Does Henry Schein’s Upgraded 2025 Sales Outlook Signal More Sustainable Operational Gains for HSIC?

• Henry Schein, Inc. reported its third quarter 2025 results, with sales rising to US$3.34 billion and net income reaching US$101 million, alongside raising its full-year 2025 total sales growth guidance to approximately 3% to 4% over 2024.
• This combination of higher year-on-year sales, improved earnings per share, and increased sales outlook highlights the company's focus on operational improvement and confidence in near-term business momentum.
• We'll explore how Henry Schein's upward revision of sales guidance informs its investment narrative and outlook for continued operational gains.

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Henry Schein Investment Narrative Recap

To be a Henry Schein shareholder, you need to believe the company can sustain modest but steady growth, driven by specialty products, digital solutions, and disciplined cost management, despite headwinds such as margin pressure and slow volume recovery in its dental segment. The latest quarterly results, which include a raised full-year sales outlook and incremental earnings improvement, moderately reinforce this narrative; however, the update does not materially shift the immediate catalysts or biggest risks, such as ongoing competitive pricing in key categories and staffing constraints across dental markets.

Among recent company announcements, the September increase in share repurchase authorization by US$750 million stands out, especially in tandem with the solid Q3 results. While this reinforces Henry Schein's commitment to shareholder returns and may underpin near-term share price support, the fundamental catalysts, like scaling high-margin businesses and executing operational efficiency programs, remain the most critical for longer-term value creation.

By contrast, investors should also be aware that any prolonged pricing pressure in core categories...

Read the full narrative on Henry Schein (it's free!)

Henry Schein's narrative projects $14.4 billion in revenue and $614.4 million in earnings by 2028. This requires 4.0% yearly revenue growth and a $225.4 million earnings increase from $389.0 million today.

Uncover how Henry Schein's forecasts yield a $73.23 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided 2 distinct fair value estimates for Henry Schein, ranging from US$73.23 to US$170.96 per share. While community sentiment varies widely, continued growth in high-margin segments remains a key factor many see as shaping the company’s future performance.

Explore 2 other fair value estimates on Henry Schein - why the stock might be worth just $73.23!

Build Your Own Henry Schein Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Henry Schein research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Henry Schein research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Henry Schein's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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