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Smith & Nephew plc

Smith & Nephew plc

NYSE•SNN
CEO: Dr. Deepak S. Nath Ph.D.
セクター: Healthcare
業種: Medical - Devices
上場日: 1999-11-16
Smith & Nephew plc, together with its subsidiaries, develops, manufactures, markets, and sells medical devices and services in the United Kingdom and internationally. It operates through three segments: Orthopaedics, Sports Medicine & ENT, and Advanced Wound Management. The company offers knee implant products for knee replacement procedures; hip implants for revision procedures; trauma and extremities products that include internal and external devices used in the stabilization of severe fractures and deformity correction procedures; and other reconstruction products. It also provides sports medicine joint repair products comprise instruments, technologies, and implants to perform minimally invasive surgery, as well as treating soft tissue injuries and degenerative conditions of the shoulder, knee, hip, and small joints. In addition, the company offers arthroscopic enabling technologies comprising fluid management equipment for surgical access, high-definition cameras, digital image capture, scopes, light sources, and monitors to assist with visualization inside the joints, radio frequency, electromechanical and mechanical tissue resection devices, and hand instruments for removing damaged tissue; and ear, nose, and throat solutions. Further, it provides advanced wound care products for the treatment and prevention of acute and chronic wounds, which comprise leg wounds, diabetic and pressure ulcers, burns, and post-operative wounds; advanced wound bioactives, such as biologics and other bioactive technologies for debridement and dermal repair/regeneration, and regenerative medicine products, including skin, bone graft, and articular cartilage substitutes; and advanced wound devices, such as traditional and single-use negative pressure wound therapy, and hydrosurgery systems. The company serves the healthcare providers. Smith & Nephew plc was founded in 1856 and is headquartered in Watford, the United Kingdom.
連絡先情報
Building 5, Croxley Park Hatters Lane, Watford, WD18 8YE, United Kingdom
44-1923-477-100
www.smith-nephew.com
時価総額
$15.54B
PER (TTM)
31.5
33.8
配当利回り
2.2%
52週高値
$38.79
52週安値
$23.91
52週レンジ
78%
順位29Top 17.8%
5.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q2 2025 データ

売上高

$2.99B+5.68%
直近4四半期の推移

EPS

$0.68+36.00%
直近4四半期の推移

フリーCF

$259.32M+292.91%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Strong Revenue and Profit Growth Underlying revenue grew 5.3% to $5,810M; operating profit surged 54.6% to $657M, showing tangible progress.
Trading Margin Expansion Achieved Trading profit margin hit 18.1%, expanding 60bps, successfully offsetting inflation and China headwinds.
Cash Flow Generation Improved Cash generated from operations increased 50.2% to $1,245M, driven by working capital discipline and lower restructuring costs.
ROIC Shows Strong Improvement Adjusted Return on Invested Capital reached 7.4%, marking a 150bps increase year-over-year, reflecting foundation fixing.

リスク要因

China VBP Headwinds Impact Trading margin absorbed -490bps headwinds from input cost inflation and China Volume Based Procurement pricing pressures.
Inventory Reduction Remains Focus Year-end inventory position was higher than original expectations; further inventory improvements remain a key focus area for 2025.
Geopolitical and Economic Uncertainty Exposure to global political uncertainty, trade policy changes, and inflation could negatively impact revenue and operating profit.
Cybersecurity and Regulatory Risks Evolving AI regulation, EU MDR compliance, and ongoing cyber threats pose risks to operations and financial condition.

見通し

2025 Margin Guidance Issued Expect trading profit margin to expand significantly to 19.0% to 20.0% driven by leverage and cost reductions.
Continued Underlying Revenue Growth Guiding for underlying revenue growth around 5.0% in 2025, despite anticipated China VBP headwinds impacting Reconstruction.
Transformation Unlocks Shareholder Value Transformation is on track; 2025 expected to be an inflection point unlocking substantial value for shareholders.
Capital Prioritized for Growth First capital priority is investing in the business for organic growth and meeting sustainability targets for the long term.

同業比較

売上高 (TTM)

Centene CorporationCNC
$194.78B
+19.4%
Fresenius Medical Care AGFMS
$21.68B
+2.1%
Tenet Healthcare CorporationTHC
$21.31B
+3.1%

粗利益率 (最新四半期)

Neurocrine Biosciences, Inc.NBIX
97.8%
-0.5pp
Smith & Nephew plcSNN
70.6%
+0.8pp
Illumina, Inc.ILMN
67.0%
-1.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
THC$20.41B14.534.8%44.4%
CNC$19.26B-2.9-27.7%22.7%
RPRX$19.22B25.010.6%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.0%
緩やかな成長
4四半期純利益CAGR
48.1%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月23日
|
EPS:-
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売上高:-
財務レポート
財務データ
全年度
  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月10日|
    売上高: $5.81B+4.7%
    |
    EPS: $0.94-21.7%
    予想通り
  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月11日|
    売上高: $5.55B+6.4%
    |
    EPS: $1.20+140.0%
    予想を上回る
  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月6日|
    売上高: $5.22B+0.1%
    |
    EPS: $0.50-58.3%
    予想を下回る
  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年3月7日|
    売上高: $5.21B+14.3%
    |
    EPS: $1.20+17.6%
    予想を下回る
  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年3月1日|
    売上高: $4.56B-11.3%
    |
    EPS: $1.02-26.1%
    予想通り