思泰瑞(STE)
搜索文档
Here's How STERIS (STE) is Placed Ahead of Q1 Earnings
ZACKS· 2024-07-23 22:00
STERIS plc (STE) is expected to release first-quarter fiscal 2025 results on Aug 6.Earnings Surprise HistorySTE has a strong earnings surprise history. It beat on earnings in three of the trailing four quarters and missed the same once, the average surprise being 2.21%.In the last reported quarter, the company posted adjusted earnings per share (EPS) of $2.41, in line with the Zacks Consensus Estimate.Q1 EstimatesThe Zacks Consensus Estimate for STERIS’ first-quarter fiscal 2025 revenues is pegged at $1.26 ...
STERIS (STE) AST Business Expands, New Offerings Aid Growth
ZACKS· 2024-07-11 22:10
STERIS' (STE) strong rebound of procedure volumes in the United States is leading to solid growth in the Healthcare business. The company carries a Zacks Rank #2 (Buy) at present.STERIS’ Healthcare segment is gaining from the successful market adoption of its comprehensive offerings, including infection prevention consumables and capital equipment. Further, its services to maintain these equipments, repair reusable procedural instruments and outsource instrument reprocessing services are gaining traction. O ...
Should You Hold STERIS (STE) Stock Now? Here's What to Consider
ZACKS· 2024-07-08 20:30
STERIS plc (STE) stands to benefit from the growing pharmaceutical and healthcare industries in the upcoming quarters, supported by favorable dynamics as well as strategic additions. The Healthcare arm is gaining from the positive volume environment in the United States and capturing market share. Also, the strong rebound prospects of Applied Sterilization Technologies (“AST”) are encouraging.Meanwhile, the impacts of macroeconomic challenges and increasing consolidation in the industry pose a worry for the ...
STERIS (STE) Gains From New Offerings, Macro Issues Ail
ZACKS· 2024-06-17 20:06
STERIS’ (STE) strong rebound of procedure volumes in the United States is leading to solid growth in the Healthcare business. Yet, a fiercely competitive market offsets the positive. The stock carries a Zacks Rank #3 (Hold) at present.STERIS’ Healthcare segment is gaining from the successful market adoption of its comprehensive offerings, including infection prevention consumables and capital equipment. Further, its services to maintain that equipment, repair reusable procedural instruments and outsource in ...
Steris (STE) Up 2% Since Last Earnings Report: Can It Continue?
ZACKS· 2024-06-08 00:36
It has been about a month since the last earnings report for Steris (STE) . Shares have added about 2% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Steris 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 most recent earnings report in order to get a better handle on the important drivers. STERIS Q4 Earnings Match Estimates, Margins Crash STERIS ...
PEAK ROCK CAPITAL AFFILIATE COMPLETES PREVIOUSLY ANNOUNCED ACQUISITION OF HUFRIEDYGROUP
Prnewswire· 2024-06-03 19:00
AUSTIN, Texas, June 3, 2024 /PRNewswire/ -- An affiliate of Peak Rock Capital ("Peak Rock"), a leading middle-market private equity firm, announced today that it has completed the previously announced acquisition of the dental segment ("HuFriedyGroup" or the "Company") of STERIS plc (NYSE:STE) ("STERIS"). Founded in 1908, HuFriedyGroup is a leading global manufacturer of high-quality instruments, infection prevention products, instrument management systems, and conscious sedation products for the dental ind ...
STERIS(STE) - 2024 Q4 - Annual Report
2024-05-30 04:35
United States Securities and Exchange Commission Washington, D. C. 20549 ________________________________________________ FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ For the fiscal year ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-38848 STERIS plc (Exact name of registrant as specified in its charter) Ireland 98-1455064 (State or other jurisdiction ...
Unlocking Steris (STE) International Revenues: Trends, Surprises, and Prospects
Zacks Investment Research· 2024-05-14 00:05
Did you analyze how Steris (STE) fared in its international operations for the quarter ending March 2024? Given the widespread global presence of this medical products maker, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place gre ...
