CSL Limited

ASX:CSL 株式レポート

時価総額：AU$82.0b

CSL 過去の業績

過去 基準チェック /06

CSLの収益は年間平均-16%の割合で減少していますが、 Biotechs業界の収益は年間 増加しています。収益は年間31% 9.7%割合で 増加しています。

主要情報

-15.99%

収益成長率

-16.98%

EPS成長率

Biotechs 業界の成長9.61%
収益成長率9.69%
株主資本利益率-18.31%
ネット・マージン-16.33%
前回の決算情報30 Jun 2026

最近の業績更新

分析記事 • Feb 17

CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed with the weak earnings posted by CSL Limited ( ASX:CSL ). While the headline numbers were...

Recent updates

ナラティブ更新 • Sep 03

CSL: Rooftop Cost Inflation And New Capacity Will Pressure Future Returns

Analysts have lifted the CSL fair value estimate from A$107.97 to A$132.73, reflecting updated assumptions for a slightly lower discount rate, more modest revenue growth, a higher profit margin profile, and a higher future P/E multiple informed by recent research on roofing demand, input cost pressures, and potential acquisition activity in the sector. Analyst Commentary Recent Street research around Carlisle Companies, or CSL, shows a mixed tone, with some firms expressing confidence in roofing demand and others highlighting risks around costs, competitive capacity, and potential acquisition activity.
ナラティブ更新 • Aug 20

CSL: Roofing Restructuring And Owens Corning Optionality Will Shape Earnings Path

Analysts have lifted their fair value estimate for Carlisle (CSL) to A$163.95 from A$138.19, reflecting updated assumptions on the discount rate, slightly higher profit margins and a higher future P/E multiple. They are also factoring in recent research that adjusts expectations around roofing demand, input costs and potential Owens Corning deal scenarios.
ナラティブ更新 • Aug 17

CSL: Higher Assumed Profitability Will Support Future Rebound Case

Analysts have trimmed their CSL price target by about A$8 to reflect a slightly higher discount rate, while also factoring in marginally stronger long term revenue growth, profit margins and a modestly lower future P/E multiple. Valuation Changes for CSL Fair Value has moved from A$196.66 to A$188.25, which is a small reduction in the modelled valuation for CSL shares.
ナラティブ更新 • Aug 06

CSL: Roofing Cost Inflation And New Capacity Will Drive Tougher Repricing

Analysts have lifted their fair value estimate for Carlisle Companies (CSL) by about A$4 to roughly A$108 per share, citing updated assumptions on revenue growth, profit margins, and future P/E following recent price target revisions across the stock and related roofing peers. Analyst Commentary Recent research on Carlisle Companies highlights a mix of optimism about the stock's long term positioning alongside pockets of caution around execution, valuation, and industry headwinds.
ナラティブ更新 • Jul 23

CSL: Cost Pressures And Margin Strain Will Drive A Tougher Repricing Phase

Analysts have reduced their price target on CSL to A$103.54 from A$180.87, citing updated assumptions for the discount rate, profit margin and future P/E in light of recent sector research and mixed signals around roofing demand and input costs. Analyst Commentary Recent Street research around Carlisle Companies, or CSL, reflects a more cautious tone as roofing demand signals remain mixed and cost pressures stay in focus.
ナラティブ更新 • Jul 09

CSL: Roofing Platform Repricing Will Drive Future Rebound Case

Analysts have reduced their price target on CSL to about A$196.66 from about A$289.37, citing updated assumptions around discount rates, profit margins, and future P/E expectations. Analyst Commentary Recent research around CSL highlights a split in views, with some cautious adjustments to assumptions and at least one downgrade, while other coverage of the broader roofing sector points to potential catalysts that investors may still weigh when assessing CSL.
新しいナラティブ • Jun 28

Strong buy. World-leading healthcare company with steady growth

CSL is one of Australia’s highest-quality businesses and has a long history of delivering strong returns. It is a global leader in plasma therapies, vaccines and biotechnology, with products that are difficult to replicate and protected by strict regulation.
ナラティブ更新 • Jun 25

CSL: Cost Cuts And Capacity Expansion Will Support Long Term Earnings Recovery

Analysts have trimmed their price target on CSL to about A$138 from roughly A$141. This reflects a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a lower future P/E multiple in their updated valuation work.
分析記事 • Jun 16

