PresentationHi, everyone. My name is Rohin Patel. I'm a med tech analyst at JPMorgan. It's my pleasure to have Haemonetics here with us. And I'd like to introduce CEO, Chris Simon, for a presentation.Christopher SimonCEO, President & Director Thanks, Rohin, and thank you to JPMorgan for hosting the conference and giving us an opportunity to discuss our strategy and plans for long-term shareholder value creation. Thank you all for joining, both here in the room and on the WebEx. First point, just a necessar ...

Haemonetics (NYSE:HAE) FY Conference January 13, 2026 10:30 AM ET Company ParticipantsJames D'Arecca - CFOChristopher Simon - CEOConference Call ParticipantsRohan Patel - AnalystRohan PatelHi, everyone. My name is Rohan Patel. I'm a medtech analyst at J.P. Morgan. It's my pleasure to have Haemonetics here with us, and I'd like to introduce CEO Chris Simon for a presentation.Christopher SimonThanks, Rohan, and thank you to J.P. Morgan for hosting the conference and giving us an opportunity to discuss our str ...

业绩总结 - FY'25总收入为13.61亿美元，较FY'24增长约4%[19] - FY'25的调整后净收入预计为1.17亿美元，较FY'24的1.09亿美元增长约7%[19] - FY'25的调整后每股收益（EPS）预计为4.90美元，较FY'22的2.58美元增长约90%[56] - FY'25的自由现金流为1.45亿美元，较FY'24的1.17亿美元增长[72] 用户数据 - 血液管理技术部门收入为13.6亿美元，占FY'25总收入的57%[23] - FY'25的有机收入年复合增长率（CAGR）预计为8%[16] - FY'26的有机收入（不含CSL）预计约为12.62亿美元，较FY'22的7.69亿美元增长13.2%[65] 未来展望 - 公司FY'26的收入指导中位数约为13.27亿美元，较FY'22的实际收入9.93亿美元增长7.5%[65] - FY'26的调整后每股收益指导为4.80至5.00美元，自由现金流指导为1.7亿至2.1亿美元[73] - FY'26的调整后营业利润率预计为26.5%，较FY'22的18.8%提高约770个基点[56] 市场扩张 - Plasma市场的服务可寻址市场（SAM）约为10亿美元，主要驱动因素为免疫球蛋白的需求[28] - 介入技术市场的服务可寻址市场（SAM）约为6亿美元，主要驱动因素为心房颤动（Afib）和左心耳封堵（LAAC）程序的增长[42] 资本部署与投资回报 - 公司在FY'22至Q2 FY'26期间的资本部署情况为：并购占比约40%，股东回报占比约28%，有机投资占比约32%[61] - 公司在FY'22的投资回报率(ROIC)从约6.7%提升至FY'26 Q2 YTD的约11%[60]

Barrington raised the firm’s price target on Haemonetics (HAE) to $93 from $90 and keeps an Outperform rating on the shares after the company announced that it had acquired Vivasure Medical Limited, an Ireland-based developer of advanced polymer implants and delivery systems. The firm is increasing its price target based on a positive view of the Vivasure transaction, the analyst tells investors. Claim 70% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving b ...

公司概况与市场定位 - Haemonetics Corporation 是专注于血液管理解决方案的医疗技术领域重要参与者 [1] - 公司通过战略收购和产品开发持续巩固其市场地位 [1] 股票表现与分析师目标价 - Barrington 于2026年1月12日为公司设定93美元的目标价 当时股价为82.03美元 隐含13.37%的潜在上涨空间 [2] - 近期股价下跌2.39% 交易区间在81.94美元至84.92美元之间 [2] - 过去52周股价波动剧烈 区间为47.32美元至87.32美元 [2] 战略收购详情 - 公司宣布收购爱尔兰公司 Vivasure Medical Limited [3] - 收购包括1亿欧元的前期付款 以及最高达8500万欧元的潜在里程碑付款 [3] - 收购将使用公司手头现金进行 体现了其财务实力 [3] 收购标的与产品技术 - Vivasure 的核心产品 PerQseal Elite 系统是一种使用生物可吸收贴片闭合大口径动脉和静脉穿刺点的装置 [4] - 该系统支持最大至26F的尺寸 旨在简化工作流程并减少并发症 [4] - 该收购顺应了医疗领域对大口径血管通路日益增长的需求 [4] 产品监管进展与临床数据 - PerQseal Elite 系统已获得欧洲CE标志批准 并已向美国FDA提交了上市前批准申请 [5] - ELITE动脉研究显示 该系统易于使用 且在30天内主要并发症发生率为0% [5] 收购的战略意义 - 此次收购旨在增强公司在结构性心脏病和血管内手术领域的能力 [3] - 预计将加强公司在心脏病学领域的市场地位 [5] - 总体目标是提升公司的产品线和市场地位 [6]

$11 million in proceeds expected to be received during 2026, with remainder of expected proceeds to be received in future revenue earnoutsVivasure Medical Limited (“Vivasure”) has been a strategic holding of Orchestra BioMed since the Company’s formation NEW HOPE, Pa., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Orchestra BioMed Holdings, Inc. (Nasdaq: OBIO, “Orchestra BioMed” or the “Company”), a biomedical innovation company accelerating high-impact technologies to patients through risk-reward sharing partnerships ...

近日，全球医疗技术公司 Haemonetics 宣布，已完成对血管闭合器械公司 Vivasure Medical 的收购。通过此次交易，Haemonetics 将 Vivasure 旗下 PerQSeal Elite 大 口径经皮血管闭合系统 纳入其介入技术产品组合，进一步强化其在结构性心脏病与血管内介入领域的布局。 根据双方披露的信息，本次收购采用现金方式完成，Haemonetics 支付 约 1 亿欧元（约合 1.16 亿美元）的首付款 ，另设 最高不超过 8,500 万欧元（约合 9,890 万美 元） 的或有对价，合计1.85 亿欧元（约合人民币15亿）， 具体与未来销售增长及相关里程碑达成情况挂钩。交易资金来源于 Haemonetics 自有现金。 此次并购，是 Haemonetics 在出售全血业务资产一年后，对其介入技术业务线的一次重要补充，也被视为其在高增长结构性心脏与血管介入赛道中继续加码的关键 一步。 相关阅读： 4.8亿！医疗科技龙头出售这一业务 # 聚焦大口径闭合场景：PerQSeal Elite 的技术定位 Vivasure 的核心产品 PerQSeal Elite 系统，定位于 大 ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In August of last year, I concluded that blood had finally arrived in the streets after a tough time for shares of Haemonetics ( HAE ) . Shares plunged, even as the company maintained the full-yea ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Haemonetics (HAE) , which belongs to the Zacks Medical - Products industry.This provider blood management systems for health care providers and blood collectors has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 11.15%.For the last re ...

Haemonetics is a global medical technology company dedicated to improving the quality, effectiveness and efficiency of health care. Our innovative solutions addressing critical medical needs include a suite of hospital technologies designed to advance standards of care and help enhance outcomes for patients; end-to-end plasma collection technologies to optimize operations for plasma centers; and products to enable blood centers to collect in-demand blood components. To learn more about Haemonetics, visit ww ...