Just caught Strata's Q4 earnings and the numbers are pretty solid. Revenue jumped 83.5% to $66.79M, which definitely caught investor attention - stock popped 13.59% in premarket trading. The Keystone acquisition they closed mid-September is clearly paying off already. Their logistics segment grew 35.3% organically, and clinical revenue nearly tripled thanks to the integration. What's interesting is they're raising 2026 guidance to $260-275M, implying another 32-39% growth. Management mentioned they're sitting on multiple acquisition opportunities at reasonable valuations too. For a company that was trading between $2.35 and $6.02 over the past year, Strata seems to be hitting its stride. Adjusted EBITDA more than quintupled to $6.96M in Q4, and they're guiding for $29-33M in 2026. The one-call integrated offering for organ transport seems to be resonating with customers. Definitely one to watch if you're looking at healthcare logistics plays.

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