Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
2.23Last Year’s EPS
2.35Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
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
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).
CMXHF 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
CMXHF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $123.93 | $118.10 | -4.70% |
Aug 18, 2025 | $174.55 | $136.49 | -21.81% |
Feb 11, 2025 | $155.74 | $150.27 | -3.51% |
Aug 12, 2024 | $189.18 | $189.13 | -0.03% |
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 (CMXHF) report earnings?
CSL (CMXHF) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is CSL (CMXHF) earnings time?
CSL (CMXHF) 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 CMXHF EPS forecast?
CMXHF EPS forecast for the fiscal quarter 2026 (Q4) is 2.23.