Understanding Haemonetics (HAE) Reliance on International Revenue

Core Insights - Haemonetics' international operations are crucial for assessing its financial resilience and growth prospects, especially in a tightly interconnected global economy [2][3] - The company's total revenue for the quarter ended June 2025 was $321.39 million, reflecting a year-over-year decline of 4.4% [4] International Revenue Breakdown - Japan generated $13.65 million in revenue, accounting for 4.3% of total revenue, which was a surprise decline of 14.62% compared to the expected $15.99 million [5] - The Rest of Asia contributed $21.65 million, representing 6.7% of total revenue, with a surprise decline of 7.55% from the expected $23.42 million [6] - Europe accounted for $40.88 million, or 12.7% of total revenue, with a surprise decline of 10.32% from the anticipated $45.59 million [7] Revenue Forecasts - Analysts expect Haemonetics to report $321.11 million in total revenue for the current fiscal quarter, indicating a decline of 7.1% from the previous year [8] - For the full year, total revenue is projected to be $1.3 billion, down 4.2% from the previous year, with Japan, Rest of Asia, and Europe expected to contribute 5.4% ($70.72 million), 8.3% ($108 million), and 13.9% ($181.38 million) respectively [9] Market Dynamics - The reliance on foreign markets presents both opportunities and challenges for Haemonetics, necessitating close monitoring of international revenue trends to project future performance [10] - The company's stock has seen a significant decline of 28.5% over the past four weeks, contrasting with a 2.7% increase in the S&P 500 [13]