Our healthcare service revenue finished strong, growing 8% for the year with solid growth across all the business aspects. Our AST segment grew 12% on a constant currency organic basis for the year, despite a reduction in demand for single use bioprocessing disposables. As healthcare procedures continue to rebound, the underlying demand for our products from core customers in medtech remain very strong. As mentioned last quarter, about 10% of the AST business is comprised of bioprocessing customers, which s ...

财务数据和关键指标变化 - 第三季度常货币有机收入增长7%,其中价格贡献300个基点 [7] - 毛利率下降200个基点至43.1%,主要受到生产效率下降、产品组合不利和原材料成本上升的影响 [9][10] - 息税前利润率下降10个基点至23.9%,主要受毛利率压力影响,但部分被销售费用下降所抵消 [11] - 调整后每股收益为2.02美元,低于预期 [12] - 全年自由现金流预计约为5亿美元,较之前指引下调约1亿美元 [15] 各条业务线数据和关键指标变化 医疗保健业务 - 第三季度常货币有机收入增长10%,主要受资本设备销售增长带动 [18] - 手术产品收入实现两位数增长 [19] - 服务业务也实现两位数有机增长,得益于需求增加和定价改善 [20] - 耗材收入小幅增长,美国手术量有所恢复,但海外仍滞后 [20] - 医疗保健业务订单仍维持60%更换、40%大项目的结构 [21][22] 先进消毒技术业务 - 第三季度常货币有机收入增长7%,但生物制药一次性耗材需求下降和Mevex资本设备交付延迟拖累 [24][25] - 生物制药一次性耗材需求出现平缓,客户正在调整预期 [24] - Mevex资本设备约1000万美元订单延迟至第四季度 [25] 生命科学业务 - 第三季度常货币有机收入下降约1%,资本设备和耗材收入下降,但服务收入增长 [26][27] - 生物制药需求下降和去年同期强劲增长导致对比较差 [26][27] - 欧洲出现意外装运挑战,约1000万美元资本设备收入受到影响 [28] 牙科业务 - 第三季度常货币有机收入增长1%,程序量仍维持在疫前水平约95% [29] - 公司表现优于市场,得益于定价和小幅市占率提升 [29] 公司战略和发展方向及行业竞争 - 公司长期增长预期未变,仍有信心实现中高单位数有机收入增长和双位数利润增长 [33][34] - 公司正在提高供应链韧性,应对未来挑战 [78][79] - 公司在资本设备订单和定价方面保持竞争力,医疗机构仍在大幅投资未来产能 [56][57][68] 管理层对经营环境和未来前景的评论 - 第四季度公司保持谨慎乐观,预计医疗程序量在下半年将进一步恢复 [52][53] - 公司对长期增长前景保持信心,但短期内仍面临一些不确定性 [32][33][34] - 公司正在努力提高供应链韧性,应对各种挑战,相信这将有助于未来表现 [78][79] 问答环节重要的提问和回答 问题1 **Dave Turkaly 提问** 您提到了约5000万美元的交付延迟,这是否就是导致业绩低于预期的主要原因? [38][39][40] **Daniel Carestio 回答** 是的,这些交付延迟是主要原因之一。此外,生物制药一次性耗材需求下降约1000万美元也对业绩产生了影响。 [42][43][44][45] 问题2 **Matthew Mishan 提问** 您能否概括一下公司的正常增长情况,以及未来一年的一些预期变化? [49][50][51][52][53] **Daniel Carestio 和 Michael Tokich 回答** 公司长期目标是实现中高单位数有机收入增长和双位数利润增长。未来一年,如果医疗程序量进一步恢复,以及供应链状况继续改善,都将有利于公司表现。但公司仍保持谨慎,未来一年的具体指引还需要进一步评估。 [49][50][51][52][53][68][69] 问题3 **Jason Bednar 提问** 公司今年两次下调指引,对于明年的指引制定,您有什么经验教训可以分享? [75][76][77][78][79] **Daniel Carestio 和 Michael Tokich 回答** 公司在供应链管理和对程序量恢复的预期方面存在一些偏差,导致今年业绩低于预期。未来在制定指引时,公司将更加谨慎和保守,同时也在加强供应链韧性建设,以应对各种不确定性。 [78][79]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number 001-38848 STERIS plc (Exact name of registrant as specified in its charter) Ireland 98-1455064 (State or other j ...

