Henry Schein Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HSIC?
Source: seekingalpha
- Strong Earnings Report: Henry Schein's Q4 non-GAAP EPS of $1.34 exceeded expectations by $0.04, indicating sustained profitability and reinforcing investor confidence in the company's financial health.
- Revenue Growth: The company reported Q4 revenue of $3.44 billion, a 7.8% year-over-year increase that surpassed market expectations by $100 million, reflecting robust market demand and effective sales strategies.
- Diverse Growth Drivers: Total net sales increased by 7.7% compared to Q4 2024, with 4.9% from internal sales growth, 0.9% from acquisitions, and a 1.9% boost from foreign currency exchange, showcasing a diversified growth portfolio.
- Optimistic Future Outlook: The 2026 non-GAAP diluted EPS is projected to range between $5.23 and $5.37, above the consensus of $5.29, with total sales growth expected at 3% to 5%, indicating strong confidence in future performance.
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Analyst Views on HSIC
Wall Street analysts forecast HSIC stock price to fall
10 Analyst Rating
5 Buy
3 Hold
2 Sell
Moderate Buy
Current: 79.570
Low
58.00
Averages
76.78
High
90.00
Current: 79.570
Low
58.00
Averages
76.78
High
90.00
About HSIC
Henry Schein, Inc. is a solutions company for healthcare professionals. Its segments consist of Global Distribution and Value-Added services, Global Specialty Services, and Global Technology. Global Distribution and Value-Added Services include the distribution to the global dental and medical markets of national brand and corporate brand merchandise, as well as equipment and related technical services. This segment also includes value-added services such as financial services, continuing education services, consulting and other services. This segment also markets and sells under its own brand, a portfolio of consumable merchandise. The Global Specialty Products includes the manufacturing, marketing and sales of dental implant and biomaterial products; and endodontic, orthodontic and orthopedic products and other healthcare-related products and services. Global Technology includes the development and distribution of practice management software, e-services, and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Henry Schein Set to Announce Q4 Earnings on February 24
- Earnings Announcement Date: Henry Schein (HSIC) is set to announce its Q4 2023 earnings on February 24 before market open, with a consensus EPS estimate of $1.30, reflecting a 9.2% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The revenue estimate for Q4 stands at $3.34 billion, representing a 4.7% year-over-year growth, and achieving this would further solidify the company's market position in the healthcare sector, indicating ongoing business growth potential.
- Historical Performance Review: Over the past two years, Henry Schein has beaten EPS estimates 63% of the time, although it has only surpassed revenue estimates 13% of the time, suggesting a relatively stable performance in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates, with two downward revisions, while revenue estimates have seen two upward and two downward revisions, indicating a cautious market sentiment regarding the company's future performance.
See More
Henry Schein Reports Q4 Earnings Growth and 2026 Outlook
- Earnings Growth: Henry Schein reported a fourth-quarter net income of $101 million, translating to $0.85 per share, up from $94 million and $0.74 per share last year, indicating a significant improvement in profitability and strong performance in the healthcare sector.
- Revenue Increase: The company's revenue rose to $3.43 billion in the fourth quarter, a 4.05% increase from $3.191 billion in the prior year, showcasing robust sales across its global equipment, specialty products, and technology businesses, thereby reinforcing its market position.
- Future Outlook: Henry Schein anticipates non-GAAP diluted EPS for fiscal 2026 to be between $5.23 and $5.37, with total sales growth projected at approximately 3% to 5%, reflecting the company's confidence in its ongoing growth potential.
- Stock Performance: As of Monday, HSIC shares closed at $80.57, up 1.26% on Nasdaq, indicating positive investor sentiment towards the company's performance and future prospects.
See More
Henry Schein Reports Fourth Quarter Earnings Growth
- Earnings Performance Improvement: Henry Schein's fourth-quarter net income reached $101 million, with earnings per share (EPS) of $0.85, reflecting a 14.9% increase from last year's $0.74, indicating a significant enhancement in profitability and boosting investor confidence.
