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Here's How Henry Schein Is Placed Ahead of Q3 Earnings
ZACKS· 2025-10-23 13:10
Core Insights - Henry Schein, Inc. (HSIC) is set to announce its third-quarter 2025 results on November 4, with previous adjusted EPS of $1.10 missing estimates by 6.78% [1] - The Zacks Consensus Estimate anticipates revenues of $3.27 billion, reflecting a 3.1% year-over-year increase, and an EPS of $1.27, indicating a 4.1% improvement [2] Q3 Estimates for HSIC - Revenue estimates for the third quarter have been set at $3.27 billion, which is a 3.1% increase from the previous year [2] - EPS estimates are projected at $1.27, showing a year-over-year growth of 4.1% [2] Estimate Revision Trend - Earnings estimates for the third quarter have decreased by 1 cent over the past 30 days [3] Factors Influencing Performance - The Global Distribution and Value-Added Services segment is expected to show strong volume growth in the U.S. Dental Merchandise business, aided by improved average selling prices [4] - International performance, particularly in Brazil, is anticipated to be favorable, with U.S. Dental Equipment sales recovering from tariff-related uncertainties [4] - The Value-Added Services segment may benefit from the high-margin Practice Transitions business, while the U.S. Global Medical business is likely to see increased sales of medical products and pharmaceuticals [5] Revenue Projections - Global Distribution and Value-Added Services revenues are projected to rise by 2.1% year-over-year in the third quarter [6] - The Specialty Products segment is expected to achieve a 4.2% year-over-year revenue increase, driven by strong sales of dental implants and biomaterials [9] - Global Technology revenues are anticipated to grow by 7.4% year-over-year, supported by cloud and SaaS offerings [10] Earnings ESP and Zacks Rank - Henry Schein currently has an Earnings ESP of -0.35%, indicating a lower likelihood of beating estimates [11] - The company holds a Zacks Rank of 4 (Sell) [12]