Henry Schein, Inc. reported third‑quarter 2025 revenue of $3.34 billion, a 5.2% year‑over‑year increase, and a non‑GAAP diluted earnings per share of $1.38, beating the consensus estimate of $1.27. The GAAP diluted EPS was $0.84. Non‑GAAP EPS rose from $1.22 in Q3 2024 and $1.10 in Q2 2025, reflecting stronger profitability in the company’s high‑margin specialty and technology segments.
Global Technology sales grew 9.7%, Global Specialty Products sales increased 5.9%, and Global Dental Distribution equipment sales grew 5.5%. These segment gains contributed to an overall margin expansion, offsetting the modest decline in U.S. glove pricing and targeted sales initiatives that had pressured margins in the previous quarter.
The company completed a share‑repurchase program of approximately 3.3 million shares at an average price of $68.62, totaling $229 million during the quarter. The repurchase was part of an ongoing effort to return value to shareholders while maintaining liquidity for growth initiatives.
Henry Schein raised its full‑year non‑GAAP EPS guidance to a range of $4.88 to $4.96, up from the prior $4.80 to $4.94. The company also confirmed that Chairman and CEO Stanley M. Bergman will retire at the end of 2025 after 45 years of service.
The company’s BOLD+1 strategy continues to focus on high‑growth, high‑margin businesses, and its partnership with KKR is expected to deliver over $200 million in operating‑income improvements through enhanced operational efficiencies. The cybersecurity incident disclosed in 2023 has been fully resolved, and the company remains committed to strengthening its data‑security posture.
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