Core Insights - The U.S. Gynecological Chairs and Tables Market was valued at USD 194.8 Million in 2024 and is projected to reach USD 283.8 Million by 2030, with a CAGR of 6.50% [1][9]. Market Growth Drivers - The expansion of the U.S. gynecological chairs and tables industry is driven by the increasing adoption of minimally invasive surgical (MIS) techniques, which enhance procedural efficiency and patient comfort [2][4]. - The demand for laparoscopic procedures is significantly influenced by the prevalence of uterine fibroids, affecting approximately 26 million women in the U.S. aged 15 to 50 [3][4]. Market Segmentation - Gynecological chairs dominate the U.S. market share, while gynecological tables are expected to grow steadily, supported by high procedure volumes in OB/GYN facilities [8]. - The pelvic surgery segment holds a notable market share, while the urology surgery segment is projected to grow at the fastest CAGR of 8.1% due to rising urological procedures [8]. - The office-based surgery (OBS) segment significantly contributes to market revenue, with the Department of Veterans Affairs (VA) segment expected to experience the fastest growth rate [8]. Future Trends and Recommendations - Healthcare facilities are increasingly investing in advanced gynecological chairs and tables to improve procedural outcomes and patient safety as MIS becomes more prevalent [4]. - The report provides insights into market estimates and forecasts from 2018 to 2030, highlighting growth opportunities and trend analyses [5][9].

Core Insights - The performance of Steris' international operations is crucial for understanding its financial resilience and growth potential [1][2][3] - The company's total revenue for the quarter was $1.48 billion, reflecting a 4.3% increase year-over-year [4] International Revenue Analysis - Ireland contributed $38.21 million, or 2.58% of total revenue, exceeding the consensus estimate by 49.78% [5] - Other Foreign Revenues accounted for $363.71 million, or 24.57% of total revenue, falling short of expectations by 12.43% [6] Revenue Forecasts - Analysts project Steris will generate $1.36 billion in revenue for the ongoing fiscal quarter, a 6.1% increase year-over-year [7] - For the full year, total revenue is expected to reach $5.79 billion, a 6% rise from the previous year, with Ireland contributing 2.1% and Other Foreign Revenues 27.4% [8] Conclusion - The reliance on global markets presents both opportunities and challenges for Steris, making the analysis of international revenue trends essential for forecasting future performance [9][10]

Group 1 - The stock price of Steris plc (NYSE: STE) has increased by more than 11% since the upgrade to a Strong Buy rating in March 2025 [1] - The company is expected to benefit from potential market conditions influenced by political factors [1]

STERIS (STE) Q4 2025 Earnings Call May 15, 2025 09:00 AM ET Company Participants Julie Winter - Vice President of Investor Relations & Corporate CommunicationsMichael Tokich - Senior VP & CFODaniel Carestio - President, CEO & DirectorPatrick Wood - Managing DirectorMac Etoch - Senior Research Associate Conference Call Participants David Turkaly - Research AnalystMike Matson - Senior Equity Research AnalystMichael Polark - Senior Equity Research AnalystJason Bednar - Senior Research AnalystBrett Fishbin - Vi ...

Financial Data and Key Metrics Changes - Total reported revenue grew by 4%, while constant currency organic revenue increased by 6% driven by volume and a 20 basis points price increase [6][10] - Gross margin increased by 170 basis points to 44.3%, with positive pricing, favorable mix, and productivity outpacing labor inflation [6][7] - EBIT margin rose by 110 basis points to 24.8% of revenue compared to the previous year [7] - Net income from continuing operations was $270 million, and adjusted earnings per diluted share increased by 14% to $2.74 [7][10] - Free cash flow for fiscal 2025 reached a record $787 million, significantly above guidance due to working capital improvements [8] Business Line Data and Key Metrics Changes - Healthcare constant currency organic revenue grew by 6% for the year, driven by strong recurring revenue streams, while capital equipment revenue declined by 5% [10][11] - Capital equipment orders grew over 12% for the full year, indicating strong underlying demand [11] - AST constant currency organic revenue grew by 9% for the year, with services growing by 7% [12] - Life Sciences saw a 1% increase in constant currency organic revenue, with margins improving to 42.3% [13] Market Data and Key Metrics Changes - The diversified nature of the business allowed the company to deliver results in line with original outlook despite obstacles [10] - The company anticipates revenue growth of 6% to 7% for fiscal 2026 across all segments, with a minor note on AST reflecting high single-digit growth in services [14][15] Company Strategy and Development Direction - The company plans to leverage its strengths to mitigate tariff exposure, with an estimated $30 million impact from tariffs included in the fiscal 2026 outlook [17][18] - The company is well-positioned to deliver both top and bottom line growth in 2026, with no acquisition or divestiture impacts expected [14][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver growth, particularly in recurring revenues and capital equipment orders, despite previous uncertainties in the pharma sector [23][24] - The anticipated tariff impact is expected to be managed strategically, with a focus on mitigating exposure through supply chain adjustments [18][62] Other Important Information - Capital expenditures for fiscal 2025 totaled $370 million, while depreciation and amortization amounted to $476 million [8] - The effective tax rate is planned at approximately 23.5% for fiscal 2026 [18] Q&A Session Summary Question: Comfort in Life Sciences bouncing back to 6% to 7% range - Management noted strong performance in recurring revenues, particularly in consumables, and a rebound in capital equipment orders towards the end of the year [23] Question: Impact of tariffs on EPS - Management discussed various headwinds and tailwinds, including $20 million in restructuring cost savings and lower interest expenses offsetting higher tax rates and tariff impacts [25][26] Question: Cash flow guidance differences - The anticipated $40 million legal settlement for ETO negatively impacts cash flow, along with tariffs and reduced inventory improvements [30] Question: M&A opportunities - Management indicated capacity for M&A from both financial and intellectual perspectives, should the right opportunity arise [32] Question: Onshoring trends - Management suggested that while there are opportunities for onshoring, regulatory complexities may limit rapid shifts in production [36][37] Question: AST growth expectations - Management expressed confidence in accommodating industry growth without capacity constraints [73] Question: Tariff breakdown and mitigation - Management confirmed that the $30 million tariff impact is a net number, with half attributed to China and half to global tariffs, and emphasized ongoing mitigation efforts [58][62]

