction.
Key risks include continued softness in Asia-Pacific, geopolitical uncertainty affecting fertility markets, pricing pressures in select regions and tariff-related cost headwinds. Execution on product launches and sustained recovery in underperforming markets remain critical to achieving full-year targets.
Cooper Companies expects its fiscal 2026 EPS to be in the range of $4.58-$4.66. The company expects total revenues to grow 4.5-5.5% organically.
The Zacks Consensus Estimate for fiscal 2026 revenues indicates a gain of 5.6% from the year-ago reported figure, while the same for earnings implies an improvement of 12.1%. It carries a Zacks Rank of 2 at present.
Price and Consensus: COO
Becton, Dickinson and Company, popularly known as BD, entered 2026 in a transitional yet strategically focused position after separating its Life Sciences business and evolving into a more streamlined pure-play medtech company. Management’s growth strategy is centered on scaling high-margin, high-growth platforms aligned with structural healthcare trends, including connected care, biologic drug delivery and advanced interventional solutions.
These segments are already demonstrating strong traction, with double-digit growth in biologics, pharmacy automation, and tissue regeneration, alongside high single-digit expansion in advanced patient monitoring.
Commercial execution and innovation are key growth levers. Expanded sales force investments, new product launches such as Pyxis Pro and HemoSphere Stream, and accelerated R&D timelines are expected to enhance market share gains and broaden addressable markets.
The company’s large installed base and consumables-driven model, accounting for over 90% of revenue, provide recurring revenue visibility and resilience. Operational initiatives, including manufacturing network simplification and productivity improvements, further support margin expansion and cash flow generation.
Growth in 2026 remains tempered by several headwinds. Approximately 10% of the portfolio faces pressure from China volume-based procurement, vaccine demand softness, and ongoing Alaris-related dynamics. Tariffs are also weighing on margins, contributing to earnings pressure despite operational efficiencies. While management expects these factors to normalize over time, they are likely to constrain near-term performance.
BD expects its fiscal 2026 earnings per share (EPS) to be in the range of $12.35-$12.65. The company expects total revenues to grow low single-digit percentage points.
For this Franklin Lakes, NJ-based company, the Zacks Consensus Estimate for fiscal 2026 revenues indicates a 12.3% decline from the prior-year reported figure, while the same for earnings implies a decrease of 12.9%. Presently, the company carries a Zacks Rank #3 (Hold).
Shahar Tamari, Chief Operating Officer (COO) of Global-E Online (GLBE 0.81%), reported the sale of 25,949 shares of Common Stock for approximately $903,000, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)25,949Transaction value$902,766Post-transaction shares (direct)3,790,225Post-transaction value (direct ownership)$128.53 millionTransaction value based on SEC Form 4 reported price ($34.79); post-transaction value based on April 17, 2026, market close ($33.91).
Key questionsHow does this sale compare to Shahar's historical trading activity?
This was the largest single-day sale by Shahar in the past five transactions, with the previous maximum at 16,666 shares, indicating a step-up in dollar volume but still representing less than 1% of direct holdings.What is the current scale of Shahar's ownership relative to the company's equity?
After the transaction, Tamari directly holds 3,790,225 shares, equating to approximately 2.24% of the company's outstanding shares as of the latest available data.Were any derivative securities or indirect holdings involved in this transaction?
The transaction involved only directly held Common Stock, with no sales from indirect accounts or derivative exercises.Does the sale reflect a change in trading cadence or capacity?
The transaction size increased versus prior sales, but this is explained by capacity: Tamari's aggregate holdings remain largely intact, and the percentage sold is consistent with recent activity, suggesting routine portfolio management rather than a strategic shift.Company overviewMetricValueRevenue (TTM)$962.20 millionNet income (TTM)$68.27 millionEmployees1,2191-year price change5.51*1-year price change calculated as of April 20, 2026.
Company snapshotProvides a technology platform enabling direct-to-consumer cross-border e-commerce, facilitating online transactions for international shoppers and merchants.Targets online retailers and brands seeking to expand internationally, with a focus on merchants in Israel, the United Kingdom, the United States, and other global markets.Global-E Online Ltd. operates at scale as a cross-border e-commerce enabler, supporting over 1,000 employees and driving nearly $1 billion in annual revenue. The company’s strategy centers on providing seamless international shopping experiences for both merchants and consumers, leveraging proprietary technology and a global network.
What this transaction means for investorsGlobal E-Online has performed well, rising 5.51% over the past year (as of April 20). So why did its COO, Shahar Tamari, sell part of his stock holdings? In this case, it appears to be a minor transaction unrelated to stock performance or future outlook, as it represented approximately 1% of his total holdings.
Based in Israel, the company has been making steady progress as a leading cross-border e-commerce platform. This is an industry that has seen recent volatility due to geopolitical issues such as tariffs.
Its main attraction is its software program aimed at simplifying international commerce between merchants and consumers, and it has recently partnered with major consumer and luxury brands such as Victoria’s Secret (VSCO +6.12%) and Harrods. In general, growth appears strong as more consumers embrace global trade, and analysts expect earnings to trend upward.
