Cochlear Limited

ASX:COH 株式レポート

時価総額：AU$8.1b

Cochlear 将来の成長

Future 基準チェック /16

Cochlear利益と収益がそれぞれ年間7.4%と4.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 7.1%なると予測されています。

主要情報

7.4%

収益成長率

7.07%

EPS成長率

Medical Equipment 収益成長13.4%
収益成長率4.2%
将来の株主資本利益率18.17%
アナリストカバレッジ

Good

最終更新日10 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 02

COH: Hospital Bottlenecks And Weaker Referrals Will Pressure Earnings Expectations

The analyst price target for Cochlear has been revised from A$210 to A$95, reflecting updated expectations for revenue growth, profit margins, the discount rate and future P/E as outlined in recent Street research from multiple analysts. Analyst Commentary Recent Street research on Cochlear highlights a more cautious tone despite mixed rating actions, with several bearish analysts questioning how well the current share price lines up with the revised A$95 target and the company’s execution risks.
分析記事 • Jun 19

Cochlear (ASX:COH) Shares Could Be 44% Below Fair Value After 2026 Guidance Cut

Cochlear (ASX:COH) is back in focus after the company issued a 2026 guidance downgrade, prompting a reset in expectations for both the stock and the broader premium ASX healthcare segment. See our latest analysis for Cochlear. The 2026 guidance downgrade comes after a sharp rebound in Cochlear’s share price over the past month, with a 30 day share price return of 24.66%. However, that short term strength contrasts with a much weaker backdrop, including a 90 day share price decline of 28.23%...
ナラティブ更新 • Jun 18

COH: Margin Resilience And Core Franchise Strength Will Support Future Upside

The analyst price target for Cochlear has been adjusted slightly lower to A$124.40. Analysts attribute this change to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions following recent mixed research updates from major brokers.
ナラティブ更新 • Jun 03

COH: Margin Resilience And Temporary Volume Weaknesses Will Support Future Upside

The analyst price target for Cochlear has eased slightly from about A$126.08 to A$124.60, as analysts factor in more moderate revenue growth expectations alongside marginally stronger profit margins and a slightly lower assumed future P/E, following mixed recent research views. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside if Cochlear can deliver on revenue expectations while maintaining the marginally stronger profit margins now being reflected in models.
ナラティブ更新 • May 09

COH: Steadier Growth Assumptions Will Support Future Upside If Execution Holds

The updated analyst price target for Cochlear has shifted from A$239.95 to A$126.08 as analysts incorporate more moderate assumptions for revenue growth, profit margins and future P/E. This reflects mixed recent research views from Citi and Morgan Stanley.
新しいナラティブ • May 09

Cochlear’s Crossroads: Temporary Setback or Structural Shift?

Cochlear Limited is an interesting company. It is a medical technology business with a specific focus on implantable hearing solutions.
ナラティブ更新 • Apr 21

COH: VA Access Expansion Will Support Future Upside Despite Slight Model Adjustments

The Analyst Price Target for Cochlear has been adjusted slightly lower to A$239.95 from A$244.58, as analysts now factor in modestly softer revenue growth, profit margin and future P/E assumptions, along with a slightly higher discount rate. Valuation Changes Fair Value: adjusted slightly lower from A$244.58 to A$239.95.
ナラティブ更新 • Apr 04

COH: VA Access Expansion And Upgraded Coverage Will Underpin Future Upside

Analysts have slightly adjusted their price target for Cochlear to A$244.58 from A$245.91. This reflects updated assumptions around discount rates and valuation multiples, while core growth and profitability expectations remain broadly unchanged.
ナラティブ更新 • Mar 21

COH: VA Access Expansion Will Support Future Upside Potential

Analysts have adjusted their price target on Cochlear slightly lower to A$245.91 from A$250.59, reflecting modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$245.91 target as still supportive of upside potential relative to recent trading levels, suggesting the core earnings story remains intact despite the small adjustment.
ナラティブ更新 • Mar 06

COH: Steady Assumptions And New Access Channels Will Support Future Upside Potential

Analysts have reaffirmed their A$250.59 price target for Cochlear, citing recent research that supports steady assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research behind the reaffirmed A$250.59 price target highlights a mix of supportive factors and watchpoints that matter for Cochlear's valuation and execution risk.
新しいナラティブ • Mar 01

Cloud And R&D Investment Will Pressure Margins While Long Term Hearing Demand Supports Stability

Catalysts About Cochlear Cochlear develops and manufactures hearing implant systems for people with severe to profound hearing loss. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Feb 20

COH: Reset Expectations And Product Adoption Will Support Future Upside Potential

Analysts have trimmed their Cochlear price target from A$301.76 to A$250.59 as they factor in slightly lower revenue growth assumptions, a marginally higher discount rate, modestly softer profit margin expectations and a reduced future P/E multiple, as highlighted in recent Street research, including the latest upgrade at RBC Capital. Analyst Commentary Recent Street commentary around Cochlear focuses on how current expectations stack up against its A$250.59 target price and what needs to go right, or wrong, for that valuation to hold.
分析記事 • Feb 16

Cochlear (ASX:COH) Has Affirmed Its Dividend Of A$2.15

Cochlear Limited's ( ASX:COH ) investors are due to receive a payment of A$2.15 per share on 13th of April. This means...
分析記事 • Feb 15

Some Confidence Is Lacking In Cochlear Limited (ASX:COH) As Shares Slide 26%

Cochlear Limited ( ASX:COH ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
新しいナラティブ • Feb 13

Hearing Health Tailwinds And Cloud Capabilities Will Support Multi Year Earnings Expansion

Catalysts About Cochlear Cochlear develops and manufactures implantable hearing solutions for people with severe to profound hearing loss. What are the underlying business or industry changes driving this perspective?
分析記事 • Feb 06

Here's Why We Think Cochlear (ASX:COH) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブ更新 • Feb 05

COH: Execution Upside And Premium P/E Will Underpin Future Upside Potential

Analysts have trimmed their price target on Cochlear to about A$302 from roughly A$305, reflecting a slightly higher discount rate, modestly lower revenue growth assumptions, and a small uplift in expected profit margins and future P/E multiples. Analyst Commentary Recent research adjustments on Cochlear point to a generally constructive stance, with the trimmed price target tied to updated assumptions rather than a material change in the long term story.
分析記事 • Jan 11

Investors Shouldn't Overlook Cochlear's (ASX:COH) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Nov 18

Risks To Shareholder Returns Are Elevated At These Prices For Cochlear Limited (ASX:COH)

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 21x, you may consider...
分析記事 • Oct 14

Does Cochlear (ASX:COH) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Sep 28

We Think Cochlear (ASX:COH) Might Have The DNA Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブ更新 • Sep 19

Aging Population Will Spur Cochlear Implant Adoption Worldwide

Cochlear’s modestly lower consensus price target predominantly reflects a slight reduction in forecast revenue growth, resulting in a revised fair value estimate of A$305.38. What's in the News Cochlear extended its share buyback plan duration to August 28, 2026.
分析記事 • Aug 26

Cochlear (ASX:COH) Is Due To Pay A Dividend Of A$2.15

Cochlear Limited's ( ASX:COH ) investors are due to receive a payment of A$2.15 per share on 13th of October. This...
ナラティブ更新 • Aug 19

New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects

Cochlear’s consensus price target has been revised upward, primarily reflecting improved revenue growth forecasts and a slight increase in net profit margin, resulting in a new fair value estimate of A$309.91. What's in the News FDA approved Cochlear’s Nucleus Nexa System, the first smart cochlear implant system with upgradeable firmware, allowing recipients to access future innovations through both the implant and sound processor.
分析記事 • Jul 16

Cochlear Limited's (ASX:COH) Shares May Have Run Too Fast Too Soon

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
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新しいナラティブ • Feb 23

New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects

Focus on adult and senior markets in developed countries could drive revenue and net margin growth through increased sales volume.

業績と収益の成長予測

ASX:COH - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20292,6784064094913
6/30/20282,57237435147115
6/30/20272,41132433043716
6/30/20262,32224125239116
12/31/20252,339345166265N/A
9/30/20252,341367150251N/A
6/30/20252,343389135238N/A
3/31/20252,326380193290N/A
12/31/20242,309371251342N/A
9/30/20242,272364275365N/A
6/30/20242,236357299389N/A
3/31/20242,193354317410N/A
12/31/20232,149350335430N/A
9/30/20232,043326301396N/A
6/30/20231,936301267362N/A
3/31/20231,824281263352N/A
12/31/20221,713261259341N/A
9/30/20221,681275279359N/A
6/30/20221,648289299377N/A
3/31/20221,612273266340N/A
12/31/20211,575257233304N/A
9/30/20211,536291216285N/A
6/30/20211,498324199265N/A
3/31/20211,40382-5234N/A
12/31/20201,308-160-302-198N/A
9/30/20201,314-199-295-178N/A
6/30/20201,321-238-288-158N/A
3/31/20201,40034-8050N/A
12/31/20191,479306128259N/A
9/30/20191,453291N/A277N/A
6/30/20191,427277N/A296N/A
3/31/20191,422270N/A313N/A
12/31/20181,418264N/A330N/A
9/30/20181,391255N/A294N/A
6/30/20181,364246N/A258N/A
3/31/20181,329234N/A254N/A
12/31/20171,294223N/A250N/A
9/30/20171,274223N/A255N/A
6/30/20171,254224N/A260N/A
3/31/20171,218215N/A237N/A
12/31/20161,182206N/A214N/A
9/30/20161,156198N/A199N/A
6/30/20161,131189N/A185N/A
3/31/20161,088179N/A179N/A
12/31/20151,045168N/A172N/A
9/30/2015986157N/A181N/A

アナリストによる今後の成長予測

収入対貯蓄率: COHの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: COHの収益 ( 7.4% ) Australian市場 ( 11.3% ) よりも低い成長が予測されています。

高成長収益: COHの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: COHの収益 ( 4.2% ) Australian市場 ( 5.8% ) よりも低い成長が予測されています。

高い収益成長: COHの収益 ( 4.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: COHの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/14 19:22
終値2026/07/14 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cochlear Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Saul HadassinBarrenjoey Markets Pty Limited
Stuart RobertsBell Potter
Elisabeth Decou CliveBernstein