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) is a healthcare company that specializes in blood management solutions and supplies. With a market cap of $3 billion, it plays a crucial role in improving patient outcomes and operational efficiencies in blood banks and hospitals, which is increasingly important as healthcare systems focus on cost management and patient care.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key 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 business and capture market share in the healthcare supplies sector.

N/A

1 more metrics, 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 Q4-2026, Haemonetics reported an EPS of $1.29, slightly beating expectations. The stock reacted positively, gaining 3.23% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Haemonetics are cautiously optimistic, given its recent performance and the healthcare sector's resilience. Investors are looking for continued growth in EPS and revenue.

Bull Case

If Haemonetics can demonstrate strong revenue growth and maintain or improve its operating margins, it may attract more investors and drive the stock price higher.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining margins, it could lead 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 Q1-2027?

EPS is a critical measure of profitability, and any significant deviation from expectations could impact investor sentiment.

How is revenue growth tracking compared to previous quarters?

Understanding revenue growth will help gauge the company's market position and operational effectiveness in the healthcare sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Haemonetics' ability to leverage new product innovations, which could drive unexpected revenue growth this quarter.

Supporting Evidence

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

Options pricing suggests lower volatility than historical averages, indicating a potential mispricing of risk.

Recent performance in the healthcare sector has shown resilience, which may not be fully reflected in current expectations.

Key Risk

If revenue growth comes in above expectations, it could significantly shift market sentiment and validate the bullish thesis.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to manage costs while driving revenue growth in a competitive healthcare landscape.

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 significant challenges in maintaining profitability.

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 investor confidence.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess future growth.

Miss

Should the company miss expectations, history indicates a likely decline of around 18.71%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on cost management strategies and operating margins.
3Insights into market demand trends in the healthcare supplies sector.
4Updates on customer acquisition and retention metrics.
5Any guidance on future earnings expectations or market conditions.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key 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 business and capture market share in the healthcare supplies sector.

N/A

1 more metrics, 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 Q4-2026, Haemonetics reported an EPS of $1.29, slightly beating expectations. The stock reacted positively, gaining 3.23% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Haemonetics are cautiously optimistic, given its recent performance and the healthcare sector's resilience. Investors are looking for continued growth in EPS and revenue.

Bull Case

If Haemonetics can demonstrate strong revenue growth and maintain or improve its operating margins, it may attract more investors and drive the stock price higher.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining margins, it could lead 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 Q1-2027?

EPS is a critical measure of profitability, and any significant deviation from expectations could impact investor sentiment.

How is revenue growth tracking compared to previous quarters?

Understanding revenue growth will help gauge the company's market position and operational effectiveness in the healthcare sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Haemonetics' ability to leverage new product innovations, which could drive unexpected revenue growth this quarter.

Supporting Evidence

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

Options pricing suggests lower volatility than historical averages, indicating a potential mispricing of risk.

Recent performance in the healthcare sector has shown resilience, which may not be fully reflected in current expectations.

Key Risk

If revenue growth comes in above expectations, it could significantly shift market sentiment and validate the bullish thesis.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to manage costs while driving revenue growth in a competitive healthcare landscape.

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 significant challenges in maintaining profitability.

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 investor confidence.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess future growth.

Miss

Should the company miss expectations, history indicates a likely decline of around 18.71%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on cost management strategies and operating margins.
3Insights into market demand trends in the healthcare supplies sector.
4Updates on customer acquisition and retention metrics.
5Any guidance on future earnings expectations or market conditions.