Equity Profile

HAE

Haemonetics Corporation

Health CareHealth Care Supplies$3.2B

May7Thu

Post-Earnings Recap

ReportedQ4-2026Pre-Market1:00 AM EDT

Haemonetics Corporation Beats on EPS, Stock Up 3.23%

Metric	Actual	Expected	Surprise
EPS	$1.29	$1.27	+1.02%
Revenue	—	$337M	—

management commentary, guidance changes, and full analysis available with Pro.

Haemonetics Corporation Beats on EPS, Stock Up 3.23%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.29	$1.27	+1.02%
Revenue	—	$337M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Haemonetics Corporation reported a better-than-expected EPS for Q4-2026, which likely contributed to the positive stock reaction, with shares rising by 3.23%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may be encouraged by the EPS beat, but the lack of revenue data and guidance could lead to caution in the market.

Company Snapshot

Haemonetics Corporation operates in the health care sector, focusing on medical supplies that help manage blood and blood components. As a key player in this industry, the company plays a vital role in improving patient outcomes and enhancing the efficiency of blood management systems.

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well Haemonetics is managing its costs and generating revenue.

$1.27

Revenue

Revenue figures will provide insight into the company's sales performance and overall demand for its products in the health care market.

$337M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-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 Q3-2026, Haemonetics reported an EPS of $1.31, exceeding expectations by 3.15%. However, there was no revenue estimate provided, and the stock reacted negatively, dropping 1.41% the following day.

Management Promises & Guidance

Continued focus on product innovation.
Commitment to improving operational efficiencies.
Plans to expand market presence in emerging regions.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Haemonetics' upcoming earnings, expecting it to meet or slightly exceed EPS and revenue estimates.

Bull Case

If the company reports strong demand for its blood management products and maintains or improves profit margins, it could lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or reports declining sales, it could trigger a significant drop in the stock price.

Key Metrics to Watch

EPS

$1.27

Earnings per share is a critical measure of profitability and will indicate how well Haemonetics is managing its costs and generating revenue.

Revenue

$337M

Revenue figures will provide insight into the company's sales performance and overall demand for its products in the health care market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Haemonetics achieve an EPS of at least $1.27?

This figure is crucial as it sets the baseline for market expectations and can significantly impact stock performance.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends will help gauge the company's performance and future prospects in the competitive health care supplies market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Haemonetics to outperform due to its recent product innovations and market expansion efforts.

Supporting Evidence

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

Recent trends in the health care sector indicate increasing demand for blood management solutions, which could benefit Haemonetics.

Options pricing suggests a significant move, indicating that traders expect more volatility than the consensus reflects.

Key Risk

If revenue growth is reported below $331M, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics to determine Haemonetics' ability to sustain growth and manage costs effectively.

Bull Confirmed If

Reporting an EPS above $1.31 and revenue exceeding $342M would confirm a strong growth trajectory.

Bear Confirmed If

An EPS below $1.25 or revenue falling short of $331M would indicate potential issues in sales or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±11.83%

Historical Avg

±12.8%

In line with history

The options market is pricing in a substantial move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±13.5% while HAE has averaged ±12.8% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.9%

30d HV

38.6%

Calls (1K)P/C Ratio: 0.56Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 3 of 30 (10%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 3.3%, with a raw directional average of +2.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Haemonetics beats expectations, history suggests a stock increase of around 5.86%, confirming positive market sentiment.

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 approximately 18.71%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and new market entries.
2Management's commentary on operational efficiencies and cost management.
3Insights into demand trends for blood management products.
4Guidance on future revenue expectations and market conditions.
5Any potential challenges the company anticipates in the upcoming quarters.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well Haemonetics is managing its costs and generating revenue.

$1.27

Revenue

Revenue figures will provide insight into the company's sales performance and overall demand for its products in the health care market.

$337M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-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 Q3-2026, Haemonetics reported an EPS of $1.31, exceeding expectations by 3.15%. However, there was no revenue estimate provided, and the stock reacted negatively, dropping 1.41% the following day.

Management Promises & Guidance

Continued focus on product innovation.
Commitment to improving operational efficiencies.
Plans to expand market presence in emerging regions.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Haemonetics' upcoming earnings, expecting it to meet or slightly exceed EPS and revenue estimates.

Bull Case

If the company reports strong demand for its blood management products and maintains or improves profit margins, it could lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or reports declining sales, it could trigger a significant drop in the stock price.

Key Metrics to Watch

EPS

$1.27

Earnings per share is a critical measure of profitability and will indicate how well Haemonetics is managing its costs and generating revenue.

Revenue

$337M

Revenue figures will provide insight into the company's sales performance and overall demand for its products in the health care market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Haemonetics achieve an EPS of at least $1.27?

This figure is crucial as it sets the baseline for market expectations and can significantly impact stock performance.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends will help gauge the company's performance and future prospects in the competitive health care supplies market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Haemonetics to outperform due to its recent product innovations and market expansion efforts.

Supporting Evidence

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

Recent trends in the health care sector indicate increasing demand for blood management solutions, which could benefit Haemonetics.

Options pricing suggests a significant move, indicating that traders expect more volatility than the consensus reflects.

Key Risk

If revenue growth is reported below $331M, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching these metrics to determine Haemonetics' ability to sustain growth and manage costs effectively.

Bull Confirmed If

Reporting an EPS above $1.31 and revenue exceeding $342M would confirm a strong growth trajectory.

Bear Confirmed If

An EPS below $1.25 or revenue falling short of $331M would indicate potential issues in sales or profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±11.83%

Historical Avg

±12.8%

In line with history

The options market is pricing in a substantial move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±13.5% while HAE has averaged ±12.8% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.9%

30d HV

38.6%

Calls (1K)P/C Ratio: 0.56Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 3 of 30 (10%)

This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 3.3%, with a raw directional average of +2.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Haemonetics beats expectations, history suggests a stock increase of around 5.86%, confirming positive market sentiment.

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 approximately 18.71%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and new market entries.
2Management's commentary on operational efficiencies and cost management.
3Insights into demand trends for blood management products.
4Guidance on future revenue expectations and market conditions.
5Any potential challenges the company anticipates in the upcoming quarters.