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Fisher & Paykel Healthcare (ASX:FPH), the respiratory care device maker, has continued to impress fund managers with consistent execution. In June 2026, Pendal Group said the FY26 result was well received, with guidance pitched at the upper end of consensus. Selector reported revenue up 14% to NZ$2.3 billion and gross margin improvement despite US tariffs, and Hyperion noted strong revenue and earnings with the hospital segment performing well. First Sentier described it as an amazing healthcare business, while Mint had worried growth expectations were too high before results beat. Fisher & Paykel Healthcare operates in the Healthcare sector within the Healthcare Equipment and Supplies industry, and Thesis Tracker has captured 27 comments from 13 fund managers, including Pendal, Selector, Hyperion, First Sentier and Mint. Founded in 1969 and based in Auckland, Fisher & Paykel Healthcare designs and manufactures respiratory humidifiers, high-flow therapy systems and sleep apnoea masks for hospitals and home care worldwide.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Centennial Asset Management, Oracle Advisory Group, ELM Responsible Investments, Selector Funds Management, Flagship Investments, Hyperion Asset Management, Ten Cap, Paradice Investment Management, Firetrail Investments, TMS Capital, Mint Asset Management, Pendal Group and First Sentier Investors have invested in Fisher & Paykel Healthcare Corporatn Ltd (ASX:FPH).
Managers highlight 14% revenue growth, gross margin expansion despite tariffs, strong hospital segment growth from high-flow therapy and upbeat guidance, according to Selector, Hyperion and Pendal.
Mint notes concern that growth expectations had become too high after a strong run, and Selector observed US tariffs reduced gross margin by around 90 basis points.
Fisher & Paykel Healthcare Corp. Ltd., founded in 1969 and based in Auckland, New Zealand, designs, manufactures, and markets medical devices. The company specializes in products for acute and chronic respiratory care, surgery, and obstructive sleep apnea treatment. Operations are structured into four geographical segments: North America, Europe, Asia Pacific, and a segment covering New Zealand, Latin America, Africa, and the Middle East. The firm serves global healthcare markets with specialized systems for respiratory and surgical applications.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.