Inferra AI / Company / HSIC
Henry Schein
HSIC · Health Care
Last earnings Aug 4, 2026
Key results
GAAP EPSquarter
$0.70
GAAP diluted EPS of $0.70, compared to $0.80 GAAP diluted EPS in the second quarter of 2024 Second-quarter 2025 non-GAAP
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Global Technology revenuequarter
7.4%
Global Technology sales for the quarter increased 7.4%, and by 6.6% in constant currencies compared with the second quarter of 2024, reflecting strong sales growth in practice management systems, including Dentrix Ascend and Dentally cloud-based solutions, as well as in revenue cycle management products.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
GAAP net incomequarter
$86 million
GAAP net income 2 for the quarter was $86 million, or $0.70 per diluted share 4 , and compares with second-quarter 2024 GAAP net income of $104 million, or $0.80 per diluted share.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Non-GAAP net incomequarter
$135 million
Non-GAAP net income 2 for the quarter was $135 million, or $1.10 per diluted share 4 , and compares with second- quarter 2024 non-GAAP net income of $158 million, or $1.23 per diluted share.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Net incomequarter
$158 million
Non-GAAP net income 2 for the quarter was $135 million, or $1.10 per diluted share 4 , and compares with second- quarter 2024 non-GAAP net income of $158 million, or $1.23 per diluted share.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
GAAP net income 2 for the first half of the year was $196 million, or $1.58 per diluted share 4 , and compares with first half of 2024 GAAP net income of $197 million, or $1.52 per diluted share.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
-3- more Non-GAAP net income 2 for the first half of the year was $278 million, or $2.25 per diluted share 4 , and compares with first half 2024 non-GAAP net income of $301 million, or $2.33 per diluted share.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Aug 5, 2025 EPS values as stated in the release.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| GAAP EPS | $0.70 | — | $0.80 |
| Global Technology revenue | 7.4% | — | — |
| GAAP net income | $86 million | — | — |
| Non-GAAP net income | $135 million | — | — |
| Net income | $158 million | — | — |
Guidance · company-stated
Direction: Reiterated
“htm PRESS RELEASE AUGUST 5, 2025 exhibit991 -1- more FOR IMMEDIATE RELEASE HENRY SCHEIN REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS Second-quarter 2025 GAAP diluted EPS of $0.70, compared to $0.80 GAAP diluted EPS in the second quarter of 2024 Second-quarter 2025 non-GAAP diluted EPS of $1.10, compared to $1.23 non-GAAP diluted EPS in the second quarter of 2024 Maintains guidance for 2025 non-GAAP diluted EPS of $4.80 to $4.94, mid-single digit 2025 Adjusted EBITDA growth, and sales growth of 2% to 4% Takes next steps in collaboration with KKR to pursue additional opportunities to create shareholder value MELVILLE, N.”
“Our full-year guidance, which we are maintaining, continues to reflect earnings weighted to the second half of the year.”
“2025 Financial Guidance Henry Schein today maintained its financial guidance for 2025.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Share Repurchases During the second quarter of 2025, the Company repurchased approximately 3.7 million shares of common stock at an average price of $70.88 per share for a total of $259 million.
This included approximately 3.1 million shares of its common stock under its previously announced Accelerated Stock Repurchase plan (ASR) at an average price of $71.60 per share, for a total of $223 million, which followed the Company s sale of 3.3 million shares of common stock at an average price of $76.10 per share for a total of $250 million, to KKR.
Event summary
We are pleased with the results from these initiatives and have returned to normal levels of promotional activity
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “htm PRESS RELEASE AUGUST 5, 2025 exhibit991 -1- more FOR IMMEDIATE RELEASE HENRY SCHEIN REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS Second-quarter 2025 GAAP diluted EPS of $0.70, compared to $0.80 GAAP diluted EPS in the second quarter of 2024 Second-quarter 2025 non-GAAP diluted EPS of $1.10, compared to $1.23 non-GAAP diluted EPS in the second quarter of 2024 Maintains guidance for 2025 non-GAAP diluted EPS of $4.80 to $4.94, mid-single digit 2025 Adjusted EBITDA growth, and sales growth of 2% to 4% Takes next steps in collaboration with KKR to pursue additional opportunities to create shareholder value MELVILLE, N.”
Revenue — Reiterated (“Maintains”)
“htm PRESS RELEASE AUGUST 5, 2025 exhibit991 -1- more FOR IMMEDIATE RELEASE HENRY SCHEIN REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS Second-quarter 2025 GAAP diluted EPS of $0.70, compared to $0.80 GAAP diluted EPS in the second quarter of 2024 Second-quarter 2025 non-GAAP diluted EPS of $1.10, compared to $1.23 non-GAAP diluted EPS in the second quarter of 2024 Maintains guidance for 2025 non-GAAP diluted EPS of $4.80 to $4.94, mid-single digit 2025 Adjusted EBITDA growth, and sales growth of 2% to 4% Takes next steps in collaboration with KKR to pursue additional opportunities to create shareholder value MELVILLE, N.”
