View ValuationSmiths Group 향후 성장Future 기준 점검 1/6Smiths Group 의 수익과 수익은 각각 연간 4.5% 및 3.2% 감소할 것으로 예상됩니다. EPS는 연간 15.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.2% 로 예상됩니다.핵심 정보-3.2%이익 성장률15.70%EPS 성장률Industrials 이익 성장14.2%매출 성장률-4.5%향후 자기자본이익률20.20%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트공시 • Nov 20Smiths Group plc Reaffirms Revenue Guidance for the Fiscal Year 2026Smiths Group plc reaffirmed revenue guidance for the fiscal year 2026. As a result of this performance and supported by order book, the company is reaffirming fiscal year 2026 guidance on a continuing operations basis of full-year organic revenue growth of 4%-6%, with continuing margin expansion, supported by the on-track delivery of the Acceleration Plan.공시 • May 21Smiths Group plc Provides Earnings Guidance for the Full Year 2025Smiths Group plc provided earnings guidance for the full year 2025. For the year, the company now expects to be towards the top end of its 6% to 8% organic revenue growth guidance range.공시 • Jan 15Smiths Group plc Revises Organic Revenue Guidance for the Fiscal Year 2025Smiths Group plc revised organic revenue guidance for the fiscal year 2025. For the year, the company revised organic revenue growth within the medium-term target range of 6%-8%, from the previously increased 5%-7% guidance, and above the medium-term organic revenue growth target.공시 • May 19Smiths Group plc Raises Revenue Guidance for the Full Year 2023Smiths Group plc raised revenue guidance for the full year 2023. The company is raising full year 2023 guidance to around 10% organic revenue growth with moderate margin improvement.모든 업데이트 보기Recent updates공시 • Apr 10Smiths Group plc to Report Fiscal Year 2026 Results on Sep 22, 2026Smiths Group plc announced that they will report fiscal year 2026 results on Sep 22, 2026공시 • Apr 01Molex Electronic Technologies, LLC completed the acquisition of Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN).Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion on December 11, 2025. The Transaction values Smiths Interconnect at an enterprise value of £1.3 billion, representing 15.1x headline EBITDA of £86.1 million for the fiscal year 2025. Smiths will receive cash consideration for the Transaction which is subject to customary adjustments for working capital, cash and debt. The transaction is subject to regulatory approvals and other customary closing conditions. The acquisition is expected to close in the first half of 2026. Rothschild & Co US Inc. act as financial advisor, Julian Runnicles of Jones Day act as legal advisor for Molex Electronic Technologies, LLC. Mark Sorrell, Charlie Lytle, Nick Harper, Harry Webster of Goldman Sachs International, Richard Perelman, Alex Bruce, Saumitra Gorani of J.P. Morgan Securities plc act as financial advisor, White & Case LLP act as legal advisor for Smiths Group plc. Kathryn A. Kelly and Eric B. Sloan of Gibson, Dunn & Crutcher LLP acted as legal counsel to Molex Electronic Technologies, LLC. Molex Electronic Technologies, LLC completed the acquisition of Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) on April 1, 2026. The transaction provides immediate cash proceeds of approximately £1.3bn for Smiths Interconnect. As confirmed with the Company's half year results, Smiths is fulfilling its commitment to return £1bn of the cash proceeds to shareholders, in the form of a share buyback programme which is currently underway. The balance of the cash proceeds will be used to invest in value creative growth opportunities for Smiths, and to further reinforce its strong balance sheet.공시 • Mar 23Smiths Group plc Recommends Interim Dividend for Six Months Ended January 31, 2026, Payable on May 13, 2026Smiths Group plc announced Board is recommending an interim dividend of 15.00 pence, a year-on-year increase of +5.4% for six months ended January 31, 2026. The interim dividend will be paid on 13 May 2026 to shareholders on the register at close of business on 7 April 2026. Interim Ex-Dividend Date is April 2, 2026.공시 • Mar 04Smiths Group plc (LSE:SMIN) agreed to acquire DRC Heat Transfer for approximately £160 million.Smiths Group plc (LSE:SMIN) agreed to acquire DRC Heat Transfer for approximately £160 million on March 3, 2026. A cash consideration of £164 million will be paid by Smiths Group plc. As part of consideration, £164 million is paid towards common equity of DRC Heat Transfer. The transaction reflects TEV/EBITDA multiple of 10x. For the period ending December 31, 2025, DRC Heat Transfer reported total revenue of £73 million. The transaction is subject to customary approvals. The expected completion of the transaction is in the second half of fiscal year 2026.