CSL Gelecekteki Büyüme
Future kriter kontrolleri 3/6
CSL kazanç ve gelirin sırasıyla yıllık 44.4% ve 3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 46% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 18.4% olacağı tahmin edilmektedir.
Anahtar bilgiler
44.4%
Kazanç büyüme oranı
46.00%
EPS büyüme oranı
| Biotechs kazanç büyümesi | 43.2% |
| Gelir büyüme oranı | 3.0% |
| Gelecekteki özkaynak getirisi | 18.37% |
| Analist kapsamı | Good |
| Son güncelleme | 08 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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
Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 6/30/2029 | 17,000 | 3,368 | 3,093 | 4,174 | 16 |
| 6/30/2028 | 16,311 | 3,166 | 2,938 | 3,936 | 17 |
| 6/30/2027 | 15,762 | 2,837 | 3,129 | 4,007 | 17 |
| 6/30/2026 | 15,797 | -2,579 | 2,235 | 3,512 | N/A |
| 3/31/2026 | 15,602 | -591 | 2,359 | 3,558 | N/A |
| 12/31/2025 | 15,407 | 1,396 | 2,483 | 3,604 | N/A |
| 9/30/2025 | 15,483 | 2,199 | 2,523 | 3,583 | N/A |
| 6/30/2025 | 15,558 | 3,002 | 2,563 | 3,561 | N/A |
| 3/31/2025 | 15,394 | 2,875 | 2,215 | 3,258 | N/A |
| 12/31/2024 | 15,230 | 2,748 | 1,867 | 2,954 | N/A |
| 9/30/2024 | 15,015 | 2,695 | 1,688 | 2,859 | N/A |
| 6/30/2024 | 14,800 | 2,642 | 1,508 | 2,764 | N/A |
| 3/31/2024 | 14,490 | 2,557 | 1,333 | 2,727 | N/A |
| 12/31/2023 | 14,179 | 2,472 | 1,158 | 2,690 | N/A |
| 9/30/2023 | 13,745 | 2,333 | 1,034 | 2,646 | N/A |
| 6/30/2023 | 13,310 | 2,194 | 909 | 2,601 | N/A |
| 3/31/2023 | 12,507 | 2,156 | 765 | 2,392 | N/A |
| 12/31/2022 | 11,705 | 2,118 | 622 | 2,182 | N/A |
| 9/30/2022 | 11,133 | 2,186 | 1,001 | 2,406 | N/A |
| 6/30/2022 | 10,562 | 2,255 | 1,381 | 2,629 | N/A |
| 3/31/2022 | 10,587 | 2,290 | 1,251 | 2,679 | N/A |
| 12/31/2021 | 10,612 | 2,325 | 1,121 | 2,728 | N/A |
| 9/30/2021 | 10,461 | 2,350 | 1,538 | 3,175 | N/A |
| 6/30/2021 | 10,310 | 2,375 | 1,955 | 3,622 | N/A |
| 3/31/2021 | 10,145 | 2,520 | 2,127 | 3,597 | N/A |
| 12/31/2020 | 9,980 | 2,665 | 2,299 | 3,571 | N/A |
| 9/30/2020 | 9,565 | 2,384 | 1,710 | 3,030 | N/A |
| 6/30/2020 | 9,151 | 2,103 | 1,121 | 2,488 | N/A |
| 3/31/2020 | 9,048 | 2,054 | N/A | 2,418 | N/A |
| 12/31/2019 | 8,944 | 2,006 | N/A | 2,347 | N/A |
| 9/30/2019 | 8,742 | 1,962 | N/A | 1,996 | N/A |
| 6/30/2019 | 8,539 | 1,919 | N/A | 1,644 | N/A |
| 3/31/2019 | 8,406 | 1,861 | N/A | 1,621 | N/A |
| 12/31/2018 | 8,274 | 1,803 | N/A | 1,597 | N/A |
| 9/30/2018 | 8,094 | 1,766 | N/A | 1,750 | N/A |
| 6/30/2018 | 7,915 | 1,729 | N/A | 1,902 | N/A |
| 3/31/2018 | 7,666 | 1,674 | N/A | 1,662 | N/A |
| 12/31/2017 | 7,417 | 1,618 | N/A | 1,422 | N/A |
| 9/30/2017 | 7,182 | 1,478 | N/A | 1,335 | N/A |
| 6/30/2017 | 6,947 | 1,337 | N/A | 1,247 | N/A |
| 3/31/2017 | 6,802 | 1,333 | N/A | 1,192 | N/A |
| 12/31/2016 | 6,656 | 1,329 | N/A | 1,138 | N/A |
| 9/30/2016 | 6,386 | 1,286 | N/A | 1,158 | N/A |
| 6/30/2016 | 6,115 | 1,242 | N/A | 1,179 | N/A |
| 3/31/2016 | 5,983 | 1,324 | N/A | 1,296 | N/A |
| 12/31/2015 | 5,850 | 1,406 | N/A | 1,413 | N/A |
| 9/30/2015 | 5,654 | 1,392 | N/A | 1,388 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CSL önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.8% ) daha hızlı bir büyüme olarak değerlendiriliyor.
Kazançlar ve Piyasa: CSL önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.
Yüksek Büyüme Kazançları: CSL önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.
Gelir ve Pazar: CSL şirketinin gelirinin (yıllık 3% ) Australian pazarından (yıllık 5.2% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CSL şirketinin gelirinin (yıllık 3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CSL 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 18.4 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 07:59 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CSL Limited 25 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Saul Hadassin | Barrenjoey Markets Pty Limited |
| Thomas Wakim | Bell Potter |
| Lyanne Harrison | BofA Global Research |