Haemonetics Corporation (HAE) is Navigating Challenges Through Earnings Growth

Core Insights - The London Company Small Cap Strategy reported a 1.9% appreciation in its small-cap portfolio for Q3 2025, underperforming the Russell 2000 Index which gained 12.4% [1] - Haemonetics Corporation (NYSE:HAE) was highlighted as a bottom performer, with a one-month return of 1.45% and a significant 31.63% decline over the past 52 weeks [2][3] - The company reported revenue of $321 million in Q1 2026, reflecting a 4% year-over-year decrease [4] Company Performance - Haemonetics Corporation's stock closed at $50.27 on November 3, 2025, with a market capitalization of $2.422 billion [2] - The company is facing competitive pressures in its vascular closure business, which may impact short-term performance [3] - Despite current challenges, the company is expected to leverage its portfolio of high-margin products for future earnings growth [3] Market Position - Haemonetics Corporation was held by 29 hedge fund portfolios at the end of Q2 2025, a decrease from 35 in the previous quarter [4] - The investment community acknowledges the potential of Haemonetics but sees greater upside in certain AI stocks [4]