공시 • Jan 16Smiths Group plc to Report First Half, 2026 Results on Mar 20, 2026Smiths Group plc announced that they will report first half, 2026 results on Mar 20, 2026공시 • Dec 12Smiths Detection’s SDX 100100 DV HC Added to TSA Air Cargo Screening Technology ListSmiths Detection announced that its SDX 100100 DV HC X-ray scanner has been added to the Transportation Security Administration's Air Cargo Screening Technology List (ACSTL), enabling its use by regulated operators across the US air cargo sector. The dual-view system is designed to meet the highest air cargo screening standards required by the TSA for inclusion on the ACSTL. Qualification requires compliance with some of the most stringent performance and security criteria in the industry, ensuring that only advanced, reliable and operationally effective systems are approved to help safeguard the global air cargo supply chain. The SDX 100100 DV HC uses two 160 kV X-ray generators to produce horizontal and vertical views of each item simultaneously. This configuration supports fast and effective inspection of tightly packed objects in a single pass, helps speed up the screening process, and provides strong steel penetration and high-quality images to support detection performance and operational efficiency. The design also improves access to the generators for maintenance and servicing.공시 • Dec 03CVC Capital Partners Fund IX managed by CVC Capital Partners plc (ENXTAM:CVC) entered into an agreement to acquire Smiths Detection Group Ltd. from Smiths Group plc (LSE:SMIN) for £2 billion.CVC Capital Partners Fund IX managed by CVC Capital Partners plc (ENXTAM:CVC) entered into an agreement to acquire Smiths Detection Group Ltd. from Smiths Group plc (LSE:SMIN) for £2 billion on December 3, 2025. The purchase price is subject to customary adjustments and is is stated on a debt free and cash free basis. In the financial year ended 31 July 2025, Smiths Detection generated revenue of £963 million, headline EBITDA of £160 million, headline operating profit of £96 million, net income of £48 million, had total assets of £1,650 million and net assets of £1,088 million. The transaction is subject to customary regulatory approvals and completion of information and consultation processes with the works council of Smiths Detection France SAS and it is expected to close in the second half of 2026. It is intended that a large portion of the net cash proceeds from the proposed transaction will be returned to shareholders and that any remaining net cash proceeds will be used to invest in organic and inorganic growth for the streamlined Smiths. It has engaged with the trustees of the Smiths Industries Pension Scheme and the TI Group Pension Scheme to discuss the use of net cash proceeds of the strategic transactions and it does not currently anticipate any requirement to allocate any net cash proceeds of sale to either the Smiths Industries Pension Scheme or the TI Group Pension Scheme. Barclays Bank PLC acted as financial advisor and Latham & Watkins (London) LLP acted as legal counsel to CVC. Freshfields LLP acted as legal advisor and Mark Sorrell, Charlie Lytle, Nick Harper and Harry Webster of Goldman Sachs International and Richard Perelman, Alex Bruce, Charles Oakes and Mayank Chaturvedi of J.P. Morgan Securities plc acted as financial advisors to Smiths.공시 • Nov 20Smiths Group plc Reaffirms Revenue Guidance for the Fiscal Year 2026Smiths Group plc reaffirmed revenue guidance for the fiscal year 2026. As a result of this performance and supported by order book, the company is reaffirming fiscal year 2026 guidance on a continuing operations basis of full-year organic revenue growth of 4%-6%, with continuing margin expansion, supported by the on-track delivery of the Acceleration Plan.공시 • Nov 19Smiths Group plc (LSE:SMIN) announces an Equity Buyback for £1,000 million worth of its shares.Smiths Group plc (LSE:SMIN) announces a share repurchase program. Under the program, the company will repurchase up to £1,000 million worth of its shares. The purpose of the program is commitment to return a large portion of disposal and deliver attractive shareholder returns.. The program is valid till end of calendar year 2026공시 • Oct 17Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion.Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion on December 11, 2025. The Transaction values Smiths Interconnect at an enterprise value of £1.3 billion, representing 15.1x headline EBITDA of £86.1 million for the fiscal year 2025. Smiths will receive cash consideration for the Transaction which is subject to customary adjustments for working capital, cash and debt. The transaction is subject to regulatory approvals and other customary closing conditions. The acquisition is expected to close in the first half of 2026. Rothschild & Co US Inc. act as financial advisor, Julian Runnicles of Jones Day act as legal advisor for Molex Electronic Technologies, LLC. Mark Sorrell, Charlie Lytle, Nick Harper, Harry Webster of Goldman Sachs International, Richard Perelman, Alex Bruce, Saumitra Gorani of J.P. Morgan Securities plc act as financial advisor, White & Case LLP act as legal advisor for Smiths Group plc.공시 • Sep 23+ 1 more updateSmiths Group plc Recommends Final Dividend for the Year Ended 31 July 2025, Payable on 21 November 2025The Board of Smiths Group plc is recommending a final dividend of 31.77 pence for the year ended 31 July 2025, bringing the total dividend for the year to 46.0 pence (FY2024: 43.75 pence), a year-on-year increase of +5.1%. The final dividend will be paid on 21 November 2025 to shareholders on the register at close of business on 17 October 2025.공시 • Aug 28+ 1 more updateSmiths Group plc, Annual General Meeting, Nov 19, 2025Smiths Group plc, Annual General Meeting, Nov 19, 2025.공시 • May 21Smiths Group plc Provides Earnings Guidance for the Full Year 2025Smiths Group plc provided earnings guidance for the full year 2025. For the year, the company now expects to be towards the top end of its 6% to 8% organic revenue growth guidance range.