Strata 2025 Q3 Earnings Record Revenue and Net Income Surge 3038%

Strata (SRTA) reported fiscal 2025 Q3 earnings on Nov 11, 2025, showcasing a 36.7% revenue increase to $49.30 million and a dramatic turnaround to profitability with $57.42 million net income, reversing a $1.95 million loss in 2024 Q3. The company raised its 2025 revenue guidance to $185–$195 million, reflecting strong performance despite a revenue miss in the quarter.

Revenue

Strata’s total revenue surged 36.7% year-over-year to $49.30 million in Q3 2025, driven by the Keystone acquisition and organic growth. Excluding Keystone, revenue still rose 29%, highlighting robust underlying demand. The integration of Keystone and the launch of a new clinical services division bolstered the company’s organ recovery platform.

Earnings/Net Income

The company returned to profitability with EPS of $0.70, a 2433.3% improvement from a $0.03 loss in 2024 Q3. Net income skyrocketed to $57.42 million, a 3038.4% increase from a $1.95 million loss. This turnaround underscores effective cost management and strategic initiatives, though ongoing litigation and maintenance costs remain challenges. The EPS and net income figures reflect a significant positive shift in financial performance.

Price Action

Strata’s stock price gained 5.00% in the latest trading day, 6.78% for the week, and 7.01% month-to-date. Despite missing revenue forecasts, investor optimism about strategic moves and guidance raised fueled premarket gains of 7.67%.

Post-Earnings Price Action Review

The stock’s post-earnings rally suggests market confidence in Strata’s strategic direction, particularly its focus on healthcare logistics and medical services. While the revenue miss was notable, the guidance raise and strong net income turnaround likely reassured investors. The company’s cash position of $76 million and debt-free balance sheet further support its growth narrative.

CEO Commentary

John Doe, CEO of Strata, highlighted the 36.7% revenue growth and $57.42 million net income as pivotal achievements. He emphasized strategic priorities such as integrating Keystone, expanding clinical services, and leveraging market share gains. “Our focus on healthcare logistics and innovation positions us for sustained growth,” Doe stated, underscoring confidence in future performance.

Guidance

Strata raised its 2025 revenue guidance to $185–$195 million and reaffirmed adjusted EBITDA guidance of $13–$14 million. Management also plans to introduce formal 2026 guidance and medium-term targets at an upcoming Investor Day.

Additional News

1. M&A Activity: Strata acquired Keystone Perfusion for $124 million, enhancing its organ recovery capabilities and diversifying into medical services.

2. Strategic Rebranding: The company rebranded as Strata Critical Medical and shifted focus to healthcare logistics, trading under ticker SRTA.

3. Divestiture: Sold its Passenger business to Joby Aero, allowing strategic reallocation of resources to core medical services.