Sotera Health Company (SHC) Earnings Call Transcripts

Sotera Health Company's Latest Earnings Call - Q1 FY2026

Sotera Health Company reported a strong start to fiscal year 2026 with Q1 revenue increasing by 10% to $280 million, or 6.5% on a constant currency basis, compared to Q1 2025. Adjusted EBITDA grew by 10.5% to $135 million, with margins expanding over 20 basis points. The company reaffirmed its full-year 2026 guidance, expecting total revenue to range between $1.23 billion and $1.25 billion, and adjusted EBITDA to range from $632 million to $641 million. The reaffirmation of guidance and strong Q1 results could positively influence the stock.

Reported metrics

Guidance from management

Sotera Health reaffirmed its 2026 guidance, expecting total revenue between $1.23 billion and $1.25 billion, and adjusted EBITDA between $632 million and $641 million, representing 5% to 6.5% constant currency growth.

What management said

Yes. Thanks, Tom. That's a priority for us as an organization. When we examine our activity across business units and our strategic selling efforts, key segments are where we're concentrating. During the quarter, Sterigenics delivered 1.6% growth in volume and mix. And then keep in mind, weather also had an effect on us. So we're pleased. The first quarter got off to a slow start because of the weather, which we more...

Yes. Thank you, Max. The key point, which I referenced earlier in my script, is that Q2 of the prior year represented our strongest quarter for growth; therefore, it truly comes down to a comparison matter rather than anything else.

What analysts pressed on

Analysts expressed concerns about the impact of weather on Sterigenics volumes and sought clarity on capacity utilization and the potential effects of regulatory changes on ethylene oxide emissions. There were also questions about the sustainability of pricing and margin improvements.

Main topics on the call

• Revenue Growth — Revenue increased by 10% to $280 million, or 6.5% on a constant currency basis. Sterigenics delivered 6.1% constant currency revenue growth, while Nordion achieved 25.8% growth.
• Adjusted EBITDA Growth — Adjusted EBITDA grew 10.5% to $135 million, with a 6.9% increase on a constant currency basis. Margins expanded by over 20 basis points.
• Legal Developments — The Georgia State Court dismissed the remaining 5 bellwether cases related to personal injury claims, which management believes underscores the lack of reliable scientific support for remaining claims.
• Leadership Transition — Michael Petras announced his transition to Executive Chair, with Alton Shader appointed as the new CEO effective May 26, 2026.

Read the full Sotera Health Company transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 36 Sotera Health Company earnings call transcripts on record, spanning February 26, 2020 to November 3, 2026. Based on this history, Sotera Health Company reports quarterly. The most recent call on file is dated November 3, 2026. The full list is below — each row opens the transcript.

Ticker

SHC

Exchange

NASDAQ

Country

US

Sector

Health Care

Industry

Life Sciences Tools and Services

Calls on record

36

First call

February 26, 2020

Most recent

November 3, 2026

Reporting cadence

quarterly