HIGHOutside partySupplier
apheresis equipment from Asia
“10-K Item 1A: 'We source all of our apheresis equipment from Asia'”
HAE · Concentration risk · 10-K extracted
Haemonetics (HAE) concentration risks
Updated
The most significant concentration Haemonetics discloses is apheresis equipment from Asia, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Haemonetics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 5 disclosed concentrations
HIGH3
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
Tetakawi
“10-K Item 1A: 'we manufacture our VASCADE vascular closure devices under a shelter plan service agreement with Offshore International Incorporated (d/b/a Tetakawi)'”
HIGHOutside partySupplier
single third-party vendor
“10-K Item 1A: 'we rely on a single vendor to support several of our business processes, including customer service and support and elements of enterprise technology'”
MEDIUMOutside partyCustomer
44%
top ten customers
“10-K Item 1: 'our ten largest customers accounted for approximately 44% of our net revenues'”
LOWOutside partyCustomer
13%
one Plasma customer
“10-K Item 1: 'one Plasma customer accounted for approximately 13% of total net revenues'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is dominated by supply-chain dependencies across three distinct dimensions, with customer concentration playing a secondary role. On the supply side, the company sources all of its apheresis equipment from Asia, a large-share geographic dependency where any regional disruption — logistics, geopolitical, or supplier-operational — would have immediate consequences for the entire apheresis product line. Separately, vascular closure device manufacturing is conducted under a shelter plan arrangement with Tetakawi, a single-facility dependency for that product category. A third large-share supplier exposure involves reliance on a single vendor to support multiple core business processes, including customer service and elements of enterprise technology. Together, these three supplier dependencies represent an elevated concentration of single-source or single-facility risk across manufacturing, operations, and technology infrastructure simultaneously. At the customer level, the ten largest customers accounted for approximately 44% of net revenues, a moderate share that reflects meaningful customer concentration without being existentially top-heavy. Within that group, a single Plasma customer individually accounted for approximately 13% of total net revenues, a smaller but individually visible share. The supply-chain and customer exposures sit on different axes and do not directly compound each other, but together they create a profile where operational disruption risk (supply) and demand-side dependency (customer) are both present at moderate-to-large levels. The supply-chain side is the more acute disclosed exposure given the depth of single-source and single-facility dependencies across multiple product and process categories.
For the engine’s reasoning on HAE’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Devices
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AORT | Artivion, Inc. | 4 | 4 | 0 | 8 |
| HAE● | Haemonetics Corporation | 3 | 1 | 1 | 5 |
| ATEC | Alphatec Holdings, Inc. | 1 | 1 | 0 | 2 |
| ABT | Abbott Laboratories | 1 | 0 | 0 | 1 |
| AXGN | AxoGen, Inc. | 0 | 0 | 0 | 0 |
| BIO | Bio-Rad Laboratories, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.