The earnings call reflects a mixed sentiment. While there is strong performance in the Specialty Products and Technology groups, successful platform launches, and positive sales trends, there are notable challenges with lower margins from glove pricing, temporary sales impacts, and increased operating expenses.

Company Guidance -

Q3 2025

During Henry Schein's Second Quarter 2025 Earnings Conference Call, the company maintained its full-year guidance, projecting non-GAAP diluted EPS to range between $4.80 and $4.94, with adjusted EBITDA expected to grow in the mid-single digits over the 2024 baseline of $1.1 billion. Total sales growth for 2025 is anticipated to be 2% to 4% higher than in 2024, with a non-GAAP effective tax rate of approximately 25%. The company reported global sales of $3.2 billion for the quarter, marking a 3.3% increase over the previous year. Notably, 45% of non-GAAP operating income was derived from high-growth, high-margin businesses, with an aim to exceed 50% in the future. Despite facing pressures from glove pricing and targeted sales initiatives, the company achieved over $100 million in anticipated savings from restructuring by the end of the year. Henry Schein also highlighted its partnership with KKR's Capstone and the engagement of management consulting firms to enhance distribution gross margins and drive efficiencies, with results expected in early 2026.

Strong Specialty Products and Technology Group Performance

Achieved over 45% of non-GAAP operating income from high-growth, high-margin businesses, with a goal to exceed 50%. Specialty Products and Technology groups delivered strong results driven by sales growth and profitability.

Successful Launch of New Global E-commerce Platform

After launching the e-commerce platform in the U.K. and Ireland, Henry Schein began a phased launch in North America, expected to continue into the fourth quarter.

U.S. Medical Business Growth

Sales grew mid-single digits, with strong growth in medical products and pharmaceuticals, partially due to new accounts and the Home Solutions business.

Positive Trends in July Sales

Strong merchandise sales in July, leading to optimism about future results.

Digital Equipment and Practice Management Software Growth

Digital equipment volumes grew well, and Practice Management Software saw mid double-digit growth driven by a 20% year-over-year increase of cloud-based customers.

Henry Schein (HSIC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HSIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.28 / -	1.22	―	―	―
Jun 28, 2025	2025 (Q2)	1.19 / 1.10	1.23	-10.57% (-0.13)	―	―
May 05, 2025	2025 (Q1)	1.11 / 1.15	1.1	4.55% (+0.05)
Feb 25, 2025	2024 (Q4)	1.20 / 1.19	0.66	80.30% (+0.53)
Nov 05, 2024	2024 (Q3)	1.17 / 1.22	1.32	-7.58% (-0.10)
Aug 06, 2024	2024 (Q2)	1.22 / 1.23	1.31	-6.11% (-0.08)
May 07, 2024	2024 (Q1)	1.02 / 1.10	1.21	-9.09% (-0.11)
Feb 27, 2024	2023 (Q4)	0.70 / 0.66	1.35	-51.11% (-0.69)
Nov 13, 2023	2023 (Q3)	1.32 / 1.32	1.15	14.78% (+0.17)
Aug 07, 2023	2023 (Q2)	1.28 / 1.31	1.16	12.93% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HSIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 05, 2025	$65.30	$66.58	+1.96%
Feb 25, 2025	$77.64	$75.82	-2.34%
Nov 05, 2024	$72.33	$68.99	-4.62%
Aug 06, 2024	$69.56	$63.92	-8.11%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Henry Schein (HSIC) report earnings?

Henry Schein (HSIC) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Henry Schein (HSIC) earnings time?

Henry Schein (HSIC) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HSIC EPS forecast?

HSIC EPS forecast for the fiscal quarter 2025 (Q3) is 1.28.

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