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STSTE

STERIS plc

$STE·$20B·Medical - Specialties·Healthcare
$205.04-1.4%YTD-17.9%1Y-18.1%
Price updated 16h ago·X counts updated 7d ago
STSTE
$STESTERIS plc
$205.04-1.44%17 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $STE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

17X posts · last 7 days
Sep 2Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $STE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-20

Falling on heavy selling — points lower unless it turns around.

Medical-device-sterilization leader down 18% year-over-year at 13% of range with volume 2.4x normal — quiet quality-cheap.

STERIS plc is a global medical-device-sterilization-and-infection-prevention leader — a real quality-recurring-revenue business serving hospitals and pharma manufacturing. Down 18% year-to-date and 18% over the trailing year, sitting at 13% of the 52-week range with volume 2.4x normal.

  • The value setup is legitimately clean: 29x trailing earnings, 19% operating margin, 44% gross margin, 11% ROE, and 4.3% FCF yield at 3.8x sales — those are compounder-quality medical-tools unit economics on a stock that's been priced like a broken healthcare-cohort name.
  • The catch is what a stock at 13% of range with 2.4x normal volume is voting for: a specific concern (hospital-sterilization-services softness, mix issues) that isn't visible on X. Cheap can stay cheap without a specific catalyst.

The story turns on Q3 earnings (Nov 4) showing continued Healthcare and Life Sciences segment growth plus operating-margin trajectory; another decelerating segment quarter is what extends the breakdown.

What to watch: Nov 4 earnings — Healthcare and Life Sciences segment growth, operating-margin trajectory, and any commentary on medical-device sterilization pipeline. A print with segment growth plus margin extends the recovery; another decelerating quarter extends the lows.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $STE

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Medical sterilization and infection prevention company serving hospitals, pharmaceutical manufacturers, and life sciences with products and outsourced sterilization services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Specialties sits in its cycle right now — and what that implies for $STE.

Medical - Specialties · Healthcare

Procedure-volume recovery and aging-population demand sustain specialty medtech; Alcon's UNITY M ophthalmic microscope launch reinforces premium surgical equipment pricing power. No material shift in reimbursement dynamics this week — sector steady. ETF +18.4% T12M reflects durable demographic-driven demand.

What this means for $STE

Direct beneficiary — hospital sterilization consumables and contract sterilization services (AST segment) scale directly with surgical procedure volumes; infection-prevention product lines benefit from sustained capital spending in Healthcare and Life Sciences segments.

Top industry ETF

$XLVHealth Care Select Sector SPDR
+9.0%YTD
+22.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
29.3How 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
8.5%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
18.6%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
4.3%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
3.8Same 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
11.1%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
44.2%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
0.3Total 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 5, 2026$2.59$2.49+4.0%
Q1 2026May 11, 2026$2.83$2.85-0.7%
Q4 2025Feb 4, 2026$2.53$2.530.0%
Q3 2025Nov 5, 2025$2.47$2.35+5.1%
Next earningsWed, Nov 4·consensus EPS $2.68

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.5B+7.3%45.8%19.1%$2.05$279.6M
Q4 FY26$1.6B+7.3%43.9%19.9%$2.24$245.2M
Q3 FY26$1.5B+9.2%43.8%18.1%$1.96$199.5M
Q2 FY26$1.5B+9.9%44.2%18.4%$1.95$201.3M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.9B$5.9B – $6.0B$10.20$10.19 – $10.216
FY27$6.4B$6.4B – $6.4B$11.21$11.01 – $11.326
FY28$6.8B$6.7B – $6.8B$12.25$12.22 – $12.276
FY29$7.2B$7.2B – $7.3B$13.47$12.49 – $15.424

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.2.4×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.13%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.-8.8%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.-11.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 97.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β0.915-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Mohsen SohiDirector4.1K sh$957KSellJun 15Zangerle John AdamSr. VP, Gen Counsel, and Sec.1.4K sh$297KSellJun 5Daniel A CarestioCEO1.4K sh$291KSellJun 4Daniel A CarestioCEO3.1K sh$656KSellJun 2Richard C BreedenDirector1.5K sh$310K
+ 45 other (23 inkinds · 18 awards · 4 exempts) in window

See when $STE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteAug 68-K — Item 5.07: Shareholder vote
AI summary

STERIS plc (STE) disclosed voting results from its 2026 Annual General Meeting held July 31, 2026, covering director elections and other routine annual meeting proposals. Specific vote tallies are in the filing.

8-K/AOfficer or director change (amended)Aug 68-K/A — Item 5.02: Officer or director change
AI summary

STERIS plc (STE) filed an 8-K/A to disclose Pierre Boulud's Board committee assignments — omitted from the original 8-K when Boulud was elected May 5, 2026. This completes the required disclosure for the new director.

8-KRestructuring / exit costsAug 58-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

STE filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

3New insider — initial holdingsMay 143
8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 68-K — Item 5.02: Officer or director change
+ 12 other (4 13Gs · 2 proxys · 1 10-Q · 1 11-K) in window

Recent news

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

STERIS plc (STE) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·5d agoSTERIS to Present at the Morgan Stanley Healthcare Conferenceglobenewswire.com·19d agoCan STERIS Stock Deliver as Its $600 Million Chemistry Bet Scales?zacks.com·30d agoShould Investors Buy STERIS as Growth Meets Reasonable Valuation?zacks.com·31d agoSTERIS Q1 Earnings Call Highlightsdefenseworld.net·41d ago

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Voices on X · last 7 days

No standout posts about $STE 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.

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