Practice Management Systems

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Henry Schein(HSIC) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:00
Financial Performance - Q2 2025 - Total sales increased by 3.3% to $3.24 billion[18, 54], with constant currency growth of 2.7%[15, 19, 22] - Non-GAAP diluted EPS was $1.10, a decrease of 10.6% compared to $1.23 in Q2 2024[15, 18, 54] - Adjusted EBITDA was $256 million, a decrease of 4.8% compared to $268 million in Q2 2024[15, 18, 57] - Global Distribution and Value-Added Services Group sales grew by 2.4% in constant currency[15, 22] - Global Specialty Products Group sales grew by 3.3%[15, 22] - Global Technology Group sales grew by 6.6%[15, 22] Segment Performance - U S dental merchandise sales decreased 1.2%[22] - International dental merchandise constant currency sales grew 0.5%[22] - U S Medical sales grew 6.3% including acquisitions[22] Guidance and Strategy - The company maintains 2025 non-GAAP diluted EPS guidance of $4.80 to $4.94[12, 46, 48] - 2025 Adjusted EBITDA is expected to grow in the mid-single digits versus 2024 Adjusted EBITDA of $1.1 billion[46] - Total sales growth for 2025 is projected to be between 2% and 4%[12, 48]