Henry Schein Q3 Earnings: Sees Recovery From Cyber Incident, Says Dental Equipment Business Shows Stability In North America
Henry Schein Q3 Earnings: Sees Recovery From Cyber Incident, Says Dental Equipment Business Shows Stability In North America
Internal sales decreased by 2.6%, including a 0.4% decrease from lower PPE sales.On Tuesday, Henry Schein Inc. (NASDAQ:HSIC) reported a third-quarter adjusted EPS of $1.22, down 7.6% year-over-year, beating the consensus of $1.17.
週二，漢瑞祥公司（NASDAQ：HSIC）報告，第三季度調整後的每股收益爲1.22美元，同比下降7.6%，超過1.17美元的共識。
Sales were $3.17 billion, an increase of 0.4%, missing the consensus of $3.24 billion.
銷售額爲31.7億美元，增長0.4%，低於32.4億美元的共識。
Sales growth reflects 3.2% growth from acquisitions, a 0.2% decrease resulting from foreign currency exchange rates, a 0.4% decrease from lower sales of personal protective equipment (PPE), primarily due to lower glove pricing, and the pace of recovery from the cyber incident late last year.
銷售增長反映了來自收購的3.2%增長，來自外匯匯率的0.2%下降，由於個人防護裝備（PPE）銷量下降導致的0.4%下降，主要由於手套價格下降，以及去年年底網絡事件復甦速度減緩導致的減少。
Internal sales decreased by 2.6%, including a 0.4% decrease from lower PPE sales.
內部銷售下降2.6%，其中來自PPE銷售下降的0.4%。
Global dental segment sales were $1.9 billion, down 1.6%, and medical segment sales increased by 2.9% (down 4.8% internally) to $1.1 billion.
全球牙科業務銷售額爲19億美元，下降1.6%，醫療業務銷售額增長2.9%（內部下降4.8%）至11億美元。
Technology and Value-Added Services sales increased 5.1% (internal decline of 1.1%) to $0.2 billion.
科技和增值服務的銷售額增長了5.1%（內部下降1.1%）至2億美元。
"We believe we continued to steadily gain market share in our dental and medical distribution businesses following last year's cyber incident. Our dental equipment business is showing ongoing stability in North America and increased investment by customers in Europe, Australia and New Zealand. Implant and endodontic products had good growth in Europe and Brazil, as well as North America following the successful launch of the BioHorizons Tapered Pro Conical implant in the U.S.," said Stanley Bergman, Chairman of the Board and CEO.
「我們認爲，在去年的網絡事件後，我們在牙科和醫療分配業務中繼續穩步增加市場份額。我們的牙科設備業務在北美表現穩定，並受益於歐洲、澳洲和新西蘭客戶的增加投資。在美國BioHorizons Tapered Pro Conical植入體成功推出後，歐洲和巴西的種植和根管產品表現良好，以及北美地區。」Stanley Bergman，董事長兼首席執行官說。
Restructuring Plan: During the third quarter of 2024, the company recorded $48 million in restructuring costs. Actions approved in the third quarter under the new restructuring plan are estimated to provide over $50 million in annual run-rate savings.
重組計劃：2024年第三季度，公司記錄了4800萬美元的重組費用。根據新的重組計劃在第三季度批准的措施預計每年將提供超過5000萬美元的運行節省。
The company expects $75 million to $100 million in annual run-rate savings by the end of 2025.
公司預計到2025年底，年度運行節省將達到$7500萬至$10000萬。
Guidance: "Acquisitions made during our 2022 to 2024 strategic planning cycle, along with new product launches, are delivering strong financial results, and our restructuring plan is on target. We also continue to return capital to shareholders through our share repurchase program. As a result, we exceeded our financial expectations for the quarter, and so today we are increasing our non-GAAP EPS guidance," Bergman concluded.
指導方針："在我們2022年至2024年戰略規劃週期期間進行的收購，以及新產品的推出，都取得了強勁的財務業績，我們的重組計劃也如期進行。我們還通過回購計劃繼續向股東返還資本。因此，我們超過了本季度的財務預期，因此今天我們正在提高我們的非通用會計原則每股收益指引，" Bergman 總結道。
Henry Schein expects 2024 sales growth of approximately 4%-5% over 2023, compared with prior guidance of 4% – 6% growth.
漢瑞祥預計2024年銷售增長約爲2023年的4%-5%，而先前的指引爲4%至6%的增長。
The company expects 2024 adjusted EPS of $4.74-$4.82 compared with prior guidance of $4.70-$4.82 and a consensus of $4.75.
公司預計2024年調整後的每股收益爲$4.74-$4.82，而先前的指引爲$4.70-$4.82，共識爲$4.75。
Price Action: At last check on Tuesday, HSIC stock was down 4.60% at $69.01.
股價走勢：在週二最後一次檢查時，HSIC股價下跌4.60%，報價爲$69.01。
- Walgreens Agrees To $100 Million Settlement Over Alleged Deceptive Pricing Of Generic Drugs
- 沃爾格林同意就涉嫌欺詐性定價的仿製藥物達成10000萬美元和解。
Photo by Casimiro PT via Shutterstock
照片由Shutterstock提供
譯文內容由第三人軟體翻譯。
