The impairment masks a solid operational quarter. Focus on organic growth acceleration (4.5%) and FY2027 guidance implying mid-single-digit revenue growth and margin expansion. Watch for integration updates on Attune Medical and Vivasure on the earnings call.
Price Chart
Executive Summary
Haemonetics Q4 FY2026 revenue grew 4.8% YoY to $346.4M, beating estimates, while adjusted EPS of $1.29 edged past consensus. GAAP net loss of $20.1M was driven by a $77.2M impairment of intangible assets from the Attune Medical acquisition. FY2027 guidance calls for 4-7% reported revenue growth and 50-100bps adjusted operating margin expansion, signaling underlying business momentum.
Key Financial Metrics
Key Facts
- Q4 revenue $346.4M, +4.8% YoY; organic revenue growth 4.5%; organic ex-CSL growth 8.6%
- Q4 GAAP EPS -$0.44 (net loss $20.1M) vs $1.17 in prior year, due to $77.2M impairment charge
- Q4 adjusted EPS $1.29, up 4.0% YoY; adjusted net income $59.7M, down 3.0%
- FY2026 full year revenue $1.334B, -2.0% YoY; adjusted EPS $4.96, +8.5%
- FY2027 guidance: reported revenue growth 4-7%, organic revenue growth 3-6%, adjusted operating margin expansion 50-100bps
- Repurchased $100M in shares in Q4; $325M remaining under $500M authorization
Financial Impact
Non-cash impairment of $77.2M drove GAAP loss; adjusted operations remained profitable with $84.5M adjusted operating income.
Risk Factors
- Integration challenges from Attune Medical and Vivasure acquisitions
- Interventional Technologies segment declined 10.3% organic in Q4
- Tariff impacts on adjusted gross margin
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000313143-26-000031 |
| Document: hae-20260507.htm | 0000313143-26-000031 |
| Document: 0000313143-26-000031-index-headers.html | 0000313143-26-000031 |
| Document: 0000313143-26-000031-index.html | 0000313143-26-000031 |
| Document: 0000313143-26-000031.txt | 0000313143-26-000031 |
| 8-K Data (Synthetic) | 0000313143-26-000031 |
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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