Smiths Group plc

LSE:SMIN 株式レポート

時価総額：UK£7.8b

Smiths Group 将来の成長

Future 基準チェック /06

Smiths Groupの収益と利益は、それぞれ年間4.8%と16.7%減少すると予測されています。EPS は年間16.4%で 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16.6%になると予測されています。

主要情報

-16.7%

収益成長率

16.36%

EPS成長率

Industrials 収益成長11.6%
収益成長率-4.8%
将来の株主資本利益率16.60%
アナリストカバレッジ

Good

最終更新日29 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 24

SMIN: Higher Margins And Capital Discipline Will Support Future Repricing

The analyst price target for Smiths Group has been trimmed, with recent Street updates moving expectations to a range of about £27.50 to £28.10, as analysts factor in a slightly more cautious view on near term trading conditions while keeping their broader investment theses intact. Analyst Commentary Recent Street research on Smiths Group shows a more measured stance, with modest price target trims and a split between those focusing on long term execution potential and those more concerned about near term trading updates.
ナラティブ更新 • Jun 07

SMIN: Higher Margins And Cash Returns Will Support Future Repricing

Analysts have trimmed their average price target for Smiths Group by £120, from about £2,830 to around £2,710. They cited slightly softer expectations around near term trading and growth compared with earlier assumptions.
ナラティブ更新 • May 24

SMIN: Higher Margin Outlook And Cash Returns Will Support Bullish Repricing

Smiths Group's analyst fair value estimate has edged down from £28.11 to £27.90, with recent price target trims from £29.00 to £27.50 and from £28.30 to £28.10, reflecting analysts' more cautious expectations ahead of a Q3 trading update and growth assumptions that sit below prior consensus. Analyst Commentary Recent Street research on Smiths Group highlights a mix of optimism around the company’s long term positioning and caution around nearer term execution and growth assumptions, which is feeding into slightly lower valuation targets.
分析記事 • May 13

With EPS Growth And More, Smiths Group (LON:SMIN) Makes An Interesting Case

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 • Apr 11

SMIN: Margin Outlook And Raised P/E Assumptions Will Support Bullish Repricing

Analysts have kept their fair value estimate steady at £28.11 per share. Recent changes in price targets, including cuts and raises around £90 to £210 alongside a more Neutral stance from some firms, reflect a more balanced view on Smiths Group's growth outlook.
ナラティブ更新 • Mar 27

SMIN: Margin Progress And Higher P/E Will Shape Bullish Rerating

The latest narrative on Smiths Group reflects a slightly lower analyst price target of £28.11 from £28.29, as analysts factor in more cautious revenue growth assumptions along with marginally higher discount rates, partly offset by expectations for stronger profit margins and a steady future P/E profile. Analyst Commentary Recent Street research on Smiths Group shows a mix of optimism and caution, with changes in ratings and price targets clustering around differing views on growth, execution and how much investors should pay for the shares.
ナラティブ更新 • Mar 13

SMIN: Margin Delivery And Richer P/E Multiple Will Shape Bullish Outlook

Analysts have nudged their fair value estimate for Smiths Group slightly higher to about £28.29, reflecting mixed Street views that combine a lower discount rate and firmer margin expectations with more cautious revenue growth assumptions and a higher future P/E multiple. Analyst Commentary Street research on Smiths Group points to a split view, with some analysts more optimistic on execution and valuation, and others taking a step back based on their growth assumptions.
ナラティブ更新 • Feb 26

SMIN: Recent Rating Upgrades And Tech Milestone Will Shape Balanced Outlook

Analyst price targets for Smiths Group have been raised by around £0.90 to £1.00 per share, with analysts pointing to recent target increases and an upgrade in Street research as support for the updated view. Analyst Commentary Recent Street research on Smiths Group has focused on refreshed price targets and an upgrade in formal ratings, giving investors more information on how the market is thinking about valuation, execution and growth potential.
ナラティブ更新 • Feb 09

SMIN: Buyback Commitment And Upgrades Will Shape Balanced Risk Reward Profile

Our updated view nudges Smiths Group's fair value estimate to £28.16 per share, with analysts pointing to recent price target increases at several banks and slightly firmer margin and P/E assumptions as key supports for this change. Analyst Commentary Recent Street research has been broadly supportive of Smiths Group, with several banks adjusting price targets upward and one major house upgrading its rating.
分析記事 • Jan 28

Does Smiths Group (LON:SMIN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブ更新 • Jan 25

SMIN: Buybacks And Upgrade Support Balanced Future Risk Return Potential

Narrative Update on Smiths Group Analysts have lifted their fair value estimate for Smiths Group from £26.67 to about £27.11 per share, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E, alongside recent supportive research including an upgrade from the Street. Analyst Commentary Recent Street commentary around Smiths Group focuses on how the updated fair value estimate aligns with the company’s ability to execute on its plan and justify current valuation assumptions.
ナラティブ更新 • Jan 11

SMIN: Buybacks And Disposal Proceeds Will Support Measured Future Upside Potential

Analysts have raised their price target on Smiths Group to £28.20 from £27.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that together support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a £28.20 price target as consistent with a higher fair value framework that reflects updated assumptions on revenue growth, profit margin and future P/E.
分析記事 • Dec 23

Smiths Group (LON:SMIN) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブ更新 • Dec 20

SMIN: Share Buybacks And Margin Discipline Will Support Future Upside Potential

Analysts have modestly raised their price target on Smiths Group to £28.20 from £27.00, citing a slightly lower discount rate, marginally higher expected profit margins, and a small uptick in the assumed future price to earnings multiple despite softer projected revenue growth. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target of 2,820 GBp as evidence that the risk adjusted valuation remains attractive despite tempered revenue expectations.
ナラティブ更新 • Dec 06

