Smiths Group plc

LSE:SMIN Stok Raporu

Piyasa değeri: UK£7.6b

Smiths Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Smiths Group 'in gelir ve kazançlarının sırasıyla yıllık 4.8% ve 3.2% oranında düşmesi öngörülüyor. EPS'nin yıllık 16.5% oranında büyümesi bekleniyor. Öz sermaye getirisinin 3 yıl içinde 21.7% olması öngörülüyor.

Anahtar bilgiler

-3.2%

Kazanç büyüme oranı

16.47%

EPS büyüme oranı

Industrials kazanç büyümesi12.0%
Gelir büyüme oranı-4.8%
Gelecekteki özkaynak getirisi21.74%
Analist kapsamı

Good

Son güncelleme15 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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%.
Anlatı Güncellemesi 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.
Analiz Makalesi Jul 25

Smiths Group plc's (LON:SMIN) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 24.8x Smiths Group plc ( LON:SMIN ) may be sending very bearish signals at...
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Yeni Anlatı 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.

Kazanç ve Gelir Büyüme Tahminleri

LSE:SMIN - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (GBP Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
7/31/20282,1593012664297
7/31/20272,0591,2222173447
7/31/20261,9301,1892893617
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
7/31/20152,897246N/A266N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SMIN şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -3.2% ).

Kazançlar ve Piyasa: SMIN şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -3.2% ).

Yüksek Büyüme Kazançları: SMIN şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: SMIN şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -4.8% ).

Yüksek Büyüme Geliri: SMIN şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -4.8% ).


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SMIN 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.7 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/20 15:36
Gün Sonu Hisse Fiyatı2026/07/20 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2025/07/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 dünya standartlarındaki ekip 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

Smiths Group plc 31 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph CampbellBarclays
Nick WebsterBarclays
Jonathan HurnBarclays