STERIS plc (STE) reported fourth-quarter fiscal 2025 adjusted earnings per share (EPS) of $2.74, up 13.7% from the year-ago quarter’s figure. The figure surpassed the Zacks Consensus Estimate by 5.8%.The adjustment excludes the impacts of certain non-recurring charges, such as the amortization of acquired intangible assets and acquisition and integration-related charges.The company’s GAAP EPS was $1.48, down 3.9% from the year-ago level of $1.54.  Full-year fiscal 2025 adjusted EPS was $9.22, up 12.4% from ...

Core Insights - Steris reported revenue of $1.48 billion for the quarter ended March 2025, reflecting a year-over-year increase of 4.3% and an EPS of $2.74, up from $2.41 in the same quarter last year [1] - The reported revenue was in line with the Zacks Consensus Estimate, showing a slight surprise of -0.09%, while the EPS exceeded expectations by 5.79% [1] Financial Performance Metrics - Healthcare revenues reached $1.06 billion, surpassing the average estimate of $1.05 billion, marking a 4.9% increase year-over-year [4] - Healthcare Products - Consumables generated $352.74 million, slightly below the estimate of $355.87 million, but still showing a 6% increase from the previous year [4] - Healthcare Products - Capital equipment reported $318.03 million, which was below the average estimate of $329.58 million, representing a decline of 4.1% year-over-year [4] - Healthcare Products - Service revenues were $386.41 million, exceeding the estimate of $367.62 million, with a significant year-over-year increase of 12.5% [4] - Life Sciences revenues totaled $149.47 million, falling short of the $158.82 million estimate, reflecting a 7% decrease year-over-year [4] - Applied Sterilization Technologies (AST) revenues were $273.89 million, slightly above the estimate of $269.92 million, with a year-over-year increase of 9.2% [4] - Life Sciences - Service revenues were $36.45 million, below the estimate of $44.18 million, showing a decline of 20.7% year-over-year [4] - Life Sciences - Capital equipment revenues were $36.98 million, under the average estimate of $40.52 million, representing a decrease of 16.4% year-over-year [4] - Life Sciences - Consumables generated $76.04 million, slightly below the estimate of $77.15 million, with an 8% increase year-over-year [4] Operating Income - Operating income for Healthcare was reported at $279.71 million, exceeding the average estimate of $255.95 million [4] - Corporate and Other reported an operating loss of $99.31 million, worse than the estimated loss of $83.07 million [4] - Operating income for Applied Sterilization Technologies (AST) was $122.20 million, slightly above the average estimate of $118.69 million [4] Stock Performance - Steris shares have returned +4.6% over the past month, compared to the Zacks S&P 500 composite's +9.9% change, indicating potential for future outperformance [3]

分组1 - Steris reported quarterly earnings of $2.74 per share, exceeding the Zacks Consensus Estimate of $2.59 per share, and up from $2.41 per share a year ago, representing an earnings surprise of 5.79% [1][2] - The company posted revenues of $1.48 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.09%, and compared to $1.42 billion in the same quarter last year [2] - Over the last four quarters, Steris has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] 分组2 - Steris shares have increased approximately 12.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4][6] - The current consensus EPS estimate for the upcoming quarter is $2.32 on revenues of $1.36 billion, and for the current fiscal year, it is $9.94 on revenues of $5.78 billion [7] 分组3 - The Medical - Instruments industry, to which Steris belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Exhibit 99.1 STERIS Announces Financial Results for Fiscal 2025 Fourth Quarter and Full Year DUBLIN, IRELAND - (May 14, 2025) - STERIS plc (NYSE: STE) ("STERIS" or the "Company") today announced financial results for its fiscal 2025 fourth quarter and full year ended March 31, 2025. Total revenue from continuing operations for the fourth quarter of fiscal 2025 increased 4% to $1.5 billion compared with $1.4 billion in the fourth quarter of fiscal 2024. Constant currency organic revenue growth from continuin ...

Full year fiscal 2025 revenue from continuing operations increased 6%; constant currency organic revenue growth was 6% Full year fiscal 2025 as reported diluted EPS from continuing operations increased to $6.16; adjusted EPS per diluted share increased to $9.22Fiscal 2026 outlook provided DUBLIN, IRELAND, May 14, 2025 (GLOBE NEWSWIRE) -- STERIS plc (NYSE: STE) (“STERIS” or the “Company”) today announced financial results for its fiscal 2025 fourth quarter and full year ended March 31, 2025. Total revenue fr ...