HAEMONETICS CORP
HAE · Surgical & Medical Instruments & Apparatus · 45.4M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Reference price $70.56 · est. market cap ~$3.2B — last insider purchase, 2025-11-10 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74Blood/plasma-technology company — profitable with strong free cash flow, moderate leverage.
Strengths
- Strong free cash flow — FCF $260M (91st), FCF margin 20%
- Solid profitability — operating margin 12% (81st)
Risks
- Moderate leverage — D/E 1.5 (79th)
- Plasma-collector customer concentration — per 10-K
- Consumable competition — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~44% of revenue from one customer/distributor — In fiscal 2026, our ten largest customers accounted for approximately 44% of our net reve nues
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
- AccumulatingInstitutional holders rose 7→8 QoQ (2025-12-31→2026-03-31)
- New fund positionNotable fund(s) opened this quarter: Bridgewater Associates, LP, RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
59.0%
Operating margin
11.7%
Net margin
7.3%
Return on equity
12.2%
Return on assets
4.1%
ROIC
6.1%
Revenue growth (QoQ)
2.2%
Net-income growth
-42.0%
Debt / equity
1.5×
Net debt / EBITDA
3.6×
Current ratio
3.0×
Free cash flow
$260M
EBITDA
$268M
Tangible book value
-$308M
Cash & investments
$245M
Stock comp / revenue
2.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-05 | Maunsell Farris Maryanne | Tax withheld | 259 | $71.28 |
| 2026-06-05 | Miller Laurie A. | Tax withheld | 313 | $71.28 |
| 2026-05-15 | Basil Michelle L | Tax withheld | 2.9K | $56.29 |
| 2026-05-15 | Basil Michelle L | Grant | 28K | — |
| 2026-05-15 | Chan Frank | Tax withheld | 546 | $56.29 |
| 2026-05-15 | Chan Frank | Grant | 28K | — |
| 2026-05-15 | DArecca James | Tax withheld | 2.5K | $56.29 |
| 2026-05-15 | DArecca James | Grant | 29K | — |
| 2026-05-15 | Maunsell Farris Maryanne | Tax withheld | 197 | $56.29 |
| 2026-05-15 | Maunsell Farris Maryanne | Grant | 2.2K | — |
| 2026-05-15 | Galvin Roy | Tax withheld | 879 | $56.29 |
| 2026-05-15 | Galvin Roy | Grant | 28K | — |
| 2026-05-15 | Miller Laurie A. | Tax withheld | 948 | $56.29 |
| 2026-05-15 | Miller Laurie A. | Grant | 13K | — |
| 2026-05-15 | Simon, Christopher | Tax withheld | 9.7K | $56.29 |
| 2026-05-15 | Simon, Christopher | Grant | 78K | — |
| 2026-05-01 | DArecca James | Tax withheld | 655 | $59.26 |
| 2025-11-10 | KROLL MARK W | Buy | 1.4K | $70.56 |
| 2025-10-31 | Galvin Roy | Tax withheld | 145 | $50.01 |
| 2025-09-17 | Miller Laurie A. | Tax withheld | 238 | $49.95 |
| 2025-07-24 | Zane Ellen M | Grant | 2.7K | — |
| 2025-07-24 | Pomeroy Claire | Grant | 2.7K | — |
| 2025-07-24 | KROLL MARK W | Grant | 2.7K | — |
| 2025-07-24 | Johnson Lloyd Emerson | Grant | 2.7K | — |
| 2025-07-24 | Dockendorff Charles J | Grant | 2.7K | — |
| 2025-07-24 | COYLE MICHAEL J | Grant | 2.7K | — |
| 2025-07-24 | Bryant Diane M | Grant | 2.7K | — |
| 2025-07-24 | ABERNATHY ROBERT E | Grant | 2.7K | — |
| 2025-06-05 | Miller Laurie A. | Grant | 3.2K | — |
| 2025-06-05 | Maunsell Farris Maryanne | Grant | 2.7K | — |
| 2025-05-30 | Basil Michelle L | Grant | 16K | — |
| 2025-05-30 | Basil Michelle L | Tax withheld | 7.5K | $69.38 |
| 2025-05-30 | Simon, Christopher | Grant | 67K | — |
| 2025-05-30 | Simon, Christopher | Tax withheld | 26K | $69.38 |
| 2025-05-30 | Miller Laurie A. | Grant | 7.8K | — |
| 2025-05-30 | Miller Laurie A. | Tax withheld | 2.3K | $69.38 |
| 2025-05-30 | DArecca James | Grant | 12K | — |
| 2025-05-30 | DArecca James | Tax withheld | 5.9K | $69.38 |
| 2025-05-16 | Galvin Roy | Grant | 5.7K | — |
| 2025-05-16 | Basil Michelle L | Tax withheld | 2.2K | $70.31 |
| 2025-05-16 | DArecca James | Tax withheld | 1.2K | $70.31 |
| 2025-05-16 | Maunsell Farris Maryanne | Tax withheld | 68 | $70.31 |
| 2025-05-16 | Galvin Roy | Tax withheld | 257 | $70.31 |
| 2025-05-16 | Miller Laurie A. | Tax withheld | 477 | $70.31 |
| 2025-05-16 | Simon, Christopher | Tax withheld | 7.1K | $70.31 |
| 2025-05-16 | Basil Michelle L | Grant | 6.8K | — |
| 2025-05-16 | Maunsell Farris Maryanne | Grant | 800 | — |
| 2025-05-16 | Miller Laurie A. | Grant | 3.2K | — |
| 2025-05-16 | Chan Frank | Grant | 5.7K | — |
| 2025-05-16 | Galvin Roy | Grant | 6.8K | — |
| 2025-05-16 | Basil Michelle L | Grant | 5.7K | — |
| 2025-05-16 | DArecca James | Grant | 7.1K | — |
| 2025-05-16 | Simon, Christopher | Grant | 21K | — |
| 2025-05-15 | Galvin Roy | Tax withheld | 201 | $69.38 |
| 2025-05-15 | Miller Laurie A. | Tax withheld | 206 | $69.38 |
| 2025-05-15 | Basil Michelle L | Tax withheld | 622 | $69.38 |
| 2025-05-15 | Maunsell Farris Maryanne | Tax withheld | 60 | $69.38 |
| 2025-05-15 | DArecca James | Tax withheld | 622 | $69.38 |
| 2025-05-15 | Simon, Christopher | Tax withheld | 2.4K | $69.38 |
| 2025-05-02 | DArecca James | Tax withheld | 654 | $63.85 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
- CSL Plasma
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-05 | 0000313143-26-000057 ↗ |
| 10-K | 2026-05-20 | 2026-03-28 | 0000313143-26-000050 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0000313143-26-000031 ↗ |
| 8-K | 2026-05-01 | 2026-04-27 | 0000313143-26-000023 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0000313143-26-000017 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0000313143-26-000014 ↗ |
| 10-Q | 2026-02-05 | 2025-12-27 | 0000313143-26-000010 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000313143-26-000009 ↗ |
| 8-K | 2026-01-09 | 2026-01-09 | 0000313143-26-000003 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0000313143-25-000074 ↗ |
| 10-Q | 2025-11-06 | 2025-09-27 | 0000313143-25-000075 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0000313143-25-000056 ↗ |