Halma plc

LSE:HLMA 株式レポート

時価総額：UK£13.6b

Halma 将来の成長

Future 基準チェック /26

Halma利益と収益がそれぞれ年間9.5%と8.3%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18.9% 9.5%なると予測されています。

主要情報

9.5%

収益成長率

9.54%

EPS成長率

Electronic 収益成長17.9%
収益成長率8.3%
将来の株主資本利益率18.91%
アナリストカバレッジ

Good

最終更新日10 Sep 2026

今後の成長に関する最新情報

Recent updates

分析記事 • Aug 19

Should You Be Adding Halma (LON:HLMA) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブ更新 • Jul 01

HLMA: Conviction List Upgrade Will Likely Fail To Justify Rich Multiple

Halma's analyst fair value estimate has shifted from £30.50 to about £33.74, as analysts highlight the company as a high quality compounding growth stock, supported by recent price target increases from several major banks and its inclusion on a European conviction list. Analyst Commentary Recent analyst commentary on Halma has centered on the stock's quality profile, its positioning as a long term growth compounder, and how that lines up with current valuation.
ナラティブ更新 • Jun 17

HLMA: Post Selloff Repricing Will Likely Support Future Share Price

Halma's analyst price target has been revised higher to £43.76 from £41.69, with analysts pointing to valuation support after the recent selloff and the removal of what they describe as a "photonics premium" on the shares. Analyst Commentary Recent research on Halma highlights a split between analysts who see the recent share price pullback as an opportunity and those who remain more neutral, focusing on execution and valuation risk.
新しいナラティブ • Jun 11

Photonics Expansion And R&D Investment Will Support Powerful Long Term Earnings Potential

Catalysts About Halma Halma is a group of safety, environmental and health care companies that supply critical technologies and services worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jun 03

HLMA: Elevated P/E Expectations Will Likely Constrain Future Share Returns

Halma's updated analyst price target has moved in line with recent Street research, with new targets of £45.00 and £41.50 cited by analysts who point to adjusted fair value, revenue growth expectations, profit margin assumptions and future P/E estimates as key drivers of their revised views. Analyst Commentary Recent Street research on Halma focuses on how current valuation lines up with analysts' expectations for execution and growth, with price targets now referenced around £45.00 and £41.50, as well as 4,500 GBp and 4,150 GBp. Bullish Takeaways Bulllish analysts citing targets such as 4,500 GBp and £45.00 point to scope for the stock to better reflect their assessed fair value, assuming Halma can deliver on revenue and margin expectations already built into their models.
分析記事 • May 27

Should You Investigate Halma plc (LON:HLMA) At UK£46.06?

Halma plc ( LON:HLMA ) saw a significant share price rise of 27% in the past couple of months on the LSE. The company's...
新しいナラティブ • May 13

AI Data Center Reliance And Heavy Investment Will Heighten Future Earnings Risk

Catalysts About Halma Halma is a group of companies that supplies safety, environmental and healthcare technologies to customers worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Apr 25

HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E

Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
ナラティブ更新 • Apr 09

HLMA: Slightly Higher Assumptions And Neutral Views Will Support Premium P/E

Narrative update on Halma The updated analyst price target for Halma now reflects the recent Street moves to £4,150 per share. Analysts point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind this change.
分析記事 • Apr 04

We Ran A Stock Scan For Earnings Growth And Halma (LON:HLMA) Passed With Ease

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 • Mar 26

HLMA: Slightly Higher Revenue Assumptions Will Support Premium Future P/E

Halma's analyst price target has shifted higher to £4,150 from £4,000, as analysts point to updated assumptions for slightly stronger revenue growth and valuation multiples, along with modestly adjusted profit margin expectations. Analyst Commentary Recent research presents a mixed but generally balanced view on Halma, with price targets adjusted to reflect updated assumptions on revenue growth, valuation multiples, and profit margins.
ナラティブ更新 • Mar 11

HLMA: Stable Assumptions And Lower Risk Will Support Premium Future P/E

Analysts have increased their price target on Halma by £4.50, citing updated assumptions on discount rates, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts link the £4.50 price target uplift to revised discount rate assumptions, suggesting they see Halma's cash flows as less risky than before, which supports a higher valuation multiple.
ナラティブ更新 • Feb 24

HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E

Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.
分析記事 • Feb 10

Halma (LON:HLMA) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
ナラティブ更新 • Feb 07

HLMA: Modest Fair Value Shift Will Likely Support High P/E Expectations

Analysts have slightly increased their price targets on Halma, raising the revised fair value estimate to £38.38 per share from £38.05, reflecting modest adjustments to assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Halma point to a slightly higher fair value estimate per share at £38.38, alongside an increased price target of 450 GBp in one of the latest notes.
ナラティブ更新 • Jan 22

HLMA: Higher Fair Value Assumptions Will Likely Support Premium P/E Multiple

Halma's analyst price target has been lifted by £0.72 to £38.05, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and future P/E levels as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £38.05 target as better reflecting their updated fair value work, which now builds in revised assumptions around revenue, margins and the P/E they are prepared to apply.
分析記事 • Jan 11

What Does Halma plc's (LON:HLMA) Share Price Indicate?

