Strata Critical Medical (SRTA) Earnings Call

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Tuesday, March 3, 2026 astatine 8 a.m. ET

• Co-Chief Executive Officer — Melissa M. Tomkiel

• Co-Chief Executive Officer — William A. Heyburn

• Chief Medical — Scott Silvestri

• President and General Counsel — Matthew Schneider

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Matthew Schneider: Thank you for lasting by, and invited to Strata Critical Medical, Inc.'s league telephone and webcast for the 4th ended 12/31/2025. We admit everyone joining america today. Before we get started, I would similar to punctual you of the company's forward-looking connection and harmless harbor language. Statements made successful this league telephone that are not humanities facts, including statements astir aboriginal clip periods, whitethorn beryllium deemed to represent forward-looking statements wrong the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are taxable to risks and uncertainties, and existent aboriginal results whitethorn disagree materially from those expressed oregon implied by the forward-looking statements.

We notation you to our SEC filings, including our yearly study connected Form 10-K and our quarterly study connected Form 10-Q, each arsenic filed with the SEC, for a much elaborate treatment of the hazard factors that could origin these differences. Any forward-looking statements provided during this league telephone are made lone arsenic of the day of this call. As stated successful our SEC filings, Strata Critical Medical, Inc. disclaims immoderate intent oregon work to update oregon revise these forward-looking statements but arsenic required by law. During today's call, we volition besides sermon definite non-GAAP fiscal measures, which we judge whitethorn beryllium utile successful evaluating our fiscal performance.

Reconciliation of the astir straight humanities comparable consolidated GAAP fiscal measures to those humanities non-GAAP fiscal measures is provided successful our net property merchandise and capitalist presentation. Our property release, capitalist presentation, and our Form 10-Q and 10-K filings are disposable connected the Investor Relations conception of our website astatine ir.serratacritical.com. These non-GAAP measures should not beryllium considered successful isolation oregon a substitute for fiscal results prepared successful accordance with GAAP. Hosting today's telephone are our Co-CEOs, Melissa M. Tomkiel and William A. Heyburn. I volition present crook the telephone implicit to Melissa.

Melissa M. Tomkiel: Thank you, Matt, and bully morning, everyone. This was a fantastic 4th for Strata Critical Medical, Inc. Delivering fantabulous results and supporting our beardown assurance successful the future. In Q4 specifically, our integrated maturation of 35% was good up of our expectations, and led america to a full-year effect that bushed the precocious extremity of our guidance connected each fronts. Given the spot we saw successful Q4, beardown volumes person continued into 2026 and further caller lawsuit wins, we are besides raising our guidance for the afloat twelvemonth 2026 connected some gross and adjusted EBITDA.