종합 밸류에이션 구간 · 보수적 $160–$185 / 적정 $190–$230 / 낙관적 $240–$285. $218.4 기준, 적정 내재가치 구간 내.
보고서 발행 시 $215.4(2026년 5월 29일)
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
STERIS plc provides infection prevention products and services in the United States, Ireland, and internationally. It operates through three segments: Healthcare, Applied Sterilization Technologies, and Life Sciences. The company offers cleaning chemistries and sterility assurance products, automated endoscope reprocessing system and tracking products, endoscopy accessories, instruments, washers, and sterilizers and other pieces of capital equipment, as well as equipment used directly in the procedure rooms, including surgical tables, lights, equipment management services, and connectivity solutions; and various preventive maintenance programs, repair services, custom process improvement consulting, and outsourced instrument sterile processing, as well as instrument, devices, and endoscope repair and maintenance services. It also provides process controls and monitoring systems, as well as integrated sterilization equipment, such as accelerators, product handling, and automation; and sterilization modalities, product development, materials testing, and process validation, as well as support services for sterilization equipment and control systems comprising installation, preventive maintenance, updates, repairs, and troubleshooting. In addition, the company offers pharmaceutical detergents, cleanroom disinfectants and sterilants, pharmaceutical grade and research sterilizers and washers, sterility assurance and maintenance products, vaporized hydrogen peroxide room decontamination systems and sterilizers, and high purity water and pure steam generators; and preventive maintenance programs and repair services to support the operation of capital equipment. It serves healthcare providers, medical device and pharmaceutical manufacturers, biopharmaceutical manufacturing facilities, and hospitals. The company was formerly known as New STERIS Limited and changed its name to STERIS plc in November 2015. STERIS plc was founded in 1985 and is headquartered in Mentor, Ohio.
연혁
STERIS plc was founded in 1985 and is headquartered in Mentor, Ohio, with operations in the United States, Ireland, and internationally. The company was formerly known as New STERIS Limited and changed its name to STERIS plc in November 2015. It completed its IPO on 1992-06-01 and employed approximately 17,937 people. The company has grown through acquisitions and portfolio reshaping into a multi-segment infection-prevention and sterilization business; among its portfolio actions, it divested its Dental business, using the sale proceeds together with operating cash flow to repay debt (including a $638.1 million term-loan repayment in FY2025). Today STERIS operates through three continuing segments — Healthcare, Applied Sterilization Technologies (AST), and Life Sciences — and reached FY2026 revenue of about $5.936 billion, split roughly $4.209 billion in Healthcare (about 71%), $1.139 billion in AST (about 19%), and $0.589 billion in Life Sciences (about 10%).
업계 내 위치
STERIS is a leader in infection-prevention and sterilization infrastructure for healthcare and life-sciences markets. Its Healthcare segment serves hospitals, surgery centers, and endoscopy centers with infection-prevention consumables, cleaning/sterilization equipment, maintenance, instrument and endoscope repair, and outsourced reprocessing; AST provides third-party (contract) sterilization and lab testing for medical-device and pharmaceutical manufacturers and sells integrated sterilization equipment; and Life Sciences supplies consumables, equipment, and services for sterile pharmaceutical and bioprocessing customers. Its position rests on scale, validation and compliance capability, installed equipment base, service networks, and customer switching costs rather than on consumer branding or network effects — AST alone runs more than 60 contract-sterilization and laboratory facilities worldwide, and sterilization validation, process changeovers, training, and audit/compliance chains make it costly for customers to switch suppliers. A high share of revenue is recurring: services and consumables account for roughly 78% of revenue versus about 22% from capital equipment. Demand carries regulatory rigidity — the CDC requires sterilization of "critical items" contacting sterile tissue or the vascular system, and the FDA notes that about 50% of sterile medical devices requiring sterilization in the U.S. rely on ethylene oxide (EO). Customer concentration is low, with no single customer contributing more than 10% of revenue in FY2025. In Healthcare, competitors include 3M, Baxter, Boston Scientific, Belimed, Ecolab, Fortive, Getinge, Olympus, and Stryker; in AST, STERIS competes directly with contract sterilizers such as Sterigenics (Sotera Health) as well as customers' in-house sterilization capacity.
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