STERIS plc

(New York Stock Exchange)

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1
Bullish +75

STERIS stock trades at EUR 197.65 with USD 21.6 billion value

Acquisition AI-generated analysis

STERIS plc agreed to acquire Xodus Medical for USD 2.10 billion on October 12, 2026, a deal designed to expand its operating-room consumables portfolio. The transaction is expected to close by December 31, 2026, subject to regulatory approvals, and will be financed primarily with debt....

Bullish Signals

  • Acquired Xodus Medical for USD 2.10 billion to expand portfolio.

Bearish Signals

  • Acquisition financed with debt increases leverage and interest obligations.
  • Deal requires regulatory approval and closes by Dec 31, 2026.
2
Bullish +75

STERIS plc (NYSE:STE) Q1 2026 Earnings Call Transcript

AI-generated analysis

STERIS plc reported strong first-quarter fiscal 2026 results, with total revenue growing 9% and constant currency organic revenue rising 8%. Gross margins expanded to 45.3%, driven by pricing power and productivity gains that outpaced inflation and tariff costs. Adjusted earnings per diluted share increased 15%...

Bullish Signals

  • Revenue grew 9% and organic revenue up 8% in Q1 2026.

Bearish Signals

  • Tariff cost estimate rose $15M to $45M for fiscal 2026.
  • Management adopted conservative stance on 6%-7% organic revenue guidance.
3
Bullish +62

STERIS Announces Financial Results for Fiscal 2027 First Quarter

AI-generated analysis

STERIS plc reported strong financial results for its fiscal 2027 first quarter ended June 30, 2026. Total revenue increased 7% year-over-year to $1.5 billion, driven by a 6% constant currency organic growth rate. Adjusted diluted earnings per share rose to $2.59, reflecting improved operational performance...

Bullish Signals

  • Revenue grew 7% YoY to $1.5 billion.
  • Adjusted diluted EPS rose to $2.59.
  • Healthcare revenue surged 8% to $1.05 billion.
  • Life Sciences equipment revenue jumped 17%.
  • Company maintained full-year revenue and earnings guidance.

Bearish Signals

  • Free cash flow declined to $279.6 million from $326.5 million.
  • Restructuring charges will total $55 million to $70 million.
  • Capital expenditures increased to $450 million from $375 million guidance.
  • Applied Sterilization Technologies revenue fell 13%.
  • Inflation and tariffs offset operating income gains.
4
Bullish +75

STERIS Q4 Earnings Call Highlights

AI-generated analysis

STERIS (NYSE: STE) reported a stronger fiscal 2026 overall despite a lighter fourth quarter, with executives pointing to record annual revenue of approximately $6 billion and resilient procedure demand. Fourth-quarter revenue grew 7% as reported, while constant currency organic revenue increased 5%, driven by volume...

Bullish Signals

  • STERIS reported record FY2026 revenue of approximately $6 billion.
  • Adjusted EPS rose 10% to $10.17 despite margin pressures.
  • Healthcare segment grew 9% with $4 billion in revenue.
  • Life Sciences operating profit exceeded $250 million for the first time.
  • STERIS raised quarterly dividend by $0.06 to $0.63.
  • Company announced new $1 billion share buyback authorization.

Bearish Signals

  • Lower gross margin and higher 25.4% tax rate limited Q4 net income growth.
  • Applied Sterilization Technologies missed expectations due to softness and snowstorm impacts.
  • Conservative AST 2027 growth view driven by customer inventory management.
  • Inventory reductions in MedTech segment constrain near-term demand visibility.
  • $60-65M flat tariff spending assumption creates downside risk if policy shifts.
5
Bullish +55

STERIS (NYSE:STE) Director Sells $1,239,005.46 in Stock

Dividend Earnings report Insider transaction AI-generated analysis

STERIS plc (NYSE:STE) reported strong quarterly financial results, posting $2.94 in earnings per share which beat the consensus estimate of $2.68 by $0.26. The company generated revenue of $1.59 billion, surpassing analyst expectations of $1.56 billion, with a net margin of 13.41% and a return...

Bullish Signals

  • EPS beat at $2.94 vs $2.68 consensus.

Bearish Signals

  • Wall Street Zen downgraded stock from strong-buy to buy.
  • Director Mohsen Sohi sold $1.24M in shares.
6
Bullish +55

Reasons to Add STE Stock to Your Portfolio Right Now

Company update AI-generated analysis

STERIS plc's STE Healthcare segment is demonstrating strong market adoption with significant revenue growth in the first quarter of fiscal 2027. Healthcare revenues rose 8% to $1.05 billion, driven by a 9% increase in consumables and a 10% rise in services, while capital equipment orders...