Pamela Kock has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Global-E Online and Victoria's Secret & Co. The Motley Fool has a disclosure policy.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. COO has a Growth Style Score of B, forecasting year-over-year earnings growth of 12.1% for the current fiscal year.
Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.11 to $4.62 per share. COO also boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, COO should be on investors' short list.
SAN RAMON, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, announced today that its Board of Directors has appointed Paul Keel as an independent director, effective July 1, 2026. Mr. Keel has also been appointed to serve on the Audit Committee when he joins the Board.
“We are delighted to welcome Paul to our Board as a new Director,” said Colleen Jay, Chair of the Board of CooperCompanies. “His experience as a CEO in the medical device sector, along with a successful track record of leading complex global operations, will be a significant asset as Cooper continues to execute its strategy and create long-term value for patients, customers, and shareholders.”
Mr. Keel has served as President and Chief Executive Officer of Envista Holdings Corporation (NYSE: NVST), a global specialty medical technology company, since 2024. Prior to joining Envista, Mr. Keel served as CEO of Smiths Group plc (LON: SMIN), a diversified global industrial technology company and FTSE constituent, from 2021 to 2024. Earlier, he spent 16 years at 3M, serving in various leadership roles, including Group President of 3M Consumer Business, President of 3M Medical, President of 3M Unitek, SVP of Manufacturing & Supply Chain, and SVP of Marketing, Sales & Business Development. Mr. Keel’s career also includes roles at General Mills, General Electric, Norwest Equity Partners, and McKinsey & Company. He holds an MBA from Harvard Business School and a BA in Economics from Carleton College.
About CooperCompanies
CooperCompanies (Nasdaq: COO) is a leading global medical device company focused on helping people experience life’s beautiful moments through its two business units, CooperVision and CooperSurgical. CooperVision is a trusted leader in the contact lens industry, helping to improve the way people see each day. CooperSurgical is a leading fertility and women’s healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most. Headquartered in San Ramon, CA, CooperCompanies has a workforce of more than 15,000, sells products in over 130 countries, and positively impacts over fifty million lives each year. For more information, please visit www.coopercos.com.
Forward-Looking Statements
This press release contains “forward-looking statements” as defined by the Private Securities Litigation Reform Act of 1995. Statements relating to the Company’s efforts to enhance long-term shareholder value, plans, strategies, future actions, and other statements of which are other than statements of historical fact, are forward-looking. Forward-looking statements necessarily depend on assumptions, data, or methods that may be incorrect or imprecise and are subject to risks and uncertainties. Statements regarding future events and performance and contain words such as “expects” and similar words or phrases. A wide range of factors could materially affect future developments, including, but not limited to, uncertainties related to market conditions and other factors set forth in our other filings with the United States Securities and Exchange Commission, including our most recent Annual Report on Form 10-K. These risks and uncertainties may cause actual future results or actions to be materially different than those expressed in such forward-looking statements. We do not intend, or undertake any duty, to update any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
Contact:
Kim Duncan
Vice President, Investor Relations and Risk Management
Investors interested in Medical - Dental Supplies stocks are likely familiar with The Cooper Companies (COO - Free Report) and Straumann Holding AG (SAUHY - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Right now, The Cooper Companies is sporting a Zacks Rank of #2 (Buy), while Straumann Holding AG has a Zacks Rank of #4 (Sell). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that COO is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
COO currently has a forward P/E ratio of 13.27, while SAUHY has a forward P/E of 27.23. We also note that COO has a PEG ratio of 1.58. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. SAUHY currently has a PEG ratio of 2.27.
Another notable valuation metric for COO is its P/B ratio of 1.43. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, SAUHY has a P/B of 6.65.
These are just a few of the metrics contributing to COO's Value grade of B and SAUHY's Value grade of D.
COO sticks out from SAUHY in both our Zacks Rank and Style Scores models, so value investors will likely feel that COO is the better option right now.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 13.2; value investors should take notice.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.02 to $4.62 per share. COO boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, COO should be on investors' short list.
Investors with an interest in Medical - Dental Supplies stocks have likely encountered both The Cooper Companies (COO) and Straumann Holding AG (SAUHY). But which of these two stocks is more attractive to value investors?
Incyte (Nasdaq:INCY) today announced positive results from the pivotal Phase 3 frontMIND trial evaluating the efficacy and safety of tafasitamab (MonjuviÂ/Min
Key Takeaways COO is set to report Q2 FY26 on June 4; sales are seen at $1.05B ( 5.2%) and EPS at $1.10 ( 14.6%).CooperVision likely led growth via MyDay daily silicone hydrogel gains, plus contract wins and launches.CooperSurgical trends improved as IVF stabilized; restructuring and AI automation likely supported margin. The Cooper Companies (COO - Free Report) is scheduled to report second-quarter fiscal 2026 results on June 4, after market close.
The Zacks Consensus Estimate for sales is pegged at $1.05 billion, implying 5.2% year-over-year growth. The bottom-line estimate is pinned at $1.10 per share, suggesting growth of 14.6%.
The EPS estimates have remained stable over the past seven days.
Image Source: Zacks Investment Research
Earnings Surprise HistoryThe company delivered an earnings surprise of 6.8% in the last reported quarter. Its earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 4.11%.
What the Zacks Model Unveils for COOOur proven model does not conclusively predict an earnings beat for The Cooper Companies this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below.
COO’s Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, for this company is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
Zacks Rank of COO: The company carries a Zacks Rank #2 at present.
Factors Likely to Drive COO’s Q2 PerformanceThe Cooper Companies is expected to have delivered a solid fiscal second-quarter performance, supported by continued strength in its CooperVision business, ongoing momentum from new product launches and benefits from operational efficiency initiatives. Following a strong first quarter, management raised its full-year adjusted EPS guidance to $4.58-$4.66, reflecting confidence in underlying demand trends and execution across both business segments.
The CooperVision (CVI) segment likely remained the primary growth driver during the quarter. The company is likely to have entered second-quarter fiscal 2026 with strong momentum in the Americas and EMEA, supported by expanding customer partnerships, branded contract wins and private-label launches. Continued adoption of premium daily silicone hydrogel lenses, particularly the MyDay portfolio, likely contributed to revenue growth. Management previously highlighted strong performance from MyDay multifocal, Energys and toric lenses, each benefiting from a favorable product mix and increasing market penetration.
Myopia control products are expected to have remained a meaningful growth contributor. MiSight revenues grew 23% in first-quarter fiscal 2026, supported by recent launches in Japan and the rollout of MyDay MiSight across EMEA. Early clinician adoption and strong professional engagement programs suggest demand trends likely remained favorable throughout the quarter, reinforcing CooperVision’s long-term growth outlook in the category.
Within the CooperSurgical (CSI) segment, fertility trends are expected to have improved sequentially as underlying IVF market conditions stabilized. Management previously noted improving IVF cycles in the United States and parts of Europe, alongside stronger demand for genomics, media, ZyMot and Witness products. While uncertainty surrounding the Middle East fertility market may have persisted, overall business trends appeared to be moving in a favorable direction.
Regionally, the Americas and EMEA were expected to maintain healthy growth trajectories. However, Asia Pacific likely remained a near-term headwind due to continued softness in legacy hydrogel products in Japan. Geopolitical uncertainties affecting fertility markets in the Middle East and competitive pricing pressures in parts of Asia may have tempered growth. Management expects to improve momentum in the second half of fiscal 2026 as product launches, contract wins and fertility market recovery begin to translate into stronger revenue growth.
On the profitability front, restructuring benefits, AI-enabled workflow automation and disciplined cost management are expected to have supported margin expansion. The company’s organizational changes and technology investments generated operating leverage in first-quarter fiscal 2026 and are expected to have remained an important contributor to the fiscal second-quarter earnings performance.
COO’s Share Price PerformanceShares of COO have lost 27.4% in the year-to-date period compared with the industry’s 10.3% decline. However, the S&P 500 Index has increased 11.3% in the same time frame.
Image Source: Zacks Investment Research
Stocks Worth a LookHere are some medical product stocks worth considering as these have the right combination of elements to post an earnings beat next reporting cycle.
Stryker (SYK - Free Report) has an Earnings ESP of +2.74% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
SYK’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being -1.82%. According to the Zacks Consensus Estimate, SYK’s second-quarter EPS is expected to improve 11.5% from the year-ago reported figure.
Merit Medical Systems (MMSI - Free Report) has an Earnings ESP of +1.04% and a Zacks Rank of 3 at present.
MMSI’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 12.47%. The Zacks Consensus Estimate for MMSI’s second-quarter EPS implies a decline of 4.9% from the year-ago reported figure.
DexCom (DXCM - Free Report) has an Earnings ESP of +1.33% and a Zacks Rank of 3 at present.
DXCM’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 9.37%. The Zacks Consensus Estimate for DXCM’s second-quarter EPS implies a gain of 25% from the year-ago reported figure.
SAN RAMON, Calif., June 04, 2026 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced financial results for its fiscal second quarter ended April 30, 2026.
Second quarter 2026 revenue of $1.082 billion, up 8%, or up 5% organically, from last year's second quarter.Second quarter 2026 GAAP diluted earnings per share (EPS) of $(0.40), down $0.84 from last year's second quarter driven by a litigation-related charge to resolve outstanding claims associated with a December 2023 voluntary product recall at CooperSurgical.Second quarter 2026 Non-GAAP diluted EPS of $1.21, up $0.25 or 26% from last year's second quarter. See "Reconciliation of Selected GAAP Results to Non-GAAP Results" below.
"We delivered a strong second quarter, achieving record revenue and non-GAAP earnings per share while marking our tenth consecutive quarter of exceeding consensus earnings expectations," said Al White, CooperCompanies' President and CEO. "Our performance reflects solid execution across our businesses, supported by new product launches, favorable demand drivers, and ongoing focus on operational discipline. In addition, we have reached agreements to resolve substantially all of the claims related to CooperSurgical's fertility media recall, representing an important step in addressing this issue and allowing us to move forward with our strategic review. Moving forward, we are focused on driving sustainable, profitable growth and strong cash flow, while maintaining discipline in a dynamic operating environment."
