Haemonetics Corporation: Vegas takes

研报英文原文证据摘录

Haemonetics Corporation: Vegas takes

Accessible version

Haemonetics Corporation

Vegas takes

Maintain Rating: NEUTRAL | PO: 72.00 USD | Price: 54.01 USD

Fireside chat with HAE CEO in Vegas 12 May 2026

We hosted HAE’s CEO Chris Simon at our Healthcare conference in Vegas. We discussed Equity

CSL destocking, plasma volume guide, Persona Plus and vascular closure expectations.

Travis Steed

Research Analyst

BofASCSL destocking comments, Plasma volume guide derisked +1 404 607 3251

On HAE’s 0-2% plasma volume growth guide in FY27, HAE says it’s similar to its initial travis.steed@bofa.com

0-2% guidance for FY26. Volumes ended up growing double digits in FY26. Collection Stephanie Elghazi

volume was double digits throughout the year in Europe and DD in the US in 2H. Plasma Research Analyst BofAS

volume growth is difficult to predict but end market demand for IG remains unabated, +1 646 855 4568

which drives collection volumes. HAE says CSL remains an important customer and it stephanie.elghazi@bofa.com

supports CSL’s Europe volumes and signed a long term contract last year for software in EnjiaResearchCaoAnalyst

CSL centers in the US. On CSL’s IG inventory destocking, HAE sees some customers BofAS

take share and others lose share. Some customers are more committed to the US enjia.cao@bofa.com

market and others focused on more international. HAE sees its guidance of 0-2% volume AidanResearchLaheyAnalyst

growth is just a prudent assumption because volume growth is not in HAE’s control. HAE BofAS

aidan.lahey@bofa.com

would be surprised if trends this year do not continue at some level into FY27.

Gracia Mahoney

Persona Plus and further plasma innovation ResearchBofAS Analyst

gracia.mahoney@bofa.com

When Persona was rolled out HAE saw a 10% improvement in yield enhancement.