Henry Schein Q4 Revenue up 7.7% Beats Forecasts but EPS Miss Sparks 4.8% Rally
Henry Schein reported Q4 2025 revenue of $3.44 billion, up 7.7% year-over-year and 4.9% organically, beating top-line forecasts while GAAP EPS of $0.85 missed estimates by 16.4%. Shares jumped 4.8% intraday before settling at $83.74, a 3.9% gain and a new 52-week high.
1. Revenue & Earnings
Henry Schein’s dental and medical products distribution generated $3.44 billion in Q4 2025 revenue, up 7.7% year-over-year and 4.9% on an organic basis. GAAP earnings were $0.85 per share, 16.4% below consensus, weighed by margin pressures and higher operating expenses.
2. Market Reaction & Stock Performance
Shares rose 4.8% during the afternoon trading session, cooling to settle at $83.74, a 3.9% gain that established a new 52-week high. Investors prioritized top-line strength over the EPS shortfall, reflecting confidence in sales growth momentum.
3. Historical Context & Outlook
The stock is up 9% year-to-date with limited volatility over the past year, registering only three moves above 5%. Shareholders over five years have seen a 28.8% return, and management’s full-year guidance will be critical to sustaining its recent rally.