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.分析師Mike Matson將Haemonetics Corporation (紐交所:HAE) 評級由持有升級爲買入，並將價格目標提高至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.
該分析師表示，美國血液技術公司已重申其2026財年的“高20%”營業利潤率目標。分析師寫道，爲了實現這一目標，公司必須在財年2024的營業利潤率 21.1%的基礎上改善約600個點子。
While the analyst earlier doubted the company's ability to reach this target, the product mix analysis has bolstered their confidence.
儘管分析師之前對公司達成這一目標的能力存有疑慮，但產品組合分析提高了他們的信心。
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.
分析師已確定兩個影響公司毛利率的關鍵因素，其中包括較低利潤率的血漿銷售給CSL以及較高利潤率的介入技術銷售的擴大。
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.
分析師表示，這些因素單獨可能使毛利率在FY26時提高約400個點子。再加上200個點子的營運槓桿，HAE應該在那時達到27%+的營業利潤率目標。
Also, Matson says that the CSL headwind is manageable and already incorporated into consensus estimates.
此外，馬特森表示，CSL帶來的壓力是可以控制的，並已納入共識估計中。
The analyst anticipates multiple expansions as Haemonetics's quarterly results demonstrate progress toward achieving its FY26 target.
分析師預計，隨着Haemonetics季報的進展，公司將實現其FY26年目標，市場將出現多重擴張。
Matson estimates EPS of $4.60 for FY25 and $5.53 for FY26.
馬特森預計2025財年的每股收益爲4.60美元，2026財年的每股收益爲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).
投資者可以通過紐伯格伯曼ETF信託紐伯格伯曼中小型ETF（NYSE：NBSM）和SPDR S&P醫療保健設備ETF（NYSE：XHE）獲得該股。
Price Action: HAE shares are up 4.55% at $87.21 at the last check Wednesday.
截至上週三最後一次檢查，HAE股價上漲4.55％，報87.21美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的，並由Benzinga編輯進行了審查和發佈。
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圖片來自shutterstock。