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 supplies that support blood management and transfusion processes. As a key player in health care supplies, its performance can be influenced by trends in hospital spending and advancements in medical technology.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and improve financial health.

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 the last quarter (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

Investors are cautiously optimistic ahead of the earnings report, given the company's recent performance and historical EPS surprises. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Haemonetics continues its trend of beating EPS estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining revenue, it could lead to a significant drop in stock price, similar to previous misses.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q1-2027?

Given the company's history of EPS surprises, this figure will be crucial for determining market sentiment and stock movement.

How is revenue growth tracking compared to previous quarters?

Revenue growth is a key indicator of the company's operational health and ability to compete in the health care supplies market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' ability to capitalize on recent advancements in blood management technology, which could drive unexpected revenue growth.

Supporting Evidence

The company's recent EPS surprises suggest a stronger operational capacity than analysts anticipate.

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

The stock has shown resilience in previous quarters, bouncing back from earnings misses.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against the backdrop of recent earnings performance and industry trends.

Bull Confirmed If

An EPS of $1.35 or higher would confirm strong operational performance and support a bullish outlook.

Bear Confirmed If

An EPS below $1.00 would indicate significant challenges and likely lead to a bearish sentiment.

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, indicating 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 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 significant miss could lead to a decline of approximately 18.71%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in blood management technology.
2Management's commentary on cost management strategies and their impact on gross margins.
3Insights into market demand trends for health care supplies.
4Any guidance on future revenue expectations for the upcoming quarters.
5Discussion on competitive pressures and how the company plans to address them.

See the full picture

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and improve financial health.

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 the last quarter (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

Investors are cautiously optimistic ahead of the earnings report, given the company's recent performance and historical EPS surprises. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Haemonetics continues its trend of beating EPS estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining revenue, it could lead to a significant drop in stock price, similar to previous misses.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q1-2027?

Given the company's history of EPS surprises, this figure will be crucial for determining market sentiment and stock movement.

How is revenue growth tracking compared to previous quarters?

Revenue growth is a key indicator of the company's operational health and ability to compete in the health care supplies market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Haemonetics' ability to capitalize on recent advancements in blood management technology, which could drive unexpected revenue growth.

Supporting Evidence

The company's recent EPS surprises suggest a stronger operational capacity than analysts anticipate.

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

The stock has shown resilience in previous quarters, bouncing back from earnings misses.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against the backdrop of recent earnings performance and industry trends.

Bull Confirmed If

An EPS of $1.35 or higher would confirm strong operational performance and support a bullish outlook.

Bear Confirmed If

An EPS below $1.00 would indicate significant challenges and likely lead to a bearish sentiment.

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, indicating 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 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 significant miss could lead to a decline of approximately 18.71%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in blood management technology.
2Management's commentary on cost management strategies and their impact on gross margins.
3Insights into market demand trends for health care supplies.
4Any guidance on future revenue expectations for the upcoming quarters.
5Discussion on competitive pressures and how the company plans to address them.