Business SynergiesThere is a material opportunity for the company to drive synergies between Nelson Labs and Sterigenics, which represents potential upside to management's top line growth guidance.
Financial PerformanceSotera Health is able to deliver strong top line growth and EBITDA margins due to high barriers to entry, critical positioning within the manufacturing process of its customers, and strong customer retention rates.
Growth OpportunitiesSotera Health has a number of growth opportunities including driving synergies between Sterigenics and Nelson Labs, market consolidation following regulation changes, and capacity expansions.