Second Quarter Operating Results
Revenue of $1.082 billion, up 8% from last year’s second quarter, up 5% in constant currency, up 5% organically.Gross margin of 68% similar to last year's second quarter. On a non-GAAP basis, gross margin was also similar to last year at 68%, with positive FX offsetting higher costs including tariffs.Operating margin of negative 3% compared with 18% in last year’s second quarter, primarily reflecting higher SG&A expenses, due to a $271.6 million litigation-related charge. On a non-GAAP basis, operating margin was up 260 basis points from last year to 27%, reflecting disciplined execution and meaningful synergies from last year's reorganization.Interest expense of $20.9 million compared with $24.2 million in last year's second quarter driven by lower interest rates and lower average debt. On a non-GAAP basis, interest expense was $20.9 million, down from $23.5 million.Cash provided by operations of $182.8 million, offset by capital expenditures of $86.4 million resulted in free cash flow of $96.4 million.
Second Quarter CooperVision (CVI) Revenue
Revenue of $723.5 million, up 8% from last year’s second quarter, up 4% in constant currency, up 4% organically.Revenue by category: % change y/y (In millions) Reported
Currency Impact
Constant Currency
Acquisitions and Divestitures
Organic
2Q26 Toric and multifocal$364.9 11% (4)% 7% —% 7% Sphere, other 358.6 5% (4)% 1% —% 1% Total$723.5 8% (4)% 4% —% 4% Revenue by geography:
% change y/y (In millions) Reported
Currency Impact
Constant Currency
Acquisitions and Divestitures
Organic
2Q26 Americas$303.2 7% —% 7% —% 7% EMEA 289.7 17% (11)% 6% —% 6% Asia Pacific 130.6 (6)% —% (6)% —% (6)% Total$723.5 8% (4)% 4% —% 4% Second Quarter CooperSurgical (CSI) Revenue
Revenue of $358.0 million, up 8% from last year's second quarter, up 6% in constant currency, up 6% organically.
Revenue by category:
% change y/y (In millions) Reported
Currency Impact
Constant Currency
Acquisitions and Divestitures
Organic
2Q26 Office and surgical$214.2 4% —% 4% —% 4% Fertility 143.8 13% (3)% 10% —% 10% Total$358.0 8% (2)% 6% —% 6% Other
During the second quarter, the Company repurchased $13.1 million of common stock, approximately 174 thousand shares, at an average share price of $75.84. The program has $860.8 million of remaining availability.Recorded a $271.6 million net pre-tax charge within SG&A related to certain product-related litigation matters associated with a December 2023 voluntary recall of embryo culture media at CooperSurgical, consisting of $324.1 million of accrued litigation liabilities, partially offset by $52.5 million of expected insurance recoveries. Fiscal Year 2026 Financial Guidance
The Company updated its fiscal year 2026 financial guidance. Details are summarized as follows:
Fiscal 2026 total revenue of $4.285 - $4.321 billion (organic growth of 3.5% to 4.5%) CVI revenue of $2.883 - $2.908 billion (organic growth of 3.5% to 4.5%)CSI revenue of $1.402 - $1.414 billion (organic growth of 4% to 5%) Fiscal 2026 non-GAAP diluted EPS of $4.58 - $4.66Reaffirm previously communicated long-term free cash flow objective exceeding $2.2 billion for fiscal years 2026 through 2028
Non-GAAP diluted earnings per share guidance excludes amortization and impairment of intangible assets, and certain income or gains and charges or expenses including acquisition and integration costs which we may incur as part of our continuing operations.
With respect to the Company’s guidance expectations, the Company has not reconciled non-GAAP diluted earnings per share guidance to GAAP diluted earnings per share due to the inherent difficulty in forecasting acquisition-related, integration and restructuring charges and expenses, which are reconciling items between the non-GAAP and GAAP measures. Due to the unknown effect, timing and potential significance of such charges and expenses that impact GAAP diluted earnings per share, the Company is not able to provide such guidance.
Reconciliation of Selected GAAP Results to Non-GAAP Results
To supplement our financial results and guidance presented on a GAAP basis, we provide non-GAAP measures such as non-GAAP gross margin, non-GAAP operating margin, non-GAAP diluted earnings per share, as well as constant currency and organic revenue growth because we believe they are helpful for the investors to understand our consolidated operating results. Management uses supplemental non-GAAP financial measures internally to understand, manage and evaluate our business, to make operating decisions, and to plan and forecast for future periods. The non-GAAP measures exclude costs which we generally would not have otherwise incurred in the periods presented as a part of our continuing operations. We provide further details of the non-GAAP adjustments made to arrive at our non-GAAP measures in the GAAP to non-GAAP reconciliations below. Our non-GAAP financial results and guidance are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP.
To present constant currency revenue growth, current period revenue for entities reporting in currencies other than the United States dollar are converted into United States dollars at the average foreign exchange rates for the corresponding period in the prior year. To present organic revenue growth, we excluded the effect of foreign currency fluctuations and the impact of any acquisitions, divestitures and discontinuations that occurred in the comparable period.
We define the non-GAAP measure of free cash flow as cash provided by operating activities less capital expenditures. We believe free cash flow is useful for investors as an additional measure of liquidity because it represents cash that is available to grow the business, make strategic acquisitions, repay debt, or buyback common stock. Management uses free cash flow internally to understand, manage, make operating decisions and evaluate our business. In addition, we use free cash flow to help plan and forecast future periods.
