CO

The Cooper Companies, Inc. stock research

Oct 31, 2025

FY2025 Q4

The Cooper Companies (COO) Gross Margin — Quarter Ended Oct 31, 2025

Revenue was stable compared to the previous quarter and higher than the same quarter last year. Gross margin weakened both sequentially and year-over-year, as cost of revenue increased relative to revenue.

Gross margin takeaway

Quarter ended Oct 31, 2025 · FY2025 Q4

Revenue was stable compared to the previous quarter and higher than the same quarter last year. Gross margin weakened both sequentially and year-over-year, as cost of revenue increased relative to revenue.

  • The primary observable driver is the increase in cost of revenue as a proportion of revenue, which compressed gross margin despite stable top-line growth.
  • Sequentially, gross margin declined from the prior quarter. Year-over-year, gross margin also decreased from the same quarter a year ago. Revenue was slightly higher than the year-ago period.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

61.1%

Gross profit

$650.8M

Revenue

$1.1B

Cost of revenue

$414.3M

Quarter-over-quarter change

-4.2 pts

Year-over-year change

-5.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jan 31, 2025$964.7M$660.2M$304.5M68.4%
Apr 30, 2025$1.0B$679.1M$323.2M67.8%
Jul 31, 2025$1.1B$692.0M$368.3M65.3%
Oct 31, 2025$1.1B$650.8M$414.3M61.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jul 31, 2025

-4.2 pts

Year-over-year change

Oct 31, 2024

-5.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The primary observable driver is the increase in cost of revenue as a proportion of revenue, which compressed gross margin despite stable top-line growth.

Sequentially, gross margin declined from the prior quarter. Year-over-year, gross margin also decreased from the same quarter a year ago. Revenue was slightly higher than the year-ago period.

Monitor the trajectory of cost of revenue to assess whether margin pressure persists.