Company outlook — Reiterated (“maintaining”)
“Our full-year guidance, which we are maintaining, continues to reflect earnings weighted to the second half of the year.”
Company outlook — Reiterated (“maintained”)
“2025 Financial Guidance Henry Schein today maintained its financial guidance for 2025.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Share Repurchases During the second quarter of 2025, the Company repurchased approximately 3.7 million shares of common stock at an average price of $70.88 per share for a total of $259 million.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
This included approximately 3.1 million shares of its common stock under its previously announced Accelerated Stock Repurchase plan (ASR) at an average price of $71.60 per share, for a total of $223 million, which followed the Company s sale of 3.3 million shares of common stock at an average price of $76.10 per share for a total of $250 million, to KKR.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
In addition, the Company repurchased approximately 0.5 million shares of common stock at an average price of $67.36 per share, for a total of $36 million.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The impact of these share repurchases on second-quarter diluted EPS was immaterial.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
At the end of the quarter, Henry Schein had $432 million authorized and available for future stock repurchases, plus a further $27 million authorized under the ASR.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
At June 27, 2026 and December 27, 2025, amounts include trade accounts receivable of $ 526 million and $ 491 million, respectively, and long-term debt of $ 430 million and $ 390 million, respectively.
SEC original ↗Henry Schein — 10-Q Quarterly report10-QAug 4, 2026
Strategy & priorities
versus the prior year primarily resulting from lower glove pricing as well as time-limited targeted sales initiatives.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We are pleased with the results from these initiatives and have returned to normal levels of promotional activity.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Partnering with KKR Capstone, we have engaged two leading global management consulting firms to support our efforts to enhance distribution gross margins, including accelerating sales of our owned-products portfolio, and to support our ongoing company-wide initiatives to increase efficiencies.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We expect these projects, which expand on our BOLD+1 strategy, to start producing results towards the beginning of 2026, and will support our ongoing initiatives to drive superior customer satisfaction and our financial goal of high-single digit to low-double digit earnings growth, Mr.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
volume increased at lower average selling prices compared with the second quarter of 2024, partly due to glove pricing and time-limited targeted sales initiatives.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Risks & headwinds
, resulting from a slow-down in orders beginning in May due to short-term economic uncertainty resulting from tariffs, which then returned to normal by the end of the quarter.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Guidance is for current continuing operations as well as acquisitions that have closed and does not include the impact of restructuring expenses, amortization expense of acquired intangible assets, the insurance claim recovery associated with the cybersecurity incident, changes in contingent consideration, costs associated with shareholder advisory matters and select value creation consulting costs, and litigation settlements.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
This guidance also assumes that foreign currency exchange rates will remain generally consistent with current levels, that the effects of tariffs can be mitigated, and includes expected remeasurement gains related to the purchase of controlling interests of previously held non-controlling equity investments, consistent with business strategy.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The inability to provide this reconciliation is due to the uncertainty and inherent difficulty of predicting the occurrence, magnitude, financial impact and timing of related costs.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
All forward-looking statements made by us are subject to risks and uncertainties and are not guarantees of future performance.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance and achievements or industry results to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements.
SEC original ↗Henry Schein — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
25 documents- Q3 2026
- 8-KHSIC
Oct 8, 2026
- Q2 2026
- 8-KHSIC
Sep 22, 2026
- 10-QHSIC
Aug 4, 2026
- 8-KHSIC
Aug 4, 2026
- 8-KHSIC
Jul 30, 2026
- Q1 2026
- 8-KHSIC
May 22, 2026
- 10-QHSIC
May 5, 2026
- 8-KHSIC
May 5, 2026
- Q4 2025
- 10-KHSIC
Feb 24, 2026
- 8-KHSIC
Feb 24, 2026
- 8-KHSIC
Jan 12, 2026
- Q3 2025
- 8-KHSIC
Dec 23, 2025
- 8-KHSIC
Dec 23, 2025
- 8-KHSIC
Dec 9, 2025
- 10-QHSIC
Nov 4, 2025
- 8-KHSIC
Nov 4, 2025
- Q2 2025
- 8-KHSIC
Sep 9, 2025
- 10-QHSIC
Aug 5, 2025
- 8-KHSIC
Aug 5, 2025
- 8-KHSIC
Jul 15, 2025
- Q1 2025
- 8-KHSIC
Jun 9, 2025
- 8-KHSIC
May 23, 2025
- 8-KHSIC
May 16, 2025
- 10-QHSIC
May 5, 2025
- 8-KHSIC
May 5, 2025
Earnings releases
9 documentsPresentations
0 documentsNo presentations for Henry Schein are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Henry Schein are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Henry Schein by name or ticker. A mention is counted once per document, from the document text the library holds.
“se resulting from foreign currency exchange. Second quarter sales growth is detailed… …to Henry Schein, Inc. $ 94 $ 86 $ 201 $ 196 Earnings per share attributable to Henry Schein, Inc.: Basic $ 0.83 $ 0.71 $ 1.76 $ 1.59 Diluted $ 0.82 $ 0.70 $ 1.74 $”
See also the earnings calendar for every tracked company’s next earnings date.