All companies
Smiths Group plc logo

What smart money is saying about Smiths Group plcUnited Kingdom flag

SMIN.L · Industrials · Industrial - Machinery

4 funds in our archive have pitched Smiths Group plc — most recently Artisan Non-U.S. Small-Mid Growth Strategy in March 2026.

Company profile

Smiths Group plc operates as a technology company serving the medical technology, security and defense, general industrial, energy, and space and aerospace markets worldwide. It operates through John Crane, Smiths Detection, Flex-Tek, Smiths Interconnect, and Smiths Medical divisions. The John Crane division offers mechanical seals, seal support systems, hydrodynamic bearings, packing materials, power transmission couplings, and specialized filtration systems. The Smiths Detection division provides sensors and systems that detect and identify explosives, narcotics, weapons, chemical agents, biohazards, and contraband. The Flex-Tek division offers engineered components that heat and move fluids and gases for the aerospace, medical, industrial, construction, and domestic appliance markets. The Smiths Interconnect division provides specialized electronic and radio frequency board-level and waveguide devices, connectors, cables, test sockets, and sub-systems for applications in the security and defense, medical, general industrial, and space and aerospace markets. The Smiths Medical division offers infusion systems, vascular access, patient airway, and temperature management equipment products; and specialised devices in areas of diagnostic and emergency patient transport. The company was formerly known as Smiths Industries and changed its name to Smiths Group plc in 2000. Smiths Group plc was founded in 1851 and is headquartered in London, the United Kingdom.

Fund coverage · 4 theses

  • Artisan Non-U.S. Small-Mid Growth Strategy
    March 2026

    Smiths Group is positioned to benefit from rising energy infrastructure needs with high returns on capital, pricing power, and methane-leak-preventing seal technologies.

    Read the full thesis
  • Fiduciary Management
    December 2025

    Smiths Group is streamlining into higher-growth industrial technology businesses with improved margins, strong balance sheet, and undervalued shares relative to fundamentals and break-up value.

    Read the full thesis
  • Upslope Capital
    June 2025

    Smiths Group is a UK-based industrial conglomerate undergoing a strategic transformation to focus on its profitable core businesses while simplifying its portfolio, supported by strong capital returns and a robust balance sheet.

    Read the full thesis
  • Tamim Fund Global High Conviction
    March 2025

    Smiths Group plc is a resilient UK industrial technology conglomerate poised for growth due to its strong positions in defense and infrastructure, consistent earnings performance, and undervaluation relative to its potential.

    Read the full thesis

Read every full thesis on Smiths Group plc

Unlock all 4 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans