Equity Profile

HAE

Haemonetics Corporation

Health CareHealth Care Supplies$4.1B

Aug6Thu

Pre-Earnings Brief

UpcomingQ1-2027Pre-Market9:00 AM EDT

Company Snapshot

Haemonetics Corporation (HAE) operates in the Health Care sector, focusing on medical devices and supplies that help manage blood and plasma. Their products are essential for hospitals and blood banks, making them a key player in health care, especially as demand for blood products continues to rise.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company has performed financially this quarter.

N/A

Revenue Growth

Revenue growth is essential to understand the company's market position and demand for its products, especially in a competitive health care landscape.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

HAE Q1-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-4.77%

Avg Stock Reaction

+0.21%

Last Quarter Recap

In the last quarter, Haemonetics reported an EPS of $1.29, slightly beating estimates. The stock reacted positively, gaining 3.23% the following day.

Management Promises & Guidance

Management emphasized a commitment to innovation in blood management solutions.
They highlighted ongoing investments in R&D to enhance product offerings.
Management expressed confidence in maintaining market share despite competitive pressures.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Haemonetics prepares for its upcoming earnings report. Investors are keen to see if the company can maintain its recent positive momentum.

Bull Case

The optimistic view hinges on continued strong demand for blood management products, potentially leading to higher-than-expected EPS and revenue growth.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price, reflecting investor concerns.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's recent performance, investors will closely watch EPS to gauge profitability and market confidence.

What guidance will management provide for revenue growth moving forward?

Future revenue guidance will be crucial for understanding the company's growth trajectory and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' ability to innovate and capture market share, especially given recent investments in R&D.

Supporting Evidence

The company's strong history of EPS beats suggests they may outperform expectations again.

Options pricing indicates a lower expected move compared to historical averages, suggesting potential upside surprise.

Management's commitment to innovation could drive unexpected revenue growth.

Key Risk

If management provides strong guidance on revenue growth, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Haemonetics can sustain its growth and profitability in a competitive health care environment.

Bull Confirmed If

An EPS of $1.35 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, raising concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±8.64%

Historical Avg

±12.8%

Pricing cheap

The options market is pricing in an 8.64% move, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±8.6% while HAE has averaged ±12.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

47.6%

Calls (9K)P/C Ratio: 0.03Puts (300)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Haemonetics beats expectations, history suggests a potential stock increase of around 6.52%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management commentary.

Miss

A significant miss could lead to a decline of about 18.71%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new product launches and their expected impact on revenue.
2Any updates on market share changes in key segments.
3Management's outlook on competitive pressures and how they plan to address them.
4Insights into cost management strategies and their effect on margins.
5Responses to questions about future R&D investments and expected returns.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company has performed financially this quarter.

N/A

Revenue Growth

Revenue growth is essential to understand the company's market position and demand for its products, especially in a competitive health care landscape.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

HAE Q1-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-4.77%

Avg Stock Reaction

+0.21%

Last Quarter Recap

In the last quarter, Haemonetics reported an EPS of $1.29, slightly beating estimates. The stock reacted positively, gaining 3.23% the following day.

Management Promises & Guidance

Management emphasized a commitment to innovation in blood management solutions.
They highlighted ongoing investments in R&D to enhance product offerings.
Management expressed confidence in maintaining market share despite competitive pressures.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Haemonetics prepares for its upcoming earnings report. Investors are keen to see if the company can maintain its recent positive momentum.

Bull Case

The optimistic view hinges on continued strong demand for blood management products, potentially leading to higher-than-expected EPS and revenue growth.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price, reflecting investor concerns.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's recent performance, investors will closely watch EPS to gauge profitability and market confidence.

What guidance will management provide for revenue growth moving forward?

Future revenue guidance will be crucial for understanding the company's growth trajectory and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' ability to innovate and capture market share, especially given recent investments in R&D.

Supporting Evidence

The company's strong history of EPS beats suggests they may outperform expectations again.

Options pricing indicates a lower expected move compared to historical averages, suggesting potential upside surprise.

Management's commitment to innovation could drive unexpected revenue growth.

Key Risk

If management provides strong guidance on revenue growth, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Haemonetics can sustain its growth and profitability in a competitive health care environment.

Bull Confirmed If

An EPS of $1.35 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, raising concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±8.64%

Historical Avg

±12.8%

Pricing cheap

The options market is pricing in an 8.64% move, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±8.6% while HAE has averaged ±12.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.5%

30d HV

47.6%

Calls (9K)P/C Ratio: 0.03Puts (300)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Haemonetics beats expectations, history suggests a potential stock increase of around 6.52%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management commentary.

Miss

A significant miss could lead to a decline of about 18.71%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new product launches and their expected impact on revenue.
2Any updates on market share changes in key segments.
3Management's outlook on competitive pressures and how they plan to address them.
4Insights into cost management strategies and their effect on margins.
5Responses to questions about future R&D investments and expected returns.