Henry Schein (HSIC) reported $3.14 billion in revenue for the quarter ended June 2024, representing a yearover-year increase of 1.2%. EPS of $1.23 for the same period compares to $1.31 a year ago. The reported revenue represents a surprise of -4.33% over the Zacks Consensus Estimate of $3.28 billion. With the consensus EPS estimate being $1.22, the EPS surprise was +0.82%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Henry Schein, Inc. (HSIC) registered adjusted earnings per share (EPS) of $1.23 in the second quarter of 2024, down 6.1% from the year-ago period's adjusted EPS. However, the metric exceeded the Zacks Consensus Estimate by 0.8%. Revenues in Detail Henry Schein reported net sales of $3.14 billion in the second quarter, up 1.2% year over year. The metric lagged the Zacks Consensus Estimate by 4.3%. The year-over-year upside reflects an internal sales decline of 2.4%. On a geographic basis, the company recorde ...

Henry Schein (HSIC) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 0.82%. A quarter ago, it was expected that this health care products maker would post earnings of $0.99 per share when it actually produced earnings of $1.10, delivering a surprise of 11.11%. Over the last four quart ...

财务业绩 - 第二季度2024年GAAP每股摊薄收益为0.80美元，非GAAP每股摊薄收益为1.23美元[12] - 2024年全年非GAAP每股收益指引更新为4.70美元至4.82美元[27] - 第二季度收入为31.36亿美元，同比增长1.2%[40] - 毛利率为32.4%，同比增长4.4个百分点[40] - 营业利润为1.59亿美元，同比下降20.9%[40] - 净利润为1.04亿美元，同比下降25.7%[41] - 每股收益为0.80美元，同比下降24.5%[41] - 公司第二季度GAAP净利润为1.4亿美元，同比下降25.8%[6] - 公司第二季度GAAP每股收益为1.06美元，同比下降24.5%[6] - 公司调整后第二季度每股收益为1.49美元[6] - 公司第二季度非GAAP净收入为1.58亿美元，同比下降8.3%[66] - 公司第二季度非GAAP每股摊薄收益为1.23美元，同比下降6.1%[66] 现金流和资本支出 - 第二季度经营活动现金流为2.96亿美元，同比增加2200万美元[13] - 第一半年经营活动现金流为4.93亿美元，同比增加1.92亿美元[21] - 第二季度进行了1.61亿美元的收购和投资活动[47] - 第二季度进行了1.17亿美元的股票回购[47] 业务表现 - 第二季度全球医疗业务销售额增长5.0%，但内部销售额下降4.3%[10] - 第二季度全球技术及增值服务业务销售额增长10.8%，内部销售额增长3.9%[10] - 公司第二季度总销售额为31.36亿美元，同比增长1.1%[1] - 北美地区销售额为22.85亿美元，同比增长1.0%[6] - 国际地区销售额为8.51亿美元，同比增长1.5%[6] - 医疗业务销售额为9.98亿美元，同比增长5.0%[1] - 技术和增值服务业务销售额为2.14亿美元，同比增长10.8%[1] - 公司上半年总销售额为63.08亿美元，同比增长2.4%[4] 重组和成本管理 - 公司宣布新的重组计划,目标实现每年7500万美元至1亿美元的运营成本节约[22] - 销售、一般及管理费用为7.81亿美元，同比增加10.5%[40] - 重组费用为1500万美元[40] 股票回购 - 公司增加5亿美元的股票回购授权[24] 财务指引 - 2024年全年总销售额预计增长4%至6%,低于之前8%至10%的指引[26] - 2024年调整后EBITDA预计将同比低个位数百分比增长,低于之前15%以上的指引[28] 非经常性调整 - 第二季度收购无形资产摊销费用为4700万美元，全年为9300万美元[69] - 第二季度收到网络安全保险赔付1000万美元(税后800万美元),同时发生一次性专业费用300万美元(税后200万美元)[70] - 第二季度和全年分别确认了2300万美元(税后1700万美元)和3800万美元(税后2800万美元)的或有对价公允价值变动[71] - 第二季度和全年分别确认了500万美元(税后400万美元)和500万美元(税后400万美元)的诉讼和赔付[71]

Henry Schein (HSIC) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on August 6, 2024, might help the stock move higher if these key numbers are better than exp ...

