29/05/2025 09:30

Fisher & Paykel (FPH) $32.49

FPH dropped 4.8% on Wednesday, an interesting move for a stock in our Hitlist. The company’s FY25 revenue and profit beat estimates but their FY26 guidance fell a touch short of estimates - a recent story of late with boards remaining cautious as they wait to see the global economic impact from tariffs.

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06/03/2025 09:24

Fisher & Paykel Corp (FPH) $31.25

We discussed FPH in detail through February, believing the stock has priced in a worst-case Trump scenario after correcting over 16%.

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27/02/2025 09:19

Fisher & Paykel (FPH) $31.47

FPH is one ASX company that Trump's tariffs have hit due to its exposure to Mexico, but with much of the risk already priced in the FPH share price following the ~15% correction, we can see surprises now on the upside.

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04/02/2025 09:45

Fisher & Paykel Corp (FPH) $31.80

We touched on FPH in yesterdays Match Out Report, the drop yesterday of 7.4% was logical considering the companies exposure to Mexico but three things are sitting positively with us this morning:

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03/02/2025 17:15

Fisher and Paykel (FPH) $31.80

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10/10/2024 09:05

Fisher & Paykel Healthcare (FPH) $32.89

Auckland-based FPH has strong earnings growth, with an impressive 3-year compounded annual growth (CAGR) of 29%. This growth is driven by double-digit revenue growth in Hospitals and Homecare, with margin expansion underpinning the stock's strong investment case. The company's superior earnings growth means FPH should maintain a significant valuation (P/E) premium to the region's large-cap healthcare peers. However, this is starting to look stretched as the stock pushes towards $35.

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22/08/2024 09:22

Fisher & Paykel Healthcare Corp (FPH) $29.43

We liked FPH’s report in May, with double-digit revenue growth and improving margins underpinning a strong resurgence in earnings – we covered the FPH result at the time, liking what we read. We can see FPH trading well above $30 into the new FY, and we like the stock back around $28.

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27/06/2024 09:55

Fisher & Paykel Healthcare Corp (FPH) $27.84

We liked FPH’s report in May, with double digit revenue growth and improving margins underpinning a strong resurgence in earnings  - we covered the details of the FPH report last Thursday.

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20/06/2024 09:43

Fisher & Paykel Healthcare Corp (FPH) $28.82

FPH’s report in May was well received by the market, as earnings growth really kicked up a notch driven by double-digit revenue growth in Hospitals and Homecare, along with solid expansion in margins.

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07/11/2023 09:14

Fisher & Paykel Corp Ltd (FPH) $20.77

Medical device company FPH swung around dramatically into and out of COVID. The stock is not cheap, trading at 52x for FY 2024, especially as it experiences slower gross margin recovery and lower Hospital consumable sales. The stock looks “ok” value trading ~$20, it's not compelling to us.

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