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Dec 30, 2023

Haemonetics Q3 2024 Earnings Report

Haemonetics reported increased revenue and margins, strengthened market leadership, and increased impact through portfolio evolution, operational excellence and resource allocation.

Key Takeaways

Haemonetics Corporation reported a 10.1% increase in revenue for the third quarter of fiscal 2024, reaching $336.3 million. The company's adjusted earnings per diluted share increased by 22.4% to $1.04. They updated their fiscal 2024 guidance for total revenue growth to 10-12% and adjusted earnings per diluted share to $3.90 - $4.00.

Third quarter fiscal 2024 revenue increased by 10.1% to $336.3 million compared to the third quarter of fiscal 2023.

Earnings per diluted share were $0.61, compared to $0.64 in the third quarter of fiscal 2023.

Adjusted earnings per diluted share increased by 22.4% to $1.04 compared to the same period last year.

The company updated its fiscal 2024 revenue growth guidance to 10-12% and adjusted earnings per diluted share guidance to $3.90 - $4.00.

Total Revenue
$336M
Previous year: $305M
+10.1%
EPS
$1.04
Previous year: $0.85
+22.4%
Gross Profit
$178M
Previous year: $159M
+12.1%
Cash and Equivalents
$194M
Previous year: $224M
-13.4%
Free Cash Flow
-$22.8M
Previous year: $52.8M
-143.2%
Total Assets
$2.2B
Previous year: $1.88B
+17.2%

Haemonetics

Haemonetics

Haemonetics Revenue by Segment

Forward Guidance

The Company updated its previous fiscal 2024 GAAP total revenue and organic revenue growth guidance. Additionally, the Company reaffirmed its adjusted operating margin guidance, and updated its adjusted earnings per diluted share guidance and free cash flow before restructuring and restructuring related costs guidance.

Positive Outlook

  • Total Company Reported revenue growth: 10 - 12%
  • Total Company Organic revenue growth: 10 - 12%
  • Plasma revenue growth: 11 - 13%
  • Hospital revenue growth: 16 - 18%
  • Adjusted operating margin: ~21%

Challenges Ahead

  • Blood Center revenue growth: (0 - 2)%
  • Currency impact: (1)%
  • Acquisition: 1%
  • Adjusted earnings per diluted share: $3.90 - $4.00
  • Free cash flow, before restructuring & restructuring related costs: $160M - $180M

Revenue & Expenses

Visualization of income flow from segment revenue to net income