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Dec 31, 2021

STERIS Q3 2022 Earnings Report

STERIS's third quarter revenue increased, with solid growth in a challenging environment.

Key Takeaways

STERIS announced financial results for its fiscal 2022 third quarter ended December 31, 2021. Revenue increased 49% to $1.2 billion compared to the third quarter of fiscal 2021. Constant currency organic revenue increased 9%. As reported, net income for the third quarter was $143.6 million, or $1.42 per diluted share, compared to $114.5 million, or $1.33 per diluted share, in the third quarter of fiscal 2021.

Third quarter revenue increased 49% as reported; 9% constant currency organic

As reported EPS of $1.42; adjusted EPS of $2.12

Healthcare revenue grew 46% to $759.7 million

Outlook for FY22 raised

Total Revenue
$1.21B
Previous year: $809M
+49.5%
EPS
$2.12
Previous year: $1.73
+22.5%
CC Organic Revenue Growth
9%
Previous year: 1%
+800.0%
Gross Profit
$538M
Previous year: $346M
+55.6%
Cash and Equivalents
$359M
Previous year: $253M
+42.2%
Free Cash Flow
$163M
Previous year: $152M
+7.4%
Total Assets
$11.7B
Previous year: $6.58B
+77.6%

STERIS

STERIS

STERIS Revenue by Segment

Forward Guidance

The Company is updating its expectations for fiscal 2022. Constant currency organic revenue growth is now anticipated to be approximately 11%. Adjusted earnings per diluted share are now anticipated to be in the range of $7.85 to $7.95.

Positive Outlook

  • Constant currency organic revenue growth is now anticipated to be approximately 11%
  • Adjusted earnings per diluted share are now anticipated to be in the range of $7.85 to $7.95
  • The increased outlook reflects solid growth across the business
  • Higher cost synergies from the Cantel acquisition
  • Capital expenditures are now anticipated to be approximately $300 million and free cash flow is expected to be approximately $420 million.

Challenges Ahead

  • Continued challenges from supply chain
  • Inflation
  • Earnings dilution from the recent divestiture of the Renal Care business
  • Supply chain constraints
  • Lower patient volumes

Revenue & Expenses

Visualization of income flow from segment revenue to net income