공시 • Mar 26Smiths Group plc Declares Interim Dividend, Payable on 14 May 2025The Board of Smiths Group plc is declaring an interim dividend of 14.23 pence, a year-on-year increase of +5.0% (HY2024: 13.55 pence). The interim dividend will be paid on 14 May 2025 to shareholders on the register at close of business on 4 April 2025.공시 • Mar 25Smiths Group plc (LSE:SMIN) acquired Duc-Pac Corporation for $40.5 million.Smiths Group plc (LSE:SMIN) acquired Duc-Pac Corporation for $40.5 million on March 25, 2025. Smiths Group plc (LSE:SMIN) completed the acquisition of Duc-Pac Corporation on March 25, 2025.공시 • Jan 18Engine Capital Issues a Letter to Smiths GroupOn January 17, 2025, Engine Capital announced that it has issues a letter to Smiths Group and urged the Company's Board of Directors to publicly commit to a strategic alternatives process aimed at a sale to maximize value for shareholders which includes : 1) the Company has persistently traded at a 'conglomerate discount' to its sum of the parts and its segment-level peers despite strong financials and operating performance, 2) believes a sale of the entire Company or its four businesses could deliver a significant premium to the Company' current share price, 3) cautions the board and new CEO Roland carter against pursuing material acquisitions while maintaining its conglomerate structure.공시 • Jan 15Smiths Group plc Revises Organic Revenue Guidance for the Fiscal Year 2025Smiths Group plc revised organic revenue guidance for the fiscal year 2025. For the year, the company revised organic revenue growth within the medium-term target range of 6%-8%, from the previously increased 5%-7% guidance, and above the medium-term organic revenue growth target.공시 • Jan 14+ 1 more updateSmiths Group plc Announces CFO Changes, Effective 31 January 2025Smiths Group plc announced that Clare Scherrer, Chief Financial Officer ("CFO"), has informed the Board of her decision to retire from Smiths. She will remain as CFO until 31 January 2025 and will continue to support a smooth and orderly handover through the H1 FY2025 results until she leaves on 30 April 2025. Reflecting the Board's robust succession planning process, Julian Fagge, currently President of Smiths Interconnect, has been appointed as the Group's CFO and as an Executive Director to succeed Clare. Julian will take on his new responsibilities with effect from 1 February 2025. Julian is a highly regarded leader at Smiths, with broad financial, strategic and commercial experience. Julian joined the Group in 2013 as Group Financial Controller and was appointed as Group Strategy and M&A Director in 2017. In addition, he has successfully led two of the Group's businesses, being appointed President of Flex-Tek in 2019 and then Smiths Interconnect in 2021. Prior to joining Smiths, Julian was Finance Director for UK and Ireland at Royal Caribbean Cruises and before this, he worked for 12 years at Procter & Gamble. Julian is also a non-executive Director for NASCIT plc. He qualified as a chartered accountant.공시 • Jan 07Smiths Group plc Appoints Simon Pryce as an Independent Non-Executive Director, with Effect from 1 February 2025Smiths Group plc announced the appointment of Simon Pryce as an independent Non-executive Director, with effect from 1 February 2025. On joining the Board, Simon will become a member of the Audit & Risk Committee. Biographic details are set out below. Simon Pryce is the Chief Executive of RS Group plc ("RS Group"), a FTSE listed, digitally enabled, global distributor of product and service solutions for process industry maintenance, repair and operation's needs. He was appointed to the role in April 2023. Prior to that, he was Chief Executive of Ultra Electronics Holdings plc between 2018 and 2022 and Chief Executive of BBA Aviation plc between 2007 and 2018. He was a non-executive Director of RS Group from 2016 and Remuneration Committee Chairman from 2020 until his appointment as CEO. Simon is a chartered accountant by training and prior to 2007 had a background in banking, finance and operational leadership in global engineering businesses.공시 • Dec 20Smiths Group plc to Report Fiscal Year 2025 Results on Sep 23, 2025Smiths Group plc announced that they will report fiscal year 2025 results on Sep 23, 2025공시 • Nov 13Smiths Group plc to Report First Half, 2025 Results on Mar 25, 2025Smiths Group plc announced that they will report first half, 2025 results on Mar 25, 2025공시 • Sep 25Smiths Group plc (LSE:SMIN) agreed to acquire Modular Metal Fabricators, Inc.Smiths Group plc (LSE:SMIN) agreed to acquire Modular Metal Fabricators, Inc. on September 24, 2024. A cash consideration will be paid by Smiths Group plc. In a related party transaction, Smiths Group plc agreed to acquire Wattco, Inc. for a combined purchase price of up to £110 million. The expected completion of the transaction is October 1, 2024.공시 • Sep 24+ 1 more updateSmiths Group plc (LSE:SMIN) agreed to acquire Wattco.Smiths Group plc (LSE:SMIN) agreed to acquire Wattco on September 24, 2024. A cash consideration will be paid by Smiths Group plc. In a related party transaction, Smiths Group plc agreed to acquire Modular Metal Fabricators, Inc for a combined purchase price of up to £110 million.