CSL (ASX:CSL) Shares Could Be 31.5% Undervalued Before Full Year Results

CSL (ASX:CSL) is back in focus after a sharp share price rebound, with investors weighing the upcoming August 18 full-year results and dividend announcement against recent guidance cuts and asset impairments. See our latest analysis for CSL. The recent rebound has lifted CSL’s 7 day share price return to 6.8% and its 30 day share price return to 8.5%. However, its year to date share price return is still down 38.2% and the 1 year total shareholder return has declined 54.5%. This indicates...
ナラティブ更新 • Jun 11

CSL: Cost Transformation And Capacity Expansion Will Support Long Term Earnings Power

Narrative Update on CSL The analyst fair value estimate for CSL has been revised from A$146.21 to A$140.86, with analysts citing updated assumptions for revenue growth, profit margins and forward P/E multiples in light of recent sector and company specific research. Analyst Commentary Recent research on CSL has pointed to a mix of optimism and caution, with valuation assumptions and execution risks front and center.
新しいナラティブ • Jun 10

CSL Investment Thesis

CSL Limited Australian Securities Exchange · ASX: CSL · Plasma therapeutics, vaccines, nephrology RECOMMENDATION: DEFER INITIATION — do not deploy capital before the 18 August 2026 FY26 result. The thesis hinges on a single variable — whether the core Behring franchise is derating permanently or cyclically — which resolves on a known date roughly ten weeks out.
ナラティブ更新 • May 27

CSL: U.S. Capacity Expansion Will Support Long Term Earnings Power

Analysts have revised CSL's fair value estimate down from A$195.41 to A$146.21. This reflects updated views on slightly higher discount rates, more moderate revenue growth, softer profit margins and a lower assumed future P/E multiple.
ナラティブ更新 • May 09

CSL: U.S. Manufacturing Expansion And CEO Transition Will Support Long Term Upside

CSL's analyst price target has been adjusted slightly lower to A$195.41 from A$198.79 as analysts factor in marginally softer revenue growth, a small reduction in projected profit margins, a slightly lower discount rate, and a modestly lower future P/E assumption. Analyst Commentary Recent Street research on the sector, including coverage of CSL peers, points to a mix of optimism about execution and long term growth, alongside pockets of caution on valuation and macro sensitivity.
ナラティブ更新 • Apr 22

CSL: Manufacturing Expansion And CEO Transition Will Support Long Term Share Rebound

The CSL analyst price target has been trimmed by about A$9, as analysts now factor in slightly lower revenue growth, a modestly softer profit margin outlook, a marginally higher discount rate and a small reset in assumed future P/E multiples. Analyst Commentary Recent Street research on CSL and peers points to a mixed but useful read on how analysts are thinking about valuation, execution risk and growth expectations.
ナラティブ更新 • Apr 08

CSL: Manufacturing Expansion And CEO Transition Will Support Future Share Recovery

Analysts have slightly increased CSL's fair value estimate to A$208.11, citing modest adjustments to the discount rate, revenue growth, profit margin and a higher assumed future P/E multiple as they reassess the stock following recent rating changes. Analyst Commentary Recent rating actions around CSL highlight a split in views on how much investors should pay for the stock at this stage, which feeds directly into the updated fair value estimate of A$208.11.
ナラティブ更新 • Mar 25

CSL: Manufacturing Expansion And Horizon 2 Rollout Will Support Future Share Recovery

Narrative Update on CSL Analysts have adjusted CSL's fair value estimate from A$205.16 to A$207.81. This reflects updated views on its discount rate, revenue growth, profit margins and future P/E assumptions, alongside recent mixed rating actions on the stock.
ナラティブ更新 • Mar 10

CSL: Manufacturing Expansion And Leadership Transition Will Support Future Share Recovery

Analysts have trimmed their CSL price target by about A$6 to reflect slightly lower long term fair value estimates, modestly higher discount rates and more conservative assumptions for revenue growth and profit margins, partially offset by a higher future P/E multiple. Analyst Commentary Recent Street research around CSL points to a mixed setup, with some firms taking a more constructive stance and others turning cautious.
新しいナラティブ • Mar 09

CSL: The Dip Is the Opportunity

CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.
ナラティブ更新 • Feb 24

CSL: Execution On Gene Therapy And Leadership Transition Will Support Share Recovery

Analysts have trimmed their CSL fair value estimate to A$210.90 from A$228.58 as updated assumptions on discount rate, revenue growth, profit margins and future P/E feed through into a lower overall price target. Analyst Commentary Recent research views on CSL have been mixed, with some analysts turning more cautious while others have taken a more constructive stance at different points.
新しいナラティブ • Feb 22

My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.

