CareDx (CDNA) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -48.94%. A quarter ago, it was expected that this molecular diagnostics company would post earnings of $0.13 per share when it actually produced earnings of $0.28, delivering a surprise of +115.38%.Over the last four quarte ...

Management noted that while U.S. treatment volumes remained flat due to elevated mortality and missed treatments, they maintain a long-term target of 2% plus growth as mortality patterns normalize.The company is pivoting from a turnaround phase to the 'FME Reignite' strategy, focusing on high-volume hemodiafiltration (HDF) to drive long-term mortality reduction and operational efficiency.Care Enablement faced significant headwinds in China due to volume-based procurement and regulatory policy changes that d ...

Management attributed overperformance in 2025 to strong execution across all segments and a successful first year of the 2025-2027 long-range plan.Strategic positioning was strengthened by securing a 25-year license renewal for the Ottawa facility, the longest ever issued by the Canadian Nuclear Safety Commission.Cross-business unit (XBU) initiatives gained momentum, with revenue from customers using multiple segments growing 9% year-over-year.Nelson Labs achieved significant margin expansion of 312 basis p ...

Nelson Labs: Q4 revenue increased 2.3% to $55 million (nearly flat constant currency). Pricing and core lab testing growth were partially offset by lower expert advisory services revenue. Segment income rose 1.9% to $18 million.Nordion: Q4 revenue declined 12.3% to $50 million due to harvest-schedule timing that drove 15% unfavorable volume and mix, partially offset by 2.4% favorable pricing. Segment income fell 18.9% to $29 million, with margin down 466 basis points to 57.5%.Sterigenics: Q4 revenue grew 10 ...

Sotera Health Company (NasdaqGS:SHC) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Company ParticipantsDavid Windley - Managing Director and Founding Member of Healthcare Equity Research TeamJason Peterson - VP of Investor Relations and TreasuryJonathan M. Lyons - CFOMichael Petras - Chairman and CEOSam Eiber - Equity Research AssociateConference Call ParticipantsBrett Fishman - VP and Senior Equity Research AnalystCasey Woodring - VP and Senior Equity Research AnalystChristine Rains - Healthcare Equi ...

Financial Data and Key Metrics Changes - Total company revenue increased by 5.7% to $1.164 billion in 2025, or 5.2% growth on a constant currency basis compared to 2024 [5][15] - Adjusted EBITDA rose by 8.2% to $593.8 million, or 7.8% on a constant currency basis, with margins expanding to 51%, an increase of 118 basis points [5][15] - Adjusted EPS for the year was $0.86, an increase of $0.16 versus 2024, driven by operational growth and a lower tax rate [16] Business Line Data and Key Metrics Changes - Sterigenics revenue improved by 10.6% to $198 million, or 8% on a constant currency basis, driven by favorable pricing and volume [12] - Nordion's revenue decreased by 12.3% to $50 million due to unfavorable volume and mix from Cobalt-60 harvest timing [13] - Nelson Labs revenue increased by 2.3% to $55 million, with favorable pricing and core lab testing growth partially offset by lower advisory services revenue [14] Market Data and Key Metrics Changes - Customer satisfaction exceeded 80%, indicating strong service delivery [6] - Revenue from XBU customers expanded by 9% year-over-year, reflecting successful cross-selling initiatives [6][50] Company Strategy and Development Direction - The company aims to execute its 2025-2027 long-range plan, focusing on operational excellence, disciplined capital deployment, and enhancing free cash flow [8][21] - The construction of a new X-ray facility is planned to open in 2026, which is part of a strategic investment to expand service offerings [6][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive long-term growth and shareholder value, emphasizing strong cash flow generation and customer relationships [21][105] - The company expects total revenue for 2026 to be in the range of $1.233 billion to $1.251 billion, representing 5%-6.5% constant currency growth [9][18] Other Important Information - The company reduced borrowing costs by 75 basis points on its $1.4 billion term loan and paid down $86 million of debt, resulting in annual interest savings of $13 million [7] - The company has approximately $940 million of available liquidity as of December 31, 2025 [16] Q&A Session Summary Question: Guidance and EBITDA margins - Management indicated that the expected EBITDA margin expansion is primarily due to normal operating leverage without any unusual dynamics [23][24] Question: Sterigenics client insourcing - Management noted that while one client is transitioning back to outsourcing, significant shifts in the market are not yet observed due to extended compliance periods [25][26] Question: 2026 outlook for Sterigenics - Management expects mid to high single-digit constant currency revenue growth for Sterigenics in 2026, with a soft start anticipated in Q1 [18][32] Question: Nelson Labs margins - Management expects Nelson Labs to maintain margins in the low to mid 30% range, with Q1 typically being the softest quarter [34][35] Question: Nordion segment headwinds - Management clarified that Nordion's challenges were due to Cobalt-60 harvest timing rather than demand issues [84][85] Question: Competitive positioning in Sterigenics - Management believes Sterigenics is well-positioned despite the extended compliance period, with strong customer satisfaction scores [68][69] Question: Impact of onshoring - Management has not seen significant movement towards onshoring but is prepared for potential shifts in the market [87] Question: Volume and mix visibility - Management indicated that volume and mix are key factors that could drive performance towards the higher end of guidance [91][92]

Sotera Health Company (NasdaqGS:SHC) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker9Please 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.Speaker5Good morning. 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 investor section of our website at soterahealth.com. This webcast is bei ...

Sotera Health Company (SHC) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.22%. A quarter ago, it was expected that this company would post earnings of $0.22 per share when it actually produced earnings of $0.26, delivering a surprise of +18.18%.Over the last four quarters, the co ...

Key Takeaways BTSG is set to report Q4 2025 results on Feb. 27, with revenues seen at $3.35B and EPS at 34 cents.Pharmacy Solutions likely drove growth on specialty scripts, generics and new drug launches.BTSG may post stronger margins, aided by mix gains, cost control and seasonal strength.BrightSpring Health Services, Inc. (BTSG) is scheduled to release fourth-quarter 2025 results on Feb. 27, before market open. In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 11.1 ...

Fresenius Medical Care (NYSE:FMS) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsDominik Heger - Head of Investor RelationsHassan Al-Wakeel - DirectorHelen Giza - CEO and Chair of the Management BoardMartin Fischer - CFOConference Call ParticipantsGraham Doyle - Executive Director and Equity Research AnalystHugo Solvet - Research AnalystVeronica Clark - AnalystNone - AnalystNone - AnalystOperatorLadies and gentlemen, welcome to the report on the fourth quarter and financial year 202 ...