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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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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