Dental Supplies Distributor Henry Schein's Tech Segment Provides Some Stability In Challenging Macro Times: Analyst
Dental Supplies Distributor Henry Schein's Tech Segment Provides Some Stability In Challenging Macro Times: Analyst
Tuesday, Henry Schein Inc (NASDAQ:HSIC) reported a first-quarter adjusted EPS of $1.10, down 9% Y/Y, beating the consensus of $1.01.
週二，亨利·謝因公司（納斯達克股票代碼：HSIC）公佈的第一季度調整後每股收益爲1.10美元，同比下降9％，超過市場普遍的1.01美元。
Sales were $3.17 billion, an increase of 3.7% Y/Y, missing the consensus of $3.21 billion.
銷售額爲31.7億美元，同比增長3.7％，未達到32.1億美元的共識。
Internal sales decreased 1.8%, which includes an approximate 300 to 400 basis points decrease in sales from the residual impact of last year's cyber incident and a 60 basis point decrease in sales due to lower personal protective equipment sales, primarily due to lower glove pricing.
內部銷售額下降了1.8％，其中包括銷售額比去年網絡事件的剩餘影響下降了約300至400個點子，以及由於個人防護設備銷售減少（主要是手套價格下跌）導致的銷售額下降了60個點子。
"Our first-quarter financial results reflect solid earnings driven by gross margin expansion and a strong recovery from last quarter's cyber incident," said Stanley Bergman, Chairman and CEO of Henry Schein.
Henry Schein董事長兼首席執行官斯坦利·伯格曼表示：“我們第一季度的財務業績反映了毛利率擴張所推動的穩健收益，以及上季度網絡事件的強勁復甦。”
Global dental segment sales were $1.9 billion, up 0.8%, and medical segment sales increased by 7.3% to $1 billion.
全球牙科板塊的銷售額爲19億美元，增長0.8％，醫療板塊的銷售額增長了7.3％，達到10億美元。
Technology and Value-Added Services sales increased 13.8% (internal growth of 3.2%) to $0.2 billion.
技術和增值服務銷售額增長了13.8％（內部增長3.2％），達到2億美元。
Guidance: Henry Schein expects 2024 sales growth of approximately 8%-10% compared to prior growth guidance of 8%-12%.
指導：亨利·舍因預計，2024年的銷售額將增長約8％-10％，而之前的增長預期爲8％-12％。
The provider of healthcare solutions to office-based dental and medical practitioners reaffirms the 2024 adjusted EPS guidance of $5.00-$5.16 versus the consensus of $5.06.
這家爲辦公室牙科和醫生提供醫療保健解決方案的提供商重申了2024年調整後的每股收益預期爲5.00美元至5.16美元，而市場普遍預期爲5.06美元。
William Blair writes that the EPS beat was due to a solid margin beat, and the margin strength stems largely from a higher mix of technology and value-added services than modeled, though the beat seems to be from acquisitions with local internal growth of 3.2% below the Street's 7.6%.
威廉·布萊爾寫道，每股收益增長歸因於穩健的利潤率，利潤率強勁主要源於技術和增值服務的組合高於建模，儘管這一增長似乎來自收購，當地內部增長3.2％，低於華爾街7.6％。
Both segments underperformed relative to consensus, probably due to lingering macro issues, especially in dental, the analyst highlights.
分析師強調，這兩個板塊的表現均低於市場共識，這可能是由於揮之不去的宏觀問題，尤其是牙科領域。
"Bottom line, we are encouraged by the company's execution in challenging macro times and in the technology segment, giving it some relative stability," the analyst writes.
該分析師寫道：“最重要的是，該公司在充滿挑戰的宏觀時代和技術領域的表現令我們感到鼓舞，這使其相對穩定。”
William Blair maintains the Market Perform rating as it looks for more details on underlying business trends.
威廉·布萊爾維持市場表現評級，因爲它正在尋找有關基本業務趨勢的更多細節。
Price Action: HSIC shares are up 2.89% at $70.51 at last check Tuesday.
價格走勢：在週二的最後一次檢查中，HSIC股價上漲2.89％，至70.51美元。
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譯文內容由第三人軟體翻譯。