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Sep 28
Henry Schein Q3 2025 Earnings Report
Henry Schein delivered record Q3 2025 results, with strong revenue growth and improved profitability.
Key Takeaways
Henry Schein reported its highest-ever Q3 revenue at $3.22 billion, supported by growth across all major business segments. Non-GAAP EPS rose to $1.38, and the company raised its full-year EPS guidance.
Q3 2025 revenue reached a record $3.22 billion, up 5.2% YoY.
GAAP diluted EPS was $0.96; non-GAAP diluted EPS rose to $1.38.
Operating income increased to $261 million, with gross margin improvement.
Revenue growth was broad-based across North America and International segments.
Henry Schein
Henry Schein
Henry Schein Revenue by Segment
Henry Schein Revenue by Geographic Location
Revenue by Segment
Dental Revenue
CapyFin.comMedical Revenue
CapyFin.comTechnology Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Henry Schein raised its full-year non-GAAP EPS guidance, citing solid business momentum and strong performance in its core segments.
Positive Outlook
- Full-year 2025 non-GAAP EPS guidance raised to $5.33–$5.39.
- Strong Q3 free cash flow generation of $258 million.
- Medical and dental segments both showed solid revenue growth.
- Adjusted EBITDA margin improved YoY.
- Technology and Value-Added Services segment maintained stable growth.
Challenges Ahead
- GAAP EPS impacted by restructuring and acquisition-related costs.
- Currency headwinds affected international performance.
- Ongoing inflationary pressure on cost of goods sold.
- Some softness in elective procedures in certain markets.
- Increased interest expense weighed on net income.
Revenue & Expenses
Visualization of income flow from segment revenue to net income