TickerTalks
Browse all tickers →
TickerTalks›$ANSLY
ANANSLY

Ansell Limited

$ANSLY·$2.9B·Medical - Instruments & Supplies·Healthcare
$107.840.0%1Y+36.5%
Mentions · last 7 days
0
Price updated 3d ago
ANANSLY
$ANSLYAnsell Limited
$107.840.00%0 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ANSLY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Australian protective solutions + industrial gloves compounder with revenue +34% acceleration + FY27 EPS +11.6% growth; 20x PE.

Ansell Limited is a $2.88B Australian-listed global protective solutions maker (industrial gloves + safety products + medical devices) at $107.84 — sitting at 100% of 52w range.

  • Q4 FY26 EPS $3.28 vs $3.07 (+6.8% beat), Q2 FY26 $2.65 vs $2.55 (+3.9%), Q4 FY25 $2.80 vs $2.70 (+3.7%) — three consecutive modest beats.
  • Q4 FY26 revenue $1.12B (+34.5% YoY), Q2 FY26 $1.03B (+31.0%) — massive revenue growth.
  • Cash economics: PE 20.3 (attractive), PS 1.94, ROIC 7.9%, ROE 10.5%, gross margin 41%, op-margin 14.7%, D/E 0.38, EV/EBITDA 11.8, FCF yield 7.0% (attractive).
  • Analyst path FY26 EPS $5.74 → FY27 $6.41 (+11.6% growth).
  • Sentiment feed is empty.

Read as an Australian protective solutions + industrial gloves compounder with three straight modest beats + Q4 FY26 revenue +34.5% acceleration + 20x PE + 7% FCF yield + FY27 EPS +11.6% growth; the debated question is whether Q1 FY27 confirms the massive revenue growth or whether the pandemic-era demand normalizes.

What to watch: Q1 FY27 revenue continuation, pandemic-era demand normalization on the Feb 23 2027 print.

On the calendar: 2027-02-23 next earnings

Read the AI verdict + X sentiment for $ANSLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Ansell manufactures industrial and medical protective gloves, body suits, and safety equipment sold globally to healthcare and industrial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $ANSLY.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

What this means for $ANSLY

Partial — upstream oil & gas exposure ties to commodity price cycle; Ansell Limited specializes in the creation, development, and.

Industry benchmark

11-name peer basket
+19.2%YTD
+23.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 23, 2026$3.28$3.07+6.8%
Q4 2025Feb 15, 2026$2.65$2.55+3.9%
Q2 2025Aug 24, 2025$2.80$2.70+3.7%
Q4 2024Feb 9, 2025$2.23$2.21+0.9%
Next earningsTue, Feb 23·consensus EPS $2.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.1B+34.5%41.8%15.7%$3.40$193.9M
Q2 FY26$1.0B+31.0%40.8%13.6%$2.48$105.6M
Q4 FY25$983.9M+20.5%43.1%8.8%$1.28$63.3M
Q2 FY25$1.0B+22.1%38.9%9.5%$1.52$65.7M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.0B – $2.1B$5.74$5.50 – $5.9511
FY27$2.2B$2.2B – $2.3B$6.41$6.14 – $6.6510
FY28$2.3B$2.2B – $2.4B$6.90$6.61 – $7.1611
FY29$2.4B$2.3B – $2.5B$7.57$7.25 – $7.857
FY30$2.5B$2.4B – $2.5B$7.94$7.61 – $8.248

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ansell Limited (ANSLY) Q4 2026 Earnings Call Transcriptseekingalpha.com·7d ago

More in Medical - Instruments & Supplies

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BDX$ISRG$MDLN$AVTR$QDEL$RGEN$WST$PLSE
Voices on X · last 7 days

No standout posts about $ANSLY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport