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Haemonetics Corporation (HAE) Presents at Bank of America...
2026-05-13 · via All Articles on Seeking Alpha

Q4: 2026-05-07 Earnings Summary

EPS of $1.29 beats by $0.02

 | 

Revenue of

$346.35M

(4.76% Y/Y)

beats by $9.49M

Haemonetics Corporation (HAE) Bank of America Global Healthcare Conference 2026 May 12, 2026 11:00 AM EDT

Company Participants

Christopher Simon - CEO, President & Director

Conference Call Participants

Travis Steed - BofA Securities, Research Division

Presentation

Travis Steed
BofA Securities, Research Division

[indiscernible] Haemonetics. So we welcome Chris Simon, CEO. Thanks for joining us today.

Christopher Simon
CEO, President & Director

Travis, thanks for having us. Great conference. We're delighted to be a part of it.

Question-and-Answer Session

Travis Steed
BofA Securities, Research Division

Awesome. Maybe I'll start out higher level. Just kind of finished your last LRP. You set a new guide. Just where do you kind of see yourself kind of at this stage in the life cycle of Haemonetics?

Christopher Simon
CEO, President & Director

Yes, it's been a journey over the past 4 years. I think at the time, 4 years ago, when we issued that LRP, we had just survived COVID, and we knew that CSL was transitioning. And I think we wanted to go out with a bold and audacious plan that gave investors confidence that there was life afterwards. And so we put forth a set of metrics. And I think at the time, the reaction we got from buy side and sell side alike was like why could you lean that hard into it? Nobody does that period, let alone in an environment like this and transitioning what turned out to be $150 million of revenue.

But sitting here today, I'm really proud of this team. Our goals were very clear. We achieved double-digit revenue growth ex CSL. We were high teens on our EPS and earnings growth. We added 660 basis points of margin to our operating income margin from the high teens into the mid-20s, and we generated nearly $700 million of free cash flow along the