earnings
confidence high
sentiment positive
materiality 0.70
Henry Schein Q1 GAAP EPS $0.88 (+22% YoY); non-GAAP EPS $1.15 (+4.5%); maintains FY guidance
HENRY SCHEIN INC
2025-Q1 EPS reported
$0.88
revenue$3,168,000,000
- Q1 net sales $3.2B; constant currency sales up 1.4% (2.0% ex-PPE/COVID test kits).
- Global Distribution sales +0.8% constant currency; Medical +3.0%, Specialty +4.3%.
- Repurchased $161M of stock (~2.3M shares at avg $71.58); $718M remaining authorization.
- Restructuring costs $25M in Q1; expects annual run-rate savings at high end of $75M-$100M by end-2025.
- FY2025 guidance unchanged: non-GAAP EPS $4.80-$4.94, sales growth 2%-4%, mid-single digit EBITDA growth.