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Earnings Call Summary | Henry Schein(HSIC.US) Q1 2024 Earnings Conference

Earnings Call Summary | Henry Schein(HSIC.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Henry Schein (HSIC.US) 2024 年第一季度業績會議
富途資訊 ·  05/08 16:50  · 電話會議

The following is a summary of the Henry Schein, Inc. (HSIC) Q1 2024 Earnings Call Transcript:

以下是亨利·舍因公司(HSIC)2024年第一季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • Henry Schein reported Q1 global sales of $3.2 billion, up by 3.7%.

  • Q1 GAAP net income was $93 million or $0.72 per diluted share, a decrease from the prior year's GAAP net income.

  • Non-GAAP net income for Q1 was $143 million or $1.10 per diluted share, lower than the prior year's figure.

  • The company expects non-GAAP diluted EPS for 2024 to be in the range of $5 to $5.16 per share, up by 11% to 15% from the 2023 figure of $4.50.

  • Sales decrease was primarily due to lower glove prices but the reduced impact on sales growth from PPE is anticipated throughout the year.

  • 亨利·舍因報告稱,第一季度全球銷售額爲32億美元,增長3.7%。

  • 第一季度GAAP淨收益爲9,300萬美元,攤薄每股收益爲0.72美元,低於上一年的GAAP淨收益。

  • 第一季度的非公認會計准則淨收益爲1.43億美元,攤薄後每股收益爲1.10美元,低於上一年的數字。

  • 該公司預計,2024年的非公認會計准則攤薄每股收益將在5美元至5.16美元之間,較2023年的4.50美元增長11%至15%。

  • 銷售額下降主要是由於手套價格下跌,但預計全年個人防護裝備對銷售增長的影響將減弱。

Business Progress:

業務進展:

  • Significant recovery from a prior cyber incident.

  • The company's THRIVE Signature program saw about 2,000 new members in Q1.

  • Increased growth in dental specialties across oral surgical products, endodontics, and orthodontics due to acquisitions.

  • Henry Schein One saw a 36% increase in its customer base for cloud-based solutions.

  • Henry Schein completed the acquisition of TriMed.

  • The company is well-positioned to expand in the competitive implant market with planned product launches.

  • Stable margins were maintained in their dental businesses despite some pricing pressures.

  • The company is accelerating normal operations post-cybersecurity incident with new software products.

  • CEO Stanley Bergman sees a stable and growth-oriented global dental market.

  • 從先前的網絡事件中恢復過來。

  • 該公司的THRIVE Signature計劃在第一季度吸引了約2,000名新會員。

  • 由於收購,口腔外科產品、牙髓治療和正畸領域的牙科專業增長加快。

  • Henry Schein One的基於雲的解決方案的客戶群增長了36%。

  • Henry Schein 完成了對 TriMed 的收購。

  • 通過計劃推出產品,該公司完全有能力在競爭激烈的植入物市場中擴張。

  • 儘管存在一些定價壓力,但他們的牙科業務仍保持了穩定的利潤率。

  • 該公司正在通過新的軟件產品加快網絡安全事件後的正常運營。

  • 首席執行官斯坦利·伯格曼認爲,全球牙科市場將保持穩定且以增長爲導向。

More details: Henry Schein IR

更多詳情: 亨利·舍因 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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