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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
$12.97B
PER (TTM)
20.6
27.7
配当利回り
2.6%
52週高値
$38.79
52週安値
$28.40
52週レンジ
21%
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

Q4 2025 データ

売上高

$3.19B+0.00%
直近4四半期の推移

EPS

$0.78+0.00%
直近4四半期の推移

フリーCF

$594.67M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Strong Revenue Profit Expansion Reported revenue reached $6,164M, growing 6.1%; Trading profit margin expanded 160bps to 19.7%.
Free Cash Flow Surges Cash generated from operations grew 24.4% to $1,549M; Free cash flow increased 52.5% to $840M.
Adjusted ROIC Improves Adjusted Return on Invested Capital reached 8.3%, marking a 90bps improvement despite headwinds.
New RISE Strategy Launched Launched ambitious RISE strategy in December 2025, focusing on growth acceleration and efficiency execution.

リスク要因

Global Pricing Margin Headwinds Inflationary pressures, China VBP, and portfolio rationalization created 160bps trading profit margin headwind.
Inventory Rationalization Provision Recognized $159M excess and obsolescence provision due to portfolio simplification initiatives impacting capital employed.
Geopolitical Trade Policy Uncertainty Increased geopolitical uncertainty, tariffs, and evolving global regulatory requirements pose ongoing operational challenges.
Evolving Cyber Security Threats Reliance on digital systems and AI increases risk of data breaches, intellectual property loss, and operational disruption.

見通し

Ambitious 2028 Financial Targets Targeting 6-7% organic revenue CAGR, 9-10% trading profit CAGR, and 12-13% adjusted ROIC by 2028.
Innovation Fuels Future Growth Expect continued strong growth from new products; LANDMARK Knee System launch expected next 18 months.
Strategic Acquisition Focus Increased free cash flow will fund investment in high-growth areas, demonstrated by Integrity Orthopaedics acquisition.
2026 Revenue Profit Guidance Expect underlying revenue growth accelerating to around 6% and trading profit growth around 8% for 2026.

同業比較

売上高 (TTM)

CNC stock ticker logoCNC
$198.10B
+17.0%
FMS stock ticker logoFMS
$22.44B
-0.7%
THC stock ticker logoTHC
$21.46B
+4.6%

粗利益率 (最新四半期)

RPRX stock ticker logoRPRX
99.8%
+0.0pp
NBIX stock ticker logoNBIX
98.3%
-0.5pp
ZBH stock ticker logoZBH
72.4%
+1.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CNC$32.19B-5.0-28.7%20.2%
ILMN$24.35B28.934.0%37.6%
RPRX$23.60B28.612.7%45.2%

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
4.1%
緩やかな成長
4四半期純利益CAGR
15.6%
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8月4日
|
EPS:$0.94
|
売上高:$3.55B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし