NYSE$HAE

Haemonetics Corp. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Haemonetics' financial performance reflected agility and resilience in meeting pandemic challenges, with improved plasma collections and customer conversions to NexSys and Persona technologies. Hospital business achieved double-digit growth, marked by a record quarter for Hemostasis Management and Vascular Closure sales. Operational Excellence Program strengthened manufacturing and supply capabilities, significantly improving gross margins.

Haemonetics reported an 8.1% increase in revenue to $259.8 million for the third quarter of fiscal year 2022. Earnings per diluted share were $0.45, and adjusted earnings per diluted share reached $0.84. The company updated its fiscal 2022 revenue growth guidance to 12-14% and organic revenue growth to 5-7%.

  • Third-quarter revenue increased by 8.1% to $259.8 million compared to the previous year.
  • Earnings per diluted share (EPS) stood at $0.45, while adjusted EPS reached $0.84.
  • Gross margin improved to 53.3%, up from 50.0% in the prior year, driven by the Vascular Closure business acquisition and productivity savings.
  • The company updated its fiscal 2022 revenue growth guidance to 12-14% and organic revenue growth to 5-7%.

Headline financials

Total Revenue

$260M

Previous: $240M+8.1%
EPS (adj)

$0.84

Previous: $0.81+3.7%
Capital Expenditures

-$61.4M

Previous: -$25.4M-141.6%
Free Cash Flow

-$38.2M

Previous: $6.47M-689.5%
Net Income

$23.2M

Previous: $31.9M-27.1%
Operating Income

$35.7M

Previous: $40.4M-11.8%
Gross Profit

$139M

Previous: $120M+15.2%
Cash & Equivalents

$237M

Previous: $189M+25.3%
Total Assets

$1.83B

Previous: $1.32B+38.9%
Stock-Based Comp

$6.46M

Previous: $6.29M+2.7%

Revenue & EPS history

Haemonetics · Revenue · Quarterly

$260M

Q3 2022+8.1%vs Q3 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Haemonetics · $254M total across 3 segments · Q3 2022

  • Plasma
    $96.5M-5.4%
  • Hospital
    $82.3M+56.3%
  • Blood Center
    $75.7M-6.5%

Forward guidance

The Company updated its previous fiscal 2022 GAAP total revenue growth guidance from 13 – 17% to 12 – 14% and its fiscal 2022 organic revenue growth guidance as follows:

Tailwinds

  • Total revenue guidance includes $90 - $95 million of revenue related to Vascular Closure.
  • Hospital organic revenue guidance includes a Hemostasis Management organic revenue growth rate in the mid-twenties.
  • Adjusted operating margin guidance: 18 - 19%
  • Adjusted earnings per diluted share guidance: $2.45 - $2.55
  • Previous Organic Guidance Total revenue 7 - 10%

Headwinds

  • Total revenue organic guidance: 5 - 7%
  • Plasma revenue organic guidance: 8 - 10%
  • Hospital revenue organic guidance: 16 - 18%
  • Blood Center revenue organic guidance: (3 - 5%)
  • Free cash flow, before restructuring & restructuring related costs guidance: $110M - $120M

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 Q3 2022

Historical avgQ3 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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