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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage 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 (Challenge)Percentage 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 |
Constant currency organic revenue grew 8% with adjusted EPS of $2.53, up 9%, as STERIS delivered consistent high-single-digit growth despite escalating tariff headwinds. AST capital equipment surged though tough comparisons lay ahead, and healthcare services growth decelerated as expected while pharma onshoring created tangible capital equipment demand. Full-year EPS guidance was maintained at $10.15-$10.30 with tariffs increased $10 million but the range unchanged, as management noted the high end became less likely.
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 |
| 12 (0%) |
| Stephens | 2 | 12 (8%) |
| Morgan Stanley | 2 | 11 (0%) |
| Citizens JMP Securities | 1 | 5 (0%) |
| Jefferies | 1 | 4 (0%) |
| 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 | 8 | +9.9% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |