Earnings Preview: What to Expect From Henry Schein’s Report

Company Overview - Henry Schein, Inc. is a leading global provider of healthcare products and services for dental, medical, and veterinary professionals, operating in over 33 countries and delivering more than 300,000 products through its automated distribution network [1] - The company has around 25,000 employees and over one million customers worldwide, with a market capitalization of $7.64 billion [2] Financial Performance - Henry Schein is set to report its third-quarter results for fiscal 2025, with analysts expecting a profit growth of 4.1% year-over-year to $1.27 per diluted share [3] - For the current fiscal year, the company's profit is projected to grow 1.9% annually to $4.83 per diluted share [4] - In its second-quarter earnings for fiscal 2025, the company reported a topline growth of 3.3% year-over-year to $3.24 billion, exceeding Wall Street's expectation of $3.22 billion [6] Stock Performance - Over the past 52 weeks, Henry Schein's stock has declined by 11.7%, and it is down by 7.6% year-to-date, underperforming the broader S&P 500 Index, which gained 14.8% and 14.5% over the same periods [5] - The stock's performance has also lagged behind its sector, as the Health Care Select Sector SPDR Fund has declined by 5.5% over the past 52 weeks but rose 5.3% year-to-date [5] Business Challenges - The company has shown weaknesses in its organic revenue performance, with sales growing only 1.9% year-over-year in Q2 when excluding the impact of acquisitions and foreign currency exchange [7] - The adjusted EPS for Q2 dropped by 10.6% from the previous year to $1.10, missing the expected $1.18, which led to a 7.4% intraday stock decline [6]