Strata Critical Medical, Inc. (SRTA) AI Stock Analysis

Strata Critical Medical, Inc. provides time-critical logistics and medical services to the healthcare industry in the United States, operating through two segments: Logistics and Clinical. Its Logistics segment offers air and ground transportation for human organs, transplant teams, related medical materials, and organ placement services. The Clinical segment delivers transplant clinical services, including organ recovery procedures, normothermic regional perfusion, and preservation services. Additionally, it offers clinical services such as cardiac perfusion, blood management and autotransfusion, extracorporeal membrane oxygenation, perfusion staffing, and equipment rentals. Formerly named Blade Air Mobility, Inc., the company rebranded in August 2025.

Strata Critical Medical expanded revenue from $50.5M in FY2021 to $248.7M in FY2024 before revenue declined 20.7% to $197.1M in FY2025, delivering a 5-year revenue CAGR of 53.1% from FY2020 to FY2025. Gross margin was 20.9% in FY2025, compared to 23.7% in FY2024 and 20.8% in FY2021. Operating margin was -11.3% in FY2025, improving from -47.7% in FY2021. While FY2025 net income reached $41.3M with a net margin of 21.0%, EPS was -$0.35. For the trailing twelve months ended June 30, 2026, revenue totaled $256.0M, supported by quarterly revenue growth of 60.7% year-over-year, alongside an operating margin of -6.3% and EPS of -$0.28.

As of June 30, 2026, Strata Critical Medical held $22.8M in cash and short-term investments against $4.3M in total debt, leaving net cash of $18.5M. Total assets stood at $332.7M and shareholders' equity was $279.3M, yielding a current ratio of 2.64 and a debt-to-equity ratio of 0.02. For FY2025, operating cash flow was -$48.9M and capital expenditures were $11.0M, resulting in free cash flow of -$59.9M. Over the past five years, the company's share count increased 23.0%.

Strata Critical Medical trades at a forward P/E of 138.9x, well above the 17.3x forward P/E median of its US-listed Healthcare peers. Its price-to-sales multiple is 1.6x, compared to the peer median of 4.1x, while its EV-to-revenue multiple is 1.8x. At a market cap of $401.6M and enterprise value of $457.9M, the stock trades at $4.54, which is 11.7% below its 200-day average. Over the past year, the stock returned -10.6% compared to a 16.8% return for the S&P 500 (SPY), and over five years it returned -55.8% versus 83.0% for the index.

All 4 analysts covering Strata Critical Medical assign it a Strong Buy rating, with zero Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $9.56, representing a 110.6% premium over the last close of $4.54. For the fiscal year ending December 31, 2026, analysts estimate revenue of $290.8M and an EPS of -$0.09. For the following fiscal year, 3 analysts project revenue of $326.1M and breakeven EPS of $0.00. The company beat EPS estimates in 1 of the last 4 quarters, with next earnings scheduled for November 9, 2026.

This page is an AI-written research summary of Strata Critical Medical, Inc. (SRTA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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