Question · Q3 2025
Ryan Pirnat asked for additional color on the healthcare business, specifically on the medical device space, following discussions about medical packaging and biopharma. He also inquired about the outlook for the construction market, given ongoing softness.
Answer
Lori Koch, CEO, expressed excitement about healthcare and water, noting strong performance across Livio (biopharma) and medical packaging, with nice growth also seen in the medical device space. She announced a new leader for the healthcare business. Antonella Franzen, Chief Financial Officer, reiterated that the shelter business (tied to construction) was down about 4% organically for the year, with expectations for a second-half 2026 recovery, and that even normalizing to flat would provide a nice lift.