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CSL Limited (CSLLY)
OTHER OTC:CSLLY
Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
1.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid cash generation, strong specialty product launches (HEMGENIX, ANDEMBRY), Seqirus market-share gains and meaningful progress on a large transformation program were balanced against meaningful near-term headwinds — including revenue declines, large noncash impairments (~$1.1bn), product and market-specific pressures (Ig Medicare Part D impact, albumin policy impact in China, iron generics, and impending reimbursement changes for Velphoro). Management maintained guidance, expanded capital returns, and outlined concrete remediation actions, but several challenges will weigh on reported earnings in the near term.Company Guidance
Strong cash generation and capital returns
Operating cash flow of $1.3 billion in H1; leverage reduced to ~2x; expanded share buyback program from $500 million to $750 million after repurchasing ~USD 400 million in the half; interim dividend maintained at USD 1.30.
Underlying profitability (before one-offs)
NPATA before restructuring and impairments was $1.9 billion, down 7% on a constant currency basis, showing resilient underlying earnings excluding significant noncash items.
Seqirus: market share growth and differentiation
Seqirus revenue down only 2% despite a tough seasonal market; continued year-on-year revenue growth in differentiated cell-based (FLUCELVAX) and adjuvanted (FLUAD) vaccines and opening of the Tullamarine cell-based facility to expand differentiated vaccine and pandemic capabilities.
Vifor / Nephrology outperformance
CSL Vifor revenue up 12% (constant currency) and operating result up 22%, driven by strong nephrology demand (Velphoro, Mircera, Tavneos, FILSPARI) and inclusion of Velphoro in the U.S. TDAPA scheme.
Successful launches & specialty product growth
HEMGENIX sales grew 16% backed by positive 5-year NEJM data; ANDEMBRY launch strong with >1,000 hereditary angioedema (HAE) patients on therapy within a year, positioning it to become a leading HAE prophylaxis medicine.
Progress on transformation and cost reduction
Transformation program progressing: targeted FY'26 cost savings $100 million with 60% achieved by H1; R&D expense down 8% to $600 million; G&A down 2%; targeting up to $550 million annual savings by FY'28 and simplifying organization to drive P&L leverage.
Operational efficiencies and margin discipline
Group gross profit $4.6 billion (down 3%) and group operating result $3.8 billion (down 4%); Behring gross margin improved ~10 basis points reflecting collection/manufacturing efficiencies and product mix benefits.
Maintained full-year guidance
Management maintained FY'26 guidance and articulated a clear second-half plan (double-digit second-half Ig growth anticipated, albumin stabilization in China, continued momentum from HEMGENIX/ANDEMBRY).
CSLLY 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
CSLLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $60.73 | $58.09 | -4.34% |
Aug 18, 2025 | $87.04 | $72.09 | -17.18% |
Feb 11, 2025 | $79.31 | $78.93 | -0.49% |
Aug 12, 2024 | $99.42 | $94.98 | -4.47% |
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 CSL Limited (CSLLY) report earnings?
CSL Limited (CSLLY) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is CSL Limited (CSLLY) earnings time?
CSL Limited (CSLLY) earnings time is at Aug 18, 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 CSLLY EPS forecast?
Currently, no data Available