NASDAQ:HSIC
Henry Schein Stock Earnings Reports
$68.64
-0.250 (-0.363%)
At Close: May 09, 2025
Henry Schein Earnings Calls
Q1 2025
Beat
$1.15 (3.60%)
Release date | May 05, 2025 |
EPS estimate | $1.11 |
EPS actual | $1.15 |
EPS Surprise | 3.60% |
Revenue estimate | 3.217B |
Revenue actual | 3.168B |
Revenue Surprise | -1.51% |
Q4 2024
Missed
$1.19 (-3.25%)
Release date | Feb 25, 2025 |
EPS estimate | $1.23 |
EPS actual | $1.19 |
EPS Surprise | -3.25% |
Revenue estimate | 3.295B |
Revenue actual | 3.191B |
Revenue Surprise | -3.14% |
Q3 2024
Beat
$1.22 (5.17%)
Release date | Nov 05, 2024 |
EPS estimate | $1.16 |
EPS actual | $1.22 |
EPS Surprise | 5.17% |
Revenue estimate | 3.362B |
Revenue actual | 3.174B |
Revenue Surprise | -5.60% |
Q2 2024
Beat
$1.23 (0.82%)
Release date | Aug 06, 2024 |
EPS estimate | $1.22 |
EPS actual | $1.23 |
EPS Surprise | 0.82% |
Revenue estimate | 3.279B |
Revenue actual | 3.136B |
Revenue Surprise | -4.36% |
Last 4 Quarters for Henry Schein
Below you can see how HSIC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Q2 2024
Beat
Release date | Aug 06, 2024 |
Fiscal end date | Jun 29, 2024 |
Price on release | $63.92 |
EPS estimate | $1.22 |
EPS actual | $1.23 |
EPS surprise | 0.82% |
Date | Price |
---|---|
Jul 31, 2024 | $71.94 |
Aug 01, 2024 | $72.78 |
Aug 02, 2024 | $71.02 |
Aug 05, 2024 | $69.56 |
Aug 06, 2024 | $63.92 |
Aug 07, 2024 | $65.77 |
Aug 08, 2024 | $68.16 |
Aug 09, 2024 | $68.94 |
Aug 12, 2024 | $67.89 |
4 days before | -11.15% |
4 days after | 6.21% |
On release day | 2.89% |
Change in period | -5.63% |
Q3 2024
Beat
Release date | Nov 05, 2024 |
Fiscal end date | Sep 28, 2024 |
Price on release | $68.99 |
EPS estimate | $1.16 |
EPS actual | $1.22 |
EPS surprise | 5.17% |
Date | Price |
---|---|
Oct 30, 2024 | $70.64 |
Oct 31, 2024 | $70.23 |
Nov 01, 2024 | $70.37 |
Nov 04, 2024 | $72.33 |
Nov 05, 2024 | $68.99 |
Nov 06, 2024 | $70.01 |
Nov 07, 2024 | $69.43 |
Nov 08, 2024 | $68.00 |
Nov 11, 2024 | $68.29 |
4 days before | -2.34% |
4 days after | -1.01% |
On release day | 1.48% |
Change in period | -3.33% |
Q4 2024
Missed
Release date | Feb 25, 2025 |
Fiscal end date | Dec 28, 2024 |
Price on release | $75.82 |
EPS estimate | $1.23 |
EPS actual | $1.19 |
EPS surprise | -3.25% |
Date | Price |
---|---|
Feb 19, 2025 | $77.83 |
Feb 20, 2025 | $78.05 |
Feb 21, 2025 | $77.24 |
Feb 24, 2025 | $77.64 |
Feb 25, 2025 | $75.82 |
Feb 26, 2025 | $72.55 |
Feb 27, 2025 | $72.12 |
Feb 28, 2025 | $72.17 |
Mar 03, 2025 | $70.81 |
4 days before | -2.58% |
4 days after | -6.61% |
On release day | -4.32% |
Change in period | -9.02% |
Q1 2025
Beat
Release date | May 05, 2025 |
Fiscal end date | Mar 27, 2025 |
Price on release | $66.58 |
EPS estimate | $1.11 |
EPS actual | $1.15 |
EPS surprise | 3.60% |
Date | Price |
---|---|
Apr 29, 2025 | $66.16 |
Apr 30, 2025 | $64.97 |
May 01, 2025 | $64.46 |
May 02, 2025 | $65.30 |
May 05, 2025 | $66.58 |
May 06, 2025 | $66.24 |
May 07, 2025 | $66.57 |
May 08, 2025 | $68.89 |
May 09, 2025 | $68.64 |
4 days before | 0.635% |
4 days after | 3.09% |
On release day | -0.511% |
Change in period | 3.75% |
Henry Schein Earnings Call Transcript Summary of Q1 2025
Summary of Key Points from Henry Schein's Q1 2025 Earnings Call
Financial Performance:
- Sales and Growth: Global sales for Q1 2025 were $3.2 billion, down 0.1% year-over-year. Adjusted for foreign exchange and PPE and COVID test kits, sales growth was about 2%.
