Henry Schein Inc (NAS:HSIC)

$ 65.17 -1.06 (-1.6%) Market Cap: 7.98 Bil Enterprise Value: 12.18 Bil PE Ratio: 21.44 PB Ratio: 2.38 GF Score: 84/100

Q4 2024 Henry Schein Inc Earnings Call Transcript

Feb 25, 2025 / 01:00PM GMT

Release Date Price: $75.82 (-2.34%)

Transcript 10-K8-K

Key Points

Positve

Henry Schein Inc (HSIC) achieved 41% of its total operating income from high-growth, high-margin businesses in 2024.
The company reported a 5.8% increase in global sales for the fourth quarter of 2024 compared to the same period in 2023.
Henry Schein Inc (HSIC) has successfully completed its 2022 to 2024 BOLD+1 Strategic Plan, with a focus on high-growth, high-margin businesses.
The company has simplified its organizational structure and appointed new leadership to drive growth in its global distribution and technology groups.
Henry Schein Inc (HSIC) reported strong operating cash flow of $204 million for the fourth quarter, a significant improvement from the previous year.

Negative

The company's fourth quarter revenue was below expectations, partly due to a slow end to the quarter and the timing of the flu season.
Henry Schein Inc (HSIC) faced challenges in its orthodontic business, which is being reorganized due to a key product going off patent.
The company experienced lower sales in its US medical business due to a late start to the flu season and lower sales of vaccines, PPE, and COVID tests.
Henry Schein Inc (HSIC) anticipates a challenging market environment with modest growth in dental and medical markets in 2025.
The transition to a SaaS model in the technology group has created short-term revenue headwinds, despite longer-term benefits.

Operator

Good morning ladies and gentlemen, and welcome to Henry Schein's fourth quarter 2024 earnings conference call. (Operator Instructions) As a reminder, this call is being recorded.

I would now like to introduce your host for today's call, Graham Stanley, Henry Schein's Vice President of Investor Relations and Strategic Financial Project Officer. Please go ahead, Graham.

Graham Stanley

Henry Schein Inc - Vice President, Investor Relations and Strategic Financial Project Officer

Thank you, operator, and my thanks to each of you for joining us to discuss Henry Schein's financial results for the 2024 fourth quarter.

With me on today's call is Stanley Bergman, Chairman of the Board and Chief Executive Officer of Henry Schein; and Ronald South, Senior Vice President and Chief Financial Officer. Before we begin, I'd like to state that certain comments made during this call will include information that's forward-looking.

Risks and uncertainties involved in the company's business may affect the matters referred to in forward-looking

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.