Smiths Group plc stock analysis
Smiths Group plc (QS2A) Stock Price & Analysis
QS2A Stock Chart & Stats
- Day’s Range
- EUR 31.60 - EUR 31.60
- 52-Week Range
- EUR 23.70 - EUR 33.60
- Previous Close
- EUR 30.60
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- EUR 8.60B
- Enterprise Value
- EUR 6.39B
- Total Cash (Recent Filing)
- EUR 2.96B
- Total Debt (Recent Filing)
- EUR 1.20B
- Price to Earnings (P/E)
- 4.3
- Beta
- 0.71
- Next Earnings
- Mar 23, 2027 (Est.)
- EPS Estimate
- 0.6
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.31%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue Base
A substantial aftermarket and contracted-revenue base supports customer retention and visibility beyond individual equipment sales. These repeat purchases and long-term programs can make revenue more resilient, support service-led margins, and reduce dependence on volatile new-project demand.
Strong Operating Margins
Operating margins in the low-20% range indicate that Smiths is monetizing specialized engineering, pricing, and aftermarket capabilities effectively. Sustained profitability provides resources for research, automation, and portfolio investment while offering some protection against volume and cost pressures.
DRC Growth Platform
DRC adds cooling and heat-removal technologies linked to fast-growing data-center and power-generation markets. Its early growth, attractive margin, and building order book could diversify Smiths toward structural demand areas and support medium-term portfolio growth.
Bears Say
Higher Total Debt
The sharp increase in total debt raises financial risk even though leverage has historically looked manageable. Unless supported by durable cash generation, higher borrowings can reduce flexibility for acquisitions, investment, shareholder returns, and resilience during weaker operating conditions.
Weaker Recent Cash Flow
The recent cash-flow step-down weakens the conversion of operating performance into funds available for debt reduction and reinvestment. The gap between reported earnings and cash generation also reduces confidence in the repeatability of near-term earnings and limits financial flexibility.
Geopolitical And Market Weakness
Ongoing Middle East disruption has affected maintenance programs, capital projects, order intake, and receivables collection at John Crane. Persistence into the first half of FY27 creates a durable near-term drag on revenue, cash timing, and growth visibility in an important division.
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Smiths Group plc Stock Smart Score
Company Description
Smiths Group plc
Smiths Group plc is a global technology enterprise, providing innovative solutions across diverse sectors such as medical technology, security and defense, general industrial applications, energy, and space and aerospace. The company's operations are segmented into five key divisions. John Crane specializes in critical engineering components, including mechanical seals, their associated support systems, hydrodynamic bearings, various packing materials, power transmission couplings, and advanced filtration solutions. Smiths Detection is a leader in threat detection, supplying sophisticated sensors and systems capable of identifying and pinpointing explosives, narcotics, weaponry, chemical agents, biohazards, and other illicit items. Flex-Tek manufactures precision-engineered components designed for heating and conveying fluids and gases, serving industries ranging from aerospace and medical to industrial, construction, and household appliances. Smiths Interconnect delivers highly specialized electronic and radio frequency (RF) solutions, with a product portfolio encompassing board-level and waveguide devices, various connectors, cables, test sockets, and integrated sub-systems, utilized within the security and defense, medical, general industrial, and space and aerospace sectors. Smiths Medical focuses on healthcare technology, offering products such as infusion systems, vascular access devices, patient airway management solutions, and temperature control equipment, alongside specialized devices for diagnostics and emergency patient transport. Founded in 1851, the company was initially known as Smiths Industries before rebranding as Smiths Group plc in 2000. Its corporate headquarters are located in London, United Kingdom.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Roland Henry Clyne Carter
- Employees
- 10,435
- Website
- www.smiths.com
- Address
- Arbor, Bankside Yards, London, GL, SE1 9AX, GB
Smiths Group plc (QS2A) Earnings & Revenues
QS2A Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive. Management emphasized the completed portfolio transformation, resilient fiscal year 2026 results, strong cash generation, successful capital allocation, DRC's early performance and improving margin and growth expectations. These positives were moderated by continued Middle East disruption, weakness in U.S. residential construction, the decline in Thermal Solutions and ongoing market and working-capital challenges.
View all DE:QS2A earnings summariesQS2A Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 5 | 7 |
| Technical Analysis | 3 | 5 | 1 |
| Moving Averages | 6 | 0 | 6 |
