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STE STERIS
No on this lens
What they are doing
Infection prevention and sterilization. The Q1 FY2027 call (calendar Q2) was a $600 million chemistry plant, not AI. An analyst asked about the March collaboration (called Nubis on the call; the March announcement is Peritas AI). CEO Dan Carestio said early development, fairly nascent, and they will talk when they have something more material. That is an experiment. Do not use third-party AI-tracker claims.
Why the score
- Reach 1 not 2: one early collab. Not in production.
- Weight 1 not 2: exploring SPD robotics. Not hygiene in the live business.
- Proof 2 not 1: named on the earnings call, tied to SPD. No result.
What would move it next quarter: A live SPD / service AI program with a result. The chemistry plant will not move this score.
Open these first
Evidence
Carestio on the March AI / robotics SPD collab: early development, fairly nascent, will talk when there is something more material.
Revenue +7% to $1.5B. Chemistry Center of Excellence. No AI narrative.