Henry Schein Q3 results beat estimates

Henry Schein

04/11/2025 11:19

Overview

Henry Schein Q3 2025 sales of $3.34 bln beat analyst expectations

Adjusted EPS for Q3 2025 beats consensus, reaching $1.38

Company raises 2025 non-GAAP EPS guidance to $4.88-$4.96

Outlook

Henry Schein raises 2025 non-GAAP EPS guidance to $4.88-$4.96

2025 total sales growth forecast increased to 3%-4%

Company expects mid-single digit growth in 2025 Adjusted EBITDA

Result Drivers

SEGMENT GROWTH - Sales growth accelerated across all reportable segments, with significant contributions from Global Technology and Global Specialty Products

STRATEGIC INITIATIVES - Value creation initiatives and partnerships, particularly with KKR, are expected to deliver over $200 mln in operating income improvements

TECHNOLOGY ADOPTION - Increased adoption of cloud-based software and new revenue cycle management solutions drove Global Technology sales growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$3.34 bln
$3.27 bln (13 Analysts)
Q3 Adjusted EPS
Beat
$1.38
$1.27 (14 Analysts)
Q3 EPS
$0.84
Q3 Adjusted Net Income
Beat
$167 mln
$156.24 mln (10 Analysts)
Q3 Net Income
$101 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

Wall Street's median 12-month price target for Henry Schein Inc is $72.00, about 10.2% above its November 3 closing price of $64.64

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw73HRgJa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)