Equity Profile

HAE

Haemonetics Corporation

Health CareHealth Care Supplies$3.2B

Aug6Thu

Pre-Earnings Brief

UpcomingQ1-2027Pre-Market9:00 AM EDT

Company Snapshot

Haemonetics Corporation (HAE) operates in the health care sector, focusing on medical supplies that support blood and plasma collection. As a key player in health care supplies, its performance is closely tied to trends in healthcare spending and advancements in medical technology.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

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 with a 3.23% increase the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Haemonetics are cautious, given the mixed results in previous quarters. Investors are looking for signs of consistent growth and profitability.

Bull Case

The optimistic view hinges on the potential for strong revenue growth driven by increased demand for blood and plasma products, which could lead to higher-than-expected EPS.

Bear Case

Conversely, a disappointing earnings report could indicate ongoing challenges in the market, leading to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

Given the company's history of EPS surprises, this number will heavily influence market sentiment and stock movement.

What are the revenue expectations for the quarter?

Revenue growth is critical for assessing the company's performance and future prospects, especially in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' potential for revenue growth due to increased demand for blood products, which could lead to a surprise in earnings.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a lower expected move compared to historical averages, indicating potential for a larger reaction.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Haemonetics can sustain its growth trajectory amid potential challenges in the healthcare sector.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, suggesting ongoing struggles.

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 for Haemonetics, suggesting that traders expect some volatility around the earnings report.

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 the stock could rise by around 6.52%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

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

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in blood collection technology.
2Management's commentary on market demand and competitive landscape.
3Insights into cost management and operational efficiency improvements.
4Guidance on future revenue expectations and any changes in market strategy.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.

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 with a 3.23% increase the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Haemonetics are cautious, given the mixed results in previous quarters. Investors are looking for signs of consistent growth and profitability.

Bull Case

The optimistic view hinges on the potential for strong revenue growth driven by increased demand for blood and plasma products, which could lead to higher-than-expected EPS.

Bear Case

Conversely, a disappointing earnings report could indicate ongoing challenges in the market, leading to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

Given the company's history of EPS surprises, this number will heavily influence market sentiment and stock movement.

What are the revenue expectations for the quarter?

Revenue growth is critical for assessing the company's performance and future prospects, especially in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' potential for revenue growth due to increased demand for blood products, which could lead to a surprise in earnings.

Supporting Evidence

The company has a strong track record of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a lower expected move compared to historical averages, indicating potential for a larger reaction.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Haemonetics can sustain its growth trajectory amid potential challenges in the healthcare sector.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, suggesting ongoing struggles.

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 for Haemonetics, suggesting that traders expect some volatility around the earnings report.

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 the stock could rise by around 6.52%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

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

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in blood collection technology.
2Management's commentary on market demand and competitive landscape.
3Insights into cost management and operational efficiency improvements.
4Guidance on future revenue expectations and any changes in market strategy.