Loading...
•
Dec 27, 2025
Henry Schein Q4 2025 Earnings Report
Henry Schein Q4 2025 Earnings Report
Key Takeaways
Henry Schein delivered strong fourth-quarter results with total sales reaching $3.4 billion, a 7.7% increase, driven by significant momentum in global equipment, specialty products, and technology segments. The company exceeded its updated 2025 guidance and introduced 2026 guidance reflecting continued growth expectations under incoming leadership.
Q4 total net sales grew 7.7% to $3.4 billion, marking the highest sales growth in 15 quarters.
Non-GAAP diluted EPS for Q4 rose 12.6% year-over-year to $1.34.
Global Specialty Products and Global Technology segments showed strong expansion, growing 14.6% and 8.4% respectively.
The company repurchased $200 million of common stock during the quarter, totaling $850 million for the full year 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For 2026, Henry Schein expects sustained growth with non-GAAP diluted EPS between $5.23 and $5.37.
Positive Outlook
- Total 2026 sales growth expected to be 3% to 5%
- Adjusted EBITDA expected to grow in the mid-single digits
- Momentum from the BOLD+1 strategic plan execution
- Strong adoption of cloud-based technology solutions
- Appointment of Fred Lowery as new CEO to lead future success
Challenges Ahead
- Uncertainty regarding restructuring and value-creation costs
- Potential volatility in foreign currency exchange rates
- Continued softness in specific categories like respiratory products
- Inherent difficulty in predicting litigation settlement timing
- Dependence on third-party manufacturers and supply chains
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...