Haemonetics' Strategic Moves Poised To Boost Margins And Earnings, Says Analyst
Haemonetics' Strategic Moves Poised To Boost Margins And Earnings, Says Analyst
Needham & Co. analyst Mike Matson upgraded Haemonetics Corporation (NYSE:HAE) from Hold to Buy with a price target of $112.
Needham & Co.分析师迈克·马特森将美国血液技术公司（NYSE:HAE）的持有评级上调至买入，并将价值目标定为112美元。
The analyst says that Haemonetics has reaffirmed its "high-20%" FY26 operating margin goal. To reach this, the company must improve by approximately 600 basis points from its FY24 margin of 21.1%, writes the analyst.
该分析师表示，美国血液技术公司已重申其2026财年的“高20%”营业利润率目标。分析师写道，为了实现这一目标，公司必须在财年2024的营业利润率 21.1%的基础上改善约600个基点。
While the analyst earlier doubted the company's ability to reach this target, the product mix analysis has bolstered their confidence.
尽管分析师此前怀疑公司实现该目标的能力，但产品组合分析已增强了他们的信心。
The analyst has identified two key factors influencing the company's gross margin, which includes the reduction in lower-margin Plasma sales to CSL and the expansion of higher-margin Interventional Technologies sales.
分析师已确定两个影响公司毛利率的关键因素，其中包括较低利润率的血浆销售给CSL以及较高利润率的介入技术销售的扩大。
These factors alone could improve gross margins by about 400 basis points by FY26. Combined with 200 basis points of operating leverage, HAE should meet its 27%+ operating margin target by then, says the analyst.
这些因素单独可以在2026财年使毛利率提高约400个基点。此外，结合200个基点的营业杠杆作用，分析师表示美国血液技术公司应该能够在那时达到27%以上的营业利润率目标。
Also, Matson says that the CSL headwind is manageable and already incorporated into consensus estimates.
此外，马特森表示，CSL带来的压力是可以控制的，并已纳入共识估计中。
The analyst anticipates multiple expansions as Haemonetics's quarterly results demonstrate progress toward achieving its FY26 target.
分析师预计，随着美国血液技术公司季报数据向着实现公司2026年目标的方向展示进展，公司将出现多次扩张。
Matson estimates EPS of $4.60 for FY25 and $5.53 for FY26.
马特森预计2025财年的每股收益为4.60美元，2026财年的每股收益为5.53美元。
Investors can gain exposure to the stock via Neuberger Berman ETF Trust Neuberger Berman Small-Mid Cap ETF (NYSE:NBSM) and SPDR S&P Health Care Equipment (NYSE:XHE).
投资者可以通过纽伯格伯曼ETF信托纽伯格伯曼中小型ETF（NYSE：NBSM）和SPDR S&P医疗保健设备ETF（NYSE：XHE）获得该股。
Price Action: HAE shares are up 4.55% at $87.21 at the last check Wednesday.
截至上周三最后一次检查，HAE股价上涨4.55％，报87.21美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本文部分内容使用了Benzinga Neuro的帮助。此内容是通过AI工具部分制作的，并由Benzinga编辑进行了审查和发布。
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