Investors should consider non-GAAP financial measures in addition to, and not as replacements for, or superior to, measures of financial performance prepared in accordance with GAAP.
THE COOPER COMPANIES, INC. AND SUBSIDIARIES GAAP to Non-GAAP Reconciliation
Gross Margin, Operating Margin, and EPS Three Months Ended April 30,Six Months Ended April 30,(In millions) 2026Margin % 2025Margin % 2026Margin % 2025Margin %GAAP Gross Profit$735.468%$679.168%$1,430.668%$1,339.368%Acquisition and integration-related charges(1) ——% 2.2—% ——% 3.8—%Exit of business(2) ——% ——% 1.8—% ——%Medical device regulations(3) 0.7—% 0.7—% 1.4—% 1.3—%Total 0.7—% 2.9—% 3.2—% 5.1—%Non-GAAP Gross Profit$736.168%$682.068%$1,433.868%$1,344.468% Three Months Ended April 30,Six Months Ended April 30,(In millions) 2026 Margin % 2025Margin % 2026Margin % 2025Margin %GAAP Operating Income (Loss)$(31.0)(3)%$184.818%$181.89%$366.819%Amortization of acquired intangibles 47.7 4% 49.85% 95.65% 99.45%Acquisition and integration-related charges(1) — —% 9.61% ——% 13.91%Exit of business(2) — —% ——% 1.8—% ——%Medical device regulations(3) 2.6 —% 5.31% 6.9—% 10.7—%Business optimization charges(4) 1.1 —% ——% 3.0—% ——%Other(5) 276.8 26% ——% 283.513% 0.6—%Total 328.2 30% 64.77% 390.818% 124.66%Non-GAAP Operating Income$297.2 27%$249.525%$572.627%$491.425% Three Months Ended April 30,Six Months Ended April 30,(In millions, except per share amounts) 2026 EPS 2025 EPS 2026 EPS 2025 EPSGAAP Net Income (Loss)$(77.9)$(0.40)$87.7 $0.44 $52.9 $0.27 $192.0 $0.96 Amortization of acquired intangibles 47.7 0.24 49.8 0.24 95.6 0.48 99.4 0.49 Acquisition and integration-related charges(1) — — 9.6 0.05 — — 13.9 0.07 Exit of business(2) — — — — 1.8 0.01 — — Medical device regulations(3) 2.6 0.01 5.3 0.02 6.9 0.03 10.7 0.05 Business optimization charges(4) 1.1 0.01 — — 3.0 0.02 — — Other(5) 277.6 1.42 17.4 0.09 285.2 1.46 19.9 0.10 Tax effects related to the above items (55.4) (0.28) (11.1) (0.06) (70.6) (0.36) (25.8) (0.13)Intra-entity asset transfers(6) 41.7 0.21 34.8 0.18 79.6 0.40 67.8 0.34 Total 315.3 1.61 105.8 0.52 401.5 2.04 185.9 0.92 Non-GAAP Net Income$237.4 $1.21 $193.5 $0.96 $454.4 $2.31 $377.9 $1.88 Weighted average diluted shares used 195.6 200.7 196.1 200.9 EPS, amounts and percentages may not sum or recalculate due to rounding.
(1) There were no acquisition and integration-related charges in the three and six months ended April 30, 2026.
The acquisition and integration-related charges in fiscal 2025 were primarily related to the obp Surgical and Cook Medical acquisition and integration expenses. Charges included $3.5 million and $4.8 million related to redundant personnel costs for transitional employees, $1.1 million and $2.4 million of professional services fees, $1.2 million and $2.1 million of inventory fair value step-up amortization, $1.1 million and $1.8 million of facility rationalization costs, and $0.3 million and $0.4 million of other acquisition and integration-related activities in the three and six months ended April 30, 2025. The three months ended April 30, 2025 also included $2.4 million of acquisition-related non-cash cumulative true-up adjustments reflecting changes in compensation.
Charges in this category may include the direct effects of acquisition accounting, such as amortization of inventory fair value step-up, professional services fees, regulatory fees, and items related to integrating acquired businesses, such as redundant personnel costs for transitional employees, acquisition-related non-cash cumulative true up adjustments reflecting changes in compensation, other acquisition-related costs, integration-related professional services, long-lived asset write-offs, manufacturing integration costs, legal entity and facility rationalization, and other integration-related activities.
(2) There were no charges related to the exit of business in the three months ended April 30, 2026. The six months ended April 30, 2026 included $1.7 million of specifically-identified long-lived asset write-offs and $0.1 million of other costs related to product line exits.
There were no exit of business charges in the three and six months ended April 30, 2025.
Charges in this category may include costs related to product line exits such as inventory write-offs, employee severance costs, and specifically-identified long-lived asset write-offs.
(3) Charges represent incremental costs of complying with the new European Union (E.U.) medical device regulations and the E.U. in vitro diagnostic medical device regulation (collectively, the "Medical device regulations") for previously registered products and primarily include charges for contractors supporting the project and other direct third-party expenses. We consider these costs to be limited to a specific time period.
