Zacks Investment Research·4 days ago
Is it Apt to Retain Haemonetics Stock in Your Portfolio for Now?HAE's Plasma franchise and NexSys PCS momentum may support growth, but heavy debt and competitive pressure remain key concerns.
Haemonetics Corporation(HAE)Earnings, Financials & Key Ratios
HAE•NYSE
$74.88
36.5× P/E·Price updated Jul 7, 2026
AboutHaemonetics Corporation, a healthcare company, provides medical products and solutions. It operates through three segments: Plasma, Blood Center, and Hospital. The company offers automated plasma collection devices, related disposables, and software, including NexSys PCS and PCS2 plasmapheresis equipment and related disposables and intravenous solutions, as well as integrated information technology platforms for plasma customers to manage their donors, operations, and supply chain; and NexLynk DMS donor management system. It also provides automated blood component and manual whole blood collection systems, such as MCS brand apheresis equipment to collect specific blood components from the donor; disposable whole blood collection and component storage sets; SafeTrace Tx blood bank information system; and BloodTrack blood management software, a suite of blood management and bedside transfusion solutions that combines software with hardware components, as well as an extension of the hospital's blood bank information system. In addition, the company offers hospital products comprising TEG, ClotPro, and HAS hemostasis analyzer systems that provide a comprehensive assessment of a patient's overall hemostasis; TEG Manager software, which connects various TEG analyzers throughout the hospital, providing clinicians remote access to active and historical test results that inform treatment decisions; and Cell Saver Elite +, an autologous blood recovery system for cardiovascular, orthopedic, trauma, transplant, vascular, obstetrical, and gynecological surgeries. It markets and sells its products through direct sales force, independent distributors, and sales representatives. Haemonetics Corporation was founded in 1971 and is headquartered in Boston, Massachusetts.Show more
- Revenue$1.33B-2.0%
- EBITDA$397M+20.1%
- Net Income$97M-42.0%
- EPS (Diluted)2.05-38.1%
- Gross Margin55.74%-2.6%
- EBITDA Margin29.77%+22.5%
- Operating Margin18.1%+11.0%
- Net Margin7.29%-40.8%
- ROE12.03%-36.1%
HAE Price & Volume
Haemonetics Corporation (HAE) stock price & volume — 10-year historical chart
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Operational Volatility Challenges Long Term Margin Expansion
Investment Thesis • Updated 2026Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Plasma volume and integration
Key Thesis Takeaways
- Haemonetics faces a complex outlook characterized by inconsistent revenue growth, which fluctuated between negative 5.3% and positive 12.8% over the last ten quarters, complicating long-term valuation.
- While the company maintains a resilient gross margin of 57.2%, the aggressive reliance on debt to fund inorganic growth has pushed the debt-to-equity ratio to 1.54, increasing the firm's sensitivity to operational shocks.
- Investors should monitor the integration of recent acquisitions, as goodwill now accounts for $656.4 million of the total $2.4 billion asset base, potentially creating future impairment risks.
Verdict Logic
while the forward P/E of 15.63 suggests a more attractive valuation, the recent net loss of $20.1 million and high capital expenditure of 22.5% of revenue warrant a cautious wait-and-see approach.
HAE Growth Metrics
Haemonetics Corporation (HAE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years3.91%
5 Years8.91%
3 Years4.51%
TTM-1.97%
Profit CAGR
10 Years-
5 Years4.13%
3 Years-5.53%
TTM-41.97%
EPS CAGR
10 Years-
5 Years5.75%
3 Years-2.91%
TTM-38.97%
Return on Capital
10 Years7.88%
5 Years9.72%
3 Years11.03%
Last Year12.11%
HAE Recent Earnings
Haemonetics Corporation (HAE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$1.29+0.8%
$1.28
Rev
$346M+2.8%
$337M
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$1.31+3.1%
$1.27
Rev
$339M+2.1%
$332M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$1.27+13.4%
$1.12
Rev
$327M-0.7%
$330M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$1.10+8.9%
$1.01
Rev
$321M+0.4%
$320M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $1.29vs $1.28+0.8% | $346Mvs $337M+2.8% |
| Q1 2026 | Feb 5, 2026 | $1.31vs $1.27+3.1% | $339Mvs $332M+2.1% |
| Q4 2025 | Nov 6, 2025 | $1.27vs $1.12+13.4% | $327Mvs $330M-0.7% |
| Q3 2025 | Aug 7, 2025 | $1.10vs $1.01+8.9% | $321Mvs $320M+0.4% |
Based on last 12 quarters of dataView full earnings history →
Latest HAE News
Recent stock market news and headlines for Haemonetics Corporation (HAE)
GuruFocus·Jun 25, 2026
Haemonetics Corp (HAE) Stock Up 6.5% and Still Undervalued -- GF Score: 84/100On June 25, 2026, Haemonetics Corp (HAE) shares rose 6.5% today, bringing the current price to $77.62. The stock has experienced a 52-week range between $47.32
Seeking Alpha·Jun 15, 2026
BioCryst Pharmaceuticals: Management's Plans For Multibillion HAE Franchise Add UpBioCryst Pharmaceuticals, Inc. is upgraded to Buy, reflecting strong execution in HAE and a compelling pipeline with Orladeyo and navenibart. BCRX targets $1.8bn in revenues and $1bn in cash by 2033, leveraging best-in-class efficacy and less frequent dosing for navenibart to challenge market incumbents. Recent Q1 results showed 11% YoY Orladeyo revenue growth, robust non-GAAP profitability, and reaffirmed 2026 guidance, suggesting valuation remains attractive.
Peers Comparison
Key metrics vs top competitors for Haemonetics Corporation (HAE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $74.88 | $3.48B | 36.53 | -1.97% | 7.29% | 12.03% | — | |
| $129.75 | $5.74B | -6.41 | -34.61% | -35.89% | -28.27% | — | |
| $76.01 | $16.97B | 30.53 | 1.74% | 13.18% | 11.01% | — | |
| $91.90 | $3.16B | 31.80 | 7.57% | 7.67% | 8.23% | — | |
| $17.72 | $2.02B | -14.52 | 8.28% | -25.66% | -50.82% | — | |
| $1.24 | $86.3M | -1.07 | 15.4% | -523.83% | -51.88% | — |
Compare HAE vs Peers
Haemonetics Corporation (HAE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HAE SEC Filings & Documents
Haemonetics Corporation (HAE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
May 1, 2026·SEC
Material company update
Mar 3, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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HAE Frequently Asked Questions
Haemonetics Corporation (HAE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Haemonetics Corporation's revenue?
Haemonetics Corporation (HAE) reported $1.33B in revenue for fiscal year 2026. This represents a 331% increase from $309.8M in 1997.
How fast is Haemonetics Corporation growing?
Haemonetics Corporation (HAE) saw revenue decline by 2.0% over the past year.
Is HAE profitable?
Yes, Haemonetics Corporation (HAE) is profitable, generating $97.3M in net income for fiscal year 2026 (7.3% net margin).
Dividend & Returns
What is HAE's return on equity?
Haemonetics Corporation (HAE) has a return on equity (ROE) of 12.0%. This is reasonable for most industries.
What is Haemonetics Corporation's free cash flow?
Haemonetics Corporation (HAE) generated $260.4M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.