Dental and Medical products company Henry Schein (NASDAQ: HSIC) will be reporting results tomorrow morning. Here’s what investors should know.

Henry Schein missed analysts’ revenue expectations by 2.2% last quarter, reporting revenues of $3.17 billion, flat year on year. It was a slower quarter for the company, with a miss of analysts’ organic revenue estimates.

Is Henry Schein a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Henry Schein’s revenue to grow 8.8% year on year to $3.28 billion, a reversal from the 10.5% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.21 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.

Looking at Henry Schein’s peers in the healthcare equipment and supplies segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Envista delivered year-on-year revenue growth of 1.1%, beating analysts’ expectations by 0.8%, and Align Technology reported revenues up 4%, in line with consensus estimates. Envista traded up 5.8% following the results while Align Technology was also up 1%.

Read our full analysis of Envista’s results here and Align Technology’s results here.

Stocks generally had a good 2024. The Fed fought high inflation and won without sending the economy into a recession, otherwise lovingly known as a soft landing. The US Central Bank is now cutting rates. That, plus the election of Donald Trump in November 2024, sent markets even higher, and while some of the healthcare equipment and supplies stocks have shown solid performance, the group has generally underpeformed, with share prices down 5.3% on average over the last month. Henry Schein is up 1.8% during the same time and is heading into earnings with an average analyst price target of $79.85 (compared to the current share price of $78.09).

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