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Sentiment · FY2027 Q1
| 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 | 19 (11%) |
| Jason Bednar | Piper Sandler | 16 (0%) |
| Brett Fishbin | KeyBanc Capital Markets | 15 (0%) |
| Mike Matson | Needham | 15 (0%) |
| Patrick Wood | UBS | 12 (0%) |
| Mac Etoch | Stephens | 10 (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 | 19 (11%) |
| Piper Sandler | 1 | 16 (0%) |
| KeyBanc Capital Markets | 1 | 15 (0%) |
| Needham | 1 |
On August 5, 2026, STERIS plc announced a targeted Consolidation Plan to move existing manufacturing and distribution for formulated chemistries to a new Center of Excellence in North Carolina, including the anticipated closure of facilities in St. Louis, Missouri and Plymouth, Minnesota. Total pre-tax restructuring charges are expected to be approximately $55 million to $70 million, roughly $40 million to $50 million of it cash, with completion anticipated during fiscal 2030.
| 15 (0%) |
| Stephens | 2 | 14 (7%) |
| UBS | 1 | 12 (0%) |
| Citizens JMP Securities | 1 | 5 (0%) |
| Jefferies | 1 | 4 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $1.33B | +7.3% | $1.51 | +30.2% | 43.6% | 16.5% | 11.3% | $149M |
| FY2025 Q3 | $1.37B | +5.6% | $1.75 | +23.2% | 44.5% | 17.9% | 12.7% | $244M |
| FY2025 Q4 | $1.48B | +4.0% | $1.48 | +10747.5% | 43.3% | 14.6% | 9.8% | $190M |
| FY2026 Q1 | $1.39B | +8.7% | $1.79 | +22.6% | 45.1% | 17.7% | 12.8% | $326M |
| FY2026 Q2 | $1.46B | +9.9% | $1.94 | +28.5% | 44.2% | 18.4% | 13.1% | $201M |
| FY2026 Q3 | $1.50B | +9.2% | $1.96 | +12.0% | 43.8% | 18.1% | 12.9% | $200M |
| FY2026 Q4 | $1.59B | +7.3% | $2.24 | +51.4% | 43.9% | 19.9% | 13.9% | $245M |
| FY2027 Q1 | $1.49B | +7.3% | $2.04 | +14.0% | 45.8% | 19.1% | 13.4% | $280M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $4.96B | +8.1% | $1.07 | -55.2% | 43.6% | 5.4% | 2.2% | $395M |
| FY2024 | $4.84B | -2.5% | $3.82 | +256.6% | 43.1% | 17.8% | 7.8% | $613M |
| FY2025 | $5.46B | +12.9% | $6.20 | +62.5% | 44.0% | 15.9% | 11.3% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| $778M |
| FY2026 | $5.94B | +8.7% | $7.93 | +27.9% | 44.2% | 18.6% | 13.2% | $972M |
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% |