Core Viewpoint - The performance of Haemonetics' international operations is crucial for assessing its financial resilience and growth prospects, especially in the context of a highly interconnected global economy [2][3]. Group 1: Financial Performance Overview - For the quarter ended December 2025, Haemonetics reported total revenue of $338.97 million, reflecting a decline of 2.8% year over year [4]. - The company is projected to achieve total revenue of $1.32 billion for the full year, indicating a fall of 2.6% from the previous year [9]. Group 2: International Revenue Breakdown - Japan contributed $18.14 million, or 5.4% of total revenue, with a surprise increase of +1.87% compared to analyst expectations [5]. - Europe generated $48.28 million, accounting for 14.2% of total revenue, surpassing projections by +6.65% [6]. - Other International regions contributed $1.81 million, making up 0.5% of total revenue, which was a decline of -22.23% from expectations [7]. Group 3: Future Revenue Expectations - Analysts anticipate revenues of $336.54 million for the current fiscal quarter, representing an increase of 1.8% year over year [8]. - Expected revenue contributions for the current quarter are projected to be 5.6% from Japan ($18.94 million), 13.5% from Europe ($45.38 million), and 1.2% from Other International ($3.93 million) [8].

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]