HAE - I'm Recommending Haemonetics Again, But With Caveats (Ratings Upgrade)
2025-08-11 12:44:59 ET
Thesis
My research argues that Haemonetics Corporation (NYSE: HAE ) remains a high-quality blood-management franchise, anchored by TEG hemostasis, advanced plasma platforms, and vascular closure devices, with durable, high-margin economics and a strong U.S. base plus underpenetrated international upside. That said, Q1 FY2026 highlights a pause in the broader growth story: recent changes to its product lineup, tougher competition in some parts of the business, and growth that was boosted by one-time factors have slowed momentum, even though profits and cash flow remain healthy....
I'm Recommending Haemonetics Again, But With Caveats (Ratings Upgrade)