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Haemonetics Corporation (HAE) Q3 2026 Earnings Call Transcript

Q3: 2026-02-05 Earnings Summary

EPS of $1.31 beats by $0.06

 | Revenue of $338.97M (-2.75% Y/Y) beats by $6.24M

Haemonetics Corporation (HAE) Q3 2026 Earnings Call February 5, 2026 8:00 AM EST

Company Participants

Olga Guyette – Senior Director of Investor Relations
Christopher Simon – CEO, President & Director
James D’Arecca – CFO, Executive VP & Financial Officer

Conference Call Participants

Rohin Patel – JPMorgan Chase & Co, Research Division
Marie Thibault – BTIG, LLC, Research Division
Joanne Wuensch – Citigroup Inc., Research Division
David Rescott – Robert W. Baird & Co. Incorporated, Research Division
Anthony Petrone – Mizuho Securities USA LLC, Research Division
Michael Matson – Needham & Company, LLC, Research Division
Michael Petusky – Barrington Research Associates, Inc., Research Division
Andrew Cooper – Raymond James & Associates, Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by, and welcome to the Third Quarter 2026 Haemonetics Corporation Earnings Conference Call. [Operator Instructions]. Please be advised that today’s conference is being recorded. I would like now to turn the conference over to Olga Guyette, Vice President, Investor Relations and Treasury. Please go ahead.

Olga Guyette
Senior Director of Investor Relations

Good morning, and thank you for joining us for Haemonetics’ Third Quarter Fiscal Year 2026 Conference Call and Webcast. I’m joined today by Chris Simon, our CEO; and James D’Arecca, our CFO.

This morning, we released our third quarter and year-to-date fiscal 2026 results and updated full year fiscal 2026 guidance. The materials, including our earnings release, Form 10-Q and the supplemental earnings presentation are available on our Investor Relations website and in this morning’s press release. Before we begin, I’d like to remind everyone that we will use both reported and organic revenue growth rates that exclude the impact of FX, the divestiture of the whole blood product line and the exit of certain liquid solution products.

Organic growth at ex-CSL also excludes the impact of the previously disclosed transition of CSL’s

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