For the quarterly period ended: December 27, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ 1934 Commission File Number: 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of incorporation or organizat ...

Investor Contacts Media Contact Olga Guyette, Vice President-Investor Relations & Treasury Josh Gitelson, Sr. Director-Communications (781) 356-9763 (781) 356-9776 olga.guyette@haemonetics.com josh.gitelson@haemonetics.com David Trenk, Manager-Investor Relations (203) 733-4987 david.trenk@haemonetics.com Haemonetics Reports Third Quarter and Year-to-Date Fiscal 2026 Results; Raises Total Company Fiscal 2026 Guidance Boston, MA, February 5, 2026 - Haemonetics Corporation (NYSE: HAE) reported financial result ...

Core Viewpoint - Haemonetics Corporation announced the availability of its financial results for the third quarter of fiscal year 2026, which ended on December 27, 2025, and will host a conference call to discuss these results [1]. Financial Results - The financial results for the third quarter fiscal year 2026 are accessible on the Company's Investor Relations website [1]. - A conference call and webcast will take place at 8:00 a.m. ET on February 5, 2026, to discuss the results and answer questions from investors and analysts [1]. Conference Call and Webcast - A replay of the conference call and webcast will be available starting at 11:00 a.m. ET on February 5, 2026, and will remain accessible for one year [2]. Company Overview - Haemonetics is a global medical technology company focused on improving healthcare quality, effectiveness, and efficiency through innovative solutions [3]. - The company offers a range of hospital technologies, plasma collection technologies, and products for blood centers to enhance patient outcomes and operational efficiency [3].

Haemonetics Corporation (NYSE:HAE) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. On January 12, Michael Petusky from Barrington maintained his Outperform rating on Haemonetics Corporation (NYSE:HAE). He also revised his estimated price target upward from $90 to $93, implying an upside of almost 41%. Easiest Md/PhD Programs to Get Into oatautta/Shutterstock.com Petusky’s rating and target price adjustment came at the back of the company’s recent acquisition of Vivas ...

Company Overview - Haemonetics is a global leader in plasma apheresis, operating in a $1 billion addressable market that is expected to grow at least in the mid-single digits [3] - The company emphasizes its strong position in the plasma apheresis market, which provides a durable source of EBITDA, attractive return on invested capital, and robust free cash flow [3] Growth Strategy - To accelerate growth and reduce volatility, Haemonetics has decided to diversify into attractive med-surg markets while avoiding competition with therapeutic category leaders [4] - The company aims to acquire and grow a portfolio of scalable, therapeutically agnostic enabling technologies in various medical and surgical areas [4]

Haemonetics (NYSE:HAE) FY Conference Summary Company Overview - Haemonetics is a global leader in plasma apheresis with a $1 billion addressable market growing at mid-single digits, providing durable EBITDA and attractive returns on invested capital [2][3] - The company is diversifying into MedSurg markets to reduce volatility and systemic risk associated with its core plasma business [3] Financial Performance - The company has achieved an 8% total revenue compound annual growth rate and a 13% organic revenue growth rate, excluding a major customer transition [5] - Operating income margin improved by 770 basis points, reaching 26.3% in the first half of the fiscal year [6][28] - Adjusted EPS is expected to compound at approximately 17% [6] - Free cash flow has more than doubled, reflecting the strength and optionality of the business [21] Strategic Initiatives - The company has focused on building high-quality, sustainable growth engines, emphasizing revenue, margin, and cash flow expansion [4] - A significant shift in revenue sources has occurred, with high-growth, high-margin businesses now representing 85% of total revenue, up from 30% in FY22 [6] - Haemonetics has exited or de-emphasized non-core assets to focus on scalable, therapeutically agnostic technologies [7] Core Product Platforms 1. **Plasma Apheresis** - The foundational earnings engine with over 50% market share in a $1 billion global market [8] - Strong end-market demand supported by a $30 billion global biopharmaceutical industry [8] - The company has a competitive advantage through superior technology and a bi-directionally integrated plasma collection platform [9][10] 2. **TEG (Viscoelastic Testing)** - The second-largest growth driver with a $400 million addressable market, growing in mid-single digits [11][12] - TEG has a 45% market share and is positioned to capture additional market opportunities through new product launches [12] 3. **Vascular Closure Technologies** - Represents a $2.5 billion total market opportunity, with a focus on electrophysiology [15] - The recent acquisition of Vivasure is expected to enhance the company's position in large bore closure markets, estimated at $300 million [18][30] Market Dynamics - The plasma business is experiencing a "trifecta" of growth through share gains, pricing premiums, and normalization of collections [40] - The company is well-positioned for continued growth, with no single customer representing more than 10% of total revenue [39] Capital Allocation Strategy - The company has deployed $1.3 billion in capital over four years, focusing on organic growth, M&A, and shareholder returns [22] - Priorities include organic investments, M&A (paused for now), and share buybacks, with $225 million returned to shareholders in the past year [44][45] Future Outlook - The company anticipates continued margin expansion and operational improvements, with a focus on leveraging its core platforms for growth [26][27] - The upcoming fiscal year (FY27) is expected to see normalized growth in plasma and further advancements in the MedSurg business [24][25] Conclusion - Haemonetics is positioned for sustainable growth through strategic diversification, strong financial performance, and a focus on core product platforms, with a clear roadmap for future value creation [20][23]