- Strong Adjusted Earnings: Excluding special items, Henry Schein reported adjusted earnings of $160 million, or $1.34 per share, demonstrating sustained growth in core operations and further solidifying its market position.
- Significant Revenue Growth: The company's fourth-quarter revenue rose 7.7% year-over-year to $3.437 billion, an increase of $246 million from last year's $3.191 billion, reflecting strong performance amid recovering market demand.
- Optimistic Market Outlook: With both revenue and earnings growth, Henry Schein's competitiveness in the healthcare sector is enhanced, likely attracting more investor interest and driving future business expansion and market share growth.
See More
Henry Schein Reports Strong Q4 2025 Financial Results with Record Sales Growth
- Significant Sales Growth: In Q4 2025, total net sales reached $3.4 billion, reflecting a 7.7% increase year-over-year, with 4.9% internal sales growth, showcasing strong performance across global equipment, specialty products, and technology sectors, thereby reinforcing the company's market leadership.
- Improved Profitability: The GAAP diluted EPS for Q4 was $0.85, up 14.9% from $0.74 in Q4 2024, while non-GAAP diluted EPS rose 12.6% to $1.34, indicating successful cost control and operational efficiency improvements.
- Optimistic Future Outlook: Henry Schein projects 2026 non-GAAP diluted EPS to be between $5.23 and $5.37, with total sales growth expected at 3% to 5%, reflecting confidence in the execution of its 2025-2027 strategic plan.
- Stock Repurchase Program: In Q4 2025, the company repurchased approximately 2.8 million shares of common stock for a total of $200 million, with an annual repurchase total of $850 million, demonstrating confidence in its stock value and commitment to shareholder returns.
See More
Henry Schein Q4 Earnings Beat Expectations
- Strong Earnings Report: Henry Schein's Q4 non-GAAP EPS of $1.34 exceeded expectations by $0.04, indicating sustained profitability and reinforcing investor confidence in the company's financial health.
- Revenue Growth: The company reported Q4 revenue of $3.44 billion, a 7.8% year-over-year increase that surpassed market expectations by $100 million, reflecting robust market demand and effective sales strategies.
- Diverse Growth Drivers: Total net sales increased by 7.7% compared to Q4 2024, with 4.9% from internal sales growth, 0.9% from acquisitions, and a 1.9% boost from foreign currency exchange, showcasing a diversified growth portfolio.
- Optimistic Future Outlook: The 2026 non-GAAP diluted EPS is projected to range between $5.23 and $5.37, above the consensus of $5.29, with total sales growth expected at 3% to 5%, indicating strong confidence in future performance.
See More
Analysis and Outlook: A Surge of Concerns
- Supreme Court Ruling: The Supreme Court's decision that certain tariffs were illegal led to a temporary boost in the markets on Friday.
- Presidential Tariffs: President Donald Trump's announcement of 15% global tariffs caused a decline in the markets on Monday.
See More
Henry Schein Set to Announce Q4 Earnings on February 24
- Earnings Announcement Date: Henry Schein (HSIC) is set to announce its Q4 2023 earnings on February 24 before market open, with a consensus EPS estimate of $1.30, reflecting a 9.2% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The revenue estimate for Q4 stands at $3.34 billion, representing a 4.7% year-over-year growth, and achieving this would further solidify the company's market position in the healthcare sector, indicating ongoing business growth potential.
- Historical Performance Review: Over the past two years, Henry Schein has beaten EPS estimates 63% of the time, although it has only surpassed revenue estimates 13% of the time, suggesting a relatively stable performance in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates, with two downward revisions, while revenue estimates have seen two upward and two downward revisions, indicating a cautious market sentiment regarding the company's future performance.
See More
Henry Schein Reports Q4 Earnings Growth and 2026 Outlook
- Earnings Growth: Henry Schein reported a fourth-quarter net income of $101 million, translating to $0.85 per share, up from $94 million and $0.74 per share last year, indicating a significant improvement in profitability and strong performance in the healthcare sector.
