Haemonetics(HAE)
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Haemonetics Announces Proposed Convertible Senior Notes Offering
prnewswire.com· 2024-05-22 04:05
BOSTON, May 21, 2024 /PRNewswire/ -- Haemonetics Corporation ("Haemonetics") (NYSE: HAE) today announced its intention to offer, subject to market and other conditions, $525,000,000 aggregate principal amount of Convertible Senior Notes due 2029 (the "notes") in a private offering (the "offering") to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). Haemonetics also expects to grant the initial purchasers of the notes an option to purch ...
Haemonetics(HAE) - 2024 Q4 - Annual Report
2024-05-20 18:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of incorpor ...
Haemonetics' (HAE) Hospital & Plasma Segments, Innovation Aid
zacks.com· 2024-05-18 01:01
Haemonetics (HAE) continues to expand its business, banking on growth drivers like Plasma, Thromboelastography (TEG), Hemostasis Management and the Vascular Closure business. The stock sports a Zacks Rank #1 (Strong Buy). Haemonetics’ Plasma business unit focuses on the collection of source plasma for pharmaceutical manufacturers using apheresis devices that only collect plasma. The demand for source plasma has continued to grow due to an expanding end-user market for plasma-derived biopharmaceuticals. The ...
Haemonetics (HAE) Stock Up 10.9% YTD: Will the Rally Continue?
zacks.com· 2024-05-17 23:21
Haemonetics Corporation‘s (HAE) shares have increased 10.8% year to date compared with the industry’s rise of 6.1%. The Medical sector has gained 1% in the said time frame. The company has a market capitalization of $4.82 billion. The consistent growth performance in the past few quarters, reflecting its strategic focus on establishing leading positions in high-growth markets to generate solid financial returns, is likely to drive this Zacks Rank 1 (Strong Buy) stock. Its earnings are expected to grow 12% i ...
Haemonetics Corporation (HAE) Hit a 52 Week High, Can the Run Continue?
Zacks Investment Research· 2024-05-14 22:16
Shares of Haemonetics (HAE) have been strong performers lately, with the stock up 13.4% over the past month. The stock hit a new 52-week high of $97.35 in the previous session. Haemonetics has gained 12.5% since the start of the year compared to the 3.8% move for the Zacks Medical sector and the 2.9% return for the Zacks Medical - Products industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any ...
Why Haemonetics (HAE) is a Top Value Stock for the Long-Term
Zacks Investment Research· 2024-05-13 22:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Styl ...
Haemonetics (HAE) Q4 Earnings Top Estimates, Margins Expand
Zacks Investment Research· 2024-05-10 23:56
Haemonetics Corporation (HAE) delivered adjusted earnings per share (EPS) of 90 cents for the fourth quarter of fiscal 2024, up 16.9% year over year. The bottom line surpassed the Zacks Consensus Estimate by 2.3%. On a GAAP basis, EPS was 40 cents, down 29.8% from the prior-year quarter’s levels. For the full year, adjusted earnings were $3.96 per share, up 30.7% from the year-ago period’s figure. It beats the Zacks Consensus Estimate by 03%. Total Revenues Revenues increased 12.8% to $343.3 million in the ...
