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SHSHC

What Sotera Health promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

14 of 15 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Long-term net leverage target range2.0x to 4.0xSep 2024Jun 2026:Our net leverage ratio further improved to 3x for the second quarter, marking an important milestone as we reached our long-term target leverage range of 2 to 3x
Call transcript, Jun 2026 · no direct link
Achieved
Nordion first-half revenue share of full-yearapproximately 40% to 45% of full-year 2026 revenueDec 2025Jun 2026:As discussed on our last earnings call, we expected Nordion's first half 2026 revenue to represent approximately 40% to 45% of Nordion's full year revenue. First half revenue finished above that range, driven by certain shipments anticipated in the second half that occurred in the second quarter.
Call transcript, Jun 2026 · no direct link
Missed
Full-year adjusted EBITDA growth5.5% to 7% constant currencyDec 2025Jun 2026:We expect adjusted EBITDA to grow to a range of $634 million to $643 million, representing 5.75% to 7.25% constant currency growth and an estimated 100 basis point foreign currency benefit.
Call transcript, Jun 2026 · no direct link
Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Sotera Health’s full ledger

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The rest of the ledger

Pro opens all 40 tracked commitments for Sotera Health

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.