Sep 30, 2022

Sotera Health Q3 2022 Earnings Report

Sotera Health's Q3 2022 financial performance reflected revenue growth and adjusted EPS improvement.

Key Takeaways

Sotera Health reported a 10% increase in net revenues to $249 million for Q3 2022, with net income at $25 million, or $0.09 per diluted share. Adjusted EPS improved to $0.23. The company is adjusting its full-year 2022 net revenue growth outlook to 7% - 8% and Adjusted EBITDA growth to 4% - 6%.

Net revenues for Q3 2022 increased by 10% to $249 million compared to Q3 2021.

Net income for Q3 2022 was $25 million, or $0.09 per diluted share.

Adjusted EBITDA for Q3 2022 increased by 7% to $125 million compared to Q3 2021.

Adjusted EPS for Q3 2022 improved to $0.23, up from $0.21 in Q3 2021.

Total Revenue
$249M
Previous year: $226M
+10.0%
EPS
$0.23
Previous year: $0.21
+9.5%
Gross Profit
$136M
Previous year: $126M
+8.3%
Cash and Equivalents
$165M
Previous year: $115M
+43.5%
Free Cash Flow
$28.8M
Previous year: $64.8M
-55.6%
Total Assets
$2.81B
Previous year: $2.74B
+2.5%

Sotera Health

Sotera Health

Sotera Health Revenue by Segment

Forward Guidance

Sotera Health is updating its 2022 outlook with net revenues expected to be in the range of $995 million to $1.005 billion and Adjusted EBITDA in the range of $500 million to $510 million.

Positive Outlook

  • Net revenues in the range of $995 million to $1.005 billion, representing growth of 7% to 8%, compared to the prior year.
  • Adjusted EBITDA in the range of $500 million to $510 million, representing growth of 4% to 6%, compared to the prior year.
  • Tax rate applicable to Adjusted Net Income of approximately 28%.
  • Adjusted EPS of $0.91 to $0.95.
  • Net leverage reduction in the range of 3.2x to 3.3x.

Challenges Ahead

  • Incremental 1% foreign exchange headwind.
  • Slower recovery in certain testing categories at Nelson Labs.
  • Supply chain continuity risks, particularly for the supply of ethylene oxide (“EO”) and cobalt-60 (“Co-60”).
  • Impact of inflationary trends including their impact on energy prices and the supply of labor.
  • Impact of the COVID-19 pandemic including the rate of recoveries of elective procedures and new product development testing.

Revenue & Expenses

Visualization of income flow from segment revenue to net income