Strata Critical Medical, Inc. está dedicada a apoyar a los proveedores de atención médica en todo Estados Unidos ofreciendo gestión logística rápida ...
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BPA est. $-0.01 · Ingresos $72.67M · 2 analistas
BPA est. $0.01 · Ingresos $78.26M · 2 analistas
BPA est. $-0.09 · Ingresos $290.80M · 2 analistas
BPA est. $0.02 · Ingresos $80.50M · 1 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $197.1M | -20.7% | +7.6% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $41.3M | +251.4% | -588.2% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +20.9% | -11.9% | +0.2% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -11.3% | +16.9% | -69.0% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +21.0% | +291.0% | -553.7% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-59.9M | -68.7% | +281.8% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -30.4% | -112.9% | +268.9% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 1.2% | -71.8% | -2.6% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 6.38x | -9.9% | -55.4% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $325.5M | +26.8% | +1.6% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 0.50 vs -0.01 | +5100.0% | -0.12 vs -0.02 | -500.0% |
| Revenue Surprise | $197.1M vs $213.8M | -7.8% | $72.5M vs $67.6M | +7.2% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Love Reginald | director | Class A common stock, $0.0001 par value per share | D | 5,091 | $5.75 |
| Jul 31, 2026 | Wunsch Scott M | officer: CEO, Logistics | Class A common stock, $0.0001 par value per share | D | 13,992 | $5.09 |
| Jul 31, 2026 | Heyburn William A. | director, officer: Co-CEO and CFO | Class A common stock, $0.0001 par value per share | D | 199,209 | $5.09 |
| Jul 31, 2026 | Tomkiel Melissa M. | director, officer: Co-CEO and General Counsel | Class A common stock, $0.0001 par value per share | D | 212,309 | $5.09 |
| Jul 31, 2026 | Cohen Amir | officer: Chief Accounting Officer | Class A common stock, $0.0001 par value per share | D | 34,015 | $5.09 |
Operator: Good morning, ladies and gentlemen, and welcome to the Strata Critical Medical Fiscal Second Quarter 2026 Earnings Release Conference Call. [Operator Instructions] As a reminder, this call is being recorded. I would now like to turn the conference over to Matt Schneider, CFO of Clinical Services and Vice President of Finance and Investor Relations. Matt, you may begin. Mathew Schneider: Thank you for standing by, and welcome to Strata's conference call and webcast for the quarter ended June 30, 2026. We appreciate everyone joining us today. Before we get started, I would like to remind you of the company's forward-looking statement and safe harbor language. Statements made in this conference call that are not historical facts, including statements about future time periods, may be deemed to constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties, and actual future results may differ materially from those expressed or implied by the forward-looking statements. We refer you to our SEC filings, including our annual report on Form 10-K and our quarterly report on Form 10-Q, each as filed with the SEC for a more detailed discussion of the risk factors that could cause these differences. Any forward-looking statements provided during this conference call are made only as of the date of this call. As stated in our SEC filings, Strata disclaims any intent or obligation to update or revise these forward-looking statements, except as required by law. During today's call, we will also discuss certain non-GAAP financial measures, which we believe may be useful in evaluating our financial performance. A reconciliation of the most directly historical comparable consolidated GAAP financial measures to those historical non-GAAP financial measures is provided in our earnings press release and investor presentation. Our press release, investor presentation and Form 10-Q and 10-K filings are available on the Investor Relations section of our website at ir.stratacritical.com. These non-GAAP measures should not be considered in isolation or a substitute for financial results prepared in accordance with GAAP. Hosting today's call are our co-CEOs, Will Heyburn and Melissa Tomkiel. I'll now turn the call over to Melissa. Melissa Tomkiel: Thank you, Matt, and good morning, everyone. We are pleased to report strong results for the second quarter of 2026, highlighted by accelerating growth in our clinical business, increased cash flow generation and great progress on our capital deployment plan. On an organic basis, excluding acquisitions made during Q2, clinical revenue increased 15.1% sequentially in Q2 2026, driven by 23.8% growth in Transplant Clinical revenue, while Clinical gross margins rose to 26.1% in Q2 2026, up from 25% in Q1. We generated $5.7 million of operating cash flow and $2.9 million of free cash flow in the …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Melissa Tomkiel | Co- CEO, General Counsel, Corporate Secretary & Director | USD 1,134,548 | Female | 1981 | Active |
William A. Heyburn | Co-CEO, CFO & Director | USD 1,101,200 | Male | 1989 | Active |
Scott Wunsch | Chief Executive Officer of Logistics Services | USD 829,594 | Male | 1977 | Active |
Amir Cohen | Chief Accounting & Integration Officer | USD 596,000 | Male | 1977 | Active |
Scott Silvestry | Chief Medical Officer | — | — | — | Active |
Keith Trepanier | Chief of Safety | — | Male | — | Active |
Louis Verdetto | Chief Executive Officer of Clinical Services | — | Male | 1984 | Active |
Mathew Schneider | CFO of Clinical Services & VP of Finance and Investor Relations | — | Male | — | Active |
Strata Critical Medical, Inc. (SRTA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
The mean of analysts' price targets for Strata Critical Medical, Inc. (SRTA) points to a 47.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Strata Critical Medical, Inc. (SRTA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The consensus price target hints at a 60% upside potential for Strata Critical Medical, Inc. (SRTA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Strata Critical Medical, Inc. (SRTA) Q2 2026 Earnings Call Transcript
