MEDIUMOutside partyCustomer
transplant centers and OPOs
“10-K Item 1A: 'The transplant ecosystem in the United States is relatively concentrated among a limited number of transplant centers and OPOs'”
SRTA · Concentration risk · 10-K extracted
Strata Critical Medical (SRTA) concentration risks
Updated
The most significant concentration Strata Critical Medical discloses is transplant centers and OPOs, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Strata Critical Medical’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Strata Critical Medical's concentration risk stems from the structure of its end market rather than a single named account. The U.S. transplant ecosystem itself is relatively concentrated among a limited number of transplant centers and organ procurement organizations (OPOs), meaning the customer base Strata sells into is inherently narrow, regardless of how the company manages its own relationships. This is a dependency-type exposure: revenue and growth are tied to maintaining strong relationships with, and adoption by, a limited set of institutional buyers rather than a broad, fragmented customer pool. Because the concentration originates in the market's structure rather than in Strata's own commercial choices, diversifying away from it is difficult in the near term — the addressable customer base is bounded by how many transplant centers and OPOs exist in the U.S. The practical implication for investors is that a loss of, or deteriorating relationship with, even a handful of these institutions could meaningfully affect results, and the pace of adoption across this limited customer set is a more relevant growth constraint than it would be for a company selling into a larger, more fragmented market.
For the engine’s reasoning on SRTA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Care Facilities
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACHC | Acadia Healthcare Company, Inc. | 1 | 1 | 0 | 2 |
| ADUS | Addus HomeCare Corporation | 0 | 2 | 4 | 6 |
| ARDT | Ardent Health, Inc. | 0 | 2 | 0 | 2 |
| SRTA● | Strata Critical Medical, Inc. | 0 | 1 | 0 | 1 |
| AMN | AMN Healthcare Services Inc | 0 | 0 | 1 | 1 |
| AGL | agilon health, inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.