Post-earnings recap
Reported
Thu, Aug 6, 2026
EPS actual
$1.14
EPS est.
$1.07
EPS surprise
+6.54%
1-day move
+1.70%
Haemonetics Corporation reported earnings that exceeded expectations for EPS, which likely contributed to a positive stock reaction, with shares rising 1.7%. However, there was no revenue figure provided, leaving some uncertainty about overall performance. Investors may be cautiously optimistic based on the EPS beat, but the lack of additional details could lead to mixed sentiments going forward.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.14 | N/A | +6.54% |
| Revenue | N/A | N/A | N/A |
No transcript is on record, and the analysis is based on numerical results only.
Haemonetics Corporation (HAE) operates in the health care sector, focusing on medical supplies that support blood and plasma collection and processing. As the demand for healthcare solutions continues to grow, the company's innovations in blood management are increasingly important for hospitals and blood banks.
Last quarter
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 and guidance
EPS beat streak
4Q
EPS beat rate
88%
Avg EPS surprise
-0.43%
Avg 1-day reaction
+1.78%
Overall, investors are cautiously optimistic about Haemonetics' upcoming earnings, particularly given its recent performance.
Bull case
If Haemonetics can exceed EPS expectations and show strong revenue growth, it could signal a robust recovery and further investment in its product lines.
Bear case
Conversely, if the company fails to meet earnings expectations again, it may raise concerns about its market position and operational challenges.
The print will turn on these.
Q1
What will the EPS be this quarter, and how does it compare to previous quarters?
Given the company's mixed earnings history, a strong EPS could reassure investors about its recovery trajectory.
Q2
What is the outlook for revenue growth in the upcoming quarters?
Revenue growth is crucial for the company's long-term viability and will influence investor sentiment.
—
Est. EPS
$0.43
Est. Rev
$292M
Impl. Move
±23.9%
Why consensus could be wrong
The Street may be underestimating Haemonetics' ability to leverage recent innovations in blood management, which could lead to stronger-than-expected revenue growth.
Supporting evidence
The company's recent product launches have not been fully accounted for in revenue projections.
Historical trends show that Haemonetics often exceeds earnings expectations when introducing new products.
Key risk
If the company announces a significant new contract or partnership, it could dramatically shift revenue expectations.
Pre-commit to what would confirm each case.
This quarter's results will be critical in determining whether Haemonetics can sustain its growth trajectory or if it faces ongoing challenges.
Bull confirmed if
An EPS of $1.35 or higher would confirm strong operational performance and growth.
Bear confirmed if
An EPS below $1.00 would raise significant concerns about the company's profitability.
What the market is pricing for the move.
Implied Move
±8.64%
Historical Avg
±11.7%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±8.6% while HAE has averaged ±11.7% over the last 8 prints — setup is pricing cheap.
ATM IV
0.5%
30d HV
47.6%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options pricing cheap in Health Care
Fade rate: 13 of 29 (45%)
This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 5.5%, with a raw directional average of +2.9% (modestly positive historical bias).
Smart-money positioning from the most recent 13F filings.
Institutional
112.43%
of float
Insider
1.26%
of float
Holders
465
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
5,909,258 sh · $601.0M
12.99%
5.1%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Haemonetics beats expectations, history suggests a potential stock increase of around 6.5%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors digest the news.
Miss
A miss could lead to a drop of around 18.7%, reflecting investor disappointment and concerns about future performance.
The lines on the call that would change the story.
Neuberger Berman Group, LLC
4,179,443 sh · $425.1M
9.19%
17.4%
Vanguard Portfolio Management LLC
2,546,394 sh · $259.0M
5.60%
-0.5%
AQR Capital Management, LLC
2,266,489 sh · $230.5M
4.98%
-32.5%
Vanguard Capital Management LLC
2,059,578 sh · $209.5M
4.53%
-1.5%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.