Today we're going to take a look at the well-established Halma plc ( LON:HLMA ). The company's stock saw a decent share...
ナラティブ更新 • Jan 07

HLMA: Slightly Higher Fair Value Will Likely Support Premium Multiple

Analysts have nudged their price target for Halma slightly higher to £37.33 from £37.11, citing updated assumptions around modestly stronger revenue growth, slightly higher profit margins and a marginally lower future P/E multiple. Valuation Changes Fair Value: Revised slightly higher from £37.11 to £37.33 per share.
ナラティブ更新 • Dec 15

HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment

The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.
分析記事 • Dec 15

Is Halma (LON:HLMA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 01

Does Halma (LON:HLMA) 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 • Dec 01

HLMA: Upgraded Profit Margins Will Likely Sustain Fair Value Amid Cautious Optimism

Halma’s analyst price target has increased by nearly £2.38 to reflect upgraded forecasts for revenue growth and profit margins. Analysts cite recent positive research updates supporting the company’s outlook.
分析記事 • Nov 18

Halma plc's (LON:HLMA) Business Is Yet to Catch Up With Its Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
ナラティブ更新 • Nov 17

HLMA: Margins and Execution Will Support Steady Performance Amid Valuation Caution

Halma's analyst price target has risen modestly, up by approximately £0.09 to £34.30. Analysts highlight improved profit margins and moderate adjustments to growth forecasts.
分析記事 • Nov 05

Returns At Halma (LON:HLMA) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
ナラティブ更新 • Nov 01

HLMA: Upward Pricing Revisions Will Underpin Confidence Despite Valuation Concerns

Halma's analyst price target has increased significantly. Analysts cite improved confidence in the company's high-growth prospects and sustainable margins, as reflected by recent upward revisions to targets such as £3,690 and £3,770 per share.
ナラティブ更新 • Oct 18

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma’s analyst price target has increased by approximately £0.24 to £34.20. Analysts cite ongoing revenue growth and recently raised price targets from multiple firms to support the positive outlook.
ナラティブ更新 • Oct 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Halma's analyst price target has increased from £32.74 to £33.97 per share, as analysts cite improved revenue growth expectations and confidence in the company's high-return business model. Analyst Commentary Recent street research reflects a mix of optimism and caution among analysts.
ナラティブ更新 • Sep 19

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.
ナラティブ更新 • Sep 04

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts reaffirm their positive outlook on Halma, citing its strong market position, resilient profitability, and improving growth prospects, with the consensus price target unchanged at £32.39. Analyst Commentary Recognition of Halma’s sustainable high-growth, high-returns business model.
User avatar
新しいナラティブ • Nov 24

Calculated Acquisitions And Robust R&D Drive Long-Term Growth Amid Market Challenges

Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings.

業績と収益の成長予測

LSE:HLMA - 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
3/31/20293,4615245316919
3/31/20283,18848448163815
3/31/20272,94444142858414
3/31/20262,582372410481N/A
12/31/20252,497360418486N/A
9/30/20252,411347426492N/A
6/30/20252,330322430492N/A
3/31/20252,248296433492N/A
12/31/20242,203291401456N/A
9/30/20242,158287368420N/A
6/30/20242,096278351403N/A
3/31/20242,034269333385N/A
12/31/20231,981253300351N/A
9/30/20231,928238268317N/A
6/30/20231,890236240287N/A
3/31/20231,853235212258N/A
12/31/20221,758229195239N/A
9/30/20221,664224178221N/A
6/30/20221,594234188229N/A
3/31/20221,525244197237N/A
12/31/20211,481253202245N/A
9/30/20211,437262208253N/A
6/30/20211,378233221265N/A
3/31/20211,318203235278N/A
12/31/20201,311190243287N/A
9/30/20201,303177250297N/A
6/30/20201,321181228276N/A
3/31/20201,338184207256N/A
12/31/20191,309182N/A237N/A
9/30/20191,279180N/A218N/A
6/30/20191,245175N/A218N/A
3/31/20191,211170N/A219N/A
12/31/20181,183168N/A207N/A
9/30/20181,155167N/A194N/A
6/30/20181,116161N/A184N/A
3/31/20181,076154N/A173N/A
12/31/20171,051147N/A176N/A
9/30/20171,026139N/A178N/A
6/30/2017994134N/A175N/A
4/1/2017962130N/A172N/A
1/1/2017916120N/A165N/A
10/1/2016870111N/A158N/A
7/1/2016839110N/A154N/A
4/2/2016808109N/A149N/A
1/2/2016786108N/A143N/A
10/3/2015765107N/A137N/A

アナリストによる今後の成長予測

収入対貯蓄率: HLMAの予測収益成長率 (年間9.5% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: HLMAの収益 ( 9.5% ) UK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: HLMA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: HLMAの収益 ( 8.3% ) UK市場 ( 3.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: HLMAの収益 ( 8.3% ) 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: HLMA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 ( 18.9 %)。

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2026/09/10 09:41
終値2026/09/10 00:00
収益2026/03/31
年間収益2026/03/31

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 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

Halma plc 15 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
Jonathan HurnBarclays
Richard PaigeBarclays
Andrew SimmsBerenberg