For the fiscal year ending June 30, 2026, analysts expect CSL Limited to report full-year revenue of $16.32 billion and EPS of $6.65, with the current stock price of $101.85 trading at a discount to the $118.40 average analyst target.
Investors are primarily focused on the recovery of gross margins within the CSL Behring plasma division as collection costs normalize post-pandemic. Management's ability to drive efficiency in plasma centers and the continued uptake of the CSL Vifor portfolio remain critical to bottom-line growth. Market participants are also awaiting updates on the R&D pipeline, specifically the commercial progress of the gene therapy Hemgenix and the anticipated launch of garadacimab.