Monitor the November 2026 Q2 earnings call for the first quantified financial impact of the CSL supply agreement. The extended rollout timeline to end of 2027 suggests revenue contribution may be back-end loaded.
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Executive Summary
Haemonetics filed an 8-K disclosing that CSL Plasma announced it expects to complete the rollout of Haemonetics' NexSys PCS devices and disposables at all of its current U.S. plasma collection centers by the end of calendar year 2027. The company is not updating its previously issued fiscal 2027 guidance at this time and will provide an update on the financial impact in November 2026.
Key Facts
- CSL expects to complete rollout of Haemonetics' NexSys PCS devices and Persona PLUS technology by end of calendar year 2027.
- CSL anticipates transitioning to Haemonetics devices at all of its current U.S. plasma collection centers.
- Haemonetics is not updating its previously issued fiscal 2027 guidance.
- Haemonetics expects to provide an update on the financial impact of the supply agreement during its Q2 fiscal 2027 earnings call in November 2026.
- Scope and timing of the rollout remain subject to change and implementation details are still to be determined.
Financial Impact
No financial figures provided; rollout timeline extended to end of 2027, with no guidance update.
Risk Factors
- Rollout scope and timing remain subject to change per the supply agreement.
- Implementation details are still to be determined between CSL and Haemonetics.
- Customer demand and adoption of Haemonetics' products may not materialize as expected.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000313143-26-000138 |
| Document: 0000313143-26-000138-index-headers.html | 0000313143-26-000138 |
| Document: 0000313143-26-000138-index.html | 0000313143-26-000138 |
| Document: 0000313143-26-000138.txt | 0000313143-26-000138 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $117.11 $116.16 | ▼ −0.81% | ▲ +0.37% | $119.19 (+1.78%) |
Oct 19, 2026 7d ago | Press Release | $118.21 $117.11 | ▼ −0.93% | ▼ −1.46% | $119.19 (+0.83%) |
Oct 12, 2026 14d ago | Institutional Cluster | $122.06 $121.72 | ▼ −0.28% | ▼ −0.27% | $119.19 (−2.35%) |
Oct 8, 2026 19d ago | 8-K | $119.47 $118.69 | ▼ −0.65% | ▼ −1.25% | $119.19 (−0.23%) |
Sep 30, 2026 26d ago | Press Release | $104.37 $104.68 | ▲ +0.30% | ▼ −0.44% | $119.19 (+14.20%) |
Sep 30, 2026 27d ago | Court Ruling | $104.37 $104.68 | ▲ +0.30% | ▼ −0.44% | $119.19 (+14.20%) |
Aug 18, 2026 10w ago | 8-K | $104.65 $108.41 | ▲ +3.59% | ▲ +3.38% | $119.19 (+13.89%) |
Jun 9, 2026 19w ago | DEFA14A | $78.80 $79.84 | ▲ +1.32% | ▼ −0.38% | $119.19 (+51.26%) |
Jun 5, 2026 20w ago | 8-K | $71.28 $74.88 | ▲ +5.05% | ▲ +4.82% | $119.19 (+67.21%) |
May 7, 2026 24w ago | 8-K | $54.37 $55.12 | ▲ +1.38% | ▲ +0.55% | $119.19 (+119.22%) |
US Market Status
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