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Henry Schein (HSIC) investor relations material
Henry Schein Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved record Q3 2025 results with 5.2% sales growth, strong market share gains, and robust performance across all segments, especially in high-growth, high-margin businesses.
Non-GAAP diluted EPS rose to $1.38 (up 13.1% YoY); GAAP diluted EPS was $0.84 (up from $0.78 YoY).
Raised 2025 non-GAAP diluted EPS guidance to $4.88–$4.96 and total sales growth to 3–4%.
Value creation initiatives, supported by KKR, target over $200 million in operating income improvements over the next few years.
Board approved KKR's right to increase ownership up to 19.9% and expanded share repurchase authorization by $750 million.
Financial highlights
Q3 2025 net sales were $3.34 billion, up 5.2% year-over-year, with all segments contributing to growth.
Q3 2025 non-GAAP net income was $167 million; GAAP net income was $101 million.
Adjusted EBITDA for Q3 2025 was $295 million, up 9.7% year-over-year.
Non-GAAP operating margin improved to 7.83% (up 19 bps YoY); gross margin was 30.7%, down 56 bps YoY.
Operating cash flow for Q3 2025 was $174 million; cash and cash equivalents at quarter-end were $136 million.
Outlook and guidance
2025 non-GAAP diluted EPS guidance raised to $4.88–$4.96, with total sales growth expected at 3–4% over 2024.
Adjusted EBITDA for 2025 expected to grow mid-single digits over 2024's $1.1 billion.
Full-year non-GAAP effective tax rate expected at 24%–25%.
Guidance assumes stable foreign exchange rates and continued benefit from OBBBA tax changes.
Restructuring charges will continue into 2026 and 2027; GAAP guidance not provided due to uncertainty in estimating restructuring costs.
KKR ownership increase: Link to value creation?
Detail the source of the $200M operating income improvement.
Key drivers for Q3 sales acceleration beyond cyber?
Value creation initiatives: 2026 impact?
What drives recent market share gains?
AI partnership: expected business impact?
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Next Henry Schein earnings date
Stifel 2025 Healthcare Conference12 Nov, 2025
Next Henry Schein earnings date
Stifel 2025 Healthcare Conference12 Nov, 2025
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Frequently asked questions
Henry Schein, Inc. provides health care products and services to dental practitioners and laboratories, physician practices, government, institutional health care clinics, and other alternate care clinics worldwide. The company operates through two segments, Health Care Distribution; and Technology and Value-Added Services. The Health Care Distribution segment distributes consumable products, small equipment, laboratory products, large equipment, equipment repair services, branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, infection-control products and vitamins; and practice-management software in the areas of patient information acquisition and retention in medical and dental offices.
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