공시 • Jun 05Smiths Group plc Appoints Alister Cowan as Independent Non-Executive Director and Member of the Audit & Risk Committee, Effect from 1 July 2024Smiths Group plc announced that, aspart of its orderly succession planning activities, Alister Cowan will join the Board of Smiths as an independent non-executive Director with effect from 1 July 2024. On joining the Board Alister will become a member of the Audit & Risk Committee. Biographic details are set out below. Alister Cowan was previously Chief Financial Officer of the Suncor Energy Inc. the US and Canadian listed integrated energy company from 2014 to 2023. Prior to joining Suncor, Alister served as Chief Financial Officer of Husky Energy Inc. from 2008 to 2014. Before joining Husky Energy, he held various positions with companies throughout Europe, New Zealand, and Canada. He is an independent non-executive Director at The Chemours Co., a US listed chemicals company where he serves as a member of the Audit and Environmental, Health, and Safety & Operational Performance Committees. A dual Canadian and UK citizen, Alister is a graduate of Heriot-Watt University in the UK and a member of the Institute of Chartered Accountants of Scotland having qualified whilst at KPMG.공시 • Mar 26+ 2 more updatesSmiths Group plc, Annual General Meeting, Nov 13, 2024Smiths Group plc, Annual General Meeting, Nov 13, 2024.공시 • Feb 29Smiths Group plc Announces Directorate ChangesSmiths Group plc as previously communicated, as part of orderly succession planning, Bill Seeger will retire from the Board of Smiths on 31 May 2024 at which point Mark Seligman will take over as the Senior Independent Director. In anticipation of Bill Seeger's retirement, he resigned as Smiths nominated Director on the Board of ICU Medical Inc. with effect from 28 February 2024.공시 • Jan 24Smiths Group plc Announces Directors' Change in ResponsibilitiesSmiths Group plc announced Nomination & Governance Committee, the Board has agreed a number of changes to the Board's Committee structure and the Committees' memberships. The changes will take effect from 1 February 2024 such that from that date the Committee structure and the Committee memberships: Science, Sustainability & Excellence Committee: Dame Ann Dowling - Chair; Pam Cheng, Karin Hoeing and Noel Tata as members. Audit & Risk Committee: Richard Howes (Chair); Bill Seeger and Mark Seligman. Nomination & Governance Committee: Steve Williams (Chair); Karin Hoeing, Richard Howes, Mark Seligman and Noel Tata as members. Remuneration & People Committee: Karin Hoeing (Chair), Pam Cheng, Dame Ann Dowling and Steve Williams as members.공시 • Nov 17Smiths Group plc Approves Final DividendSmiths Group plc at its AGM held on 16 November 2023 approved to Declare a final dividend of 28.7 pence per share.공시 • Nov 10Smiths Group plc to Report Fiscal Year 2024 Results on Sep 24, 2024Smiths Group plc announced that they will report fiscal year 2024 results on Sep 24, 2024공시 • Sep 26+ 2 more updatesSmiths Group plc to Report First Half, 2024 Final Results on Mar 22, 2024Smiths Group plc announced that they will report first half, 2024 final results on Mar 22, 2024공시 • Aug 31Smiths Group plc (LSE:SMIN) acquired Heating & Cooling Products, Inc. for $82 million.Smiths Group plc (LSE:SMIN) acquired Heating & Cooling Products, Inc. for $82 million on August 30, 2023. The deal value is on a cash and debt-free basis. HCP will be integrated into Smith's Flex-Tek division.HCP's unaudited revenue for the 12 months to 31 July 2023 was $69 million. HCP was purchased from a private seller in a proprietary transaction for less than 7x estimated 2023 EBITDA.Smiths Group plc (LSE:SMIN) completed the acquisition of Heating & Cooling Products, Inc. on August 30, 2023.공시 • May 19Smiths Group plc Raises Revenue Guidance for the Full Year 2023Smiths Group plc raised revenue guidance for the full year 2023. The company is raising full year 2023 guidance to around 10% organic revenue growth with moderate margin improvement.공시 • May 11+ 1 more updateSmiths Group plc, Annual General Meeting, Nov 16, 2023Smiths Group plc, Annual General Meeting, Nov 16, 2023. Agenda: To consider Steve Williams will be appointed as Chair of the Board; and to consider other issues.공시 • Oct 14Smiths Group plc to Report First Half, 2023 Results on Mar 24, 2023Smiths Group plc announced that they will report first half, 2023 results on Mar 24, 2023이익 및 매출 성장 예측OTCPK:SMGZ.Y - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수7/31/20282,15530126642957/31/20272,0651,22223334467/31/20261,9351,18928936161/31/20262,906247306374N/A10/31/20252,911261341415N/A7/31/20252,915274376456N/A1/31/20252,195220366455N/A10/31/20242,487221349437N/A7/31/20242,778221332418N/A1/31/20243,047233278361N/A10/31/20233,042229245327N/A7/31/20233,037225212293N/A1/31/20232,871-1121197N/A10/31/20222,7195156238N/A7/31/20222,56611191279N/A4/30/20222,507131268367N/A1/31/20222,448250345455N/A10/31/20212,427203382495N/A7/31/20212,406156418535N/A4/30/20212,432116406520N/A1/31/20212,45875394504N/A10/31/20202,50370357467N/A7/31/20202,54865319429N/A4/30/20202,57282305420N/A1/31/20202,59598291410N/A10/31/20192,547119N/A378N/A7/31/20192,498140N/A346N/A1/31/20191,92966N/A369N/A10/31/20182,12992N/A387N/A7/31/20182,328117N/A405N/A1/31/20183,205372N/A413N/A10/31/20173,243471N/A446N/A7/31/20173,280570N/A479N/A1/31/20173,194432N/A462N/A10/31/20163,072346N/A410N/A7/31/20162,949259N/A358N/A4/30/20162,901274N/A317N/A1/31/20162,853289N/A275N/A10/31/20152,875268N/A271N/A7/31/20152,897246N/A266N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SMGZ.Y 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.2%).수익 vs 시장: SMGZ.Y 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.2%).고성장 수익: SMGZ.Y 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: SMGZ.Y 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.5%).고성장 매출: SMGZ.Y 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -4.5%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: SMGZ.Y의 자본 수익률은 3년 후 20.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 02:08종가2026/05/22 00:00수익2026/01/31연간 수익2025/07/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Smiths Group plc는 32명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph CampbellBarclaysNick WebsterBarclaysJonathan HurnBarclays29명의 분석가 더 보기
공시 • Nov 20Smiths Group plc Reaffirms Revenue Guidance for the Fiscal Year 2026Smiths Group plc reaffirmed revenue guidance for the fiscal year 2026. As a result of this performance and supported by order book, the company is reaffirming fiscal year 2026 guidance on a continuing operations basis of full-year organic revenue growth of 4%-6%, with continuing margin expansion, supported by the on-track delivery of the Acceleration Plan.
공시 • May 21Smiths Group plc Provides Earnings Guidance for the Full Year 2025Smiths Group plc provided earnings guidance for the full year 2025. For the year, the company now expects to be towards the top end of its 6% to 8% organic revenue growth guidance range.
공시 • Jan 15Smiths Group plc Revises Organic Revenue Guidance for the Fiscal Year 2025Smiths Group plc revised organic revenue guidance for the fiscal year 2025. For the year, the company revised organic revenue growth within the medium-term target range of 6%-8%, from the previously increased 5%-7% guidance, and above the medium-term organic revenue growth target.
공시 • May 19Smiths Group plc Raises Revenue Guidance for the Full Year 2023Smiths Group plc raised revenue guidance for the full year 2023. The company is raising full year 2023 guidance to around 10% organic revenue growth with moderate margin improvement.
공시 • Apr 10Smiths Group plc to Report Fiscal Year 2026 Results on Sep 22, 2026Smiths Group plc announced that they will report fiscal year 2026 results on Sep 22, 2026
공시 • Apr 01Molex Electronic Technologies, LLC completed the acquisition of Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN).Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion on December 11, 2025. The Transaction values Smiths Interconnect at an enterprise value of £1.3 billion, representing 15.1x headline EBITDA of £86.1 million for the fiscal year 2025. Smiths will receive cash consideration for the Transaction which is subject to customary adjustments for working capital, cash and debt. The transaction is subject to regulatory approvals and other customary closing conditions. The acquisition is expected to close in the first half of 2026. Rothschild & Co US Inc. act as financial advisor, Julian Runnicles of Jones Day act as legal advisor for Molex Electronic Technologies, LLC. Mark Sorrell, Charlie Lytle, Nick Harper, Harry Webster of Goldman Sachs International, Richard Perelman, Alex Bruce, Saumitra Gorani of J.P. Morgan Securities plc act as financial advisor, White & Case LLP act as legal advisor for Smiths Group plc. Kathryn A. Kelly and Eric B. Sloan of Gibson, Dunn & Crutcher LLP acted as legal counsel to Molex Electronic Technologies, LLC. Molex Electronic Technologies, LLC completed the acquisition of Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) on April 1, 2026. The transaction provides immediate cash proceeds of approximately £1.3bn for Smiths Interconnect. As confirmed with the Company's half year results, Smiths is fulfilling its commitment to return £1bn of the cash proceeds to shareholders, in the form of a share buyback programme which is currently underway. The balance of the cash proceeds will be used to invest in value creative growth opportunities for Smiths, and to further reinforce its strong balance sheet.
공시 • Mar 23Smiths Group plc Recommends Interim Dividend for Six Months Ended January 31, 2026, Payable on May 13, 2026Smiths Group plc announced Board is recommending an interim dividend of 15.00 pence, a year-on-year increase of +5.4% for six months ended January 31, 2026. The interim dividend will be paid on 13 May 2026 to shareholders on the register at close of business on 7 April 2026. Interim Ex-Dividend Date is April 2, 2026.
공시 • Mar 04Smiths Group plc (LSE:SMIN) agreed to acquire DRC Heat Transfer for approximately £160 million.Smiths Group plc (LSE:SMIN) agreed to acquire DRC Heat Transfer for approximately £160 million on March 3, 2026. A cash consideration of £164 million will be paid by Smiths Group plc. As part of consideration, £164 million is paid towards common equity of DRC Heat Transfer. The transaction reflects TEV/EBITDA multiple of 10x. For the period ending December 31, 2025, DRC Heat Transfer reported total revenue of £73 million. The transaction is subject to customary approvals. The expected completion of the transaction is in the second half of fiscal year 2026.
