Ansell (ANSLF)
OTHER OTC:ANSLF
Earnings Data
Report Date
Aug 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.76Last Year’s EPS
0.7Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial story: margins expanded materially (GPADE +220bps, EBIT margin +180bps to 14.3%), adjusted EPS and EBIT grew strongly and cash conversion was robust (112%). Management reported being on track to fully offset an $80M annualized U.S. tariff impact through pricing and mitigation, delivered KBU integration synergies and maintained FY26 EPS guidance of $1.37–$1.49 despite FX headwinds. Key challenges remain—tariff-driven market disruption in some regions (notably Mexico), volume declines in lower‑margin exam/commodity products, FX pressures and one-off integration/digital transformation costs—but these were positioned as manageable versus the company’s margin and cash strength.Company Guidance
Adjusted Sales Growth (after one-off removal)
Reported organic constant currency sales declined 0.6% in H1, but after removing $27M of prior-period one-off sales the company delivered adjusted organic sales growth of ~2.1% year-over-year.
Strong Earnings and Margin Expansion
Adjusted EPS for H1 was $0.663 (management described ~20% adjusted EPS growth year-over-year). GPADE margin improved by 220 basis points versus H1 FY25 and EBIT margin increased 180 basis points to 14.3%.
Robust EBIT Performance
Organic constant currency EBIT grew 15.4% versus the prior-year first half, reflecting operational leverage, procurement savings and margin recovery.
Tariff Mitigation Progress
Ansell estimates an annualized incremental U.S. tariff cost of $80M but reported price increases are in market (phased waves completed by end of CY2025) and management says they are on track to offset tariffs in full via pricing and mitigation measures; net effect was only moderately dilutive to GPADE margin.
KBU Acquisition Integration and Synergies
Kimberly‑Clark (KBU) acquisition has been integrated rapidly and delivered synergies (~$6M of KBU cost synergies in the half), contributing to margin improvement and expanded product/service offerings.
Strong Cash Generation and Balance Sheet
Normalized cash conversion was 112%; net CapEx was $28M (including new surgical lines in India); the company purchased $47M of shares under buyback; net debt/EBITDA was ~1.5x, and working capital improved (working capital ~ $23M lower vs June 2025).
Product Innovation and Commercial Momentum
Multiple new product launches and innovations highlighted (e.g., HyFlex AEROFIT, extended Light Duty impact range, 93-800 nitrile glove offering protection vs acetone, PPFAS‑free bioprotection suit meeting NFPA standards) supporting growth in industrial and scientific segments.
Scientific/Cleanroom & Manufacturing Expansion
Cleanroom/scientific offerings showing solid underlying growth (high single-digit potential for scientific) and India surgical manufacturing facility is now in commercial production, supporting future supply and cost dynamics.
Sustainability & Circularity Progress
Sustainability measures delivered: reduced emissions and water withdrawals, maintained zero waste to landfill, reduced internal injury rate, broader supplier management and a ~30% increase in tonnes recycled via the RightCycle program while lowering recycling costs.
Guidance Maintained Despite Headwinds
Management maintained FY26 adjusted EPS guidance of $1.37–$1.49 while absorbing FX and tariff noise, indicating confidence in operational performance and the continued buyback program.
ANSLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ANSLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 19, 2024 | $18.13 | $19.08 | +5.24% |
Feb 19, 2024 | $14.93 | $14.64 | -2.00% |
Feb 13, 2023 | $17.99 | $16.43 | -8.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ansell (ANSLF) report earnings?
Ansell (ANSLF) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
What is Ansell (ANSLF) earnings time?
Ansell (ANSLF) earnings time is at Aug 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ANSLF EPS forecast?
ANSLF EPS forecast for the fiscal quarter 2026 (Q4) is 0.76.