Strata Critical Medical, Inc.

SRTA

$5.39

+0.37%

N/A+$0.02

Salud

Médico - Instalaciones de atención

NASDAQ

Negociación activa

Strata Critical Medical, Inc. está dedicada a apoyar a los proveedores de atención médica en todo Estados Unidos ofreciendo gestión logística rápida ...

Cadena de suministro de SRTA

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Third-Party Aircraft Operators (Multiple)

Textron Inc. (Textron Aviation)

Ground Logistics Vehicle Suppliers

Aircraft Fuel Suppliers

Aircraft Component/Engine Manufacturers (via Textron)

Medical Equipment & Perfusion Supply Manufacturers

Third-Party Aircraft Operators (Multiple)

Provide dedicated and on-demand aircraft for organ transport under Capacity Purchase Agreements. Strata maintains ~35 total aircraft, of which ~10 are owned and the remainder operated by third parties.

Textron Inc. (Textron Aviation)

NYSE:TXT

OEM of Cessna Citation and Beechcraft aircraft commonly used in organ transport missions. Provides aircraft procurement, parts, and maintenance services.

Joby Aviation, Inc.

NYSE:JOBY

Strategic eVTOL partner; Strata has a long-term partnership granting access to Joby's electric aircraft for future medical logistics flights. Joby acquired Strata's former passenger division.

Ground Logistics Vehicle Suppliers

Provide ground transport vehicles for organ recovery (purchased as part of $2.0M CAPEX in FY2025). Vendors include various automotive/commercial vehicle manufacturers.

Aircraft Fuel Suppliers

Aviation fuel providers (Jet-A) for owned and operated aircraft fleet. Includes major fuel suppliers at airports across the U.S.

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

U.S. Transplant Hospitals / Transplant Centers (~250 nationally)

Organ Procurement Organizations (OPOs) (~57 in the U.S.)

Donor Hospitals

LiveOnNY

Joby Aviation, Inc.

U.S. Transplant Hospitals / Transplant Centers (~250 nationally)

Primary customers for organ transport logistics and surgical recovery services. Contractual relationships with no reimbursement risk. No single customer exceeds 10% of revenue.

Organ Procurement Organizations (OPOs) (~57 in the U.S.)

Key partners and customers for organ recovery, perfusion, and transportation services. Strata partners with OPOs across the country including LiveOnNY (Greater New York area).

Donor Hospitals

Hospitals where organ recovery takes place; served via Strata's full-service platform integrating logistics, clinical perfusion, and organ placement.

LiveOnNY

Confirmed OPO partnership; serves the Greater New York area as one of the largest OPOs in the U.S.

Joby Aviation, Inc.

NYSE:JOBY

Long-term eVTOL partnership; Strata gains preferred access to Joby electric aircraft for medical logistics as part of August 2025 passenger division sale agreement.

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

TransMedics Group, Inc.

Global Medical Response (KKR-backed)

Joby Aviation, Inc.

Air Methods Corporation

TransMedics Group, Inc.

NASDAQ:TMDX

Organ transplant technology company that also provides organ transport logistics solutions. Often referenced as a peer/aspirational comparable in valuation analysis of SRTA.

Global Medical Response (KKR-backed)

Unconfirmed

Largest U.S. medical transportation company (air and ground). KKR-backed, preparing for IPO. Comparable via medical logistics exposure, though broader in scope (emergency/911 vs. transplant focus).

Joby Aviation, Inc.

NYSE:JOBY

Strategic eVTOL partner and former acquirer of Strata's passenger business. Direct relationship and shared technology roadmap for future medical logistics aircraft.

Air Methods Corporation

Unconfirmed

Largest U.S. air medical transport provider (helicopter-based, now private under American Securities). Comparable air medical logistics operations, though trauma-focused vs. transplant-focused.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

United States (100% of revenue)

U.S. Transplant Hospitals (~250 centers)

U.S. Organ Procurement Organizations (~57 OPOs)

United States (100% of revenue)

Single-country operational concentration; all revenue generated from U.S. healthcare providers, transplant centers, and OPOs.

U.S. Transplant Hospitals (~250 centers)Primary end-customers for organ logistics and surgical recovery services, bound by CMS regulatory framework.

U.S. Organ Procurement Organizations (~57 OPOs)Key downstream partners regulated by CMS and HRSA; regulatory changes to OPO performance metrics can shift demand.

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Low

No single customer accounts for 10% or more of revenue, indicating a well-diversified customer base across ~250 transplant centers and ~57 OPOs.

Other

High

Third-party aircraft operator dependency: Strata relies on third-party operators under CPAs for a significant portion of its fleet (~25 of ~35 aircraft). Loss of key operator relationships could disrupt capacity.

Equipment

Medium

Dependence on aircraft OEMs like Textron for fleet procurement, maintenance, and parts. Supply chain disruptions in aviation manufacturing could delay fleet expansion.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Logistics

89.7%

$0.2B

Drives demand for aircraft fleet (owned and third-party), aviation fuel, ground logistics vehicles, aircraft maintenance services, and logistics coordination software. Asset-light model relies on Capacity Purchase Agreements (CPAs) with third-party operators.

Clinical

10.3%

$0.0B

Drives demand for certified clinical perfusionists, surgical equipment, organ perfusion and preservation supplies, and medical consumables. Expansion via acquisitions (Keystone, Louisville Perfusion) scales this segment.

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