공시 • Jan 16Smiths Group plc to Report First Half, 2026 Results on Mar 20, 2026Smiths Group plc announced that they will report first half, 2026 results on Mar 20, 2026
공시 • Dec 12Smiths Detection’s SDX 100100 DV HC Added to TSA Air Cargo Screening Technology ListSmiths Detection announced that its SDX 100100 DV HC X-ray scanner has been added to the Transportation Security Administration's Air Cargo Screening Technology List (ACSTL), enabling its use by regulated operators across the US air cargo sector. The dual-view system is designed to meet the highest air cargo screening standards required by the TSA for inclusion on the ACSTL. Qualification requires compliance with some of the most stringent performance and security criteria in the industry, ensuring that only advanced, reliable and operationally effective systems are approved to help safeguard the global air cargo supply chain. The SDX 100100 DV HC uses two 160 kV X-ray generators to produce horizontal and vertical views of each item simultaneously. This configuration supports fast and effective inspection of tightly packed objects in a single pass, helps speed up the screening process, and provides strong steel penetration and high-quality images to support detection performance and operational efficiency. The design also improves access to the generators for maintenance and servicing.
공시 • Dec 03CVC Capital Partners Fund IX managed by CVC Capital Partners plc (ENXTAM:CVC) entered into an agreement to acquire Smiths Detection Group Ltd. from Smiths Group plc (LSE:SMIN) for £2 billion.CVC Capital Partners Fund IX managed by CVC Capital Partners plc (ENXTAM:CVC) entered into an agreement to acquire Smiths Detection Group Ltd. from Smiths Group plc (LSE:SMIN) for £2 billion on December 3, 2025. The purchase price is subject to customary adjustments and is is stated on a debt free and cash free basis. In the financial year ended 31 July 2025, Smiths Detection generated revenue of £963 million, headline EBITDA of £160 million, headline operating profit of £96 million, net income of £48 million, had total assets of £1,650 million and net assets of £1,088 million. The transaction is subject to customary regulatory approvals and completion of information and consultation processes with the works council of Smiths Detection France SAS and it is expected to close in the second half of 2026. It is intended that a large portion of the net cash proceeds from the proposed transaction will be returned to shareholders and that any remaining net cash proceeds will be used to invest in organic and inorganic growth for the streamlined Smiths. It has engaged with the trustees of the Smiths Industries Pension Scheme and the TI Group Pension Scheme to discuss the use of net cash proceeds of the strategic transactions and it does not currently anticipate any requirement to allocate any net cash proceeds of sale to either the Smiths Industries Pension Scheme or the TI Group Pension Scheme. Barclays Bank PLC acted as financial advisor and Latham & Watkins (London) LLP acted as legal counsel to CVC. Freshfields LLP acted as legal advisor and Mark Sorrell, Charlie Lytle, Nick Harper and Harry Webster of Goldman Sachs International and Richard Perelman, Alex Bruce, Charles Oakes and Mayank Chaturvedi of J.P. Morgan Securities plc acted as financial advisors to Smiths.
공시 • Nov 20Smiths Group plc Reaffirms Revenue Guidance for the Fiscal Year 2026Smiths Group plc reaffirmed revenue guidance for the fiscal year 2026. As a result of this performance and supported by order book, the company is reaffirming fiscal year 2026 guidance on a continuing operations basis of full-year organic revenue growth of 4%-6%, with continuing margin expansion, supported by the on-track delivery of the Acceleration Plan.
공시 • Nov 19Smiths Group plc (LSE:SMIN) announces an Equity Buyback for £1,000 million worth of its shares.Smiths Group plc (LSE:SMIN) announces a share repurchase program. Under the program, the company will repurchase up to £1,000 million worth of its shares. The purpose of the program is commitment to return a large portion of disposal and deliver attractive shareholder returns.. The program is valid till end of calendar year 2026
공시 • Oct 17Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion.Molex Electronic Technologies, LLC entered into a binding share purchase agreement to acquire Smiths Interconnect Group Limited from Smiths Group plc (LSE:SMIN) for an enterprise value of £1.3 billion on December 11, 2025. The Transaction values Smiths Interconnect at an enterprise value of £1.3 billion, representing 15.1x headline EBITDA of £86.1 million for the fiscal year 2025. Smiths will receive cash consideration for the Transaction which is subject to customary adjustments for working capital, cash and debt. The transaction is subject to regulatory approvals and other customary closing conditions. The acquisition is expected to close in the first half of 2026. Rothschild & Co US Inc. act as financial advisor, Julian Runnicles of Jones Day act as legal advisor for Molex Electronic Technologies, LLC. Mark Sorrell, Charlie Lytle, Nick Harper, Harry Webster of Goldman Sachs International, Richard Perelman, Alex Bruce, Saumitra Gorani of J.P. Morgan Securities plc act as financial advisor, White & Case LLP act as legal advisor for Smiths Group plc.
