What Haemonetics (HAE)'s Exposure to Tariff Risks on Medical Device Imports Means for Shareholders

• Earlier this month, the U.S. Commerce Department launched a national security investigation into medical equipment imports, including products such as syringes, infusion pumps, and surgical instruments. This move raised concerns about potential tariffs and import restrictions, sparking widespread sector anxiety over future supply chain and cost impacts for companies like Haemonetics.
• The regulatory probe highlights how sensitive the medical technology sector is to policy changes, especially for firms with concentrated U.S.-centric manufacturing and supply chains.
• We'll examine how the potential for increased tariffs on imported medical devices could affect Haemonetics' outlook and risk profile.

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Haemonetics Investment Narrative Recap

To be a Haemonetics shareholder, you need to believe in the company's ability to expand share in blood management solutions, especially through innovation in plasma and hospital products, despite a challenging demand environment and new regulatory pressures. The recent national security investigation into medical device imports has heightened near-term uncertainty, and if tariffs or restrictions are enacted, this could amplify Haemonetics’ most immediate risk: its exposure to U.S.-centric supply chains and cost structure. For now, the potential impact is not material to the primary growth catalyst, which remains driven by advanced plasma collection systems and adoption of TEG hemostasis management, but it does raise the stakes for operational execution and cost vigilance.

Recent quarterly results underscore the tough demand environment, Haemonetics reported a year-on-year sales decline for Q1 fiscal 2026, with lower guidance for full-year revenue. This announcement is especially relevant amid tariff-related concerns, as it highlights the vulnerability of Haemonetics' core U.S.-focused segments to both demand shocks and shifts in regulatory or import policy.

But before getting comfortable with the risk/reward, investors should be aware that the company's heavy reliance on three core U.S. products means any escalation in...

Read the full narrative on Haemonetics (it's free!)

Haemonetics' outlook anticipates $1.5 billion in revenue and $257.9 million in earnings by 2028. This is based on forecast annual revenue growth of 2.6% and an increase in earnings of $94.6 million from the current $163.3 million.

Uncover how Haemonetics' forecasts yield a $78.64 fair value, a 63% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community members peg fair value for Haemonetics between US$70.70 and US$98.90. Many point to growing regulatory risk and demand uncertainty as critical factors shaping the outlook.

Explore 3 other fair value estimates on Haemonetics - why the stock might be worth just $70.70!

Build Your Own Haemonetics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Haemonetics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Haemonetics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Haemonetics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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