The following is a summary of the Haemonetics Corporation (HAE) Q2 2025 Earnings Call Transcript:

Financial Performance:

• Reported Q2 FY 2025 revenue of $346 million, a 9% increase on a reported basis and a 4% organic increase, primarily in the hospital business.

• Adjusted earnings per share grew by 13% year-over-year to $1.12.

• Adjusted gross margin improved by 270 basis points to 56.7%.

• Raised full-year organic growth guidance from flat-3% to 1%-4%.

Business Progress:

• Completed upgrades across U.S. NexSys centers within the fiscal year to support integrated plasma collection platform growth.

• Expanded hospital business revenue by 31% with significant growth from Blood Management Technologies and Interventional Technologies.

• Enhanced market position in plasma collection and hospital market segments with technology upgrades and expansions, including the launch of VASCADE MVP XL.

Opportunities:

• Growth expected in hospital business due to new product introductions and expanded market opportunities in emerging industry trends.

• Accelerated adoption and increased product introductions in Interventional Technologies, leveraging successful launches and increasing presence in procedures like left atrial appendage closures.

Risks:

• Ongoing volatility and pressure on volumes in plasma collection and European markets could affect overall operational performance.

• An approximate $100 million revenue contribution from CSL as part of their transition, with a potential impact depending on the speed and completion of this transition.

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