Haemonetics(HAE) - 2024 Q4 - Earnings Call Transcript
2024-05-10 12:25
财务数据和关键指标变化 - 公司在第四季度和全年实现了10%和12%的有机收入增长 [10] - 调整后每股收益在第四季度和全年分别增长17%和31% [10] 各条业务线数据和关键指标变化 血浆业务 - 血浆业务第四季度和全年分别增长6%和14%,主要驱动因素是耗材销量和软件 [14][17] - 北美血浆耗材收入占比85%,第四季度和全年分别增长4%和13% [14] - 公司推出了新的Express Plus技术,可以显著提高客户的收集效率 [15][16] - 不包括CSL过渡供应协议,核心血浆业务在2024财年增长18%,2025财年预计增长8%至12% [17] - 2025财年CSL收入预计下降45%,从1.55亿美元降至约0.85亿美元,因此总血浆收入预计下降3%至6% [17] 血液中心业务 - 血液中心业务第四季度和全年分别增长7%和1%,主要驱动因素是血浆采集业务保持强劲 [18] - 血浆采集业务第四季度和全年分别增长近13%和5% [18] - 全血业务第四季度和全年分别下降7%和9%,主要是由于产品组合调整 [19] - 2025财年血液中心业务收入预计下降5%至7% [19] 医院业务 - 医院业务第四季度和全年分别增长19%和17%,主要驱动因素是血管闭合和止血管理 [20][21] - 止血管理业务第四季度和全年分别增长19%和15%,主要是由于TEG 6s耗材使用量强劲、价格上涨和美国安装基数持续增长 [20] - 公司获得了全球止血肝素中和滤芯的FDA批准,扩展了TEG 6s平台的应用 [20] - 其他血液管理技术业务(包括输血管理和细胞回收)第四季度和全年分别增长7%和6% [21] - 介入技术业务第四季度和全年均增长28%,主要受益于VASCADE在美国的渗透率提升 [22][23] - 公司获得了VASSCADE MVPXL中心静脉闭合器的FDA批准,进一步扩大了产品组合 [23] 新收购业务 - OpSens压力感应导丝技术在第四季度贡献了近1000万美元收入 [25] - Attune Medical的ensoETM食管冷却设备可以与射频消融术配合使用,提供更加经济有效的房颤消融解决方案 [26][27] 公司战略和发展方向及行业竞争 - 公司正在通过战略性的产品组合调整和对全球血浆业务的重点关注,提升血液中心业务的利润贡献和可持续性 [12] - 医院业务连续3年实现高teens有机收入增长,公司通过收购OpSens和Attune加速了非有机增长 [12] - 公司不断提高生产效率,通过OEP项目实现了额外的节约,并将这些技能嵌入到组织中 [12] - 公司将客户和现场服务重新归入商业业务部门,以提高问责制和优化服务产品 [13] - 公司有信心实现可持续的医疗科技行业领先的收入和利润增长 [13] - 公司通过收购OpSens和Attune,预计医院业务将成为最大的业务部门,带动收入和利润的不成比例增长 [28] 管理层对经营环境和未来前景的评论 - 公司在过去两年中成功应对了各种动态变化,继续推动利润率提升、投资业务、增强解决方案并进行新的高增长产品收购 [32] - 公司有信心在未来几年加速收入增长和毛利及营业利润率的扩张 [32][48][49] - 公司将继续利用资本优势进行战略性并购,为未来增长奠定基础 [47] 问答环节重要的提问和回答 问题1 **Anthony Petrone 提问** 询问公司对CSL业务下滑的信心来源,以及未来一年的预期 [63][64] **Christopher Simon 回答** 公司与CSL之间有明确的承诺,双方都希望实现平稳过渡。公司正在采取措施应对相关的搁置成本,并利用释放的产能去服务其他客户,实现转换和市场份额增长 [65][66][67] 问题2 **Larry Solow 提问** 询问公司对医院业务中TEG和介入技术业务的增长预期和驱动因素 [77][82] **Christopher Simon 回答** TEG业务受益于新的肝素中和滤芯获批,将进一步推动增长。介入技术业务的增长主要来自VASCADE产品在美国的渗透率提升,以及新产品MVPXL的推出 [82][83][84] 问题3 **Michael Petusky 提问** 询问公司对Express Plus技术在客户群中的推广计划和时间进度 [119][129] **Christopher Simon 回答** 公司将尽快满足客户的需求,预计Express Plus在2025财年内将得到广泛推广和实施 [129][130]
Haemonetics (HAE) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-05-09 22:36
For the quarter ended March 2024, Haemonetics (HAE) reported revenue of $343.29 million, up 12.8% over the same period last year. EPS came in at $0.90, compared to $0.77 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $326.95 million, representing a surprise of +5.00%. The company delivered an EPS surprise of +2.27%, with the consensus EPS estimate being $0.88. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...
Haemonetics (HAE) Q4 Earnings and Revenues Top Estimates
Zacks Investment Research· 2024-05-09 20:21
Haemonetics (HAE) came out with quarterly earnings of $0.90 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 2.27%. A quarter ago, it was expected that this provider blood management systems for health care providers and blood collectors would post earnings of $0.97 per share when it actually produced earnings of $1.04, deli ...