JP Morgan 44th Annual Healthcare Conference January 13, 2026 © 2026 Haemonetics Corporation Important Information Safe Harbor for Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements do not relate strictly to historical or current facts and may be identified by the use of words such as "may," "will," "should," "could," "would," "expect ...

Group 1 - Barrington raised the price target on Haemonetics (HAE) to $93 from $90, maintaining an Outperform rating on the shares [1] - The increase in price target is based on a positive view of Haemonetics' acquisition of Vivasure Medical Limited, an Ireland-based developer of advanced polymer implants and delivery systems [1]

Core Viewpoint - Haemonetics Corporation is enhancing its market position through strategic acquisitions, specifically the acquisition of Vivasure Medical Limited, which will strengthen its capabilities in blood management solutions and structural heart procedures [1][3][6] Group 1: Company Overview - Haemonetics Corporation specializes in blood management solutions and is recognized for its innovative medical technology products [1] - The company faces competition in the medical technology sector but is actively working to strengthen its position through acquisitions and product development [1] Group 2: Acquisition Details - Haemonetics announced the acquisition of Vivasure Medical Limited for €100 million upfront, with potential milestone payments of up to €85 million [3] - The acquisition will be funded with cash on hand, indicating Haemonetics' financial strength [3][6] - Vivasure's PerQseal Elite system, which is designed for closing large-bore arterial and venous access sites, is a significant addition to Haemonetics' product offerings [4] Group 3: Product Impact - The PerQseal Elite system has received CE Mark approval in Europe and has a Premarket Approval application submitted to the U.S. FDA [5] - The system demonstrated a 0% major complication rate at thirty days in the ELITE arterial study, showcasing its effectiveness and ease of use [5] - This acquisition is expected to enhance Haemonetics' position in the cardiology sector, aligning with the growing demand for large-bore vascular access [4][5] Group 4: Market Performance - Barrington set a price target of $93 for Haemonetics, indicating a potential upside of 13.37% from its current trading price of $82.03 [2][6] - The stock has shown a recent decrease of 2.39%, with a trading range between $81.94 and $84.92 [2] - Over the past year, the stock has fluctuated between $47.32 and $87.32, indicating significant volatility [2]

Core Viewpoint - Orchestra BioMed Holdings, Inc. is set to receive up to $21 million in cash proceeds from the acquisition of Vivasure by Haemonetics Corporation, which closed on January 9, 2026, highlighting the strategic value of Vivasure to Orchestra BioMed [1][2]. Group 1: Financial Expectations - Orchestra BioMed expects to receive $11 million in proceeds during 2026, consisting of approximately $5 million upfront and about $6 million as a first milestone payment, with the remainder to be earned based on future revenue milestones [2][5]. - The total expected proceeds from the acquisition amount to $21 million, indicating a significant financial benefit for Orchestra BioMed [1]. Group 2: Product and Technology Overview - Vivasure's PerQseal® Elite system utilizes a proprietary bioabsorbable patch for sealing large-bore arteriotomies and venotomies, providing a sutureless and fully absorbable solution for various medical procedures [3]. - The PerQseal Elite system has received CE Mark approval in Europe and a Premarket Approval application has been submitted to the U.S. FDA, showcasing its regulatory progress and market potential [3]. Group 3: Strategic Partnerships and Development - Orchestra BioMed has been a strategic partner of Vivasure since its inception, actively supporting the development of the PerQseal technology [3][4]. - The collaboration with Haemonetics is expected to enhance the commercial prospects of the PerQseal Elite system, leveraging Haemonetics' market presence in the large-bore closure market [3][7]. Group 4: Company Background - Orchestra BioMed is focused on accelerating high-impact biomedical technologies through strategic collaborations, with flagship products like AVIM Therapy and Virtue® Sirolimus AngioInfusion™ Balloon undergoing pivotal clinical trials [4][6]. - The company aims to address significant health issues, such as hypertension and atherosclerotic artery disease, which represent multi-billion-dollar market opportunities [4][6].