earnings
confidence high
sentiment negative
materiality 0.75
Henry Schein Q2 GAAP EPS $0.70 (down 12.5% YoY); maintains FY25 guidance
HENRY SCHEIN INC
2025-Q2 EPS reported
$1.58
revenue$6,408,000,000
- Q2 GAAP net income $86M ($0.70 diluted EPS) vs $104M ($0.80) YoY; non-GAAP EPS $1.10 vs $1.23.
- Total sales $3.2B, up 3.3% as-reported; internal growth 1.9%; Global Medical Distribution up 6.1%.
- Adjusted EBITDA $256M vs $268M; recorded $23M restructuring costs targeting $100M+ annual run-rate savings.
- FY25 guidance maintained: non-GAAP diluted EPS $4.80-$4.94, sales growth 2%-4%, mid-single digit Adj. EBITDA growth.
- Repurchased ~3.7M shares for $259M in Q2; $432M remaining for future repurchases.