SHC
Sotera Health Company16.70
-0.10-0.6%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A flags Q1 softness, X-ray details
Q&A revealed Q1 softness across Sterigenics and Nelson Labs from seasonality, shutdowns, and weather, yet full-year guidance holds with mid-to-high single-digit Sterigenics growth. Management disclosed the new X-ray facility opens H2 2026 below 40% utilization and 20% IRR targets for strategic modality expansion, baking in minor margin dilution. Outsourcing stays muted amid NESHAP's two-year extension; Sterigenics commercial volumes shrink amid choppiness. XBU customers grew 9%, pilots faster. No capex shifts. Confident execution tone; watch Sterigenics volumes.
Key Stats
Market Cap
4.74BP/E (TTM)
83.50Basic EPS (TTM)
0.20Dividend Yield
0%Recent Filings
8-K
Selling stockholders dump 25M shares
8-K
Strong 2025 results, leadership shift
Sotera Health posted 2025 net revenues up 5.7% to $1.164 billion and Adjusted EBITDA up 8.2% to $594 million, capping 20 straight years of growth. General Counsel Alex Dimitrief retires March 31, 2026, succeeded by Erika Ostrowski April 1 while advising on EO litigation for up to 12 months at $22,500 monthly. Smooth transition. Guides 2026 revenues 5.0-6.5% and Adjusted EBITDA 5.5-7.0% growth on constant currency.
10-K
FY2025 results
Sotera Health delivered FY2025 net revenues of $1.16B, up 5.7% y/y, with Sterigenics driving 8.3% growth from pricing and volume while Nelson Labs dipped 3.9% on advisory weakness but core testing accelerated. Q4 momentum shone through capacity expansions and Co-60 investments, lifting Adjusted EBITDA 8.2% to $594M despite $65M in Illinois EO settlements. Debt refinanced at lower rates to 7.29% weighted average, bolstering liquidity with $347M cash and $592M revolver availability. No 2026 guidance disclosed. EO litigation lingers.
8-K
Board adds Timken ex-CEO
Sotera Health expanded its board from 11 to 12 directors, appointing Richard G. Kyle as a Class III director effective February 4, 2026. The ex-Timken CEO, who drove that firm's financial turnaround and diversification, joins the Leadership Development and Compensation and Nominating and Corporate Governance Committees. Kyle is independent. No related-party ties disclosed.
8-K
2025 revenue tops $1.16B
Sotera Health reported preliminary 2025 revenue expected to surpass $1.16 billion, up at least 5.5% year over year, or 5.0% constant-currency, within prior guidance. This extends over two decades of annual growth, showcasing business model durability. Full results due February 24, 2026. Results preliminary, pending audit.
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