CSL Limited

ASX:CSL Stock Report

Market Cap: AU$65.8b

CSL Management

Management criteria checks 1/4

CSL's CEO is Gordon Naylor, appointed in Feb 2026, has a tenure of less than a year. directly owns 0.008% of the company’s shares, worth A$5.45M. The average tenure of the management team and the board of directors is 2.7 years and 1.5 years respectively.

Key information

Gordon Naylor

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.008%
Management average tenure2.7yrs
Board average tenure1.5yrs

Recent management updates

Recent updates

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.

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.

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

Feb 17
CSL's (ASX:CSL) Soft Earnings Are Actually Better Than They Appear

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?

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

Sep 25
CSL Limited's (ASX:CSL) Share Price Not Quite Adding Up

Is CSL Limited (ASX:CSL) Trading At A 43% Discount?

Aug 07
Is CSL Limited (ASX:CSL) Trading At A 43% Discount?

Here's Why CSL (ASX:CSL) Can Manage Its Debt Responsibly

Jun 14
Here's Why CSL (ASX:CSL) Can Manage Its Debt Responsibly

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

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.

CEO Compensation Analysis

How has Gordon Naylor's remuneration changed compared to CSL's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$1b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024n/an/a

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$3b

Dec 31 2023n/an/a

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022n/an/a

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021n/an/a

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$3b

Dec 31 2020n/an/a

US$3b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019n/an/a

US$2b

Sep 30 2019n/an/a

US$2b

Jun 30 2019US$4mUS$1m

US$2b

Compensation vs Market: Insufficient data to establish whether Gordon's total compensation is reasonable compared to companies of similar size in the Australian market.

Compensation vs Earnings: Insufficient data to compare Gordon's compensation with company performance.


CEO

Gordon Naylor (62 yo)

less than a year
Tenure
US$3,563,566
Compensation

Mr. Gordon Naylor, M.B.A., GradDip (Computing Studies), BEng (Hons), DipCompSc, C.P.A., GAICD, FTSE, MIE(Aust), serves as Chief Executive Officer and Managing Director at CSL Limited since February 2026. H...


Leadership Team

NamePositionTenureCompensationOwnership
Andy Schmeltz
Chief Commercial Officer2.8yrsUS$3.59m0.0011%
A$ 697.3k
Gordon Naylor
CEO, MD & Directorless than a yearUS$3.56m0.0083%
A$ 5.4m
Ken Lim
Chief Financial Officerless than a yearno datano data
Mary Oates
Executive VP & COOless than a yearno datano data
Mark Dehring
Head of Investor Relationsno datano datano data
Gregory Boss
Executive VP of Legal & Group General Counsel17.3yrsUS$2.31mno data
Amy Buren
Chief People Officerno datano datano data
William Mezzanotte
Chief Medical Officer7.5yrsUS$2.14mno data
Mark Hill
Chief Digital Information Officer & Executive VP5.5yrsno datano data
Deirdre BeVard
Senior Vice President of Research & Development Strategic Operationsno datano datano data
Herve Gisserot
Executive VP of Business Development & Enterprise Alliance Management3.1yrsno datano data
Jeffrey Ball
First Chief Sustainability Officer2.7yrsno datano data
2.7yrs
Average Tenure
62yo
Average Age

Experienced Management: CSL's management team is considered experienced (2.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Gordon Naylor
CEO, MD & Directorless than a yearUS$3.56m0.0083%
A$ 5.4m
Alison Watkins
Independent Non-Executive Director4.7yrsUS$253.45k0.00088%
A$ 578.9k
Carolyn Hewson
Independent Non-Executive Director6.3yrsUS$238.62k0.00054%
A$ 355.2k
Brian McNamee
Independent Non-Executive Chairman8.2yrsUS$612.35k0.027%
A$ 17.4m
Robert Cuthbertson
Independent Non-Executive Director7.5yrsUS$223.98k0.015%
A$ 9.7m
Brian Daniels
Independent Non-executive Director1.3yrsUS$135.56k0.00018%
A$ 118.4k
Cameron Price
Independent Non- Executive Directorless than a yearno datano data
Samantha Lewis
Independent Non-executive Director2.3yrsUS$199.34k0.00046%
A$ 302.6k
Constantine Saroukos
Directorless than a yearno datano data
Elaine Sorg
Independent Non-Executive Director1.6yrsUS$194.62kno data
Cameron Price
Directorless than a yearno data0.00069%
A$ 453.9k
Costa Saroukis
Directorless than a yearno datano data
1.5yrs
Average Tenure
62yo
Average Age

Experienced Board: CSL's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/18 23:40
End of Day Share Price 2026/04/17 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CSL Limited is covered by 26 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Saul HadassinBarrenjoey Markets Pty Limited
Thomas WakimBell Potter
Lyanne HarrisonBofA Global Research