Haemonetics (HAE)
NYSE:HAE
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.1Last Year’s EPS
1.1Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong achievements: solid organic revenue growth (notably in plasma and blood management), full-year margin expansion, robust free cash flow and disciplined capital allocation, plus important product approvals and commercialization progress (Persona PLUS, VASCADE MVP XL and Vivasure acquisition). Notable near-term headwinds were acknowledged, including a weak interventional technologies performance, Q4 margin pressure driven by tariffs and transition effects, Vivasure dilution, and higher tax/interest costs. Management provided constructive FY2027 guidance (revenue growth and margin expansion), emphasized most large portfolio transitions are behind them, and outlined clear commercialization and launch plans. Overall, the positive operational and financial momentum and confident guidance outweigh the manageable near-term challenges.Company Guidance
Quarterly Revenue and EPS Growth
Q4 revenue of $346M, up 5% reported and 9% organic ex-CSL; adjusted EPS of $1.29, up 4% year-over-year.
Full Year Financial Performance
Fiscal 2026 revenue of $1.3B with adjusted EPS of $4.96 per share (adjusted EPS up 9% for the full year); full-year adjusted gross margin expanded 280 basis points to 60.3% and adjusted operating margin expanded 140 basis points to 25.4%.
Strong Free Cash Flow and Cash Conversion
Generated $45M of free cash flow in Q4 and $210M for the fiscal year; free cash flow to adjusted net income conversion ratio of 89% for the year; cumulative four-year free cash flow of $636M.
Plasma Franchise Momentum
Plasma revenue of $130M in Q4, up 3% reported and 13% organic ex-CSL; full year plasma revenue $524M, down 2% reported but up 20% organic ex-CSL (above revised guidance of 17%–19%); U.S. share of plasma collections grew in the high single digits and Europe saw double-digit growth.
Record Performance in Blood Management Technologies
Blood management technologies delivered a record quarter with revenue growth of 21% in Q4 and 14% for the year; hemostasis management grew in the high teens; transfusion management made outsized contributions, representing nearly half of franchise growth.
Product and Portfolio Progress
Key regulatory and portfolio milestones achieved: U.S. FDA clearance of Persona PLUS, expanded indication for VASCADE MVP XL, submission to expand VASCADE label in Japan, acquisition of Vivasure, and continued rollouts (Persona PLUS, Device360, Express Plus) to drive yield, efficiency and market leadership.
Fiscal 2027 Guidance and Margin Expansion
Guidance for FY2027: revenue growth of 4%–7% reported and 3%–6% organic (adjusted for extra week/FX); adjusted operating margin expected to improve 50–100 basis points year-over-year; adjusted EPS expected broadly in line with revenue; targeted free cash flow conversion ~80%.
Capital Allocation and Balance Sheet Actions
Returned capital via ~$175M share repurchases (>3M shares), invested ~$61M for Vivasure; ended year with $245M cash; total debt $1.2B with net leverage ratio ~2.73x EBITDA after refinancing activity.
HAE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HAE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $52.67 | $54.37 | +3.23% |
Feb 05, 2026 | $65.95 | $65.02 | -1.41% |
Nov 06, 2025 | $50.72 | $67.11 | +32.31% |
Aug 07, 2025 | $75.77 | $55.63 | -26.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Haemonetics (HAE) report earnings?
Haemonetics (HAE) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Haemonetics (HAE) earnings time?
Haemonetics (HAE) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HAE EPS forecast?
HAE EPS forecast for the fiscal quarter 2027 (Q1) is 1.1.