(4) Charges included $1.1 million and $2.3 million of redundant personnel costs for transitional employees in the three and six months ended April 30, 2026. The six months ended April 30, 2026 also included $0.4 million of employee severance costs and $0.3 million of other business optimization charges.
There were no business optimization charges in the three and six months ended April 30, 2025.
Charges in this category represent costs associated with initiatives to increase efficiency and optimize the cost structure, and may include, among other items, changes to our IT infrastructure and operations, employee severance costs, redundant personnel costs for transitional employees, legal entity and other business reorganizations, and inventories associated with the business optimization activities.
(5) Charges included $4.5 million and $11.2 million related to legal matters and $0.9 million and $1.8 million of gains and losses on minority interest investments in the three and six months ended April 30, 2026. The three months ended April 30, 2026 also included $272.2 million related to litigation expense and associated legal costs.
Charges in the three months ended April 30, 2025 included $16.7 million of gains and losses on minority interest investments, of which $15.7 million was related to loss on disposal of a minority interest investment, and $0.7 million of accretion of interest attributable to acquisition installment payables. Charges in the six months ended April 30, 2025 included $17.9 million of gains and losses on a minority interest investment, $1.4 million of accretion of interest attributable to acquisition installment payables, and $0.6 million legal fees.
Charges in this category may include legal matters, litigation expense, and other items that are not part of ordinary operations. The adjustments to arrive at non-GAAP net income also include gains and losses on minority interest investments and accretion of interest attributable to acquisition installment payables.
(6) In fiscal 2021, the Company transferred its CooperVision intellectual property and goodwill to its UK subsidiary. As a result, we recorded a deferred tax asset equal to approximately $2.0 billion as a one-time tax benefit in accordance with U.S. GAAP in fiscal 2021 as subsequently adjusted for changes in UK tax law. The non-GAAP adjustments reflect the ongoing net deferred tax benefit from tax amortization each period under UK tax law.
Audio Webcast and Conference Call
The Company will host an audio webcast today for the public, investors, analysts and news media to discuss its second quarter results and current corporate developments. The audio webcast will be broadcast live on CooperCompanies' website, www.investor.coopercos.com, at approximately 5:00 PM ET. It will also be available for replay on CooperCompanies' website, www.investor.coopercos.com. Alternatively, you can dial in to the conference call at 800-715-9871; conference ID 6529381.
About CooperCompanies
CooperCompanies (Nasdaq: COO) is a leading global medical device company focused on helping people experience life's beautiful moments through its two business units, CooperVision and CooperSurgical. CooperVision is a trusted leader in the contact lens industry, helping to improve the way people see each day. CooperSurgical is a leading fertility and women's healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most. Headquartered in San Ramon, CA, CooperCompanies has a workforce of more than 15,000, sells products in over 130 countries, and positively impacts over fifty million lives each year. For more information, please visit www.coopercos.com.
Forward-Looking Statements
This earnings release contains "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. Statements relating to guidance, plans, prospects, goals, strategies, future actions, events or performance and other statements of which are other than statements of historical fact, including our fiscal year 2026 financial guidance, are forward looking. In addition, all statements regarding anticipated growth in our revenues, expected savings from reorganization activities, anticipated effects of any product recalls, anticipated market conditions, planned product launches, restructuring or business transition expectations, regulatory plans, and expected results of operations and integration of any acquisition are forward-looking. To identify these statements look for words like "believes," "outlook," "probable," "expects," "may," "will," "should," "could," "seeks," "intends," "plans," "estimates" or "anticipates" and similar words or phrases. Forward-looking statements necessarily depend on assumptions, data or methods that may be incorrect or imprecise and are subject to risks and uncertainties.