Bullish Signals

  • Healthcare revenue rose 8% to $1.05B in Q1 fiscal 2027.
  • Healthcare EBIT margin expanded 60bps to 24.8% via volume/pricing.
  • Capital equipment backlog reached $444M, signaling robust demand.
  • AST segment revenue exceeded $1B with profit over $500M.
  • $600M NC investment projected to generate >$700M in revenue.

Bearish Signals

  • Shares lost 8.3%, underperforming industry's 7.7% growth.
  • Inflation offset pricing gains, limiting margin expansion.
7
Bullish +55

STERIS plc stock gains on fresh earnings momentum

AI-generated analysis

STERIS plc reported strong fiscal 2027 first-quarter results, driven by a 7% year-over-year revenue increase to USD 1.50 billion and constant-currency organic revenue growth of 6%. The company posted quarterly earnings per share of USD 2.59, beating the consensus estimate of USD 2.54 by USD...

Bullish Signals

  • Revenue grew 7% YoY to $1.50B in Q1 fiscal 2027.
8
Bullish +65

STE Dividend History: 1.15% Yield Β· $0.69 quarterly | MerryDiv

AI-generated analysis

STERIS plc (STE) is a healthcare company providing infection prevention products and services globally, operating through Healthcare, Applied Sterilization Technologies, and Life Sciences segments. The company offers essential items ranging from surgical tables and lighting to contract sterilization for medical device manufacturers, supported by recurring...

Bullish Signals

  • STERIS maintains a conservative payout ratio of 30.7%, leaving substantial earnings capacity to sustain and grow the dividend despite potential market headwinds.
  • The company has achieved a robust 9.9% compound annual growth rate in dividends over the past 15 years, demonstrating a strong commitment to increasing shareholder income.
  • The current dividend yield of 1.15% exceeds the stock's five-year average of 0.89%, indicating that the current price offers more income than recent historical norms.
  • STERIS operates in essential healthcare and life sciences sectors with recurring demand for infection prevention products and contract sterilization services, providing a durable business model.
9
Somewhat Bullish +45

STERIS plc $STE Shares Sold by Krilogy Financial LLC

AI-generated analysis

STERIS plc (NYSE: STE) saw significant institutional activity in the first quarter, characterized by a sharp reduction in holdings by Krilogy Financial LLC, which cut its stake by 65.7% to just 1,752 shares worth $385,000. Conversely, major financial institutions increased their positions; Goldman Sachs Group...

Bullish Signals

  • Goldman Sachs increased stake by 32.3% for over $55 million.
  • Healthy balance sheet with current ratio of 2.09 and debt-to-equity of 0.25.
  • Analysts maintain 'Moderate Buy' rating with consensus price target of $278.00.
  • Piper Sandler reaffirmed 'overweight' rating with price target of $270.00.

Bearish Signals

  • Wall Street Zen downgraded STERIS from strong-buy to buy.
  • KeyCorp reduced price objective from $291.00 to $269.00.
  • Stock trades below 200-day moving average of $233.10.
  • Insiders sold over $600,000 in shares combined.
10
Slightly Bullish +25

STERIS (STE) Dividend Reaffirms The Story As Undervalued Views Face A P E Reality

Dividend AI-generated analysis

STERIS (STE) has reaffirmed its commitment to shareholder returns by declaring a quarterly dividend of $0.69 per share, payable on December 17, 2026, to investors of record as of November 17. The company's stock recently traded at approximately $227.12, reflecting an 8% return over the...

Bullish Signals

  • Declared quarterly dividend of $0.69 per share.

Bearish Signals

  • Trades at 27.5x earnings vs 23.8x industry average.
  • High valuation limits room for error if earnings soften.
  • Tariff costs could squeeze margins more than expected.
11
Somewhat Bullish +45

Assenagon Asset Management S.A. Increases Stake in STERIS plc $STE

AI-generated analysis

Assenagon Asset Management S.A. significantly increased its stake in STERIS plc (NYSE:STE) by 160.6% during the first quarter, purchasing an additional 30,104 shares to hold a total of 48,846 shares valued at $10.8 million. This move aligns with other major institutional investors who have recently...

Bullish Signals

  • Major investors like Norges Bank increased stakes in STERIS.
  • Assenagon Asset Management raised position by 160.6% in Q1.
  • State Street Corp boosted stake by 6% to $1.1B.
  • Healthy balance sheet: current ratio 2.09, debt-to-equity 0.25.
  • Dividend yield 1.2% with sustainable 31.78% payout ratio.

Bearish Signals

  • VP Zangerle sold 1,419 shares for $296,968 in mid-June.
  • Director Breeden sold 1,481 shares for $310,284 on June 2nd.
  • Insiders sold 7,328 shares valued at $1.55 million last three months.