Haemonetics (HAE) Q4 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 8, 2026 astatine 10:40 AM CDT 38 min read

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Date

Thursday, May 7, 2026 astatine 8 a.m. ET

Call participants

• Chief Executive Officer — Christopher Simon

• Chief Financial Officer — James D'Arecca

• Vice President, Investor Relations — Olga Guyette

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Full Conference Call Transcript

Olga Guyette: Good morning, and convey you for joining america for Haemonetics' Fourth Quarter Fiscal Year 2026 Conference Call and Webcast. I'm joined contiguous by Chris Simon, our CEO; and James D'Arecca, our CFO. This morning, we released our 4th fourth and afloat fiscal 2026 results and issued fiscal twelvemonth 2027 guidance. The materials, including our net merchandise and supplemental net presentation, are disposable connected our Investor Relations website and besides successful this morning's property release. Before we begin, I'd similar to punctual everyone that we volition usage some reported and integrated gross maturation rates that exclude the interaction of FX, the divestiture of the full humor merchandise line, and the exit of definite liquid solutions products.

Organic maturation ex-CSL besides excludes the interaction of the antecedently disclosed modulation of CSL's U.S. disposable business. Our fiscal twelvemonth 2027 integrated gross guidance is besides adjusted for the interaction of the 53rd week. We'll notation to different non-GAAP fiscal measures to assistance investors recognize Haemonetics' ongoing concern performance. Please enactment that these measures exclude definite charges and income items. A afloat database of excluded items, reconciliations to our GAAP results and comparisons with the anterior twelvemonth periods are provided successful our net release. Our remarks contiguous see forward-looking statements, and our existent results whitethorn disagree materially from the anticipated results.

Factors that whitethorn origin our results to disagree see those referenced successful the harmless harbor connection successful today's net merchandise and successful different SEC filings. We bash not undertake immoderate work to update these forward-looking statements. And now, I'd similar to crook it implicit to Chris.

Christopher Simon: Thanks, Olga, and bully morning, everyone. We delivered 4th fourth gross of $346 million, up 5% reported and 9% integrated ex-CSL, with adjusted EPS of $1.29, up 4% year-over-year. For the afloat fiscal year, gross was $1.3 billion, and adjusted EPS was $4.96 per stock with improved adjusted earnings, higher adjusted margins, and stronger escaped currency travel than successful the anterior twelvemonth contempt $153 cardinal of nonrecurring gross from portfolio transitions. Our show reflects the spot of our halfway platforms with plasma and TEG driving momentum, borderline expansion, and reinforcing our enactment successful charismatic extremity markets. This instauration enabled targeted investments to presumption interventional technologies to lend to maturation successful fiscal '27 and beyond.