Orthopedic, Prosthetic & Surgical Appliances & Supplies · SIC 3842

STERIS plc

STE

Watch

Latest revenue

$1.50B

as of 2025-12-31

Latest net income

$192.9M

as of 2025-12-31

Net margin

12.9%

as of 2025-12-31

Price · 5Y

+3.5% / yr 10.3 pts / yr vs S&P 500 18.6% total
Compare:

Live market

delayed ≤15 min
$216.57
1.41%
Market cap
$21.24B
Enterprise value
$22.71B
P/E (trailing)
34.6×
Forward P/E
P/B
2.97×
Dividend yield
1.1%
52-wk high
$269.44
52-wk low
$195.14
Beta
Shares out
98.1M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

STERIS sells infection-prevention and sterilization products and services to hospitals, medical device makers, and pharmaceutical labs, including sterilizers, surgical tables, detergents, scope repair, and contract sterilization of medical devices. Revenue splits roughly evenly between product sales ($2.21B) and recurring service work ($2.13B) across three segments: Healthcare, Applied Sterilization Technologies, and Life Sciences. Following the Dental divestiture, STERIS now operates as a focused three-segment business, with nine-month revenue up 9% and operating income up 21% as margin expansion takes hold.

Generated from STE's filing dated 2025-05-29

Key risks

AI
  • Heavy intangibles exposure: $4.23B goodwill plus $1.69B intangibles equal 56% of total assets, leaving substantial impairment risk if growth slows.
  • Leverage remains elevated: $1.90B long-term debt against $423.7M cash; nine-month interest expense of $45.6M pressures earnings if rates stay high.
  • FX volatility material: cumulative translation swung $249.6M favorably in nine months after a $45.5M loss prior year, driving comprehensive income variability.

Generated from STE's filing dated 2025-05-29

Profitability

Gross margin

44.0%

2.0%

Operating margin

15.9%

2.4%

Net margin

11.3%

53.0%

Return on equity

9.3%

55.1%

Return on assets

6.1%

77.2%

Leverage

Debt / equity

0.54×

29.0%

Long-term debt / equity

0.29×

41.3%

Debt / assets

34.9%

18.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$1.50B+9.2%$192.9M+11.2%12.9%

Q3 2025

2025-09-30

$1.46B+9.9%$191.9M+27.9%13.1%

Q2 2025

2025-06-30

$1.39B+8.7%$177.4M+22.0%12.8%

Q1 2025

2025-03-31

$1.48B+4.3%$145.7M+10684.0%9.8%

Q4 2024

2024-12-31

$1.37B+5.6%$173.5M+23.3%12.7%

Q3 2024

2024-09-30

$1.33B+7.3%$150.0M+30.1%11.3%

Q2 2024

2024-06-30

$1.28B+8.1%$145.4M+17.7%11.4%

Q1 2024

2024-03-31

$1.42B$-1.4M-0.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Orthopedic, Prosthetic & Surgical Appliances & Supplies · SIC 3842

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Insider activity

Insider buying

$0

Insider selling

$16.7M

Net activity

−$16.7M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-05

Cynthia L Feldmann

Director

Sale3,098$237.21$734.9K
2025-11-21

Julia Madsen

Sr. VP and GM, Life Sciences

Sale2,872$262.00$752.5K
2025-11-21

Julia Madsen

Sr. VP and GM, Life Sciences

Sale2,136$262.00$559.6K
2025-11-18

Renato Tamaro

V.P. & Corporate Treasurer

Sale3,324$257.43$855.7K
2025-11-18

Renato Tamaro

V.P. & Corporate Treasurer

Sale212$258.03$54.7K
2025-11-18

Renato Tamaro

V.P. & Corporate Treasurer

Sale1,500$257.76$386.6K
2025-11-11

John Adam Zangerle

Sr. VP, Gen Counsel, and Sec.

Sale15,000$265.14$4.0M
2025-10-06

Daniel A Carestio

President and CEO

Sale159$241.82$38.4K
2025-08-20

Renato Tamaro

V.P. & Corporate Treasurer

Sale3,204$249.24$798.6K
2025-08-11

Mohsen Sohi

Director

Sale4,110$241.96$994.5K
2025-08-11

Cynthia L Feldmann

Director

Sale3,495$241.56$844.3K
2025-08-11

Karen L Burton

VP & CAO

Sale7,900$241.73$1.9M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns STE

Institutional value

$10.22B

Total shares held

48.6M

Distinct holders

594

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.9.0M$2.00BNew
2VANGUARD CAPITAL MANAGEMENT LLC6.4M$1.41BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC5.0M$1.09BNew
4Mitsubishi UFJ Asset Management Co., Ltd.2.2M$485.4MNew
5Invesco Ltd.1.7M$377.8MNew
6UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.3M$277.2MNew
7FRANKLIN RESOURCES INC1.2M$274.8MNew
8DIMENSIONAL FUND ADVISORS LP1.1M$246.3MNew
9PRINCIPAL FINANCIAL GROUP INC890.6K$196.9MNew
10Boston Partners862.3K$190.7MNew
11Pictet Asset Management Holding SA823.6K$182.1MNew
12Legal & General Group Plc764.4K$169.0MNew
13Findlay Park Partners LLP674.8K$149.2MNew
14DEUTSCHE BANK AG\583.1K$128.9MNew
15ROYAL LONDON ASSET MANAGEMENT LTD556.9K$123.2MNew
16VANGUARD FIDUCIARY TRUST CO552.0K$122.1MNew
17Sustainable Growth Advisers, LP547.2K$121.0MNew
18UBS Group AG546.9K$120.9MNew
19Bank of New York Mellon Corp524.5K$116.0MNew
20JPMORGAN CHASE & CO443.5K$97.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Inventories jumped $92M to $673.5M while revenue grew only 9%—is this tariff pre-buying, channel stuffing, or softening AST demand we should worry about?

  2. 2

    Service gross margin compressed to 41.1% from 40.4% YoY—what's driving cost growth outpacing the 10% service revenue gain, and when does this inflect?

  3. 3

    With $423.7M cash and only $20.1M spent on M&A YTD versus $161M buybacks, has the Healthcare deal pipeline dried up post-Cantel integration?

Refreshed when STE files a new report · last from 2025-05-29