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Henry Schein(HSIC) - 2025 Q3 - Earnings Call Presentation
2025-11-04 13:00
Q2 2025 Financial Performance - Total sales increased by 3.3% to $3.24 billion[18, 54] - Global Distribution and Value-Added Services Group sales grew by 2.4%[15] - Global Specialty Products Group sales increased by 3.3%[15] - Global Technology Group sales grew by 6.6%[15] - Non-GAAP diluted EPS was $1.10, compared to $1.23 in Q2 2024[15] - Adjusted EBITDA was $256 million, compared to $268 million in Q2 2024, a decrease of 4.8%[15, 18] Full Year 2025 Guidance - The company maintains guidance for 2025 non-GAAP diluted EPS of $4.80 to $4.94[12, 46] - Adjusted EBITDA is expected to grow in the mid-single digits versus 2024 Adjusted EBITDA of $1.1 billion[46] - Total sales growth is projected to be between 2% and 4%[12, 48] Capital Allocation - $32 million was invested in capital expenditures in Q2[39] - $50 million was invested in acquisitions in Q2[39] - $259 million was used for share repurchases in Q2[39]