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Strata Critical Medical is rated 'Buy' with a 12–24 month horizon, targeting 30–35% upside as valuation remains attractive despite a recent rally. SRTA's transformation into a pure-play medical logistics provider, robust FY25 results, and margin expansion underpin confidence in forward guidance. Industry tailwinds, regulatory catalysts, and an aggressive acquisition strategy position SRTA for sustained revenue and EBITDA growth, with FY26 guidance implying an 11.6% EBITDA margin.

Strata Critical Medical, Inc. (SRTA) Q4 2025 Earnings Call Transcript

Revenue increased 83.5% year-over-year to $66.8 million in Q4 2025 Logistics revenue and gross profit grew 35.3% and 39.5% year-over-year, respectively, in Q4 2025, which represents Strata's organic growth Full year 2025 net loss from continuing operations was $20.1 million Full year 2025 revenue and Adjusted EBITDA (1) of $197.1 million and $14.1 million, respectively, both beat the high end of our guidance range Raising full year 2026 revenue guidance to between $260 and $275 million and Adjusted EBITDA guidance to between $29 and $33 million (2) NEW YORK, March 03, 2026 (GLOBE NEWSWIRE) -- Strata Critical Medical, Inc. (Nasdaq: SRTA, "Strata" or the "Company"), today announced financial results for the fourth quarter ended December 31, 2025. Financial results in this release, including all comparisons to prior year periods, reflect continuing operations only.

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Strata Critical Medical (Nasdaq: SRTA, “Strata” or the “Company”), will release financial results for the fourth quarter ended December 31, 2025 on Tuesday, March 3, 2026 before the market opens. The company will hold a conference call on the same day at 8:00 am Eastern Time to discuss the results. The call will be hosted by Will Heyburn, Strata's Co-Chief Executive Officer and Chief Financial Officer, and Melissa Tomkiel, Strata's Co-Chief Executive Officer and General Counsel, and will include a question-and-answer session for call participants.

$30 million ABL Facility will support future acquisitions and be undrawn at close; can be increased to $50 million, subject to certain conditions Owned aircraft excluded from collateral package and remain unencumbered NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Strata Critical Medical, Inc. (Nasdaq: SRTA, “Strata” or the “Company”), a leading provider of logistics and medical services in the organ transplant industry, today announced that the Company has entered into a credit agreement with JPMorgan Chase Bank, N.A. for secured, asset-based revolving credit loans in aggregate principal amount of up to $30.0 million, which, subject to certain conditions, may be increased up to an aggregate of $50.0 million (the “ABL Facility”).

Strata Critical Medical, Inc. is refocused on organ transplant logistics after divesting its air passenger business, positioning for higher-margin, long-term growth. SRTA's acquisition of Keystone Perfusion fills a key service gap, boosting market share to 13% and enabling full-stack, technology-agnostic offerings in organ preservation. Keystone's strong FCF conversion (80%) and rapid revenue growth (45% YoY) are expected to drive SRTA's margin expansion and profitability from 2026 onward.

Strata Critical Medical, Inc. ( SRTA ) Analyst/Investor Day November 17, 2025 2:00 PM EST Company Participants Mathew Schneider - Vice President of Investor Relations & Strategic Finance Melissa Tomkiel - Co- CEO, General Counsel & Director William Heyburn - Co- CEO, CFO & Director Scott Wunsch - Chief Executive Officer of Trinity Keith Trepanier - Chief of Safety Andrew Marreel Louis Verdetto Michael Hancock Scott Silvestry Jamie Bucio Christie Campbell Eric Moore Conference Call Participants Xuesong Wang - Morgan Stanley, Research Division Presentation Mathew Schneider Vice President of Investor Relations & Strategic Finance All right. Let's get started.