This is a customer win but lacks firm commitments — no minimum purchases and no guidance update. Monitor the November 2026 earnings call for quantification. The stock may see a modest positive reaction on the new CSL relationship, but revenue visibility remains low.
Price Chart
Executive Summary
Haemonetics entered into a non-exclusive supply agreement with CSL Plasma for use of its NexSys PCS devices and disposables in the U.S. No minimum purchase commitments; scope and timing of transition are undetermined. The company is not updating its fiscal 2027 guidance and will provide an update on the expected impact during its second fiscal quarter earnings call in November 2026.
Key Facts
- Non-exclusive supply agreement with CSL Plasma Inc. signed August 14, 2026.
- CSL may utilize Haemonetics' NexSys PCS devices with Persona PLUS technology and purchase related disposables in the U.S.
- The agreement contains no minimum purchase commitments.
- Scope and timing of CSL's center transitions have not yet been determined.
- No update to previously issued fiscal 2027 guidance.
- Company expects to provide an impact update in November 2026 on the second fiscal quarter earnings call.
Financial Impact
No dollar amounts disclosed; agreement is non-exclusive and has no minimum purchase commitments, so near-term revenue impact is uncertain.
Risk Factors
- CSL may transition only a small number of centers or delay implementation.
- No minimum purchase commitments create downside risk to expected revenue.
- Competitors could retain or regain share at CSL centers.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000313143-26-000135 |
| Document: 0000313143-26-000135-index-headers.html | 0000313143-26-000135 |
| Document: 0000313143-26-000135-index.html | 0000313143-26-000135 |
| Document: 0000313143-26-000135.txt | 0000313143-26-000135 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 18, 2026 6w ago | 8-K | $104.65 $105.68 | ▲ +0.98% | ▲ +1.97% | $104.68 (+0.03%) |
Jun 9, 2026 16w ago | DEFA14A | $78.80 $75.00 | ▼ −4.82% | ▼ −8.45% | $104.68 (+32.84%) |
Jun 5, 2026 17w ago | 8-K | $71.28 $75.02 | ▲ +5.25% | ▲ +3.39% | $104.68 (+46.86%) |
May 7, 2026 21w ago | 8-K | $54.37 $65.88 | ▲ +21.17% | ▲ +18.03% | $104.68 (+92.53%) |
May 1, 2026 22w ago | 8-K | $55.32 $67.22 | ▲ +21.51% | ▲ +15.87% | $104.68 (+89.23%) |
US Market Status
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