Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HAE
STRONG BUYAPPROVEHaemonetics Corporation · Healthcare · United States · $3.6B · Avg Vol: $61M/d
Haemonetics clears the calibrated bar. All three legs are above the floor (Q69 V50 M64) and a buyback retiring 6.21% of shares outstanding in 90 days provides substantial corroboration, the largest single capital return in this batch. Nothing adverse is on file: no negative earnings revision and no insider selling. Blood management and plasma collection technology has a recurring disposables revenue base that is defensive.
COMPANY DESCRIPTION
Haemonetics Corporation is a global healthcare company providing innovative blood management solutions, including blood and plasma collection, processing, and patient blood management devices. It is a leader in blood management technology, offering proprietary automated devices and consumables that optimize the collection and processing of blood components. Its specialized solutions address critical needs in healthcare, creating strong customer lock-in and a significant competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 993.2M | 1.2B | 1.3B | 1.4B | 1.3B | 7.7% | 1.3B | 1.4B | 1.5B | 5.1% |
| EPS | 0.85 | 2.27 | 2.32 | 3.33 | 2.06 | 24.8% | 2.05 | 2.17 | 2.34 | 6.5% |
| Shares | 51.1M | 50.4M | 50.8M | 48.2M | 45.3M | -11.5% | 45.4M | — | — | — |
| Debt | 773.6M | 765.9M | 807.8M | 1.2B | 1.2B | 12.2% | 1.3B | — | — | — |
| Equity | 749.4M | 818.0M | 960.0M | 820.8M | 796.3M | 1.5% | — | — | — | — |
| Op CF | 172.3M | 273.1M | 181.8M | 181.7M | 293.2M | 14.2% | 293.2M | — | — | — |
| Inv CF | -86.3M | -143.8M | -322.4M | -161.9M | -179.5M | — | — | — | — | — |
| Fin CF | -15.7M | -100.4M | 38.2M | 108.8M | -178.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of HAE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HAE | Haemonetics Corporation(you) | $3.6B | 89 | STRONG BUY |
| ITGR | Integer Holdings Corporation | $3.3B | 72 | BUY |
| CNMD | CONMED Corporation | $1.3B | 86 | STRONG BUY |
| GMED | Globus Medical, Inc. | $10.4B | 93 | STRONG BUY |
| ENOV | Enovis Corporation | $1.6B | 80 | BUY |
| IART | Integra LifeSciences Holdings Corporation | $1.5B | 80 | BUY |
| UFPT | UFP Technologies, Inc. | $1.8B | 75 | BUY |
| AHCO | AdaptHealth Corp. | $1.5B | 79 | BUY |
| IRMD | IRADIMED CORPORATION | $1.2B | 78 | BUY |
| BIO-B | Bio-Rad Laboratories, Inc. | $8.3B | 72 | BUY |
Peer medians: ROE -25.6% · P/E 27.6x · Gross margin 50.5%