Just caught COO's latest earnings and it's kind of interesting how the market reacted. The company beat EPS estimates by 6.8% and raised full-year guidance, but shares still dropped 3.6% after hours. Classic case of "sell the news" I guess. Q1 showed solid operational improvements with revenues hitting $1.02B, up 6% year-over-year. The contact lens division (CooperVision) was the real driver here, especially with their MyDay product line growing double digits. Even their surgical segment picked up momentum. What caught my attention though is the margin expansion - adjusted operating margin jumped 200 basis points to 27%, which shows decent cost discipline. That said, Asia Pacific weakness in Japan is a concern, and tariff headwinds are starting to bite into margins. Management raised COO's full-year EPS guidance to $4.58-$4.66 range, so they're clearly confident. But the stock's reaction makes me wonder if investors were already pricing in some of this. Still tracking this one - the free cash flow generation ($159M in Q1) is solid.

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