UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: December 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of (I.R.S. Employer incorpora ...

财务数据和关键指标变化 - 第二季度和上半年收入分别增长8%和14%,体现了公司持续增长的势头 [3] - 第二季度调整后每股收益0.99美元,同比增长19% [3] - 公司将全年收入增长指引从7%-10%上调至8%-10% [3] 各条业务线数据和关键指标变化 Plasma业务 - 第二季度和上半年收入分别增长11%和22%,连续第8个季度实现两位数增长 [5] - 北美耗材收入第二季度和上半年分别增长9%和23%,主要受益于NexSys with Persona系统的增长 [5] - 软件收入第二季度和上半年分别增长38%和32%,主要由于客户升级到最新的NexLynk软件以及市场份额提升 [5] - 公司提高了Plasma业务全年收入增长指引,从8%-11%上调至10%-12% [5] Blood Center业务 - 第二季度和上半年收入分别下降5%和持平,主要由于自愿产品召回以及战略性精简部分产品线 [5] - 血浆分离业务第二季度和上半年收入分别增长3%和4%,受益于血浆和红细胞采集量增加以及资本设备销售 [5] - 全血业务第二季度和上半年收入分别下降25%和11% [5] - 公司调整了Blood Center业务全年收入下降指引,从-2%至-6%调整至-2%至-4% [5] 医院业务 - 第二季度和上半年收入分别增长14%,主要由于血管闭合业务的强劲增长 [6][7] - 血管闭合业务第二季度和上半年收入分别增长30%和29%,受益于新客户开发以及美国和国际市场的产品使用率提升 [6] - 止血管理业务第二季度和上半年收入分别增长8%和11%,主要由于美国TEG耗材使用量增加和价格上涨 [7] - 公司预计下半年医院业务收入增速将加快,全年增长率将与上一年度一致,在16%-18%区间 [8] 各个市场数据和关键指标变化 - 美国血浆采集环境持续向好,连续第8个季度超过历史季节性增长 [5] - 公司在德国、意大利和日本的血管闭合产品开始获得认可,并实现了强劲开局 [6] 公司战略和发展方向及行业竞争 - 公司宣布收购OpSens,拓展在介入心脏病学领域的产品组合,为公司带来新的增长和多元化机会 [8][12] - 公司还将精简ClotPro分析仪系统和部分全血采集产品,聚焦高增长高毛利的产品 [5][12] - 公司持续加大在电生理和介入心脏病学领域的商业和临床团队投入,扩大了4倍的商业覆盖面 [8] - 公司正在积极拓展TEG 6s血栓弹力图系统的新检测项目,并扩展VASCADE血管闭合产品组合 [9][10] 管理层对经营环境和未来前景的评论 - 公司对Plasma业务的长期前景保持乐观,认为行业正在努力弥补疫情期间的采集量缺口 [17][19] - 公司对医院业务的未来增长前景充满信心,认为通过收购OpSens等举措可以进一步拓展在介入心脏病学领域的业务 [8][10] - 公司预计下半年医院业务收入增速将加快,全年增长率将与上一年度一致,在16%-18%区间 [8] - 公司调整了全年调整后营业利润率指引至约21%,反映了前期业绩的高杠杆效应 [11] 问答环节重要的提问和回答 问题1 **Anthony Petrone提问** 询问Plasma业务中供应中断的具体影响 [15][16][17][18][19] **Chris Simon回答** 公司已采取措施应对供应中断,包括降低自身和客户的库存水平,但预计在下半年和第四季度可以弥补这一影响,不会对全年业绩产生实质性影响 [28][29] 问题2 **Lee Jagoda提问** 询问公司如何实现长期25%以上的营业利润率目标 [22][23] **James D'Arecca回答** 公司计划通过三个方面实现这一目标:1)产品组合向毛利更高的医院业务倾斜;2)持续提升自身的成本管控和运营效率;3)利用规模效应带来的杠杆效应 [23] 问题3 **Andrew Cooper提问** 询问公司在Plasma设备方面是否有市场份额提升的机会 [27][28][29][30] **Chris Simon回答** 公司认为NexSys系统是行业标准,具有明显的竞争优势。公司正在与客户合作优化设备使用,而不是简单增加设备数量。同时,配备Persona系统的客户表现优于其他客户,成为公司增长的主要驱动力 [30][31]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: September 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of (I.R.S. Employer incorpor ...

Haemonetics Corporation (NYSE:HAE) Q1 2024 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Olga Guyette - Senior Director-Investor Relations & Treasury Christopher Simon - President and Chief Executive Officer James D'Arecca - Executive Vice President and Chief Financial Officer Conference Call Participants Anthony Petrone - Mizuho Americas Mike Matson - Needham & Company Andrew Cooper - Raymond James Joanne Wuensch - Citi Michael Petusky - Barrington Research Larry Solow - CJS Secur ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: July 1, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of (I.R.S. Employer incorporation ...

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 April 1, 2023 ☐ 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 incorpora ...

Haemonetics Corporation (NYSE:HAE) Q4 2023 Earnings Conference Call May 11, 2023 8:00 AM ET Company Participants David Trenk - Manager, Investor Relations Christopher Simon - Chief Executive Officer James D'Arecca - Executive Vice President and Chief Financial Officer Conference Call Participants Anthony Petrone - Mizuho Larry Solow - CJS Securities David Turkaly - JMP Securities Mike Matson - Needham & Company Drew Ranieri - Morgan Stanley Michael Petusky - Barrington Research Operator Good day and thank y ...

Haemonetics Corporation (NYSE:HAE) Q3 2023 Earnings Conference Call February 7, 2023 8:00 AM ET Company Participants David Trenk - Manager, Investor Relations Chris Simon - Chief Executive Officer Roy Galvin – President, Global Plasma and Blood Center James D'Arecca - Chief Financial Officer Conference Call Participants Drew Ranieri - Morgan Stanley Mike Matson - Needham & Company Joanne Wuensch - Citi Anthony Petrone - Mizuho Andrew Cooper - Raymond James Dave Turkaly - JMP Operator Good day, and welcome t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: December 31, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-14041 HAEMONETICS CORPORATION (Exact name of registrant as specified in its charter) Massachusetts 04-2882273 (State or other jurisdiction of (I.R.S. Employer incorpora ...

Haemonetics Corporation JP Morgan 41st Annual Healthcare Conference January 10, 2023 Important Information Safe Harbor for Forward-Looking Statements 2 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forwardlooking statements do not relate strictly to historical or current facts and may be identified by the use of words such as "may," "will," "should," "could," "would," "expects," "p ...