NYSE$HAE

Haemonetics Corp. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Haemonetics reported first quarter fiscal 2022 results with increased guidance for vascular closure revenue and affirmed all other fiscal 2022 guidance, and expanded operational excellence program.

Haemonetics' first quarter fiscal 2022 performance showed a positive start to the year, driven by recovery across all businesses, especially Hospital, and initial Plasma Persona® rollouts. The company remains confident in strong end-market demand and anticipates full recovery from the pandemic by the end of the fiscal year. The revised Operational Excellence Program aims to enhance quality, service, and productivity, offsetting impacts from customer loss, the pandemic, and inflationary pressures.

  • First quarter fiscal 2022 revenue increased by 17% to $229 million.
  • Organic revenue growth was 16%.
  • Adjusted earnings per diluted share were $0.50.
  • The company is increasing guidance for Vascular Closure revenue and affirming all other fiscal 2022 guidance.

Headline financials

Total Revenue

$229M

Previous: $196M+16.8%
EPS (adj)

$0.50

Previous: $0.46+8.7%
Capital Expenditures

-$13.9M

Previous: -$7.7M-80.9%
Free Cash Flow

-$18.4M

Previous: $2.83M-749.0%
Net Income

-$4.45M

Previous: $10.5M-142.3%
Operating Income

$1.39M

Previous: $11.7M-88.1%
Gross Profit

$108M

Previous: $90M+20.1%
Cash & Equivalents

$173M

Previous: $276M-37.1%
Total Assets

$1.79B

Previous: $1.43B+25.2%
Stock-Based Comp

$6.83M

Previous: $6.17M+10.7%

Revenue & EPS history

Haemonetics · Revenue · Quarterly

$229M

Q1 2022+16.8%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Haemonetics · $223M total across 3 segments · Q1 2022

  • Hospital
    $78.5M+75.1%
  • Blood Center
    $72.9M-6.2%
  • Plasma
    $71.8M+5.3%

Forward guidance

The Company affirmed its GAAP total revenue growth guidance of 13 – 18% and organic revenue growth guidance issued on May 13, 2021.

Tailwinds

  • Total revenue growth: 13-18%
  • Plasma revenue growth: 15-25%
  • Hospital revenue growth: 15-20%
  • Adjusted operating margin: 19-20%
  • Adjusted earnings per diluted share: $2.60 - $3.00

Headwinds

  • Blood Center revenue growth: (6-8%)
  • Impact of currency fluctuation
  • Strategic exits of product lines
  • Acquisitions and divestitures
  • Impact of the 53rd week in fiscal 2021

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.4%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+6.5%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+31.8%

Q2 2026

Best reaction

-15.0%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+3.3%+2.5%+35.5%
Q3 2026-1.4%-9.8%-2.8%
Q2 2026+31.8%+41.4%+65.5%
Q4 2025+5.9%+7.6%+9.7%
Q3 2025-11.6%-13.6%-3.6%
Q2 2025+11.8%+19.5%+3.9%
Q1 2025-10.1%-13.4%-14.6%
Q4 2024+2.8%+4.4%-8.2%
Q3 2024-3.8%-7.0%+3.2%
Q2 2024+2.4%+2.5%-2.5%
Q1 2024+2.0%+3.0%-0.8%
Q4 2023+7.6%+7.4%+6.1%
Q3 2023-5.4%-8.2%-12.2%
Q2 2023+4.1%-1.7%+3.5%
Q1 2023+8.1%+12.3%+13.7%
Q4 2022+3.9%+14.1%+31.5%
Q3 2022+21.2%+24.5%+18.9%
Q2 2022-13.5%-15.7%-24.8%
Q1 2022+8.4%+1.8%+16.8%
Q4 2021-6.4%-5.4%+0.4%
Q3 2021+12.8%+21.1%+4.0%
Q2 2021-3.7%+5.6%+13.2%
Q1 2021-12.7%-8.5%+3.3%
Q4 2020-8.8%-3.4%-11.1%
Q3 2020+7.2%+7.7%-7.3%
Q2 2020+0.3%+0.5%-0.1%
Q1 2020+10.5%+13.5%+10.8%
Q4 2019+2.8%+3.4%+10.0%
Q3 2019-12.2%-14.3%-13.0%
Q2 2019+9.1%+5.8%-0.2%
Q1 2019+4.8%+2.7%+14.4%
Q4 2018+5.8%+11.2%+18.9%
Q3 2018+14.8%+13.1%+20.5%
Q2 2018+15.8%+16.4%+20.8%
Q1 2018+4.2%+3.2%+3.9%
Q4 2017-1.9%-4.4%-4.0%
Q3 2017-10.1%-9.0%-7.3%
Q2 2017+10.5%+13.8%+16.5%
Q1 2017+13.8%+16.8%+22.6%
Q4 2016-15.0%
Q3 2016+5.9%
Q2 2016-3.9%
Q1 2016+1.5%
Q4 2015-3.9%
Q3 2015+7.0%
Q2 2015-5.9%
Q1 2015-1.4%
Q4 2014-8.0%
Q3 2014-2.6%
Q2 2014+1.5%
Q1 2014+0.7%
Q4 2013-1.4%
Q3 2013-5.6%
Q2 2013+4.3%
Q1 2013-0.1%
Q4 2012+4.2%
Q3 2012-1.0%
Q2 2012+0.4%
Q1 2012+3.1%
Q4 2011+1.3%
Q4 2009+1.3%
Q3 2010-1.3%
Q3 2011-1.3%
Q2 2011+1.7%
Q1 2010-2.5%
Q2 2010-2.5%
Q1 2011-2.5%
Q4 2010-2.5%

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