NYSE$HAE

Haemonetics Corp. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Haemonetics reported first quarter fiscal 2024 results and updated fiscal 2024 guidance.

Haemonetics Corporation reported a strong first quarter in fiscal year 2024, with a 19% increase in revenue to $311 million and adjusted earnings per diluted share of $1.05. The company's performance was driven by market-leading results across all business segments and advancements in innovation and commercial pipelines.

  • Revenue increased by 19% to $311 million.
  • Organic revenue increased by 21%.
  • Earnings per diluted share were $0.80.
  • Adjusted earnings per diluted share were $1.05.

Headline financials

Total Revenue

$311M

Previous: $261M+19.1%
EPS (adj)

$1.05

Previous: $0.58+81.0%
Capital Expenditures

-$9.66M

Previous: -$45.5M+78.7%
Free Cash Flow

$31.4M

Previous: -$25.6M+222.6%
Net Income

$41M

Previous: $19.9M+106.5%
Operating Income

$53.7M

Previous: $30.8M+74.4%
Gross Profit

$167M

Previous: $142M+17.6%
Cash & Equivalents

$286M

Previous: $215M+32.9%
Total Assets

$1.96B

Previous: $1.82B+7.8%
Stock-Based Comp

$6.99M

Previous: $5.3M+31.9%

Revenue & EPS history

Haemonetics · Revenue · Quarterly

$311M

Q1 2024+19.1%vs Q1 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Haemonetics · $306M total across 3 segments · Q1 2024

  • Plasma
    $139M+35.4%
  • Hospital
    $99.6M+12.6%
  • Blood Center
    $67.3M+2.5%

Forward guidance

The Company updated its previous fiscal 2024 GAAP total revenue and organic revenue growth guidance. Additionally, the Company reaffirmed its adjusted operating margin guidance and updated its adjusted earnings per diluted share guidance and free cash flow before restructuring and restructuring related costs guidance

Tailwinds

  • Total Company Reported: 6 - 9%
  • Total Company Organic: 7 - 10%
  • Plasma revenue: 8 - 11%
  • Hospital revenue: 16 - 18%
  • Adjusted operating margin: 20 - 21%

Headwinds

  • Currency impact: (1)%
  • Blood Center revenue: (2 - 6)%
  • Adjusted earnings per diluted share: $3.60 - $3.90
  • Free cash flow, before restructuring & restructuring related costs: $85M - $105M
  • The Company does not attempt to provide reconciliations of forward-looking adjusted operating margin guidance, adjusted earnings per diluted share guidance or free cash flow before restructuring and restructuring related costs guidance to the comparable GAAP measures because the combined impact and timing of recognition of certain potential charges or gains, such as restructuring costs and impairment charges, is inherently uncertain and difficult to predict and is unavailable without unreasonable efforts.

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 2024

Historical avgQ1 2024

+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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