Henry Schein 2025 Q3 Earnings Revenue Up 5.2%, Net Income Grows 10.1%

Henry Schein (HSIC) reported fiscal 2025 Q3 earnings on Nov 5, 2025, with revenue rising 5.2% to $3.34 billion and EPS increasing 6.3% to $0.84. The company raised full-year non-GAAP EPS guidance to $4.88–$4.96 and confirmed 3–4% sales growth.

Revenue

The company’s revenue growth was driven by strong performance across all segments. Global Distribution and Value-Added Services contributed $2.83 billion, with dental and medical distribution showing resilience. Global Specialty Products added $331 million, while Global Technology generated $173 million. Total net sales reached $3.34 billion, reflecting a 5.2% year-over-year increase.

Earnings/Net Income

Earnings per share (EPS) rose to $0.84, a 6.3% increase from $0.79 in 2024 Q3. Net income grew to $109 million, up 10.1% from $99 million. The company’s profitability has remained consistent for over 20 years, highlighting operational resilience. The sustained earnings growth underscores Henry Schein’s ability to maintain margins amid market dynamics.

Price Action

Following the earnings release, Henry Schein’s stock price rose 2.30% in the latest trading day, surged 13.29% during the week, and gained 6.83% month-to-date. The positive momentum aligns with the company’s guidance and strategic initiatives.

Post-Earnings Price Action Review

The stock’s post-earnings performance reflects investor confidence in Henry Schein’s strategic direction and financial health. A 2.30% single-day gain indicates immediate optimism, while the 13.29% weekly surge suggests broader market validation of the company’s guidance. The month-to-date 6.83% climb further reinforces this trend, signaling strong alignment between the company’s operational execution and investor expectations. These movements highlight the market’s positive reception to the company’s resilience and growth prospects.

CEO Commentary

Strategic Leadership and Operational Resilience

Chairman and CEO Stanley M. Bergman emphasized the company’s focus on the BOLD+1 strategy, which prioritizes high-growth, high-margin investments. He noted, “Our successful execution of this strategy has set the foundation for strong future growth.” Bergman also highlighted the company’s ability to maintain profitability for over two decades, underscoring its operational resilience. The CEO’s remarks reflect cautious optimism, balancing growth initiatives with disciplined financial management.

Guidance

Henry Schein raised its 2025 non-GAAP EPS guidance to $4.88–$4.96, above the previous estimate of $4.80–$4.94. The company also confirmed 3–4% sales growth for the year. These adjustments reflect confidence in sustained demand across its segments and the effectiveness of recent strategic initiatives.

Additional News

Henry Schein announced a partnership with Amazon Web Services (AWS) to integrate generative AI into its dental practice management systems, aiming to enhance efficiency and patient care. Additionally, the company approved an agreement allowing KKR to increase its ownership stake to 19.9%. These moves align with the BOLD+1 strategy, focusing on technological innovation and strategic capital structure optimization. The partnership with AWS is expected to expand AI-driven capabilities globally, while the KKR stake adjustment signals alignment with long-term value creation goals.