Among the factors that could cause our actual results and future actions to differ materially from those described in forward-looking statements are: adverse changes in the global or regional general business, political and economic conditions including the impact of continuing uncertainty and instability of certain countries, man-made or natural disasters and pandemic conditions, that could adversely affect our global markets, and the potential adverse economic impact and related uncertainty caused by these items; the impact of international conflicts, including the ongoing conflict in the Middle East, and the global response to international conflicts on the global and local economy, financial markets, energy markets, currency rates and our ability to supply product to, or through, or around, affected countries; our substantial and expanding international operations and the challenges of managing an organization spread throughout multiple countries and complying with a variety of legal, compliance and regulatory requirements; the actual imposition or threats of tariffs, customs duties and fees by the U.S. government and other nations in response and other retaliatory actions, such as trade protection measures, import or export licensing requirements, new or different customs duties, trade embargoes and sanctions and other trade barriers, as well as the impact of the Company’s efforts to mitigate the effects of such tariffs or similar measures; foreign currency exchange rate and interest rate fluctuations including the risk of fluctuations in the value of foreign currencies or interest rates that would decrease our net sales and earnings; our existing and future variable rate indebtedness and associated interest expense is impacted by rate increases, which could adversely affect our financial health or limit our ability to borrow additional funds; changes in tax laws, examinations by tax authorities, and changes in our geographic composition of income; acquisition-related adverse effects including the failure to successfully achieve the anticipated net sales, margins and earnings benefits of acquisitions, integration delays or costs and the requirement to record significant adjustments to the preliminary fair value of assets acquired and liabilities assumed within the measurement period, required regulatory approvals for an acquisition not being obtained or being delayed or subject to conditions that are not anticipated, adverse impacts of changes to accounting controls and reporting procedures, contingent liabilities or indemnification obligations, increased leverage and lack of access to available financing (including financing for the acquisition or refinancing of debt owed by us on a timely basis and on reasonable terms); compliance costs and potential liability in connection with U.S. and foreign laws and health care regulations pertaining to privacy and security of personal information such as the Health Insurance Portability and Accountability Act of 1996 and the California Consumer Privacy Act in the U.S. and the General Data Protection Regulation requirements in Europe, including but not limited to those resulting from data security breaches; a major disruption in the operations of our manufacturing, accounting and financial reporting, research and development, distribution facilities or raw material supply chain due to challenges associated with integration of acquisitions, man-made or natural disasters, pandemic conditions, cybersecurity incidents or other causes; a major disruption in the operations of our manufacturing, accounting and financial reporting, research and development or distribution facilities due to the failure to perform by third-party vendors, including cloud computing providers or other technological problems, including any related to our information systems maintenance, enhancements or new system deployments, integrations or upgrades; a successful cybersecurity attack which could interrupt or disrupt our information technology systems, or those of our third-party service providers, or cause the loss of confidential or protected data; market consolidation of large customers globally through mergers or acquisitions resulting in a larger proportion or concentration of our business being derived from fewer customers; disruptions in supplies of raw materials, particularly components used to manufacture our silicone hydrogel lenses; new U.S. and foreign government laws and regulations, and changes in existing laws, regulations and enforcement guidance, which affect areas of our operations including, but not limited to, those affecting the health care industry, including the contact lens industry specifically and the medical device or pharmaceutical industries generally, including but not limited to the EU Medical Devices Regulation (MDR) and the EU In Vitro Diagnostic Medical Devices Regulation; legal costs, insurance expenses, settlement costs and the risk of an adverse decision, prohibitive injunction or settlement related to product liability, patent infringement, contractual disputes, or other litigation; limitations on sales following product introductions due to poor market acceptance; new competitors, product innovations or technologies, including but not limited to, technological advances by competitors, new products and patents attained by competitors, and competitors' expansion through acquisitions; reduced sales, loss of customers, reputational harm and costs and expenses, including from claims and litigation related to product recalls and warning letters; failure to receive, or delays in receiving, regulatory approvals or certifications for products; failure of our customers and end users to obtain adequate coverage and reimbursement from third-party payers for our products and services; the requirement to provide for a significant liability or to write off, or accelerate depreciation on, a significant asset, including goodwill, other intangible assets and idle manufacturing facilities and equipment; the success of our research and development activities and other start-up projects; dilution to earnings per share from acquisitions or issuing stock; impact and costs incurred from changes in accounting standards and policies; risks related to environmental laws and requirements applicable to our facilities, products or manufacturing processes, including evolving regulations regarding the use of hazardous substances or chemicals in our products; risks related to environmental, social and corporate governance issues, including those related to regulatory and disclosure requirements, climate change and sustainability; and other events described in our United States Securities and Exchange Commission filings, including the “Business”, “Risk Factors” and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections in the Company’s Annual Report on Form 10-K for the fiscal year ended October 31, 2025, as such Risk Factors may be updated in annual and quarterly filings.
We caution investors that forward-looking statements reflect our analysis only on their stated date. We disclaim any obligation to update or revise them except as required by law.
Contact:
Kim Duncan
Vice President, Investor Relations and Risk Management
925-460-3663 [email protected]
THE COOPER COMPANIES, INC. AND SUBSIDIARIESConsolidated Condensed Balance Sheets
(In millions)
(Unaudited) April 30, 2026 October 31, 2025ASSETSCurrent assets: Cash and cash equivalents$138.8 $110.6Trade receivables, net 809.2 829.0Inventories 896.4 846.0Prepaid expense and other current assets 455.4 320.8Total current assets 2,299.8 2,106.4Property, plant and equipment, net 2,132.2 2,082.0Goodwill 3,888.5 3,853.4Other intangibles, net 1,494.3 1,586.3Deferred tax assets 1,994.7 2,077.5Other assets 672.8 689.2Total assets$12,482.3 $12,394.8 LIABILITIES AND STOCKHOLDERS’ EQUITYCurrent liabilities: Short-term debt$598.9 $47.8Accounts Payable 233.3 300.4Employee compensation and benefits 165.9 210.6Deferred revenue 127.9 127.9Accrued litigation liability 324.8 0.7Other current liabilities 353.9 425.4Total current liabilities 1,804.7 1,112.8Long-term debt 1,861.3 2,457.5Deferred tax liabilities 96.4 93.3Long-term tax payable 5.6 7.5Deferred revenue 208.8 201.8Other liabilities 266.4 282.8Total liabilities 4,243.2 4,155.7Stockholders’ equity 8,239.1 8,239.1Total liabilities and stockholders' equity$12,482.3 $12,394.8 THE COOPER COMPANIES, INC. AND SUBSIDIARIESConsolidated Condensed Statements of Income (Loss)
(In millions, except per share amounts)
(Unaudited) Three Months Ended April 30, Six Months Ended April 30, 2026 2025
2026 2025
Net sales$1,081.5 $1,002.3 $2,105.6 $1,967.0Cost of sales 346.1 323.2 675.0 627.7Gross profit 735.4 679.1 1,430.6 1,339.3Selling, general and administrative expense 676.2 399.0 1,066.4 786.9Research and development expense 42.5 45.5 86.8 86.2Amortization of intangibles 47.7 49.8 95.6 99.4Operating income (loss) (31.0) 184.8 181.8 366.8Interest expense 20.9 24.2 43.3 50.2Other (income) expense, net (3.5) 16.1 (5.3) 18.8Income (loss) before income taxes (48.4) 144.5 143.8 297.8Provision for income taxes 29.5 56.8 90.9 105.8Net income (loss)$(77.9) $87.7 $52.9 $192.0 Earnings (loss) per share - diluted$(0.40) $0.44 $0.27 $0.96 Number of shares used to compute diluted earnings (loss) per share 195.0 200.7 196.1 200.9 EPS, amounts and percentages may not sum or recalculate due to rounding.
