HAEMONETICS CORP (HAE) Earnings History

HAEMONETICS CORP - Q3 FY2026 EarningsMissed

Filed at: Feb 5, 2026, 6:03 AM EST|Read from source

EXECUTIVE SUMMARY

Haemonetics reported mixed third-quarter results with a revenue decline but improved margins and strong cash flow generation. The company raised its full-year guidance, driven by performance in Plasma and Blood Management Technologies, while addressing challenges in Interventional Technologies.

POSITIVE HIGHLIGHTS

  • •

    Adjusted earnings per diluted share increased by 10.1% to $1.31 compared to the prior year.

    positive
  • •

    Gross margin improved to 59.7% from 55.5% year-over-year, driven by a higher-margin product portfolio and innovation.

    positive
  • •

    Operating income increased by 14.2% to $67.4 million, with operating margin expanding to 19.9% from 16.9% year-over-year.

    positive
  • •

    Cash flow from operating activities increased by 113.8% to $93.6 million, and free cash flow increased by 150.9% to $74.2 million year-over-year.

    positive
  • •

    Full-year fiscal 2026 guidance for total company reported revenue growth was raised to 1-3% from (1)-(4)%, and organic ex-CSL revenue growth was raised to 8-10% from 7-10%.

    positive
  • •

    Full-year fiscal 2026 adjusted earnings per diluted share guidance was raised to $4.90-$5.00 from $4.80-$5.00.

    positive
  • •

    Full-year fiscal 2026 free cash flow guidance was raised to $200M-$220M from $170M-$210M.

    positive

CONCERNS & RISKS

  • •

    Total net revenue decreased by 2.7% to $339.0 million in the third quarter compared to the prior year.

    negative
  • •

    Blood Center revenue decreased by 19.6% year-over-year.

    negative
  • •

    Interventional Technologies revenue decreased by 11.4% year-over-year.

    negative
  • •

    Organic revenue declined 1.2% in the third quarter, although organic ex-CSL revenue grew 7.5%.

    attention
  • •

    Inventories, net decreased by $43.956 million from March 29, 2025 to December 27, 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$338.97M
-2.7%
Prior year: $348.54M
Annual (YTD)
$987.68M
N/A
Prior year: $1.03B
Net Income
Quarterly
$44.74M
+19.3%
Prior year: $37.49M
Annual (YTD)
$117.45M
N/A
Prior year: $109.70M
EPS (Diluted)
Quarterly
$0.95
+28.4%
Prior year: $0.74
Annual (YTD)
$2.46
N/A
Prior year: $2.14
Operating Income
Quarterly
$67.40B
0.0%
Prior year: $67.40B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
59.7%
Prior Year
55.5%
YoY Change
+420 bps
Operating Margin
Current Quarter
19.9%
Prior Year
16.9%
YoY Change
+300 bps
Net Margin
Current Quarter
13.2%
Prior Year
10.8%
YoY Change
+240 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q3 FY2026 2026

VISUAL OVERVIEW

|
Plasma
0.0%
N/A
Blood Center
0.0%
N/A
Hospital
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Plasma
N/A———
Blood Center
N/A———
Hospital
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Plasma Reported Revenue Growth
$-0.0M—$-0.0M
Mid-point: $-0.0M
Blood Center Reported Revenue Growth
$-0.2M—$-0.2M
Mid-point: $-0.2M
Hospital Reported Revenue Growth
$0.0M—$0.0M
Mid-point: $0.0M
Total Company Reported Revenue Growth
$0.0M—$0.0M
Mid-point: $0.0M
Total Company Organic Revenue Growth
$0.0M—$0.0M
Mid-point: $0.0M
Total Company Organic ex-CSL Revenue Growth
$0.1M—$0.1M
Mid-point: $0.1M
Adjusted operating margin
0.3%—0.3%
Mid-point: 0.3%
Adjusted earnings per diluted share
4.9—5
Mid-point: 4.95
Free cash flow
200,000,000—220,000,000
Mid-point: 210,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q3 2026
Amortization of acquired intangible assets
+$10.933M
$0.20 per share
Q3 2026
Amortization of fair value inventory step-up
+$1.323M
$0.02 per share
Q3 2026
Integration and transaction costs
+$1.655M
$0.02 per share
Q3 2026
Restructuring costs
+$1.448M
$0.02 per share
Q3 2026
Digital transformation costs
+$6.113M
$0.10 per share
Q3 2026
Write downs of certain assets
+$0.834M
$0.01 per share
Q3 2026
Litigation-related charges
$1.278M
$0.02 per share
Q3 2026
Impairment of intangible assets
+$0.716M
$0.01 per share
Q3 2025
Amortization of acquired intangible assets
+$12.23M
$0.18 per share
Q3 2025
Amortization of fair value inventory step-up
+$3.341M
$0.05 per share
Q3 2025
Integration and transaction costs
+$0.244M
$0.00 per share
Q3 2025
Restructuring costs
+$3.515M
$0.05 per share
Q3 2025
Restructuring related costs
+$1.468M
$0.02 per share
Q3 2025
Digital transformation costs
+$4.62M
$0.07 per share
Q3 2025
Write downs of certain assets
+$4M
$0.06 per share
Q3 2025
MDR and IVDR costs
+$1.008M
$0.02 per share
YTD 2026
Amortization of acquired intangible assets
+$33.507M
$0.55 per share
YTD 2026
Amortization of fair value inventory step-up
+$5.814M
$0.09 per share
YTD 2026
Integration and transaction costs
+$5.677M
$0.12 per share
YTD 2026
Restructuring costs
+$2.918M
$0.04 per share
YTD 2026
Digital transformation costs
+$16.522M
$0.26 per share
YTD 2026
Litigation-related charges
$0.474M
$0.01 per share
YTD 2026
Impairment of intangible assets
+$9.3M
$0.15 per share
YTD 2025
Amortization of acquired intangible assets
+$36.965M
$0.54 per share
YTD 2025
Amortization of fair value inventory step-up
+$12.319M
$0.18 per share
YTD 2025
Integration and transaction costs
+$13.449M
$0.24 per share
YTD 2025
Restructuring costs
+$12.929M
$0.19 per share
YTD 2025
Restructuring related costs
+$5.557M
$0.08 per share
YTD 2025
Digital transformation costs
+$15.823M
$0.24 per share
YTD 2025
Write downs of certain assets
+$4M
$0.06 per share
YTD 2025
MDR and IVDR costs
+$3.125M
$0.05 per share
YTD 2025
Litigation-related charges
+$1.057M
$0.02 per share
YTD 2025
Gain on repurchase of convertible notes, net
$9.541M
$0.19 per share
YTD 2025
Gains on sales of property, plant and equipment
$10.702M
$0.21 per share
YTD 2025
Impairment of intangible assets
+$1.81M
$0.04 per share
Total Impact
+$212.225M$3.25 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Third quarter revenue growth, margin expansion, and cash flow reflect the underlying strength of our core businesses.

— HAEMONETICS CORP, Q3 FY2026 2026 Earnings Call

Plasma and Blood Management Technologies continue to drive our strong performance.

— HAEMONETICS CORP, Q3 FY2026 2026 Earnings Call

We are taking targeted actions to reestablish momentum in Interventional Technologies and prepare for a US launch of PerQseal Elite.

— HAEMONETICS CORP, Q3 FY2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.