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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Polark | Wolfe Research | 17 | 12% |
| Jason Bednar | Piper Sandler | 14 | 0% |
| Mike Matson | Needham | 13 | 0% |
| Brett Fishbin | KeyBanc Capital Markets | 12 | 0% |
| Patrick Wood | Morgan Stanley | 10 | 0% |
| Mac Etoch | Stephens | 8 | 0% |
| Dave Turkaly | Citizens JMP Securities | 5 | 0% |
| Jacob Johnson | Stephens | 4 | 25% |
| Dave Windley | Jefferies | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 17 | 12% |
| Piper Sandler | 1 | 14 | 0% |
| Needham | 1 | 13 | 0% |
| KeyBanc Capital Markets |
| 1 |
| 12 |
| 0% |
| Stephens | 2 | 12 | 8% |
| Morgan Stanley | 2 | 11 | 0% |
| Citizens JMP Securities | 1 | 5 | 0% |
| Jefferies | 1 | 4 | 0% |
STERIS delivered a record fiscal year with $6 billion in revenue and $1 billion in net income, introducing FY2027 guidance of $11.10-$11.30 EPS implying 9-11% growth on 6-7% organic revenue expansion. Q4 revenue grew 7% with adjusted EPS up 3% to $2.83 as tariff headwinds pressured margins by 80 basis points and AST softened from weather and MedTech inventory pullbacks. Free cash flow reached an exceptional $982.9 million while strategic manufacturing and AI investments were positioned to drive FY2027 acceleration.
Demand | Revenue Growth | Trade Tariffs | Regulation Policy | Capital Allocation | Guidance Reliability | Margin | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 3 | 6 | 1 | 2 | 1 | 2 | 1 | |
| 2025Q3 | 7 | 6 | 1 | 3 | 1 | 1 | 1 | |
| 2025Q4 | 4 | 5 | 4 | 1 | 2 | 1 | 1 | 1 |
| 2026Q1 | 6 | 2 | 1 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 5 | 5 | 1 | 1 | 2 | 1 | 1 | |
| 2026Q3 | 4 | 5 | 4 | 1 | 2 | 5 | 1 | 2 |
| 2026Q4 | 6 | 4 | 3 | 2 | 2 | 3 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 7 | 4 | 6 | 5 | 4 | 6 |
| Revenue Growth | 6 | 6 | 5 | 2 | 5 | 5 | 4 |
| Trade Tariffs | 1 | 1 | 4 | 1 | 1 | 4 | 3 |
| Regulation Policy | 2 | 3 | 1 | 3 | 1 | 2 | |
| Capital Allocation | 1 | 2 | 2 | 1 | 2 | 2 | |
| Guidance Reliability | 1 | 1 | 1 | 2 | 5 | ||
| Margin | 2 | 1 | 1 | 1 | 1 | 3 | |
| Competitive Dynamics | 1 | 1 | 1 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
STE Steris | 7 | +7.3% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |