Should You Hold Haemonetics Corporation (HAE)?

Core Insights - The third-quarter 2025 investor letter from Aristotle Capital Boston, LLC indicates that U.S. small/mid-cap equities performed well, with the strategy returning 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Overview - Haemonetics Corporation (NYSE:HAE) is a medical technology company focused on hematology and blood management products and solutions [3] - As of October 31, 2025, Haemonetics had a market capitalization of $2.409 billion, with shares closing at $50.01 [2] Financial Performance - Haemonetics reported a one-month return of 0.93% but experienced a significant decline of 31.99% over the past 52 weeks [2] - The company reported revenue of $321 million in the first fiscal quarter of 2026, reflecting a 4% decrease year-over-year [4] Analyst Insights - The company beat analyst earnings estimates but fell short on revenue expectations during the quarter [3] - Despite the mixed results, the company is viewed positively due to its strong competitive position in the plasmapheresis market and increased investment in research and development, which is expected to create long-term shareholder value [3]