Sotera Health Company (SHC)
NASDAQ:SHC
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational and financial momentum: company delivered revenue and adjusted EBITDA growth, expanded margins, strong Nordion performance, improved adjusted EPS, meaningful legal dismissals, solid liquidity, and reaffirmed guidance. Key risks and near-term headwinds include Nelson Labs' revenue and margin pressure, some timing-driven results (Nordion harvest schedules and FX benefits), Sterigenics weather/downtime variability, elevated CapEx, and remaining leverage above target. Overall, the positive execution, legal outcomes, and reaffirmed outlook outweigh the identifiable challenges.Company Guidance
Consolidated Revenue Growth
Total company revenues rose 10% to $280 million in Q1 2026, or 6.5% on a constant currency basis versus Q1 2025, reflecting broad-based demand and FX tailwinds.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA increased 10.5% to $135 million (6.9% constant currency), with adjusted EBITDA margins expanding by over 20 basis points year-over-year.
Strong Adjusted EPS Improvement
Adjusted EPS improved to $0.18 in Q1 2026, an increase of approximately 29% versus the prior-year quarter.
Nordion Outperformance and Margin Surge
Nordion revenue grew 29% to $42 million (25.8% constant currency) driven by volume/mix (23.7%), FX (+3.2%) and pricing (+2.1%); segment income rose ~36% (33.1% CC) and margins expanded over 290 basis points to 56.4%.
Sterigenics Revenue and Pricing Strength
Sterigenics revenue increased 9.7% to $186 million (6.1% CC), driven by favorable pricing of 4.5%, FX benefit of 3.6%, and volume/mix of 1.6%; segment income rose 9.6% to $96 million (6% CC).
Legal Win on Bellwether Cases
Georgia State Court dismissed the remaining five Phase 1 bellwether cases on 03/30/2026 (plus three earlier dismissals), leaving all eight bellwether cases dismissed (appeals possible) — described as an important rejection of plaintiffs' general causation theories.
Stronger Capital & Liquidity Position
Company ended Q1 with over $900 million of available liquidity, generated $29 million in operating cash flow (inclusive of a $34 million legal settlement payment), and reported net leverage of 3.2x, moving closer to its 2.0–3.0x target range.
Reaffirmed 2026 Financial Outlook
Company reaffirmed full-year 2026 guidance: revenue $1.233B–$1.251B (5%–6.5% constant currency growth) and adjusted EBITDA $632M–$641M (5.5%–7% constant currency growth), with adjusted EPS guidance of $0.93–$1.01 and expected improved leverage.
Board & Leadership Enhancements
Board strengthened with additions of Rich Kyle and Ken Krausz; Chairman/CEO Michael Petras announced planned transition to Executive Chair and appointment of Alton Shader as CEO effective May 2026, intended to ensure orderly succession.
SHC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $15.39 | $15.33 | -0.39% |
Feb 24, 2026 | $17.49 | $16.72 | -4.40% |
Nov 04, 2025 | $16.61 | $16.43 | -1.08% |
Aug 08, 2025 | $11.22 | $13.97 | +24.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sotera Health Company (SHC) report earnings?
Sotera Health Company (SHC) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Sotera Health Company (SHC) earnings time?
Sotera Health Company (SHC) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SHC EPS forecast?
SHC EPS forecast for the fiscal quarter 2026 (Q2) is 0.24.