Q4 2025 Sotera Health Co Earnings Call Transcript
Key Points
- Sotera Health Co (SHC) achieved 20 consecutive years of revenue growth, with a 5.7% increase in 2025.
- Adjusted EBITDA increased by 8.2% in 2025, with margins expanding to 51%.
- Customer satisfaction exceeded 80%, highlighting strong service commitment.
- Sterigenics and Nordion segments delivered strong revenue growth of approximately 8% and 9% respectively on a constant currency basis.
- The company reduced borrowing costs by 75 basis points and paid down $86 million of debt, resulting in $13 million of annual interest savings.
- Nordion's revenue decreased by 12.3% in Q4 2025 due to unfavorable timing of Cobalt-60 harvest schedules.
- Nelson Labs experienced lower expert advisory services revenue, impacting overall growth.
- The commercial segment within Sterigenics faced challenges with choppy market conditions.
- The company anticipates a slower start to 2026 for Sterigenics due to shutdowns and weather impacts.
- The x-ray facility is expected to have a ramp period with limited impact in 2026, potentially affecting margins.
Good morning, and welcome to the Sotera Health fourth quarter and full year 2025 conference call. (Operator Instructions). Please note this event is being recorded. I would now like to turn the conference over to Vice President of Investor Relations, Jason Peterson. Jason, please go ahead.
Good morning, and thank you. Welcome to Sotera Health's fourth quarter and full year 2025 earnings call. Today's press release and supplemental slides are available on the Investors section of our website at soterahealth.com.
This webcast is being recorded, and a replay will also be available on the Investors section of the Sotera Health website shortly after the call. Joining me today are Chairman and Chief Executive Officer, Michael Petras; and Chief Financial Officer, John Lyons.
During the call today, some of our comments may be considered forward-looking statements. The matters addressed in these statements are subject to risks and uncertainties that could cause actual results to
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