STERIS plc (NYSE:STE) Q2 2023 Results Conference Call November 10, 2022 10:00 AM ET Company Participants Julie Winter - IR Daniel Carestio - President, CEO Michael Tokich - SVP, CFO Conference Call Participants Matthew Mishan - KeyBanc Mike Matson - Needham & Company Jason Bednar - Piper Sandler Jacob Johnson - Stephens Michael Polark - Wolfe Research Dave Turkaly - JMP Securities Operator Good morning, everyone, and welcome to the STERIS plc Second Quarter 2023 Conference Call. [Operator Instructions] Plea ...

STERIS plc. (NYSE:STE) Q1 2023 Earnings Conference Call August 3, 2022 10:00 AM ET Company Participants Julie Winter - Vice President-Investor Relations Mike Tokich - Senior Vice President & Chief Financial Officer Dan Carestio - President & Chief Executive Officer Conference Call Participants Chris Cooley - Stephens Matthew Mishan - KeyBanc Michael Polark - Wolfe Research Jason Bednar - Piper Sandler Dave Turkaly - JMP Securities Operator Good morning, everyone and welcome to the STERIS plc First Quarter 2 ...

STERIS plc. (NYSE:STE) Q4 2022 Earnings Conference Call May 12, 2022 10:00 AM ET Company Participants Daniel Carestio – President and Chief Executive Officer Michael Tokich – Senior Vice President and Chief Operating Officer Julie Winter – Investor Relations Conference Call Participants Chris Cooley – Stephens Inc Mike Matson – Needham Matthew Mishan – KeyBank David Turkaly – JMP Securities Operator Good day and welcome to the Steris PLC Fourth Quarter 2022 Results Conference Call. All participants will be ...

STERIS plc. (NYSE:STE) Q3 2022 Earnings Conference Call February 9, 2022 10:00 AM ET Company Participants Dan Carestio – President and Chief Executive Officer Michael Tokich – Senior Vice President and Chief Operating Officer Julie Winter – Investor Relations Conference Call Participants Matthew Mishan – KeyBank Chris Cooley – Stephens Mike Matson – Needham David Turkaly – JMP Securities Operator Good day and welcome to the STERIS PLC Third Quarter 2022 Earnings Conference call. All participants will be in ...

STERIS plc (NYSE:STE) Q2 2022 Earnings Conference Call November 3, 2021 10:00 AM ET Company Participants Julie Winter – Investor Relations Mike Tokich – Senior Vice President and CFO Dan Carestio – President and CEO Conference Call Participants Matthew Mishan – KeyBanc Dave Turkaly – JMP Securities Chris Cooley – Stephens Mike Matson – Needham and Co Michael Polark – Baird Operator Good morning and welcome to the STERIS, PLC Second Quarter, 2022 Conference Call. All participants will be in listen-only mode. ...

STERIS plc (NYSE:STE) Q1 2022 Earnings Conference Call August 10, 2021 10:00 AM ET Company Participants Julie Winter - Vice President, Investor Relations Dan Carestio - President and Chief Executive Officer Mike Tokich - Senior Vice President and Chief Financial Officer Conference Call Participants Matthew Mishan - KeyBanc Mike Matson - Needham & Company Michael Polark - Baird Operator Good morning, everyone and welcome to the STERIS plc First Quarter 2022 Conference Call. [Operator Instructions] Please als ...

STERIS plc (NYSE:STE) Q4 2021 Earnings Conference Call May 19, 2021 11:00 AM ET Company Participants Julie Winter - IR Mike Tokich - SVP and CFO Walt Rosebrough - President and CEO Dan Carestio - SVP and COO Conference Call Participants Dave Turkaly - JMP Securities Matthew Mishan - KeyBanc Capital Markets Mike Matson - Needham & Company Chris Cooley - Stephens Inc. Michael Polark - Robert W. Baird Operator Good morning, everyone and welcome to the STERIS plc Fourth Quarter 2021 Conference Call. All partici ...