STERIS(STE) - 2024 Q4 - Earnings Call Transcript
2024-05-10 02:30
财务数据和关键指标变化 - 第四季度总收入增长10%,以恒定汇率计算的有机收入增长6% [12][17] - 全年总收入增长12%,以恒定汇率计算的有机收入增长9% [13][17] - 第四季度调整后每股收益为2.58美元,全年调整后每股收益为8.83美元,超出预期 [13][14] - 第四季度毛利率下降80个基点至42.6%,主要受到负面的业务组合影响和成本上升 [18] - 第四季度EBIT利润率下降30个基点至23.7%,受到业务组合变化的影响 [19] - 第四季度调整后税率为21.4%,低于预期 [20] - 全年资本支出为3.6亿美元,折旧和摊销为5.65亿美元 [21] - 全年自由现金流为6.2亿美元,较上年有所改善 [22] 各条业务线数据和关键指标变化 - 医疗保健业务全年有机收入增长13%,连续第三年实现两位数增长,主要得益于缩短交货周期 [25][26] - 服务和耗材业务全年有机收入均保持强劲增长,受益于产品线广泛和服务团队优势 [27] - 应用解决方案业务全年有机收入增长3%,较低,但第四季度服务收入增长7% [28] - 生命科学业务全年有机收入增长6%,符合长期预期,服务收入全年实现两位数增长 [30][31] 各个市场数据和关键指标变化 - 美国市场医疗设备业务第四季度实现两位数收入增长,欧洲市场增长较慢 [56][57] - 欧洲市场恢复较慢,主要受到手术量恢复缓慢的影响,预计在下半年会有明显改善 [57][58] 公司战略和发展方向及行业竞争 - 公司决定剥离牙科业务,并进行其他业务整合,以聚焦核心医疗、制药和医疗器械客户 [36][37][38] - 公司在技术和地理位置上保持中立,既可以为客户提供内部部署的设备和技术,也可以提供大规模的外包服务 [49][50] - 公司积极与监管机构合作,推动替代灭菌技术如过氧化氢蒸汽的监管放松 [51] 管理层对经营环境和未来前景的评论 - 公司预计2025财年收入增长6.5%-7.5%,有机收入增长6%-7% [32][33] - 应用解决方案业务预计下半年增速将加快,医疗保健业务中单位增长预计中个位数,生命科学业务预计低个位数增长 [33] - 公司预计2025财年调整后每股收益增长10%-13%,达到9.05-9.25美元 [35] - 公司有信心通过剥离和整合措施,聚焦核心业务,为客户和投资者创造长期价值 [38] 问答环节重要的提问和回答 问题1 **Patrick Wood 提问** 医疗保健业务资本设备业务增长预期如何,是否会保持增长 [43][44] **Dan Carestio 回答** 预计医疗保健业务资本设备业务可实现低个位数增长,服务和耗材业务将是增长的主要动力 [44][45][46][47] 问题2 **Brett Fishbin 提问** 应用解决方案业务在欧洲市场的库存消化情况如何 [54][55] **Dan Carestio 回答** 美国市场已基本恢复正常,欧洲市场恢复较慢,主要受到手术量恢复缓慢的影响,预计下半年会有明显改善 [56][57][58][59] 问题3 **Jason Bednar 提问** 医疗保健业务设备收入增长预期与交货周期恢复正常是否矛盾 [76][77][78][79][80][81][82] **Julie Winter 回答** 虽然不会保持之前的高增长,但仍预计会实现低个位数增长 [82][83]
STERIS (STE) Q4 Earnings Match Estimates, Margins Contract
Zacks Investment Research· 2024-05-10 01:31
文章核心观点 - 公司第四季度调整后每股收益为2.41美元,同比增长4.8%,符合市场预期 [1] - 公司收入为14.2亿美元,同比增长2.5%,但低于市场预期3.1% [3] - 公司各业务板块表现不一,其中医疗保健板块收入增长14%,是亮点 [5][6][7] 业务板块总结 医疗保健板块 - 收入增长14%,其中资本设备收入增长19%,服务收入增长9%,耗材收入增长14% [5] - 该板块表现良好,反映了美国手术量的稳健增长 [16][17] 应用消毒技术板块 - 收入增长5%,但资本设备收入下降43% [6] - 该板块表现受到资本设备收入下降的拖累 [18] 生命科学板块 - 收入增长2%,服务收入增长13%,耗材收入增长3%,但资本设备收入下降8% [7] - 该板块总体保持平稳增长 [17] 毛利率和营业利润率 - 毛利率同比下降158个基点至41.1%,主要受成本上升的影响 [8] - 调整后营业利润率同比下降91个基点至17.4% [9] - 毛利率和营业利润率的下降是值得关注的问题 [18] 财务状况 - 公司现金和现金等价物为2.07亿美元,经营活动产生的净现金流为9.732亿美元 [10][11] - 公司宣布了2025财年的收入和利润指引,预计收入增长6.5%-7.5%,调整后每股收益为9.05-9.25美元 [13][15]