HSIC Gears Up for Q4 Earnings: Here's What You Need to Know

Core Viewpoint - Henry Schein, Inc. is set to release its fourth-quarter 2024 results on February 25, with expectations of significant revenue and earnings growth compared to the previous year [1]. Financial Estimates - The Zacks Consensus Estimate for revenues is $3.26 billion, indicating an 8.0$1.30, reflecting a substantial year-over-year increase of 97% [3]. - Adjusted EPS for the last reported quarter was $1.22, surpassing the Zacks Consensus Estimate by 5.2$1.30 per share over the past 30 days [4]. Factors Influencing Performance - The company is expected to have maintained recovery momentum from a previous cybersecurity incident that impacted its dental and medical distribution businesses [5]. - Global dental distribution is anticipated to have stable patient traffic, with international revenue growth noted in several countries including Germany, Austria, France, Brazil, Australia, and New Zealand [6]. - In North America, dental equipment sales are expected to remain consistent with the prior year, while international sales are projected to increase [7]. - The launch of new products, such as the Tapered Pro Conical implant and SmartShape Healers abutment, is expected to drive sales growth [8]. Segment Performance - The Health Care Distribution segment's revenues are estimated to be $3.11 billion, suggesting a 10.7$242.2 million, indicating a 14.3% year-over-year increase [15]. - The customer base for Henry Schein One's cloud-based solutions is likely to have grown, contributing positively to revenues [11]. Recent Developments - The acquisition of Acentus, a supplier of Continuous Glucose Monitors, is expected to enhance the company's capabilities in homecare medical supplies [13]. - The launch of Henry Schein Marketplace, offering over 8,000 non-clinical products, is anticipated to boost revenues [14].