Have you assessed how the international operations of Haemonetics (HAE) performed in the quarter ended December 2025? For this provider blood management systems for health care providers and blood collectors, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for ...

Hospital revenue was $144 million in the third quarter and $429 million year to date. On an organic basis, revenue was down 1% in the quarter and up 2% year to date, as gains in Blood Management Technologies (BMT) were offset by declines in Interventional Technologies (IVT).Management also increased full-year adjusted EPS guidance to $4.90 to $5.00 per share, which CFO James D’Arecca said reflects strong performance to date alongside the Vivasure acquisition.Adjusted earnings per share rose 10% to $1.31 in ...

Haemonetics Corporation (NYSE:HAE) reported upbeat earnings for its third quarter on Thursday.The company posted quarterly earnings of $1.31 per share which beat the analyst consensus estimate of $1.25 per share. The company reported quarterly sales of $338.967 million which beat the analyst consensus estimate of $331.616 million.Haemonetics raised its FY2026 adjusted EPS guidance from $4.80-$5.00 to $4.90-$5.00.Haemonetics shares fell 6% to trade at $61.13 on Friday.These analysts made changes to their pri ...

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Key Takeaways HAE delivered Q3 adjusted EPS of $1.31, up 10.1% y/y, while revenues fell 2.7% to $339M, yet beat estimates.HAE saw Plasma sales rise, while Blood Center and Hospital sales fell on order timing and portfolio cuts. Haemonetics expanded gross margin to 59.7% and operating margin to 23.3% as costs fell and profits rose. Haemonetics Corporation (HAE) delivered third-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.31, which rose 10.1% year over year. The bottom line topped the Zacks Con ...

Financial Data and Key Metrics Changes - Third quarter revenue was $339 million, bringing year-to-date revenue to $988 million, with reported revenue reflecting a $153 million impact from last year's portfolio transitions [5][6] - Adjusted earnings per share increased 10% in the quarter to $1.31 and 11% year-to-date to $3.67, indicating strong earnings quality and durability [6][16] - Adjusted gross margin was 60.2% in the third quarter, up 250 basis points year-over-year, and 60.5% year-to-date, up 390 basis points [13][14] - Free cash flow for the third quarter was $74 million, bringing year-to-date free cash flow to $165 million, representing a more than threefold increase compared to the prior year [17][18] Business Line Data and Key Metrics Changes - Hospital revenue was $144 million in the third quarter, down 1% but up 2% year-to-date organically, with strong performance in Blood Management Technologies offsetting softness in Interventional Technologies [6][9] - Blood Management Technologies grew 8% in the quarter and 11% year-to-date, driven by strong sales of TEG 6s disposables and the heparinase neutralization cartridge [6][7] - Interventional Technology revenue declined 12% in the quarter and 8% year-to-date, primarily due to softness in esophageal cooling and OEM-related headwinds [8][9] - Plasma revenue was $139 million, up 3% on a reported basis, with organic growth of 20% in the quarter and 22% year-to-date, driven by share gains and collection volume [9][10] Market Data and Key Metrics Changes - U.S. plasma collections grew in the low double digits in the third quarter, with the company holding approximately 50% global market share [10] - Blood Center revenue was $57 million in the quarter, growing 3% in the quarter and 4% year-to-date organically, driven by international plasma demand [10][11] Company Strategy and Development Direction - The company is focused on returning the Interventional Technologies franchise to sustainable growth in fiscal 2027, with targeted actions underway to strengthen execution [20][21] - The acquisition of Vivasure is expected to enhance the company's leadership in vascular closure, with a $300 million addressable market identified [43][46] - Capital allocation priorities include investing in organic growth, meeting debt obligations, and opportunistically returning cash to shareholders while maintaining balance sheet flexibility [22][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the plasma business, highlighting strong share gains and favorable market conditions [25][27] - The company anticipates continued margin expansion, although future increments may be smaller than those seen in fiscal 2026 [30][31] - Management remains optimistic about the growth potential in the vascular closure market, particularly with the anticipated MVP XL label expansion [38][59] Other Important Information - The company raised its full-year revenue guidance to a decline of 1%-3%, reflecting improved performance across Plasma, Blood Center, and Blood Management Technologies [11] - Adjusted operating income increased 4% year-to-date to $254 million, with adjusted operating margin expanding 200 basis points to 25.7% [15] Q&A Session Summary Question: Insights on plasma growth and sustainability - Management highlighted strong share gains and collection volume growth, indicating a favorable outlook for plasma in fiscal 2027 [25][27] Question: Margin expectations and challenges in the hospital business - Management acknowledged a sequential decline in adjusted operating margin but expressed confidence in overall margin expansion moving forward [30][31] Question: Updates on the IVT business and competition - Management noted that a significant portion of the decline in IVT was due to specific market dynamics, but they are confident in their strategy to return to growth [36][38] Question: Details on the Vivasure acquisition and market positioning - Management emphasized the strategic importance of Vivasure in enhancing their vascular closure portfolio and outlined a measured approach to its market launch [43][46] Question: Sustainability of blood center growth - Management indicated that while the blood center business has shown positive growth, it is subject to order timing and market conditions [79]

Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Cooper - DirectorAnthony Petrone - Managing Director of Equity ResearchChris Simon - President and CEOJames D'Arecca - CFOJoanne Wuensch - Managing DirectorMarie Thibault - Managing DirectorOlga Guyette - VP of Investor Relations and TreasuryConference Call ParticipantsDavid Rescott - Senior Research AnalystMichael Petusky - Managing Director and Senior Research AnalystMike Matson - Senior AnalystRohin Pate ...

Haemonetics (NYSE:HAE) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Speaker10Ladies and gentlemen, thank you for standing by, and welcome to the third quarter 2026 Hem, Haemonetics Corporation Earnings Conference Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your ha ...

Core Insights - Haemonetics reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and up from $1.19 per share a year ago [1] - The company achieved a revenue of $338.97 million for the quarter, surpassing the Zacks Consensus Estimate by 1.44%, although this represents a decline from $348.54 million in the same quarter last year [3] Earnings Performance - The earnings surprise for the recent quarter was +3.15%, following a previous surprise of +13.39% when earnings were $1.27 per share against an expectation of $1.12 per share [2] - Haemonetics has consistently surpassed consensus EPS estimates over the last four quarters [2] Stock Performance and Outlook - Haemonetics shares have declined approximately 17.7% since the beginning of the year, contrasting with a 0.5% gain in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $1.30, with expected revenues of $334.48 million, and for the current fiscal year, the estimate is $4.93 on $1.32 billion in revenues [8] Industry Context - The Medical - Products industry, to which Haemonetics belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, indicating potential challenges for stock performance [9] - Empirical research suggests that trends in earnings estimate revisions are strongly correlated with near-term stock movements, which may impact Haemonetics' future performance [6]

Third Quarter Fiscal 2026 Results February 5, 2026 © 2026 Haemonetics Corporation Q3 Fiscal 2026 Conference Call Detail Conference call will take place at 8:00 a.m. ET on February 5, 2026, and can be accessed via live webcast: Link or teleconference: Link. The earnings release, accompanying slides and a replay of the conference call (beginning at 11:00 AM ET) are available online at www.haemonetics.com. Conference call speakers: Chris Simon President & CEO James D'Arecca EVP, Chief Financial Officer Olga Gu ...