earnings
confidence high
sentiment neutral
materiality 0.70
Henry Schein Q4 GAAP EPS $0.13, non-GAAP $0.66; guides 2024 EPS $5.00-$5.16
HENRY SCHEIN INC
2023-FY EPS reported
$3.16
revenue$12,339,000,000
- Q4 net sales $3.0B (-10.5% YoY); estimated $350M-$400M reduction from cybersecurity incident.
- Q4 GAAP diluted EPS $0.13; non-GAAP diluted EPS $0.66, reflecting $0.70-$0.75 cyber impact.
- Full-year 2023: revenue $12.3B, GAAP EPS $3.16, non-GAAP EPS $4.50.
- 2024 guidance: non-GAAP EPS $5.00-$5.16 (11%-15% growth); sales growth ~8%-12%; Adjusted EBITDA >15% growth.
- Residual cyber impact ~$0.15 in Q1 2024; tax rate expected to rise to ~25%.