Haemonetics (HAE) Surpasses Estimates with Q4 Revenue Miss, EPS Up 4.8%

Haemonetics (NYSE:HAE) reported Q4 CY2025 revenue of $339 million, 2.7% lower than the prior-year period, but 2.4% higher than Wall Street’s estimate. Non-GAAP adjusted EPS of $1.31 beat the consensus by 4.8%. The stock rose 8.7% to $71.66 in after-hours trading. Supporting context: Haemonetics’ 8.3% annualized revenue growth over the past five years reflects strong fundamentals, while organic revenue growth averaged 2% over the last two years. Operating margin expanded 14.8 percentage points over five years and 5.6 points over two, reaching 19.9% in Q4 despite lower sales. EPS growth over five years was 13.8% CAGR, outpacing revenue expansion, with the share count down 8.5%. Looking ahead, sell-side analysts average a 3.6% revenue growth forecast over the next 12 months and expect full-year 2026 EPS of $4.92, reflecting 6.9% growth. The company raised its full-year EPS guidance following the results.