- Operating Margins: GAAP operating margin improved to 5.53% and non-GAAP operating margin rose to 7.25%.
- Net Income: GAAP net income for the quarter was $110 million ($0.88/share), compared to $93 million ($0.72/share) in Q1 2024. Non-GAAP net income was $143 million ($1.15/share), an increase from $143 million ($1.10/share) in the previous year.
- Adjusted EBITDA: Increased to $259 million in Q1 2025 from $255 million in Q1 2024.
Strategic Developments:
- BOLD+1 Strategic Plan: The strategy focuses on enhancing operational efficiency, growing distribution and specialty businesses, and expanding digital solutions.
- Business Units Restructuring: Two main business units were established: Global Distribution and Value-Added Services, and Global Technology Group, which are seeing positive performance.
- New Acquisitions: Acquisition of Acentus, a distributor of continuous glucose monitors for the home, was highlighted as a successful expansion of the Home Solutions platform.
Market Insights:
- US Market Trends: After a slow January due to weather, sales picked up in February and March, aligning with full-year guidance of 2-4% growth.
- Dental Equipment Demand: While US dental equipment sales were down due to deferral of sales from Q4 2023, demand for both traditional and digital equipment is on the rise, with an increase in new practice build-outs.
- International Sales: Strong growth in dental merchandise in Canada and Central Europe, though France showed some weakness.
Tariffs and Sourcing Strategy:
- Tariff Mitigation: Henry Schein has diversified sourcing of corporate brand products to lower tariff countries and is actively working to mitigate the impact of tariffs through strategic sourcing.
- Supply Chain Adjustments: Approximately $100 million of products sourced from China is considered relatively immaterial compared to the total business size.
Guidance and Outlook:
- 2025 Guidance Maintained: Non-GAAP EPS is guided in the range of $4.80 to $4.94, expected to be more weighted in the second half of the year, with total sales growth projected at 2-4%.
- Cost Savings Expectations: The company anticipates achieving annual run-rate savings between $75 million to $100 million from restructuring efforts by the end of 2025.
Investor Considerations:
- Stability in Practice: Current trends suggest stability in dental and medical markets, with both equipment ordering and practice building activity remaining healthy.
- Investor Engagement: The company encourages investor questions and engagement through future meetings and webinars.
Conclusion
Henry Schein indicates a generally stable outlook despite challenges such as foreign exchange impacts and tariff uncertainties. The company continues to focus on its strategic growth initiatives while managing costs effectively, with positive momentum expected through 2025. Investors should monitor the ongoing performance relative to guidance and external market conditions.
Henry Schein Earnings History
Earnings Calendar
FAQ
When is the earnings report for HSIC?
Henry Schein (HSIC) has scheduled its earnings report for Aug 05, 2025 before the markets open.
What is the HSIC price-to-earnings (P/E) ratio?
HSIC P/E ratio as of May 09, 2025 (TTM) is 21.59.
What is the HSIC EPS forecast?
The forecasted EPS (Earnings Per Share) for Henry Schein (HSIC) for the first fiscal quarter 2025 is $1.18.
What are Henry Schein's retained earnings?
On its balance sheet, Henry Schein reported retained earnings of $3.17 billion for the latest quarter ending Mar 27, 2025.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.