공시 • Sep 23+ 1 more updateSmiths Group plc Recommends Final Dividend for the Year Ended 31 July 2025, Payable on 21 November 2025The Board of Smiths Group plc is recommending a final dividend of 31.77 pence for the year ended 31 July 2025, bringing the total dividend for the year to 46.0 pence (FY2024: 43.75 pence), a year-on-year increase of +5.1%. The final dividend will be paid on 21 November 2025 to shareholders on the register at close of business on 17 October 2025.
공시 • Aug 28+ 1 more updateSmiths Group plc, Annual General Meeting, Nov 19, 2025Smiths Group plc, Annual General Meeting, Nov 19, 2025.
공시 • May 21Smiths Group plc Provides Earnings Guidance for the Full Year 2025Smiths Group plc provided earnings guidance for the full year 2025. For the year, the company now expects to be towards the top end of its 6% to 8% organic revenue growth guidance range.
공시 • Mar 26Smiths Group plc Declares Interim Dividend, Payable on 14 May 2025The Board of Smiths Group plc is declaring an interim dividend of 14.23 pence, a year-on-year increase of +5.0% (HY2024: 13.55 pence). The interim dividend will be paid on 14 May 2025 to shareholders on the register at close of business on 4 April 2025.
공시 • Mar 25Smiths Group plc (LSE:SMIN) acquired Duc-Pac Corporation for $40.5 million.Smiths Group plc (LSE:SMIN) acquired Duc-Pac Corporation for $40.5 million on March 25, 2025. Smiths Group plc (LSE:SMIN) completed the acquisition of Duc-Pac Corporation on March 25, 2025.
공시 • Jan 18Engine Capital Issues a Letter to Smiths GroupOn January 17, 2025, Engine Capital announced that it has issues a letter to Smiths Group and urged the Company's Board of Directors to publicly commit to a strategic alternatives process aimed at a sale to maximize value for shareholders which includes : 1) the Company has persistently traded at a 'conglomerate discount' to its sum of the parts and its segment-level peers despite strong financials and operating performance, 2) believes a sale of the entire Company or its four businesses could deliver a significant premium to the Company' current share price, 3) cautions the board and new CEO Roland carter against pursuing material acquisitions while maintaining its conglomerate structure.
공시 • Jan 15Smiths Group plc Revises Organic Revenue Guidance for the Fiscal Year 2025Smiths Group plc revised organic revenue guidance for the fiscal year 2025. For the year, the company revised organic revenue growth within the medium-term target range of 6%-8%, from the previously increased 5%-7% guidance, and above the medium-term organic revenue growth target.
공시 • Jan 14+ 1 more updateSmiths Group plc Announces CFO Changes, Effective 31 January 2025Smiths Group plc announced that Clare Scherrer, Chief Financial Officer ("CFO"), has informed the Board of her decision to retire from Smiths. She will remain as CFO until 31 January 2025 and will continue to support a smooth and orderly handover through the H1 FY2025 results until she leaves on 30 April 2025. Reflecting the Board's robust succession planning process, Julian Fagge, currently President of Smiths Interconnect, has been appointed as the Group's CFO and as an Executive Director to succeed Clare. Julian will take on his new responsibilities with effect from 1 February 2025. Julian is a highly regarded leader at Smiths, with broad financial, strategic and commercial experience. Julian joined the Group in 2013 as Group Financial Controller and was appointed as Group Strategy and M&A Director in 2017. In addition, he has successfully led two of the Group's businesses, being appointed President of Flex-Tek in 2019 and then Smiths Interconnect in 2021. Prior to joining Smiths, Julian was Finance Director for UK and Ireland at Royal Caribbean Cruises and before this, he worked for 12 years at Procter & Gamble. Julian is also a non-executive Director for NASCIT plc. He qualified as a chartered accountant.
공시 • Jan 07Smiths Group plc Appoints Simon Pryce as an Independent Non-Executive Director, with Effect from 1 February 2025Smiths Group plc announced the appointment of Simon Pryce as an independent Non-executive Director, with effect from 1 February 2025. On joining the Board, Simon will become a member of the Audit & Risk Committee. Biographic details are set out below. Simon Pryce is the Chief Executive of RS Group plc ("RS Group"), a FTSE listed, digitally enabled, global distributor of product and service solutions for process industry maintenance, repair and operation's needs. He was appointed to the role in April 2023. Prior to that, he was Chief Executive of Ultra Electronics Holdings plc between 2018 and 2022 and Chief Executive of BBA Aviation plc between 2007 and 2018. He was a non-executive Director of RS Group from 2016 and Remuneration Committee Chairman from 2020 until his appointment as CEO. Simon is a chartered accountant by training and prior to 2007 had a background in banking, finance and operational leadership in global engineering businesses.
공시 • Dec 20Smiths Group plc to Report Fiscal Year 2025 Results on Sep 23, 2025Smiths Group plc announced that they will report fiscal year 2025 results on Sep 23, 2025
공시 • Nov 13Smiths Group plc to Report First Half, 2025 Results on Mar 25, 2025Smiths Group plc announced that they will report first half, 2025 results on Mar 25, 2025
공시 • Sep 25Smiths Group plc (LSE:SMIN) agreed to acquire Modular Metal Fabricators, Inc.Smiths Group plc (LSE:SMIN) agreed to acquire Modular Metal Fabricators, Inc. on September 24, 2024. A cash consideration will be paid by Smiths Group plc. In a related party transaction, Smiths Group plc agreed to acquire Wattco, Inc. for a combined purchase price of up to £110 million. The expected completion of the transaction is October 1, 2024.
