The earnings call presented a balanced view with strong revenue growth in the hospital segment and significant margin expansion, but it also faced challenges with the decline in Plasma revenue due to CSL transition and ongoing issues in China's market.

Company Guidance -

Q2 2026

During the Q4 2025 earnings call, Haemonetics Corporation provided extensive guidance for fiscal year 2026, highlighting several key metrics and projections. The company anticipates total organic revenue growth of 6% to 9%, excluding CSL, driven by strong performance in its Plasma and Hospital businesses. In the Hospital segment, revenue growth is projected to be between 8% and 11%, with significant contributions expected from both Interventional Technologies and Blood Management Technologies. Specifically, Vascular Closure revenue is forecasted to grow double-digit, supported by an 8.6% growth in addressable access sites in electrophysiology (EP) in the U.S. The company expects continued double-digit growth in Hemostasis Management and Transfusion Management within Blood Management Technologies. In Plasma, excluding CSL, an organic growth of 11% to 14% is anticipated, primarily fueled by U.S. share gains and technology adoption. The adjusted operating margin is projected to improve by 200 to 300 basis points, reaching 26% to 27%, with adjusted earnings per diluted share expected to be in the range of $4.70 to $5. Additionally, the guidance includes considerations for a $0.20 adjusted EPS impact from tariffs, and the adjusted tax rate is expected to increase to approximately 24.5%. The company forecasts free cash flow in fiscal 2026 to be between $160 million and $200 million, with a conversion ratio exceeding 70%.

Strong Revenue Growth in Hospital Segment

Hospital revenue grew 12% in Q4 and 24% in fiscal 2025 on a reported basis, with organic growth of 9% and 12%, respectively.

Impressive Margin Expansion

Adjusted gross margin increased by 620 basis points in Q4 to 60.2% and by 300 basis points for fiscal 2025 to 57.4%.

Significant Plasma Revenue Growth Ex-CSL

Excluding CSL, Plasma revenue grew 11% in Q4 and 5% for fiscal 2025.

Share Buyback Program

Executed a $150 million share buyback, repurchasing approximately 2.4 million shares, and announced a new $500 million share repurchase program.

Enhanced Profitability and Earnings Growth

Fourth quarter adjusted net income was $61.6 million, up 34%, while adjusted earnings per diluted share was $1.24, up 39%.

Haemonetics (HAE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HAE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	1.13 / -	1.12	―	―	―
Aug 07, 2025	2026 (Q1)	1.01 / 1.10	1.02	7.84% (+0.08)	―
May 08, 2025	2025 (Q4)	1.22 / 1.24	0.9	37.78% (+0.34)	―
Feb 06, 2025	2025 (Q3)	1.17 / 1.19	1.04	14.42% (+0.15)	―
Nov 07, 2024	2025 (Q2)	1.07 / 1.12	0.99	13.13% (+0.13)	―
Aug 08, 2024	2025 (Q1)	1.00 / 1.02	1.05	-2.86% (-0.03)	―
May 09, 2024	2024 (Q4)	0.89 / 0.90	0.77	16.88% (+0.13)	―
Feb 08, 2024	2024 (Q3)	0.94 / 1.04	0.85	22.35% (+0.19)	―
Nov 02, 2023	2024 (Q2)	0.89 / 0.99	0.83	19.28% (+0.16)	―
Aug 08, 2023	2024 (Q1)	0.72 / 1.05	0.58	81.03% (+0.47)	―

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
Aug 07, 2025	$75.77	$55.63	-26.58%
May 08, 2025	$64.25	$68.01	+5.85%
Feb 06, 2025	$71.24	$62.99	-11.58%
Nov 07, 2024	$78.16	$86.53	+10.71%

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 Nov 05, 2025, Before Open (Confirmed).

What is Haemonetics (HAE) earnings time?

Haemonetics (HAE) earnings time is at Nov 05, 2025, 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 2026 (Q2) is 1.13.

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