Broyhill Asset Management's second-quarter 2026 investor letter reported that Sotera Health Company was its largest contributor, with shares gaining 25% in the quarter. Broyhill said it bought the sterilization and lab-testing company in the first quarter, when the litigation docket dominated discussion and the price gave no weight to the fact that only two companies of scale do this work. Results beat on revenue, adjusted EBITDA, and earnings per share, guidance was reaffirmed across every line, and management described March as its best volume month in three to four years, the letter said. Broyhill also noted that the EPA has proposed a full repeal of the 2024 ethylene oxide standard, and that the shares traded at roughly 14x forward earnings against 20x for the closest comparable. Sotera Health closed at $18.52 per share on September 14, 2026, reflecting a market capitalization of $5.29 billion, with a one-month return of 0.05% and a 52-week gain of 13.62%.
Sotera Health CoQ2 results beat on revenue, adjusted EBITDA, and EPS with guidance reaffirmed across every line.