공시 • Sep 24+ 1 more updateSmiths Group plc (LSE:SMIN) agreed to acquire Wattco.Smiths Group plc (LSE:SMIN) agreed to acquire Wattco on September 24, 2024. A cash consideration will be paid by Smiths Group plc. In a related party transaction, Smiths Group plc agreed to acquire Modular Metal Fabricators, Inc for a combined purchase price of up to £110 million.
공시 • Jun 05Smiths Group plc Appoints Alister Cowan as Independent Non-Executive Director and Member of the Audit & Risk Committee, Effect from 1 July 2024Smiths Group plc announced that, aspart of its orderly succession planning activities, Alister Cowan will join the Board of Smiths as an independent non-executive Director with effect from 1 July 2024. On joining the Board Alister will become a member of the Audit & Risk Committee. Biographic details are set out below. Alister Cowan was previously Chief Financial Officer of the Suncor Energy Inc. the US and Canadian listed integrated energy company from 2014 to 2023. Prior to joining Suncor, Alister served as Chief Financial Officer of Husky Energy Inc. from 2008 to 2014. Before joining Husky Energy, he held various positions with companies throughout Europe, New Zealand, and Canada. He is an independent non-executive Director at The Chemours Co., a US listed chemicals company where he serves as a member of the Audit and Environmental, Health, and Safety & Operational Performance Committees. A dual Canadian and UK citizen, Alister is a graduate of Heriot-Watt University in the UK and a member of the Institute of Chartered Accountants of Scotland having qualified whilst at KPMG.
공시 • Mar 26+ 2 more updatesSmiths Group plc, Annual General Meeting, Nov 13, 2024Smiths Group plc, Annual General Meeting, Nov 13, 2024.
공시 • Feb 29Smiths Group plc Announces Directorate ChangesSmiths Group plc as previously communicated, as part of orderly succession planning, Bill Seeger will retire from the Board of Smiths on 31 May 2024 at which point Mark Seligman will take over as the Senior Independent Director. In anticipation of Bill Seeger's retirement, he resigned as Smiths nominated Director on the Board of ICU Medical Inc. with effect from 28 February 2024.
공시 • Jan 24Smiths Group plc Announces Directors' Change in ResponsibilitiesSmiths Group plc announced Nomination & Governance Committee, the Board has agreed a number of changes to the Board's Committee structure and the Committees' memberships. The changes will take effect from 1 February 2024 such that from that date the Committee structure and the Committee memberships: Science, Sustainability & Excellence Committee: Dame Ann Dowling - Chair; Pam Cheng, Karin Hoeing and Noel Tata as members. Audit & Risk Committee: Richard Howes (Chair); Bill Seeger and Mark Seligman. Nomination & Governance Committee: Steve Williams (Chair); Karin Hoeing, Richard Howes, Mark Seligman and Noel Tata as members. Remuneration & People Committee: Karin Hoeing (Chair), Pam Cheng, Dame Ann Dowling and Steve Williams as members.
공시 • Nov 17Smiths Group plc Approves Final DividendSmiths Group plc at its AGM held on 16 November 2023 approved to Declare a final dividend of 28.7 pence per share.
공시 • Nov 10Smiths Group plc to Report Fiscal Year 2024 Results on Sep 24, 2024Smiths Group plc announced that they will report fiscal year 2024 results on Sep 24, 2024
공시 • Sep 26+ 2 more updatesSmiths Group plc to Report First Half, 2024 Final Results on Mar 22, 2024Smiths Group plc announced that they will report first half, 2024 final results on Mar 22, 2024
공시 • Aug 31Smiths Group plc (LSE:SMIN) acquired Heating & Cooling Products, Inc. for $82 million.Smiths Group plc (LSE:SMIN) acquired Heating & Cooling Products, Inc. for $82 million on August 30, 2023. The deal value is on a cash and debt-free basis. HCP will be integrated into Smith's Flex-Tek division.HCP's unaudited revenue for the 12 months to 31 July 2023 was $69 million. HCP was purchased from a private seller in a proprietary transaction for less than 7x estimated 2023 EBITDA.Smiths Group plc (LSE:SMIN) completed the acquisition of Heating & Cooling Products, Inc. on August 30, 2023.
공시 • May 19Smiths Group plc Raises Revenue Guidance for the Full Year 2023Smiths Group plc raised revenue guidance for the full year 2023. The company is raising full year 2023 guidance to around 10% organic revenue growth with moderate margin improvement.
공시 • May 11+ 1 more updateSmiths Group plc, Annual General Meeting, Nov 16, 2023Smiths Group plc, Annual General Meeting, Nov 16, 2023. Agenda: To consider Steve Williams will be appointed as Chair of the Board; and to consider other issues.
공시 • Oct 14Smiths Group plc to Report First Half, 2023 Results on Mar 24, 2023Smiths Group plc announced that they will report first half, 2023 results on Mar 24, 2023