Investors are optimistic about HSIC, owing to the strong Henry Schein One performance. However, macro headwinds and fierce competition pose challenges.
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Henry Schein (HSIC) reported earnings 30 days ago. What's next for the stock?
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Investors are optimistic about HSIC, owing to the strong performance of its Henry Schein One business.
HSIC's Q1 earnings were solid, with full-year EPS guidance of $4.80-$4.94 and analysts expecting $5.27 in 2026. New business units and revamped sales incentives aim to reignite revenue growth after stagnation since 2022; management is optimistic about their impact. Ongoing share buybacks (32% reduction in shares since 2011) continue to support EPS and provide downside support for the stock.
Henry Schein, Inc. (NASDAQ:HSIC ) Q1 2025 Earnings Conference Call May 5, 2025 8:00 AM ET Company Participants Graham Stanley - VP of IR and Strategic Financial Project Officer Stanley Bergman - Chairman and CEO Ron South - SVP and CFO Conference Call Participants Jon Block - Stifel Jason Bednar - Piper Sandler Jeff Johnson - Baird Mike Petusky - Barrington Research Allen Lutz - Bank of America John Stansel - JPMorgan Vik Chopra - Wells Fargo Brandon Vazquez - William Blair Elizabeth Anderson - Evercore ISI Operator Good morning, ladies and gentlemen. Welcome to Henry Schein's First Quarter 2025 Earnings Conference Call.
Although the revenue and EPS for Henry Schein (HSIC) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
HSIC ends the first quarter of 2025 on a mixed note.