Pulling SEC filings + quote and writing the call…

HAEMONETICS CORP
Next earnings Aug 5, 2026 · consensus $1.10 EPS, $332M rev
Last earnings +3.2% on 2026-05-07
Quality medtech franchise hit an earnings air-pocket; levered balance sheet and 35x P/E argue for patience, not chase.
Sources: SEC EDGAR (CIK 0000313143, latest 10-K filed 2026-05-20) · EODHD · analysis by claude-code · as of 6/25/2026, 1:38:47 PM.
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Middling fundamentals and a rich price (~78% above fair value) leave little margin of safety — a wait-and-see.
Haemonetics is a three-segment medical-technology business (Plasma, Blood Center, Hospital) with a 59.0% gross margin and a strong $293M operating cash flow in FY2026 (+61.4% YoY) — the underlying franchise is clearly cash-generative. Management explicitly states Plasma and Hospital have the greatest growth potential, and the January 2026 Vivasure acquisition ($164.4M net) extends the Hospital interventional-cardiology portfolio with the PerQseal Elite large-bore vessel-closure system (PMA submitted to FDA, CE Mark in Europe). That positions Hospital as the forward growth engine while Blood Center is acknowledged to operate in 'more challenging markets.'
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $993M | $1.17B | $1.31B | $1.36B | $1.33B |
| Gross profit | $506M | $615M | $692M | $749M | $788M |
| Operating income | $80.8M | $156M | $165M | $222M | $157M |
| Net income | $43.4M | $115M | $118M | $168M | $97.3M |
| Diluted EPS | $0.84 | $2.24 | $2.29 | $3.31 | $2.05 |
| Net margin | 4.4% | 9.9% | 9.0% | 12.3% | 7.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
FY26 proxy: executive comp and board slate for annual meeting.
Reg FD disclosure (likely investor conf/presentation); no material financial change.
FY26 10-K: rev -2%, NI -42%, LT debt +32%; Vivasure deal, $175M buybacks.
FY26 Q4/full-year results: revenue -2%, net income -42% YoY, EPS $2.05.
Executive officer change (Item 5.02) disclosed ahead of FY26 results.
Reg FD update (investor conference/business update); no financials.
Reg FD disclosure following Q3 print; supplemental investor materials.
Q3 FY26 10-Q showed continuing top/bottom-line pressure vs. prior year.
Q3 FY26 10-Q showed continuing top/bottom-line pressure vs. prior year.
1047 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-05 | Maunsell Farris Maryanne VP, Chief Accounting Officer | Tax | 259.00 @ $71.28 | $18.5K |
| 2026-06-05 | Miller Laurie A. SVP, Human Resources | Tax | 313.00 @ $71.28 | $22.3K |
| 2026-05-15 | Basil Michelle L EVP and General Counsel | Tax | 2.91K @ $56.29 | $164K |
| 2026-05-15 | Basil Michelle L EVP and General Counsel | Award | 28.4K | |
| 2026-05-15 | Chan Frank EVP, Chief Operating Officer | Tax | 546.00 @ $56.29 | $30.7K |
| 2026-05-15 | Chan Frank EVP, Chief Operating Officer | Award | 27.5K | |
| 2026-05-15 | DArecca James EVP, Chief Financial Officer | Tax | 2.50K @ $56.29 | $141K |
| 2026-05-15 | DArecca James EVP, Chief Financial Officer | Award | 29.3K | |
| 2026-05-15 | Maunsell Farris Maryanne VP, Chief Accounting Officer | Tax | 197.00 @ $56.29 | $11.1K |
| 2026-05-15 | Maunsell Farris Maryanne VP, Chief Accounting Officer | Award | 2.22K | |
| 2026-05-15 | Galvin Roy EVP, Chief Commercial Officer | Tax | 879.00 @ $56.29 | $49.5K |
| 2026-05-15 | Galvin Roy EVP, Chief Commercial Officer | Award | 27.5K |