Hims & Hers Health's earnings are expected to surge 281.8% in 2024 compared with the industry's 15.7% growth. HIMS' earnings surpassed estimates in three of the trailing four quarters and missed in one, delivering an average surprise of 79.2%. Its shares have surged 131% against the industry's 27.1% decline in the past year. HIMS sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Haemonetics, sporting a Zacks Rank #1 at present, has an estimat ...

文章核心观点 - 近期美股持续创新高,但大部分涨幅集中在少数几家大型科技公司身上,市场集中度创下50年来新高 [1][2][3] - 这种市场高度集中的情况与上世纪90年代末的科技泡沫十分相似,当时也是少数科技股暴涨,最终导致了痛苦的互联网泡沫破裂 [3] - 相比之下,有一些规模较小、鲜为人知的标普500成分股可能是更好的长期投资选择 [4] 行业和公司总结 MarketAxess (MKTX) - MarketAxess是两大主导信用和固定收益交易平台之一,与竞争对手Tradeweb Markets并驾齐驱 [5] - 债券市场是最后一个转向数字化交易的金融市场,因为债券相比股票、期权等更不标准化 [6] - 疫情最终推动了大量固定收益交易从电话和交易桌转移到MarketAxess平台,公司2019年至2022年收入从5.11亿美元增长至预计8.14亿美元 [7] - 尽管如此,MKTX股价自2020年高点以来下跌了三分之二,主要是因为初期疫情带来的收入增长放缓,以及来自Tradeweb的竞争加剧 [8] - 但信用市场足够大,足以支持MarketAxess和Tradeweb共同发展,一旦美联储开始降息,固定收益交易活动将会激增,带动MarketAxess的收益和股价大涨 [9] Henry Schein (HSIC) - Henry Schein是全球最大的牙科设备和商品供应商,在33个国家运营,为全球100多万客户提供服务 [11] - 牙科服务和设备市场未来几年将保持快速增长,原因包括:社交媒体和视频会议兴起带动人们更注重美丽的笑容、成人正畸市场快速扩张、以及老龄人群对根管治疗、种植体等需求增加 [12][13] - 作为发展中市场的大玩家,Henry Schein将受益于全球中产阶级崛起,他们有更多可支配收入来更好地护理牙齿 [13] - 自1995年上市以来,Henry Schein的收入以11.5%的复合年增长率增长,凭借牙科行业强劲的增长动力,公司仍有广阔的发展前景 [14] McCormick (MKC) - McCormick是美国香料和调味品市场的主导者,在主要品类中占据40%-60%的市场份额,是最大品牌竞争对手的两倍多 [16] - 公司还有大量的自有品牌香料和调味品业务,无论消费者选择McCormick还是自有品牌,公司都能获得收益 [16] - MKC股票过去40年涨幅超过6500%,是一只出色的蓝筹股,因为人们喜欢美味可口的食物,香料不会受到技术颠覆,而且公司有较强的定价能力 [17] - 公司并未止步,正在通过并购进入相邻的辣酱市场,以满足千禧一代和Z世代消费者的需求 [18]

Henry Schein Inc. (HSIC) is well positioned to gain from its extensive global foothold and diverse channel mix. Yet, macroeconomic concerns are adversely impacting the company's operational results. The stock carries a Zacks Rank #3 (Hold) currently. Henry Schein has strategically set up distribution centers worldwide to better serve customers and increase its operating efficiency. Apart from North America, the company has a presence in Australia and New Zealand as well as in emerging nations like China, Br ...

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