THE COOPER COMPANIES, INC. AND SUBSIDIARIESGAAP to Non-GAAP Reconciliation
Constant Currency Revenue Growth and Organic Revenue Growth Net Sales % change y/y (In millions) Reported
Currency Impact
Constant Currency
Acquisitions and Divestitures
Organic
2Q26 CooperVision$723.5 8% (4)% 4% —% 4%CooperSurgical 358.0 8% (2)% 6% —% 6%Total$1,081.5 8% (3)% 5% —% 5%
The Cooper Companies (COO - Free Report) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.67%. A quarter ago, it was expected that this surgical and contact lens products maker would post earnings of $1.03 per share when it actually produced earnings of $1.1, delivering a surprise of +6.8%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
The Cooper Companies, which belongs to the Zacks Medical - Dental Supplies industry, posted revenues of $1.08 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 2.57%. This compares to year-ago revenues of $1 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
The Cooper Companies shares have lost about 26.4% since the beginning of the year versus the S&P 500's gain of 10.4%.
What's Next for The Cooper Companies?While The Cooper Companies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for The Cooper Companies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.18 on $1.12 billion in revenues for the coming quarter and $4.62 on $4.32 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Dental Supplies is currently in the top 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Medical sector, Icon PLC (ICLR - Free Report) , is yet to report results for the quarter ended March 2026.
This contract research organization is expected to post quarterly earnings of $2.86 per share in its upcoming report, which represents a year-over-year change of -10.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Icon PLC's revenues are expected to be $2 billion, down 0% from the year-ago quarter.
Have you evaluated the performance of The Cooper Companies' (COO - Free Report) international operations for the quarter ending April 2026? Given the extensive global presence of this surgical and contact lens products maker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.
The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
While analyzing COO's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.
The company's total revenue for the quarter stood at $1.08 billion, increasing 7.9% year over year. Now, let's delve into COO's international revenue breakdown to gain insights into the significance of its operations beyond home turf.
A Look into COO's International Revenue StreamsOf the total revenue, $289.7 million came from EMEA during the last fiscal quarter, accounting for 26.8%. This represented a surprise of +5.18% as analysts had expected the region to contribute $275.45 million to the total revenue. In comparison, the region contributed $282.3 million, or 27.6%, and $248.6 million, or 24.8%, to total revenue in the previous and year-ago quarters, respectively.
Asia Pacific generated $130.6 million in revenues for the company in the last quarter, constituting 12.1% of the total. This represented a surprise of -0.17% compared to the $130.83 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia Pacific accounted for $123.8 million (12.1%), and in the year-ago quarter, it contributed $138.6 million (13.8%) to the total revenue.
International Revenue PredictionsThe current fiscal quarter's total revenue for The Cooper Companies, as projected by Wall Street analysts, is expected to reach $1.12 billion, reflecting an increase of 5.6% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: EMEA is anticipated to contribute 27.3% or $305.46 million, and Asia Pacific 12.8% or $143.73 million.
For the entire year, the company's total revenue is forecasted to be $4.31 billion, which is an improvement of 5.4% from the previous year. The revenue contributions from different regions are expected as follows: EMEA will contribute 26.6% ($1.15 billion), and Asia Pacific 12.8% ($552.45 million) to the total revenue.
Key TakeawaysThe dependency of The Cooper Companies on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.
In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.
We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.
The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.
The Cooper Companies, bearing a Zacks Rank #3 (Hold), is expected to mirror the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Assessing The Cooper Companies' Stock Price Movement in Recent TimesOver the preceding four weeks, the stock's value has appreciated by 12.2%, against an upturn of 1.9% in the Zacks S&P 500 composite. In parallel, the Zacks Medical sector, which counts The Cooper Companies among its entities, has appreciated by 3.1%. Over the past three months, the company's shares have seen a decline of 3.7% versus the S&P 500's 8.5% increase. The sector overall has witnessed a decline of 3.3% over the same period.