COOThe Cooper Companies, Inc.
AI adoption · Q4 2025 earnings call
Health CareScaling
5
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was mentioned briefly but meaningfully on this call, primarily as an internal productivity and operational efficiency driver. Both the CEO and CFO credited AI adoption—which began in summer 2024—as a contributor to the strong operating margin performance in Q1 FY2026. Management described AI as embedded in shared services, marketing, planning, forecasting, and support functions, but provided no quantified financial attribution to AI specifically.
Adopter
See full leaderboard →53/ 100
76
stage: scaling · max spec: 3
40
1 quant outcome
35
1 scope
internal_use
5 AI mentions from this call.
Extracted verbatim from the COO Q4 2025 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Q&A· CEO· Internal useJust wanted to circle back on the 1Q operating margin performance, which I think you noted in the press release was better than expected and obviously is a top priority this year. I was just hoping you could unpack a little bit in terms of what went better than you thought and why you were able to call the operating margins as exceeding expectations this quarter.
“I would kind of highlight AI, and I hate to sound like one more person talking about it. But the reality is that our organization has embraced it. And this isn't our organization like all of a sudden right now getting on and training and everyone's going to train on it and so forth. Our organization embraced it last summer. And we started implementing that stuff as we were going through the year, and we're seeing positives come out of that type of work.”
— Albert White, COO earnings call - T3Q&A· CEO· Internal useJust wanted to circle back on the 1Q operating margin performance, which I think you noted in the press release was better than expected and obviously is a top priority this year. I was just hoping you could unpack a little bit in terms of what went better than you thought and why you were able to call the operating margins as exceeding expectations this quarter.
“The technology advancements at Cooper are fantastic. I'm super happy. And we have a lot more to do. This isn't a 1-quarter thing. So we saw some of it certainly in Q4. We're seeing those improvements in Q1, and we're going to continue to see the use of technology and AI advancements be a positive to us on our operating margins as we move through this year.”
— Albert White, COO earnings call - T3Prepared remarks· CFO· Internal use
“These efficiencies stem from the structural changes we've made as we transition to a smaller, more efficient organization that leverages technology including AI to automate work and optimize shared services.”
— Brian Andrews, COO earnings call - T3Prepared remarks· CFO· Internal use
“we're increasingly applying AI-enabled tools to streamline areas such as marketing, planning, forecasting and support functions.”
— Brian Andrews, COO earnings call - T2Q&A· CFO· Internal useJust wanted to circle back on the 1Q operating margin performance, which I think you noted in the press release was better than expected and obviously is a top priority this year. I was just hoping you could unpack a little bit in terms of what went better than you thought and why you were able to call the operating margins as exceeding expectations this quarter.
“we want to leverage IT. We're doing that much, much more than ever before, as Al talked about. And this is just great operational execution.”
— Brian Andrews, COO earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI-specific cost savings or productivity gains provided despite CEO and CFO both crediting AI as a contributor to operating margin outperformance.
- No disclosure of specific AI tools, vendors, platforms, or models being used internally.
- No breakdown of which functions or headcount have been affected by AI-driven automation.
- No analyst directly asked a follow-up question to quantify AI's financial contribution, so no explicit deflection was recorded, but the topic was raised in Q&A by Brett Fishbin and management's response remained qualitative.
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