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Edge12 Dec 2025
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Sotera Health Company
Sotera Health Company (SHC) investor relations material
Sotera Health Company 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Company Overview and Business Model
Operates three integrated businesses: Sterigenics (sterilization services), Nordion (Cobalt-60 supply), and Nelson Labs (testing and advisory services), serving over 5,000 customers in 50+ countries with 62 facilities globally.
Maintains strong, long-term relationships with top MedTech and pharma companies, with over 70% of revenue from multi-year contracts and a focus on regulated markets.
Sterigenics is the largest segment, contributing two-thirds of revenue and achieving 50+% EBITDA margins.
Nordion supplies Cobalt-60 globally, with 60% EBITDA margins and strategic partnerships for long-term supply security.
Cross-business unit initiatives and embedded labs drive customer satisfaction, operational synergies, and enhanced revenue growth.
Financial Performance and Outlook
Achieved revenue surpassing $1.16 billion in 2025, with a minimum 5% growth and a CAGR of 7% since going public in 2020.
Adjusted EBITDA growth reached 10.4% through Q3 2025, exceeding the 5%-8% target, with margin improvement of 195 basis points.
Free cash flow on track for $500-$600 million cumulative from 2025-2027, with $147 million generated through Q3 2025.
Net leverage improved to 3.3x, with a target of 2-3x, $90 million in debt paid down, and debt maturity extended to 2031.
Achieved consistent revenue growth for over 20 years, with a 9% CAGR since 2005, and 8% CAGR in free cash flow from FY 2020 to TTM 2025.
Strategic Priorities and Growth Drivers
Four key priorities: customer service excellence, winning in growth markets, operational excellence for free cash flow, and disciplined capital deployment.
Targeting 5%-7% organic revenue growth CAGR and 5%-8% adjusted EBITDA growth CAGR for 2025–2027, with at least 50–150bps margin improvement.
Focused on segmenting MedTech and pharma markets to target higher-growth areas, especially within Sterigenics.
CapEx elevated for facility enhancements, greenfield expansions, and Cobalt-60 development, with expectations for increased free cash flow as CapEx normalizes.
Positioned as a global leader in a large, growing addressable market, with a comprehensive facility network and accelerating free cash flow.
NESHAP extension impact on market share shifts?
Timeline for CapEx reduction and FCF acceleration?
Nelson Labs advisory services: growth drivers for 2026?
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Next Sotera Health Company earnings date
Q4 202527 Feb, 2026
Sotera Health Company
Next Sotera Health Company earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Sotera Health Company provides mission-critical services to ensure the safety of healthcare products. The company operates through three business segments: sterilization services, analytical lab testing, and advisory services. Sotera Health serves a wide range of industries, including medical device, pharmaceutical, and food safety, offering solutions such as gamma, ethylene oxide, and electron beam sterilization. The company is headquartered in Broadview Heights, Ohio, and its shares are listed on the NASDAQ.
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