One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.
分析記事 • Feb 17

CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed with the weak earnings posted by CSL Limited ( ASX:CSL ). While the headline numbers were...
ナラティブ更新 • Feb 10

CSL: Share Recovery Will Be Supported By Execution And Recent Upgrade

Analysts have trimmed their fair value estimate for CSL to about A$228.58 from A$232.54, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on CSL points to a mix of optimism and caution, which helps explain the modest trim in fair value.
新しいナラティブ • Feb 07

Seqirus Demerger And Cost Savings Will Shape A Steady Long Term Outlook

Catalysts About CSL CSL is a global biopharmaceutical group focused on plasma therapies, vaccines and specialty medicines addressing rare and serious diseases. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 26

CSL: Share Recovery Will Be Driven By Seqirus Reset And Demerger Deferral

Analysts have raised their fair value target for CSL to A$232.54. This reflects slightly adjusted assumptions for revenue growth, profit margins and future P/E multiples after recent upgrades and renewed interest in the shares.
ナラティブ更新 • Jan 11

CSL: Shares Will Recover As Seqirus Reset And Demerger Deferral Settle

Analysts have trimmed their CSL price target slightly, with fair value moving from about A$236.57 to A$232.45, as they factor in softer Seqirus vaccination trends and the deferred vaccine demerger, while still seeing the recent share pullback as an opportunity to re-engage with the stock. Analyst Commentary Recent research on CSL focuses heavily on the updated outlook for Seqirus, the indefinitely deferred vaccine demerger, and where the current share price sits relative to revised fair value estimates.
ナラティブ更新 • Dec 17

CSL: Shares Will Recover As Seqirus Drag Fades After AGM Downgrade

Analysts have nudged down their price target on CSL by A$5 to reflect slightly softer long term revenue growth assumptions and a modestly higher discount rate, even as they highlight resilient margins and view the recent selloff as an opportunity to re engage with the shares. Analyst Commentary Recent commentary around CSL reflects a more constructive stance on the stock despite near term earnings noise, with valuation support emerging after the sharp pullback.
ナラティブ更新 • Dec 03

CSL: Shares Will Recover As Seqirus Headwinds Ease After Recent Pullback

Analysts have trimmed their price target on CSL slightly, from about A$230 to A$225, reflecting tempered expectations for Seqirus amid weaker U.S. vaccination trends and the indefinite deferral of the planned vaccine business demerger, even as they note that the recent share price correction has opened a more attractive entry point. Analyst Commentary Analyst views on CSL have turned more constructive following the share price pullback, even as earnings expectations have been nudged lower to reflect the softer outlook for Seqirus.
ナラティブ更新 • Nov 19

CSL: Share Price Will Rebound After Vaccine Demerger Deferral And Segment Headwinds

Analysts have marginally increased their fair value estimate for CSL from $246.49 to $246.96. This reflects a cautiously optimistic outlook as concerns over segment performance and revised vaccination forecasts are balanced by expectations of a market overreaction and longer-term recovery potential.
ナラティブ更新 • Nov 04

CSL: Share Price Correction Will Present Opportunity As Vaccine Uncertainty Eases

CSL's analyst price target has been lowered from A$280.61 to A$246.49, reflecting analysts' revised expectations following recent updates about weaker revenue growth, a more cautious profit margin outlook, and continued challenges in key business units. Analyst Commentary Market analysts have offered mixed perspectives on CSL following recent trading updates and management commentary, resulting in shifts in both ratings and price targets.
ナラティブ更新 • Oct 21

Analysts Adjust CSL Outlook as Valuation Rises Amid Mixed Market Sentiment and Company Updates

CSL's fair value estimate has increased modestly by $0.23 to $280.61, as analysts factor in softened revenue and profit margin assumptions in light of near-term challenges in end-market demand and distributor activity. Analyst Commentary Recent street research reflects both cautious and optimistic views toward CSL's near-term execution and longer-term prospects.
ナラティブ更新 • Oct 03

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

The analyst consensus price target for CSL has been revised downward by 1.5% to $280.38. Analysts cite near-term uncertainties in end-market demand and distribution dynamics as key factors in the updated valuation.
分析記事 • Sep 25

