Core Insights - Henry Schein, Inc. (HSIC) is a global provider of healthcare products and services with a market cap of $9 billion, serving dental and medical practitioners as well as alternate care sites worldwide [1][2] Financial Performance - HSIC shares have decreased 7.1% from its 52-week high of $82.49, but the stock has increased 13.7% over the past three months, outperforming the Health Care Select Sector SPDR Fund (XLV) which gained 12.1% in the same period [3] - Year-to-date, HSIC stock is up 10.7%, slightly lagging behind XLV's 11.8% increase, and has risen 4.7% over the past 52 weeks compared to XLV's 10.5% return [4] - On November 4, HSIC reported strong Q3 2025 results with adjusted EPS of $1.38, up from $1.22 a year earlier, and revenue of $3.34 billion, exceeding forecasts [5] Guidance and Analyst Outlook - The company raised its full-year 2025 adjusted EPS guidance to $4.88 - $4.96 and increased expected sales growth to 3% - 4% [5] - Despite underperformance relative to rivals like Quest Diagnostics (DGX), which returned 18.7% year-to-date, analysts maintain a moderately optimistic outlook for HSIC with a consensus rating of "Moderate Buy" and a mean price target of $77.64, representing a 1.3% premium to current levels [6]

Core Viewpoint - Henry Schein, Inc. (HSIC) is set to release its second-quarter 2025 results on August 5, with expectations of revenue growth but a slight decline in earnings per share (EPS) compared to the previous year [1][2]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for revenues is $3.22 billion, indicating a year-over-year increase of 2.7% [2]. - The Zacks Consensus Estimate for EPS is $1.18, reflecting a year-over-year decrease of 4.1% [2]. - Estimates for second-quarter earnings have decreased by 1 cent to $1.18 over the past 30 days [3]. Group 2: Performance Factors - The Global Distribution and Value-Added Services segment is expected to have stable conditions in U.S. and international dental merchandise and equipment markets, with potential market share gains [4]. - U.S. dental merchandise sales are anticipated to be driven by volume growth, while dental equipment sales faced challenges due to a sales deferral from the previous quarter [5]. - The U.S. medical business is likely to benefit from strong performance in the Home Solutions sector and growth from acquisitions [6]. Group 3: International Sales and New Products - International dental merchandise sales are expected to remain strong in Canada, Central Europe, and Brazil, although softness in France may offset some growth [7]. - New products introduced at the 2025 International Dental Show, such as 3D printers and intraoral scanners, may contribute positively to sales [7]. Group 4: Segment Revenue Projections - The Global Distribution and Value-Added Services segment's revenues are projected to increase by 0.3%, reaching $2.67 billion [8]. - The Global Specialty Products segment is expected to see a 2% increase in revenues, driven by TriMed and implant sales in Europe [9][11]. - The Global Technology segment is anticipated to experience a 2.4% year-over-year improvement in revenues, supported by growth in cloud-based practice management software [12].