Haemonetics Corporation Common Stock (HAE)

FairStock Score: 61/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Haemonetics as a medical technology supplier tied to plasma collection, blood centers, and hospitals. The installed equipment, disposables, and software can create switching costs, but the financials do not show a wide moat. In fiscal Q1 2027, the quarter ended 2026-06-27, revenue was $339.4 million and net income $33.0 million, or $0.72 diluted EPS. Revenue rose 5.6% from fiscal Q1 2026, when it was $321.4 million, but net income fell from $34.0 million-a modest profit decline. For FY2026, ended 2026-03-28, revenue was $1.3 billion and net income $97.3 million, or $2.05 per diluted share, down sharply from FY2025 net income of $167.7 million and $3.31 per share. The Lynch classification is SLOW GROWER, with 4.1% annual profit growth and 8.9% revenue growth over five years. Financial health is mixed: Piotroski 7/9 and Altman Z 2.86, with trailing free cash flow of $291.2 million. But debt-to-equity is 1.40, ROE is 11.2%, ROCE 6.6%, and profit growth is -3.0%. At the 2026-10-13 close of $121.72, FairStock calculates a P/E of 58.8, P/B of 6.61, EV/EBITDA of 24.0, and Graham Number of $29.28, implying a -315.7% margin of safety. The 5.3% FCF yield is a positive, but the price is near the 52-week high of $123.77 and embeds much better results than the company is currently delivering. I would want evidence of durable margin recovery and a more reasonable price before calling this a value opportunity.

In plain English: Haemonetics makes machines, software, and single-use supplies used by plasma and blood centers and hospitals. The business is profitable and produces cash, but recent profit has slipped while sales grew, and it carries a fair amount of debt for its returns. At the recent price, the shares look expensive compared with the company's profits and assets, especially given its slow growth.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-06-27) · fiscal Q3 2026 10-Q (period ended 2025-12-27) · fiscal Q2 2026 10-Q (period ended 2025-09-27) · fiscal Q1 2026 10-Q (period ended 2025-06-28) · FY2026 10-K (period ended 2026-03-28) · FY2025 10-K (period ended 2025-03-29) · FY2024 10-K (period ended 2024-03-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer