NYSE$HAE

Haemonetics Corp. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Haemonetics reported second quarter fiscal 2022 results with revenue increases across all businesses.

Haemonetics Corporation reported a 14.5% increase in revenue compared to the second quarter of fiscal 2021. The company's Plasma and Hospital businesses are expected to continue growth in the second half of fiscal 22.

  • Second quarter fiscal 2022 revenue was $239.9 million, up 14.5% compared with second quarter fiscal 2021.
  • Earnings per diluted share was $0.29, compared to $0.94 in the same quarter last year.
  • Adjusted earnings per diluted share was $0.60, compared to $0.62 last year.
  • Cash flow from operating activities was $42.7 million and free cash flow before restructuring and restructuring related costs was $29.3 million.

Headline financials

Total Revenue

$240M

Previous: $209M+14.5%
EPS (adj)

$0.60

Previous: $0.62-3.2%
Operating Margin

10.2%

No prior period
Gross Margin

51.1%

No prior period
Capital Expenditures

-$34.7M

Previous: -$16M-116.6%
Free Cash Flow

-$19.9M

Previous: $32.1M-162.0%
Net Income

$14.9M

Previous: $48.1M-69.1%
Operating Income

$24.5M

Previous: $58.8M-58.3%
Gross Profit

$123M

Previous: $106M+15.9%
Cash & Equivalents

$192M

Previous: $279M-31.1%
Total Assets

$1.8B

Previous: $1.42B+27.0%
Stock-Based Comp

$5.98M

Previous: $5.95M+0.5%

Revenue & EPS history

Haemonetics · Revenue · Quarterly

$240M

Q2 2022+14.5%vs Q2 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Haemonetics · $235M total across 3 segments · Q2 2022

  • Plasma
    $81.9M+4.5%
  • Blood Center
    $76.7M+2.4%
  • Hospital
    $76.3M+49.7%

Forward guidance

The Company revised its GAAP total revenue growth guidance from 13 – 18% to 13 – 17% and organic revenue growth guidance issued on November 9, 2021.

Tailwinds

  • Total revenue growth is expected to be 13-17%.
  • Organic revenue growth is expected to be 7-10%.
  • Hospital revenue growth is expected to be 15-20%.
  • Hemostasis Management organic revenue growth rate in the mid-twenties.
  • Total company GAAP revenue guidance includes $80 - $90 of million revenue related to Vascular Closure.

Headwinds

  • Plasma revenue growth is expected to be 10-20%, down from 15-25%.
  • Blood Center revenue growth is expected to be -3 to -5%, down from -6 to -8%.
  • Adjusted operating margin is expected to be 18-19%, down from 19-20%.
  • Adjusted earnings per diluted share is expected to be $2.40 - $2.65, down from $2.60 - $3.00.
  • Free cash flow, before restructuring & restructuring related costs is expected to be $115M - $135M, down from $135M - $155M.

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 Q2 2022

Historical avgQ2 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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