CSL (AU:CSL)

ASX:CSL

CSL

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CSL (CSL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 18, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

4.05

Last Year’s EPS

3.37

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 10, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presents a balanced picture: operational strengths (strong cash generation, share buyback expansion, cost-savings progress, solid Vifor performance, successful new product launches and Seqirus commercial gains) are offset by meaningful near-term pressures (H1 revenue decline, major non-cash impairments and one-off restructuring costs, policy-driven weakness in albumin and Ig headwinds, iron generics and KCENTRA competitive pricing). Management emphasizes these impairments are largely non‑cash, that the transformation is delivering tangible savings, and they have maintained full-year guidance while laying out remediation steps for weaker areas. The tone is cautiously constructive but with material near-term risks that require execution in H2 to validate the outlook.

Company Guidance

CSL maintained full‑year guidance while setting out the metrics behind its H2 ambition: H1 group revenue was $8.3bn (‑4% cc), gross profit $4.6bn (‑3%), group operating result $3.8bn (‑4%), NPATA before restructuring and impairments $1.9bn (‑7%) and reported NPAT fell 81% after ~ $1.05bn of H1 impairments (FY26 after‑tax impairments ~ $1.1bn with an additional ~ $70m post‑tax Velphoro charge expected in H2); cash flow from operations was $1.3bn and the interim dividend was held at US$1.30. Management expects double‑digit H2 growth in Ig (PRIVIGEN/HIZENTRA), a stronger H2 for albumin in China (but a modest FY26 albumin decline with recovery in FY27), Seqirus to normalize (H1 revenue ‑2%) and continued momentum from new launches; R&D was $600m in H1 (‑8%) and is expected to be similar in H2, G&A was down 2% and is expected broadly flat, and net interest expense fell 11%. Transformation targets remain: $100m FY26 cost savings (60% achieved at H1) on the path to up to $550m annual savings by FY28 funded alongside one‑off restructuring costs of $700–770m; capital management includes a buyback expansion to US$750m (from US$500m) after ~US$400m repurchased in H1 and reported net leverage of 2x, with an underlying tax rate ~21% (guidance 18–20% for the full year).

Strong cash generation and capital returns

Operating cash flow of $1.3 billion in H1; interim dividend unchanged at USD 1.30; share buyback expanded from $500 million to $750 million and ~USD 400 million of shares repurchased in H1; leverage ~2x at Dec 2025.

Transformation program progress and cost savings

Transformation program targeting up to $550 million annual savings by FY28; FY26 target of $100 million with 60% achieved in H1 (≈$60 million); R&D down 8% to $600 million and G&A down 2% reflecting restructuring and efficiency actions.

Vifor strong performance

CSL Vifor revenue up 12% (constant currency) and operating result up 22%, driven by nephrology growth (Velphoro, Mircera, Tavneos, FILSPARI).

New product momentum in Behring

HEMGENIX sales grew 16% year-on-year; ANDEMBRY launch strong with more than 1,000 HAE patients on therapy within a year of launch, positioning it to become a leading HAE prophylaxis medicine.

Seqirus differentiated commercial execution

Seqirus continued to grow market share with differentiated cell-based (FLUCELVAX) and adjuvanted (FLUAD) vaccines despite a challenging seasonal market; revenue decline limited to 2% in a weaker global influenza market.

Operational margin and unit-cost improvements

Behring gross margin improved ~10 basis points in H1 due to efficiency gains in plasma collection/manufacturing and higher share of premium products; net interest expense down 11% as balance sheet delevered.

Pipeline and partnerships

Progress on portfolio: VarmX coagulation candidate entering Phase III in H2; early-stage research collaboration with Memo Therapeutics (recombinant polyclonal Ig) and other R&D prioritization despite R&D restructuring.

Guidance maintained

Company maintained FY26 guidance and expects an ambitious second half driven by Ig, albumin recovery in China and momentum from launched products (HEMGENIX, ANDEMBRY).

CSL (AU:CSL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AU:CSL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2026	2026 (Q4)	4.05 / -	3.366	―	―	―
Feb 10, 2026	2026 (Q2)	5.93 / 5.77	6.145	-6.06% (-0.37)
Aug 18, 2025	2025 (Q4)	3.75 / 3.37	2.621	28.42% (+0.74)
Feb 11, 2025	2025 (Q2)	6.32 / 6.15	5.988	2.63% (+0.16)
Aug 12, 2024	2024 (Q4)	2.58 / 2.62	2.345	11.79% (+0.28)
Feb 12, 2024	2024 (Q2)	5.83 / 5.99	5.4	10.88% (+0.59)
Aug 14, 2023	2023 (Q4)	2.40 / 2.34	1.475	58.93% (+0.87)
Feb 13, 2023	2023 (Q2)	5.01 / 5.40	5.385	0.29% (+0.02)
Aug 16, 2022	2022 (Q4)	1.57 / 1.48	1.862	-20.77% (-0.39)	―	―
Feb 16, 2022	2022 (Q2)	4.87 / 5.38	5.701	-5.55% (-0.32)	―	―

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

AU:CSL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 10, 2026	AU$169.20	AU$161.35	-4.64%
Aug 18, 2025	AU$265.82	AU$220.93	-16.89%
Feb 11, 2025	AU$249.74	AU$249.08	-0.26%
Aug 12, 2024	AU$298.10	AU$284.45	-4.58%

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 (AU:CSL) report earnings?

CSL (AU:CSL) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).

What is CSL (AU:CSL) earnings time?

CSL (AU:CSL) 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 the P/E ratio of CSL stock?

The P/E ratio of CSL is N/A.

What is AU:CSL EPS forecast?

AU:CSL EPS forecast for the fiscal quarter 2026 (Q4) is 4.05.