- Revenue Increase: The company's revenue rose to $3.43 billion in the fourth quarter, a 4.05% increase from $3.191 billion in the prior year, showcasing robust sales across its global equipment, specialty products, and technology businesses, thereby reinforcing its market position.
- Future Outlook: Henry Schein anticipates non-GAAP diluted EPS for fiscal 2026 to be between $5.23 and $5.37, with total sales growth projected at approximately 3% to 5%, reflecting the company's confidence in its ongoing growth potential.
- Stock Performance: As of Monday, HSIC shares closed at $80.57, up 1.26% on Nasdaq, indicating positive investor sentiment towards the company's performance and future prospects.
See More
Henry Schein Reports Fourth Quarter Earnings Growth
- Earnings Performance Improvement: Henry Schein's fourth-quarter net income reached $101 million, with earnings per share (EPS) of $0.85, reflecting a 14.9% increase from last year's $0.74, indicating a significant enhancement in profitability and boosting investor confidence.
- Strong Adjusted Earnings: Excluding special items, Henry Schein reported adjusted earnings of $160 million, or $1.34 per share, demonstrating sustained growth in core operations and further solidifying its market position.
- Significant Revenue Growth: The company's fourth-quarter revenue rose 7.7% year-over-year to $3.437 billion, an increase of $246 million from last year's $3.191 billion, reflecting strong performance amid recovering market demand.
- Optimistic Market Outlook: With both revenue and earnings growth, Henry Schein's competitiveness in the healthcare sector is enhanced, likely attracting more investor interest and driving future business expansion and market share growth.
See More
Henry Schein Reports Strong Q4 2025 Financial Results with Record Sales Growth
- Significant Sales Growth: In Q4 2025, total net sales reached $3.4 billion, reflecting a 7.7% increase year-over-year, with 4.9% internal sales growth, showcasing strong performance across global equipment, specialty products, and technology sectors, thereby reinforcing the company's market leadership.
- Improved Profitability: The GAAP diluted EPS for Q4 was $0.85, up 14.9% from $0.74 in Q4 2024, while non-GAAP diluted EPS rose 12.6% to $1.34, indicating successful cost control and operational efficiency improvements.
- Optimistic Future Outlook: Henry Schein projects 2026 non-GAAP diluted EPS to be between $5.23 and $5.37, with total sales growth expected at 3% to 5%, reflecting confidence in the execution of its 2025-2027 strategic plan.
- Stock Repurchase Program: In Q4 2025, the company repurchased approximately 2.8 million shares of common stock for a total of $200 million, with an annual repurchase total of $850 million, demonstrating confidence in its stock value and commitment to shareholder returns.
See More
Henry Schein Q4 Earnings Beat Expectations
- Strong Earnings Report: Henry Schein's Q4 non-GAAP EPS of $1.34 exceeded expectations by $0.04, indicating sustained profitability and reinforcing investor confidence in the company's financial health.
- Revenue Growth: The company reported Q4 revenue of $3.44 billion, a 7.8% year-over-year increase that surpassed market expectations by $100 million, reflecting robust market demand and effective sales strategies.
- Diverse Growth Drivers: Total net sales increased by 7.7% compared to Q4 2024, with 4.9% from internal sales growth, 0.9% from acquisitions, and a 1.9% boost from foreign currency exchange, showcasing a diversified growth portfolio.
- Optimistic Future Outlook: The 2026 non-GAAP diluted EPS is projected to range between $5.23 and $5.37, above the consensus of $5.29, with total sales growth expected at 3% to 5%, indicating strong confidence in future performance.
See More
Analysis and Outlook: A Surge of Concerns
- Supreme Court Ruling: The Supreme Court's decision that certain tariffs were illegal led to a temporary boost in the markets on Friday.
- Presidential Tariffs: President Donald Trump's announcement of 15% global tariffs caused a decline in the markets on Monday.
See More
