Henry Schein (HSIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
HSIC heads into Q3 with solid gains expected across Dental, Specialty and Tech segments, though earnings estimates have slipped slightly.
Henry Schein, Inc. (NASDAQ:HSIC ) Baird Global Healthcare Conference 2025 September 10, 2025 10:50 AM EDT Company Participants Stanley Bergman - Executive Chairman & CEO Andrea Albertini - Chief Executive Officer of Global Distribution & Technology Tom Popeck - Chief Executive Officer of Henry Schein Products Group Ronald South - Senior VP & CFO Conference Call Participants Jeffrey Johnson - Robert W. Baird & Co. Incorporated, Research Division Presentation Jeffrey Johnson Senior Research Analyst All right.
Henry Schein is transitioning to higher-margin businesses, with strong tailwinds in dental and medical markets, and is now fairly valued after previous overvaluation. KKR's strategic investment and restructuring support, plus resolution of past issues like the cyber incident, position HSIC for margin improvement and renewed growth. Despite recent stagnation, margin compression, and tariff headwinds, management is actively addressing challenges through efficiency initiatives and product mix shifts.
Henry Schein, Inc. (NASDAQ:HSIC ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Graham Stanley - VP of Investor Relations & Strategic Finance Project Officer Ronald N. South - Senior VP & CFO Stanley M.
The headline numbers for Henry Schein (HSIC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
HSIC slides after Q2 EPS misses estimates by 6.8%. Revenues beat with 3.2% growth and strength across key segments.
Henry Schein (HSIC) came out with quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.23 per share a year ago.
Henry Schein remains a "Buy" as its valuation is attractive relative to peers, despite recent underperformance versus the S&P 500. Financial results have been mixed, but management's 2025 guidance suggests revenue and earnings growth are likely ahead. Ongoing acquisitions and a strategic $250 million investment from KKR support long-term growth and capital allocation flexibility.
Henry Schein (HSIC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
HSIC eyes modest Q2 gains, with dental, medical and specialty segments showing signs of steady momentum.
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