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Mar 29
Henry Schein Q1 2025 Earnings Report
Henry Schein reported steady earnings in Q1 2025 with strong medical and specialty product performance offsetting weakness in dental equipment sales.
Key Takeaways
Henry Schein delivered a solid Q1 2025 performance with $3.17 billion in revenue and a net income of $110 million. Non-GAAP EPS reached $1.15, supported by gains in medical distribution and specialty products, despite restructuring costs and a decline in dental equipment sales.
Total revenue reached $3.17 billion, nearly flat YoY due to currency headwinds.
GAAP EPS grew to $0.88 while non-GAAP EPS rose to $1.15.
Medical distribution saw strong 3.0% growth in constant currency, driven by home solutions and acquisitions.
The company recorded $25 million in restructuring costs aiming for up to $100 million in annualized savings.
Henry Schein
Henry Schein
Henry Schein Revenue by Segment
Henry Schein Revenue by Geographic Location
Revenue by Segment
Global Dental Revenue
CapyFin.comGlobal Medical Revenue
CapyFin.comGlobal Specialty Products Revenue
CapyFin.comRevenue by Geographic Location
U.S. Distribution and Value-Added Services Revenue
CapyFin.comInternational Distribution and Value-Added Services Revenue
CapyFin.com Forward Guidance
Henry Schein maintained its 2025 outlook with expectations for moderate growth in non-GAAP EPS and EBITDA, supported by operational improvements and expansion in core segments.
Positive Outlook
- 2025 non-GAAP EPS expected to be $4.80 to $4.94.
- Sales growth projected between 2% and 4% for the year.
- Mid-single digit Adjusted EBITDA growth anticipated.
- Momentum in digital solutions and specialty products.
- Operational efficiencies expected to drive margin improvements.
Challenges Ahead
- Restructuring costs and integration expenses will impact GAAP results.
- Currency headwinds may continue to affect reported revenue.
- Dental equipment softness could persist into upcoming quarters.
- Legacy product declines may offset some tech gains.
- Ongoing geopolitical and economic risks could affect operations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income