Haemonetics secures CSL Plasma rollout of NexSys PCS devices across U.S. centers by end‑2027
Haemonetics announced that CSL Plasma will deploy its NexSys PCS plasma‑collection systems and disposables at all U.S. centers, with the rollout slated for completion by the end of 2027. The agreement, first disclosed in August 2026, is non‑exclusive and does not include a minimum volume commitment. The company said it will provide an impact update during its fiscal Q2 2026 earnings call in November.
Why it matters
The rollout expands Haemonetics’ recurring‑revenue base because each plasma donation requires a disposable kit, potentially boosting future sales. The company has not changed its fiscal 2027 guidance, but analysts such as BTIG and Citi have raised price targets, reflecting expectations of earnings upside from the deal.
Key facts
- 1CSL plans to complete the rollout of Haemonetics' NexSys PCS devices and disposables by the end of 2027. ibtimes.com.au
- 2The supply agreement was originally signed on Aug. 18, 2026. ibtimes.com.au
- 3Haemonetics shares rose about 15% in pre‑market trading, reaching a high of $125.30, a 52‑week high. ibtimes.com.au
- 4Haemonetics reported Q1 adjusted earnings of $1.14 per share on revenue of $339.4 million. ibtimes.com.au
- 5BTIG raised its price target for Haemonetics to $130 from $110. investing.com
- 6Citi upgraded Haemonetics to Buy and set a price target of $123, up from $92. timothysykes.com
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.