Haemonetics (HAE) Earnings Date & Reports

Key Takeaways

• Haemonetics Corporation (HAE) reports second-quarter fiscal 2027 results before the market opens on November 5, 2026.
• Wall Street consensus calls for adjusted earnings per share (EPS) of $1.29 on revenue of roughly $345 million, versus $1.27 and $327.31 million a year earlier.
• The company has beaten consensus EPS estimates in seven of its last eight quarters, including a fiscal first-quarter result of $1.14 versus a $1.08 consensus.
• The October CSL Plasma update, which calls for rolling out NexSys PCS devices across all U.S. centers by the end of 2027, is the dominant focus heading into the print.
• Management has left fiscal 2027 guidance unchanged and plans to detail the deal's financial impact on the earnings call.

Earnings Context and Why It Matters

Haemonetics operates in blood and plasma collection, blood management, and hospital technologies, where a large share of revenue comes from recurring single-use disposables tied to an installed device base. That model makes customer rollout news unusually consequential. The company is emerging from a period of portfolio transition, including the prior loss of CSL Plasma's U.S. disposable business, which weighed on growth in fiscal 2026. Because the company's fiscal year ends in late March, this report reflects the second quarter of fiscal 2027 rather than a calendar quarter. With a newly expanded CSL supply agreement on the table, this earnings event is expected to clarify how quickly the plasma franchise can reaccelerate.

Earnings Expectations

Consensus estimates project adjusted EPS of $1.29 on revenue of approximately $345 million for Haemonetics' fiscal second quarter. That would represent roughly 1.6% EPS growth and 5.4% revenue growth from the prior-year period, when the company reported EPS of $1.27 on revenue of $327.31 million. In the fiscal first quarter, Haemonetics delivered adjusted EPS of $1.14 on revenue of about $339 million, topping consensus expectations.

Investors will watch segment-level momentum closely. Plasma, Hospital, and Blood Center revenue are the three reporting lines, with Plasma and Blood Management Technologies having driven recent outperformance while Interventional Technologies remained a soft spot. The Persona PLUS plasma technology, which received U.S. Food and Drug Administration (FDA) clearance and is designed to improve donor yield, is a key adoption metric. Management has maintained fiscal 2027 guidance of 4% to 7% reported revenue growth and 3% to 6% organic growth, with adjusted EPS expected to grow in line with revenue. The earnings call is expected to add detail on how the expanded CSL Plasma agreement may reshape that outlook.

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Market Reaction and Investor Sentiment

Sentiment into this report has been strongly positive. On October 8, 2026, Haemonetics shares surged after a Securities and Exchange Commission (SEC) filing showed CSL Plasma now expects to transition all of its current U.S. plasma collection centers to Haemonetics' NexSys PCS devices with Persona PLUS technology by the end of 2027. The stock gained more than 13% on the news, reflecting the recurring disposable revenue potential tied to a full network conversion.

Still, the agreement is non-exclusive and carries no minimum purchase commitments, and implementation details remain unresolved. That leaves room for the stock to react to the company's own quantification of the deal's impact on fiscal 2027. Analysts' consensus rating remains a Buy, with several firms raising price targets after the CSL update, though the sharp rally means expectations are elevated.

Forward Outlook and Key Factors to Monitor

The central question for investors is how management frames the CSL Plasma rollout. Any color on conversion timing, expected disposable volumes, and the revenue or margin contribution for fiscal 2027 and 2028 will be closely scrutinized. Because the deal is non-exclusive and lacks minimum purchase commitments, the pace of actual device adoption will matter as much as the announced intent.

Beyond CSL, watch the trajectory of Interventional Technologies, which has lagged the rest of the portfolio. Management has pointed to lapped headwinds in sensor-guided technologies and esophageal cooling, and signs of stabilization there would support the broader growth story.

Margin trends also deserve attention. Tariffs and product mix have pressured gross margin in recent quarters, and investors will look for evidence that volume growth and pricing can offset those costs. Finally, the company's fiscal 2027 guidance update will signal whether the CSL opportunity is being incorporated into near-term expectations or remains a longer-term catalyst.

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