Expectations trend
FY2028 · fiscal year ending 2028-03-28 · fmp
Haemonetics (HAE)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
$124.11-2.60%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.78 → 5.82 EPS · FY ending Mar 28, 2028 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HAE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain free cash flow conversion near 80% | Free cash flow remains strong near $210 million annually. | Intact | Free cash flow conversion falls significantly below 80% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Free cash flow benefitted from lower non-cash transfers from Haemonetics equipment, partially offset by higher capital expenditures.” “FISCAL 2027 GUIDANCE The Company issued its fiscal 2027 GAAP total revenue and organic revenue growth guidance as follows: Total Company Reported Revenue 4 - 7% 53rd week impact (~2%) Currency impact 0 - 1% Organic Revenue (1) 3 - 6% Adjusted operating margin 50 – 100 bps expansion YoY Adjusted earnings per diluted share Comparable to revenue growth Free cash flow conversion (2) ~80% __________ (1) Includes approximately mid-single-digit growth in each of Plasma and Hospital and a mid-single-digit decline in Blood Center.” Operating cash flow was $52.323 million in 2027-Q1. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
HAE is a growth-oriented healthcare business with a sector tailwind, rather than a turnaround story. The long-term thesis is intact, but earnings quality is fragile and overall risk is elevated.
Valuation is neutral versus peers, and the evidence describes expectations as broadly aligned with the business setup. Recent valuation has eased, while the current signal is mildly favorable rather than fully favorable.
Near-term, revenue growth and cash generation are progressing: first-quarter fiscal 2027 organic revenue growth was 5.9%, and free cash flow increased from a much lower level a year earlier. Margin expansion is less established, with operating margin only slightly higher year over year in the second quarter, and a guidance reversal would raise credibility concerns.
Over the next one to three years, the thesis hinges on sustaining the raised fiscal 2027 revenue-growth guidance while delivering the targeted margin expansion and cash-flow conversion. Weaker employment data could add pressure to cyclical healthcare names, while continued strong results and guidance from healthcare peers would support the sector backdrop.
The multi-year view remains intact because recent growth is strong and management has raised its revenue outlook, but margin progress and the durability of guidance remain key tests. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Operating margin expansion of 50-100 basis points YoY | Profit margins aim to expand 50-100 basis points. | Intact | Operating margin declines or fails to expand by at least 50 bps in FY27 | Operating margin: 16.93% FY2027-Q1; GAAP. Published target: >=50 bps YoY expansion. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202616.930285 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Free cash flow benefitted from lower non-cash transfers from Haemonetics equipment, partially offset by higher capital expenditures.” “FISCAL 2027 GUIDANCE The Company issued its fiscal 2027 GAAP total revenue and organic revenue growth guidance as follows: Total Company Reported Revenue 4 - 7% 53rd week impact (~2%) Currency impact 0 - 1% Organic Revenue (1) 3 - 6% Adjusted operating margin 50 – 100 bps expansion YoY Adjusted earnings per diluted share Comparable to revenue growth Free cash flow conversion (2) ~80% __________ (1) Includes approximately mid-single-digit growth in each of Plasma and Hospital and a mid-single-digit decline in Blood Center.” Operating income was $57.458 million in 2027-Q1. Delivery assessment Nov 4, 2026 |
Organic revenue growth of 3-6% for fiscal 2027 | A primary condition in Haemonetics's published investment case. The stated target is 3-6% YoY. | Intact | Organic revenue growth falls below 3% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Current guidance includes low- to mid-single-digit growth in Apheresis and mid-single digit growth in MedSurg.” “Free cash flow benefitted from lower non-cash transfers from Haemonetics equipment, partially offset by higher capital expenditures.” Revenue was $339.380 million in 2027-Q1. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.72 → $5.82 · observed estimates
$1.47B → $1.50B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-25 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-26 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-27 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-28 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-29 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-30 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-07-31 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-01 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-02 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-03 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-04 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-05 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-06 | $5.72 | $1,474,245,146 | 7 / 9 |
| 2026-08-07 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-08 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-09 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-10 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-12 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-13 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-14 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-15 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-16 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-17 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-18 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-19 | $5.72 | $1,474,254,237 | 7 / 9 |
| 2026-08-20 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-21 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-22 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-23 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-24 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-25 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-26 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-27 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-28 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-29 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-30 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-08-31 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-01 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-02 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-03 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-04 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-05 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-06 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-07 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-08 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-09 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-10 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-11 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-12 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-13 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-14 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-15 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-16 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-17 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-18 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-19 | $5.74 | $1,486,349,042 | 7 / 9 |
| 2026-09-20 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-21 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-22 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-23 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-24 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-25 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-26 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-27 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-28 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-29 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-09-30 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-01 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-02 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-03 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-04 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-05 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-06 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-07 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-08 | $5.78 | $1,492,618,933 | 7 / 9 |
| 2026-10-09 | $5.78 | $1,492,618,624 | 7 / 9 |
| 2026-10-10 | $5.78 | $1,492,618,624 | 7 / 9 |
| 2026-10-11 | $5.82 | $1,500,832,396 | 7 / 9 |
| 2026-10-12 | $5.82 | $1,500,832,396 | 7 / 9 |
| 2026-10-13 | $5.82 | $1,500,832,396 | 7 / 9 |
| 2026-10-14 | $5.82 | $1,500,803,151 | 7 / 9 |
| 2026-10-15 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-16 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-17 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-18 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-19 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-20 | $5.82 | $1,495,344,524 | 7 / 9 |
| 2026-10-21 | $5.82 | $1,495,341,796 | 7 / 9 |
| 2026-10-22 | $5.82 | $1,495,341,796 | 7 / 9 |
| 2026-10-23 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-24 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-25 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-26 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-27 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-28 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-29 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-30 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-10-31 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-11-01 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-11-02 | $5.82 | $1,495,346,205 | 7 / 9 |
| 2026-11-03 | $5.82 | $1,495,364,387 | 7 / 9 |
| 2026-11-04 | $5.82 | $1,495,364,387 | 7 / 9 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
3 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.