Overview

* Henry Schein Q3 2025 sales of $3.34 bln beat analyst expectations

* Adjusted EPS for Q3 2025 beats consensus, reaching $1.38

* Company raises 2025 non-GAAP EPS guidance to $4.88-$4.96

Outlook

* Henry Schein raises 2025 non-GAAP EPS guidance to $4.88-$4.96

* 2025 total sales growth forecast increased to 3%-4%

* Company expects mid-single digit growth in 2025 Adjusted EBITDA

Result Drivers

* SEGMENT GROWTH - Sales growth accelerated across all reportable segments, with significant contributions from Global Technology and Global Specialty Products

* STRATEGIC INITIATIVES - Value creation initiatives and partnerships, particularly with KKR, are expected to deliver over $200 mln in operating income improvements

* TECHNOLOGY ADOPTION - Increased adoption of cloud-based software and new revenue cycle management solutions drove Global Technology sales growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $3.34 $3.27

bln bln (13

Analysts

)

Q3 Beat $1.38 $1.27

Adjusted (14

EPS Analysts

)

Q3 EPS $0.84

Q3 Beat $167 mln $156.24

Adjusted mln (10

Net Analysts

Income )

Q3 Net $101 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

* Wall Street's median 12-month price target for Henry Schein Inc ( HSIC ) is $72.00, about 10.2% above its November 3 closing price of $64.64

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)