F&P Healthcare - Tariffs—It's (Probably) Not Too Bad
Mexico accounts for ~45% of FPH's production, so this poses a material profitability risk in the near term (~-15%–20% FY26 NPAT hit with no...
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F&P Healthcare - Checking the Wards
We think the US respiratory data for the season to date is suggestive of F&P Healthcare (FPH) reaching around the top-end of its guidance range.
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F&P Healthcare - 1H25 Result — Flowing High
We walk away from F&P Healthcare's (FPH) 1H25 result with slightly higher confidence in the near-term earnings outlook, reflecting: (1) the gross...
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F&P Healthcare - 1H25 Preview — Breathing Easy
FPH recently provided 1H25 guidance (23 August), and since then respiratory patient volumes have moderated and there has been slight adverse...
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F&P Healthcare - Masks Matter Most
We think F&P Healthcare's (FPH) momentum in its Obstructive Sleep Apnoea (OSA) masks will continue, driving mid-teens Homecare revenue growth over...
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