NYSE$HAE

Haemonetics Corp. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Haemonetics reported strong Q3 results, driven by plasma growth and overall revenue increase, while updating fiscal year 2023 guidance.

Haemonetics Corporation reported a 17.5% increase in revenue for the third quarter of fiscal 2023, reaching $305.3 million. Earnings per diluted share increased to $0.64, and adjusted earnings per diluted share rose to $0.85. The company updated its fiscal 2023 revenue and earnings guidance, reflecting confidence in its performance.

  • Revenue increased by 17.5% to $305.3 million, with organic revenue growth of 21.2%.
  • Earnings per diluted share (EPS) reached $0.64, while adjusted EPS was $0.85.
  • Plasma revenue grew by 40.4%, driven by strong demand and strategic initiatives.
  • The company updated its fiscal 2023 guidance, projecting revenue growth of 15-17% and organic revenue growth of 18-20%.

Headline financials

Total Revenue

$305M

Previous: $260M+17.5%
EPS (adj)

$0.85

Previous: $0.84+1.2%
Operating Margin

14.2%

No prior period
Gross Margin

52.0%

No prior period
Capital Expenditures

-$98.3M

Previous: -$61.4M-60.1%
Free Cash Flow

-$65.3M

Previous: -$38.2M-71.2%
Net Income

$32.9M

Previous: $23.2M+41.8%
Operating Income

$43.3M

Previous: $35.7M+21.4%
Gross Profit

$159M

Previous: $139M+14.5%
Cash & Equivalents

$224M

Previous: $237M-5.4%
Total Assets

$1.88B

Previous: $1.83B+2.5%
Stock-Based Comp

$7.49M

Previous: $6.46M+16.0%

Revenue & EPS history

Haemonetics · Revenue · Quarterly

$305M

Q3 2023+17.5%vs Q3 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Haemonetics · $300M total across 3 segments · Q3 2023

  • Plasma
    $135M+40.4%
  • Hospital
    $91.6M+11.3%
  • Blood Center
    $73.4M-3.1%

Forward guidance

Haemonetics updated its fiscal 2023 GAAP total revenue growth guidance from 12-15% to 15-17% and its fiscal 2023 organic revenue growth guidance from 15-18% to 18-20%. The company reaffirmed its adjusted operating margin guidance of 18-19% and updated its adjusted earnings per diluted share guidance from $2.70-$3.00 to $2.90-$3.00. Free cash flow before restructuring and restructuring related costs guidance was updated from $150M-$180M to $160M-$180M.

Tailwinds

  • Total revenue growth is projected to be 15-17%.
  • Organic revenue growth is expected to be 18-20%.
  • Plasma revenue growth is anticipated to be 35-40%.
  • Adjusted earnings per diluted share are projected to be $2.90-$3.00.
  • Free cash flow before restructuring and restructuring related costs is expected to be $160M-$180M.

Headwinds

  • Currency impact is expected to be 3%.
  • Strategic exits within the liquid solution business are projected to have a less than 1% impact on plasma revenue.
  • Blood Center revenue is projected to decline by 2-4%.
  • Hospital revenue growth is expected to be around 19%.
  • The company does not provide a quantitative reconciliation of its forward-looking organic revenue growth guidance by business unit to the comparable GAAP measure because forecasting the impact of foreign currency fluctuations by business unit 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 Q3 2023

Historical avgQ3 2023

+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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