FPH - Fisher Paykel Healthcare Corp

[Left Field]

Fabulous result! Well done holders.

https://www.nzx.com/announcements/473285

Total operating revenue was $2.31 billion, an increase of 14% from the prior financial year, or 12% in constant currency. Net profit after tax for the financial year was $468.5 million, a 24% increase over the 2025 financial year, or 28% in constant currency.

Overview of key results for the 2026 financial year
• 14% growth in operating revenue to $2.31 billion, 12% growth in constant currency.
• 24% growth in net profit after tax to $468.5 million, 28% growth in constant currency.
• 18% growth in Hospital operating revenue to $1.51 billion, 15% growth in constant currency.
• 18% revenue growth for new applications consumables, 16% growth in constant currency.
• 16% revenue growth for hospital consumables, 14% growth in constant currency.
• 8% growth in Homecare operating revenue to $802.7 million, 7% growth in constant currency.
• 7% growth in OSA masks revenue, or 5% growth in constant currency.
• Investment in R&D was 10% of revenue, or $235.5 million.
• 38% increase in final dividend to 33.0 cps (2025: 24.0 cps).
• 22% increase in total dividend for the financial year to 52.0 cps (2025: 42.5 c

[LoungeLizard]

Nothing wrong with that result! All key indicators moving in the right direction. IFT, FPH, RYM all doing well - might bode well for funds like KFL maybe?

[Left Field]

Nice to see FHP's SP climbing on the back of their strong results.... heading north of $37.00 today.

I've always considered my FHP holding (and IFT) as the 'bond equivalents' in my NZX portfolio...(safe, boring etc)

Much better  than using BRM & KFL as default 'bond' investments IMHO.

(Topped up a few more yesterday, MY DCA circa $25 so 'well positioned'.)

[Red Baron]

Nice to see FHP's SP climbing on the back of their strong results.... heading north of $37.00 today.

I've always considered my FHP holding (and IFT) as the 'bond equivalents' in my NZX portfolio...(safe, boring etc)

Now I know vhy zhey call you 'Left Field'.  F&P Healthcare has varied een price between $20 and $40 over ze last vive years.  Infratil between $6 and $16, zo both very volatile.   Dividend yields vor both are veery low.  Zhese zhares are een ze very highest risk category.  Ze exact opposite of bonds which tend to be var more capital ztable and geeve you a good predeectible eencome!

RB

[Left Field]

Now I know vhy zhey call you 'Left Field'.  F&P Healthcare has varied een price between $20 and $40 over ze last vive years.  Infratil between $6 and $16, zo both very volatile.   Dividend yields vor both are veery low.  Zhese zhares are een ze very highest risk category.  Ze exact opposite of bonds which tend to be var more capital ztable and geeve you a good predeectible eencome!

RB

Crikey! Incoming flak from the Red Barron. lol. (Don't mention the War.)

Perhaps if the Red Barron had purchased FPH at prices in the $20 range and IFT in the $8.00 range and  compared that to today's SP he might have a different viewpoint to capital gains  and  'flying a rising uplift"

Boring, predictable and safe with two of NZ's best companies..... just like buying  "bond equivalents"

Anyway JMHO - each to their own........ you fly your way.... I'll fly mine. ;-)

[moose]

Nothing wrong with that result! All key indicators moving in the right direction. IFT, FPH, RYM all doing well - might bode well for funds like KFL maybe?

Looks like KFL nta around 1.268 at cob yesterday - so up around 5% since last wednesday. Share price only moved about 1/3rd of that though