Henry Schein Q4 Earnings Preview: What's in Store for the Stock?

Core Insights - Henry Schein, Inc. (HSIC) is set to announce its fourth-quarter 2025 results on February 24, with adjusted earnings per share (EPS) of $1.38 in the last quarter, exceeding the Zacks Consensus Estimate by 8.66% [1] Q4 Estimates for HSIC - The Zacks Consensus Estimate for revenues is $3.33 billion, reflecting a 4.5% increase from the previous year [2] - The Zacks Consensus Estimate for EPS is $1.30, indicating a year-over-year improvement of 9.2% [2] Estimate Revision Trend Ahead of HSIC's Q4 Earnings - Estimates for fourth-quarter earnings have remained stable at $1.30 over the past 90 days [3] Key Factors Driving HSIC's Q4 Performance - The Global Distribution and Value-Added Services segment is expected to show strong sales momentum, particularly in U.S. merchandise and equipment, aided by promotional programs and strong corporate brand sales [4] - The U.S. Medical business is likely to experience solid demand for medical products and pharmaceuticals, with international sales also contributing positively [5] - Revenue from Global Distribution and Value-Added Services is projected to increase by 3.9% year over year [6] Global Specialty Products - Continued strength in implants and biomaterials, as well as endodontics, is anticipated to enhance fourth-quarter performance, with significant contributions from S.I.N and Biotech Dental implant systems [7] - U.S. implant and biomaterials sales are expected to benefit from the BioHorizons Tapered Pro Conical implant and SmartShape Healers abutment [8] - Global Specialty Products revenues are expected to grow by 5.9% year over year [11] Global Technology - Sales in this segment are likely driven by growth in Core Practice Management System Solutions, particularly cloud-based platforms, and revenue cycle management offerings [12] - Global Technology revenues are projected to increase by 9.7% year over year [13]