Haemonetics

HAE

Market cap $3.81B

The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.

Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.

Review Haemonetics' (HAE) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

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SG Capital sold 731,892 shares of Haemonetics. The investment firm currently holds 175,000 shares.

It was something of an outlier in booking gains on a bearish day for stocks overall. This was the result of an investor-pleasing quarterly earnings report.

Haemonetics Corporation remains a Buy, supported by robust profit margins, strong cash flow, and leading TEG and plasma businesses driving organic growth. HAE reported improved gross and operating margins, raised full-year EPS guidance to $4.80–$5.00, and increased free cash flow outlook to $170–210 million. The company's valuation is attractive at a 14x forward P/E, below industry averages and historical norms, with potential for multiple expansion as performance stabilizes.

The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell 2000 Index. Armstrong World Industries' shares outperformed in the quarter due to beating expectations, driven by better-than-expected volumes, favorable positioning in key verticals, and strong operating leverage. Interparfums was a bottom holding as retailers are managing inventory more cautiously and the overall fragrance market has softened.