CSL Limited's (ASX:CSL) Share Price Not Quite Adding Up

With a median price-to-earnings (or "P/E") ratio of close to 21x in Australia, you could be forgiven for feeling...
ナラティブ更新 • Sep 04

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

Despite the consensus Analyst Price Target for CSL remaining largely unchanged, the significant increase in Future P/E from 26.27x to 40.16x indicates investor expectations for higher earnings growth or a premium valuation, resulting in only a marginal fair value decrease to A$284.79. What's in the News CSL plans to demerge its influenza vaccine division, CSL Seqirus, into a separately listed company by end of FY26, along with job cuts and a share repurchase program to allow strategic autonomy.
ナラティブ更新 • Aug 20

Advancements In iNOMi Technology And HEMGENIX Will Strengthen Market Position

CSL's consensus price target has been revised downward, reflecting a material drop in expected revenue growth alongside a sharply higher future P/E ratio, with fair value now set at A$291.99. What's in the News CSL expects group revenue growth of approximately 4-5% and NPATA growth of 7-10% for FY26, excluding non-recurring restructuring costs.
新しいナラティブ • Apr 15

CSL is undervalued in High Tax Scenario

CSL Behring: This is CSL's largest segment and the global leader (#1) in plasma therapies within an estimated US$30 billion industry.11 It focuses on researching, developing, manufacturing, and distri
User avatar
新しいナラティブ • Feb 23

Advancements In iNOMi Technology And HEMGENIX Will Strengthen Market Position

Advancements in plasma collection and operational efficiencies are set to reduce costs and improve CSL Behring's margins, potentially boosting overall earnings.

収支内訳

CSL の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

ASX:CSL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 2615,797-2,5792,6111,223
31 Mar 2615,602-5912,6361,268
31 Dec 2515,4071,3962,6611,313
30 Sep 2515,4832,1992,6391,336
30 Jun 2515,5583,0022,6161,359
31 Mar 2515,3942,8752,5741,382
31 Dec 2415,2302,7482,5311,405
30 Sep 2415,0152,6952,4561,417
30 Jun 2414,8002,6422,3811,428
31 Mar 2414,4902,5572,2961,385
31 Dec 2314,1792,4722,2111,342
30 Sep 2313,7452,3332,2601,304
30 Jun 2313,3102,1942,3081,266
31 Mar 2312,5072,1562,1681,265
31 Dec 2211,7052,1182,0281,263
30 Sep 2211,1332,1861,8391,210
30 Jun 2210,5622,2551,6491,156
31 Mar 2210,5872,2901,7111,108
31 Dec 2110,6122,3251,7731,060
30 Sep 2110,4612,3501,7421,031
30 Jun 2110,3102,3751,7121,001
31 Mar 2110,1452,5201,612953
31 Dec 209,9802,6651,511904
30 Sep 209,5652,3841,550913
30 Jun 209,1512,1031,588922
31 Mar 209,0482,0541,557904
31 Dec 198,9442,0061,527886
30 Sep 198,7421,9621,484859
30 Jun 198,5391,9191,442832
31 Mar 198,4061,8611,441791
31 Dec 188,2741,8031,441751
30 Sep 188,0941,7661,371726
30 Jun 187,9151,7291,301702
31 Mar 187,6661,6741,251713
31 Dec 177,4171,6181,200723
30 Sep 177,1821,4781,191695
30 Jun 176,9471,3371,182667
31 Mar 176,8021,3331,118642
31 Dec 166,6561,3291,055617
30 Sep 166,3861,2861,033615
30 Jun 166,1151,2421,011614
31 Mar 165,9831,324954564
31 Dec 155,8501,406897513
30 Sep 155,6541,392841488

質の高い収益: CSLは現在利益が出ていません。

利益率の向上: CSLは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: CSLは利益が出ておらず、過去 5 年間で損失は年間16%の割合で増加しています。

成長の加速: CSLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: CSLは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 14.6% ) と比較することは困難です。

株主資本利益率

高いROE: CSLは現在利益が出ていないため、自己資本利益率 ( -18.31% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/09/10 08:39
終値2026/09/10 00:00
収益2026/06/30
年間収益2026/06/30

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 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

CSL Limited 17 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。25

アナリスト機関
Saul HadassinBarrenjoey Markets Pty Limited
Thomas WakimBell Potter
Lyanne HarrisonBofA Global Research