Haemonetics (HAE)
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
$102.92+0.07%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · HAE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks HAE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Achieve organic revenue growth in the range of 3-6% for fiscal year 2027, with low- to mid-single-digit growth in Apheresis and mid-single-digit growth in MedSurg.
Stated as a priority in 4 of last 4 quarters. Management raised fiscal 2027 organic revenue growth guidance from 3-6% to 4-7% in 2026-Q2, with first quarter fiscal 2027 organic revenue growth at 5.9%. The trajectory is delivering consistent growth aligned with guidance.
“We raised full-year guidance, including organic revenue growth of 4-7% with low- to mid-single-digit growth in Apheresis and mid-single-digit growth in MedSurg.”
“The Company issued fiscal 2027 organic revenue growth guidance of 3-6%, including mid-single-digit growth in Plasma and Hospital.”
“Fiscal 2027 organic revenue growth guidance reaffirmed at 3-6%, with mid-single-digit growth in Plasma and Hospital.”
“Fiscal 2027 organic revenue growth guidance of 3-6% reaffirmed, with mid-single-digit growth in Plasma and Hospital.”
Continue to expand adjusted operating margin by 50 to 100 basis points year over year through disciplined execution and cost management.
Stated as a priority in 4 of last 4 quarters. Management targets 50-100 basis points adjusted operating margin expansion for fiscal 2027. Operating margin was 16.9% in 2026-Q2, slightly up from 16.8% in 2025-Q2, indicating limited progress toward margin expansion so far.
Sustain free cash flow conversion ratio at approximately 80% of adjusted net income to support financial flexibility and capital allocation.
Stated as a priority in 4 of last 4 quarters. Management targets free cash flow conversion near 80% for fiscal 2027. Free cash flow increased to $39.1 million in 2026-Q2 from a much lower level in 2025-Q2, showing progress toward sustaining strong cash flow conversion.
Complete the previously announced $500 million share repurchase program to return capital to shareholders.
Stated as a priority in 2 of last 4 quarters. The Company repurchased $100 million of shares in 2025-Q4 and had $325 million remaining authorization as of 2026-Q1. The program is ongoing with progress made but not yet complete.
Transition from three reportable segments to two: combine Plasma and Blood Center into Apheresis, and rename Hospital segment to MedSurg for better alignment with business management.
Newly stated in 2026-Q2. Management announced the update to reportable segments to better align with business management. This structural change is recent and no financial impact data is yet available.
“Haemonetics announced updated reportable segments to Apheresis and MedSurg, effective fiscal 2027-Q1.”
Over the trailing year it converted 0.42x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 32% of the time over the next year (vs 54% for the rest of the cohort, n=2490).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.
“Fiscal 2027 adjusted operating margin guidance is 50-100 basis points expansion year over year.”
“Adjusted operating margin guidance for fiscal 2027 remains 50-100 basis points expansion year over year.”
“The Company reaffirmed adjusted operating margin guidance of 26-27% for fiscal 2026, consistent with prior guidance.”
“Adjusted operating margin guidance for fiscal 2026 is 26-27%, reflecting margin expansion.”
“Free cash flow conversion guidance remains at approximately 80% for fiscal 2027.”
“Free cash flow conversion guidance of ~80% reaffirmed for fiscal 2027.”
“Free cash flow conversion target of greater than 80% for fiscal 2026.”
“Free cash flow conversion guidance of greater than 80% reaffirmed.”
“The total remaining authorization for repurchases under the $500 million program is $325 million.”
“The Company repurchased $100 million of shares during the quarter under the $500 million program.”