SMIN: Share Buyback And Margin Expansion Will Drive Medium Term Upside

Analysts have nudged their price target on Smiths Group higher to about £26.77 from £25.73, citing a modestly stronger profit margin outlook and a slightly higher long term valuation multiple, despite marginally softer revenue growth expectations. Analyst Commentary Recent Street research reflects a generally constructive stance on Smiths Group, with upward revisions to price targets supported by improving confidence in execution and margin durability.
分析記事 • Dec 05

Calculating The Intrinsic Value Of Smiths Group plc (LON:SMIN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smiths Group fair value estimate is UK£25.25 Smiths Group's...
ナラティブ更新 • Nov 21

SMIN: Share Buyback And Improved Margins Will Influence Near-Term Performance

Smiths Group received an updated analyst price target of £28.20, up from £27.00. Analysts attribute this increase to improved profit margin forecasts and resilient valuation multiples, which support a higher fair value estimate.
分析記事 • Oct 28

Is Now The Time To Put Smiths Group (LON:SMIN) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 • Oct 21

Analysts Lift Smiths Group Price Target Amid Margin Optimism and Moderated Revenue Growth Forecasts

Narrative Update on Smiths Group Analysts have increased their price target for Smiths Group to £27.00 from £24.70, citing improved profit margin forecasts and a sustained positive outlook, even though revenue growth expectations have moderated. Analyst Commentary Bullish Takeaways Bullish analysts note the upward revision of the price target to 2,700 GBp, reflecting confidence in Smiths Group's ability to drive higher shareholder value.
分析記事 • Oct 10

Smiths Group (LON:SMIN) Is Increasing Its Dividend To £0.3177

Smiths Group plc's ( LON:SMIN ) dividend will be increasing from last year's payment of the same period to £0.3177 on...
分析記事 • Sep 26

Smiths Group (LON:SMIN) Will Pay A Larger Dividend Than Last Year At £0.3177

Smiths Group plc ( LON:SMIN ) will increase its dividend from last year's comparable payment on the 21st of November to...
ナラティブ更新 • Sep 25

High Performance Technologies And R&D Investments Will Streamline Future Operations

Consensus analyst price targets for Smiths Group were little changed despite sharply upgraded revenue growth forecasts (+0.2% to +9.1%), as a substantial decline in net profit margin (12.38% to 10.26%) offset much of the benefit, resulting in only a marginal fair value increase to £24.38. What's in the News Smiths Group is recommending a final dividend of 31.77 pence for the year ended 31 July 2025, bringing the total for the year to 46.0 pence, a year-on-year increase of 5.1%.
ナラティブ更新 • Sep 05

High Performance Technologies And R&D Investments Will Streamline Future Operations

Despite a slight downgrade in revenue growth forecasts and an increase in Smiths Group’s future P/E multiple, the consensus analyst price target has remained effectively unchanged, rising marginally from £23.96 to £24.12. Valuation Changes Summary of Valuation Changes for Smiths Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £23.96 to £24.12.
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新しいナラティブ • Feb 09

Aerospace Demand And Process Improvements Will Boost Future Margins

Investments in process improvements and innovations, alongside acquisitions, are expected to drive long-term revenue growth and operational efficiencies, enhancing margins.

業績と収益の成長予測

LSE:SMIN - アナリストの将来予測と過去の財務データ ( )GBP 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
7/31/20292,226N/AN/A4032
7/31/20282,1503092904297
7/31/20272,0472992413537
7/31/20261,9241,1402473617
1/31/20262,906247306374N/A
10/31/20252,911261341415N/A
7/31/20252,915274376456N/A
1/31/20252,195220366455N/A
10/31/20242,487221349437N/A
7/31/20242,778221332418N/A
1/31/20243,047233278361N/A
10/31/20233,042229245327N/A
7/31/20233,037225212293N/A
1/31/20232,871-1121197N/A
10/31/20222,7195156238N/A
7/31/20222,56611191279N/A
4/30/20222,507131268367N/A
1/31/20222,448250345455N/A
10/31/20212,427203382495N/A
7/31/20212,406156418535N/A
4/30/20212,432116406520N/A
1/31/20212,45875394504N/A
10/31/20202,50370357467N/A
7/31/20202,54865319429N/A
4/30/20202,57282305420N/A
1/31/20202,59598291410N/A
10/31/20192,547119N/A378N/A
7/31/20192,498140N/A346N/A
1/31/20191,92966N/A369N/A
10/31/20182,12992N/A387N/A
7/31/20182,328117N/A405N/A
1/31/20183,205372N/A413N/A
10/31/20173,243471N/A446N/A
7/31/20173,280570N/A479N/A
1/31/20173,194432N/A462N/A
10/31/20163,072346N/A410N/A
7/31/20162,949259N/A358N/A
4/30/20162,901274N/A317N/A
1/31/20162,853289N/A275N/A
10/31/20152,875268N/A271N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMINの収益は今後 3 年間で減少すると予測されています (年間-16.7% )。

収益対市場: SMINの収益は今後 3 年間で減少すると予測されています (年間-16.7% )。

高成長収益: SMINの収益は今後 3 年間で減少すると予測されています。

収益対市場: SMINの収益は今後 3 年間で減少すると予想されています (年間-4.8% )。

高い収益成長: SMINの収益は今後 3 年間で減少すると予測されています (年間-4.8% )。

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: SMIN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 ( 16.6 %)。

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2026/07/31 05:37
終値2026/07/31 00:00
収益2026/01/31
年間収益2025/07/31

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

Smiths Group plc 7 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。31

アナリスト機関
Joseph CampbellBarclays
Nick WebsterBarclays
Jonathan HurnBarclays