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Haemonetics Stock Jumps 15% After CSL Plasma Device Deal

SEC EDGAR2 min read6 sources

Why is Haemonetics stock up today?

Haemonetics (HAE) stock rose about 15% to near $117.50 on Thursday after CSL said it will roll out the company's plasma-collection devices across all its US centers by the end of 2027.

Key numbers

HAE share move$117.50+15.5% vs $101.71 prior close
Premarket peak+17%before the US open
CSL US sales to Haemonetics, FY2024 (per [4])~$155Mabout $0.60 EPS a year
BTIG price target$130from $110
FY2026 revenue$1.334B-2.0% YoY
FY2027 revenue growth guidance4-7%not updated for CSL

What happened

Haemonetics (HAE) stock rose about 15% to near $117.50 on Thursday after CSL said it will roll out the company's plasma-collection devices across all its US centers by the end of 2027. CSL is a major collector of plasma, the part of blood used to make medicines. In August the two firms signed a deal with no minimum purchase and no set timing or number of centers. Shares were up as much as 17% before the market opened. Haemonetics will update its own forecast (guidance) in November.

Why it matters

Haemonetics now has a clearer path to selling machines and single-use supplies (disposables) to one of the biggest US plasma collectors. Disposables mean repeat sales, because each donation needs new ones. Analyst firm BTIG says CSL's US business gave Haemonetics about $155 million of sales in fiscal 2024. The deal has no minimum purchase, so its final size is still unknown.

Who this affects

Marketbullish
Medium impact
Haemonetics shareholders gained sharply on the news; good for holders.
Companybullish
High impact
Haemonetics wins a much larger customer; good for shareholders.
Competitorsbearish
Medium impact
Rival plasma-device makers may lose CSL business.
Industryneutral
Medium impact
CSL's equipment switch could reshape US plasma device supply.

Haemonetics vs Terumo, Fresenius

HaemoneticsHAE$117.50+15.5%—
Terumo4543.T———
FreseniusFRE.DE———

As of 2026-10-08

How we got here

  1. Haemonetics discloses non-exclusive CSL Plasma supply deal; no minimum purchases, scope and timing undecided.

  2. CSL says rollout at all current US plasma centers should finish by end of 2027.

  3. Haemonetics shares jump as much as 17% premarket and about 15% in the session.

What to watch

  • Haemonetics' update on what the CSL deal means for fiscal 2027 results, due on its earnings call.2026-11
  • Any change to rollout scope or timing, which Haemonetics says remain subject to change.2027-12

Educational content only. Not investment advice.

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