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Sep 30, 2023

Haemonetics Q2 2024 Earnings Report

Haemonetics' financial performance strengthened with revenue growth and strategic investments.

Key Takeaways

Haemonetics reported a 7% increase in revenue for the second quarter of fiscal year 2024, reaching $318 million. The company's adjusted earnings per diluted share increased by 19.3% to $0.99. They have also updated their fiscal 2024 guidance with increased expectations for revenue, adjusted operating margin, adjusted EPS, and free cash flow.

Second quarter revenue increased by 7% to $318 million.

Adjusted earnings per diluted share rose by 19.3% to $0.99.

Operating income was $35.3 million with an 11.1% operating margin.

The company updated its fiscal 2024 guidance with higher expectations for revenue and profitability.

Total Revenue
$318M
Previous year: $297M
+7.0%
EPS
$0.99
Previous year: $0.83
+19.3%
Gross Margin
53.6%
Previous year: 53.1%
+0.9%
Adjusted Gross Margin
54%
Operating Margin
11.1%
Previous year: 15.7%
-29.3%
Gross Profit
$171M
Previous year: $158M
+8.0%
Cash and Equivalents
$351M
Previous year: $241M
+45.5%
Free Cash Flow
$76.7M
Previous year: $61.8M
+24.1%
Total Assets
$2.01B
Previous year: $1.87B
+7.8%

Haemonetics

Haemonetics

Haemonetics Revenue by Segment

Forward Guidance

The Company updated its previous fiscal 2024 GAAP total revenue and organic revenue growth guidance.The increase in free cash flow guidance before restructuring and restructuring-related costs is due to benefits from working capital and changes in capital expenditures, which were understated in our previously issued guidance.

Positive Outlook

  • Total Company Reported: 7 - 9%
  • Total Company Organic: 8 - 10%
  • Plasma revenue: 10 - 12%
  • Hospital revenue: 16 - 18%
  • Adjusted operating margin: ~21%

Challenges Ahead

  • Currency impact: (1)%
  • Blood Center revenue: (2 - 4)%
  • Adjusted earnings per diluted share: $3.75 - $3.95
  • Free cash flow, before restructuring & restructuring related costs: $170M - $190M
  • Previous Adjusted earnings per diluted share: $3.60 - $3.90

Revenue & Expenses

Visualization of income flow from segment revenue to net income