Henry Schein (NASDAQ:HSIC) Releases Quarterly Earnings Results, Beats Estimates By $0.12 EPS

Henry Schein (NASDAQ:HSIC) posted its earnings results on Tuesday. The company reported $1.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.12, Zacks reports. The firm had revenue of $3.37 billion for the quarter, compared to the consensus estimate of $3.34 billion. Henry Schein had a return on equity of 15.16% and a net margin of 3.02%.The business’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.15 earnings per share. Henry Schein updated its FY 2026 guidance to 5.230-5.370 EPS.

Here are the key takeaways from Henry Schein’s conference call:

• New CEO Fred Lowry is executing a 100‑day plan to sharpen operational execution, accelerate AI/software offerings, and better leverage the company’s BOLD+1 platform to convert existing competitive advantages into faster growth.
• Q1 results were strong — global sales of $3.4B (+6.3%), non‑GAAP EPS $1.32 vs $1.15 a year ago, and adjusted EBITDA up 11.6%, driven by U.S. dental strength and Global Technology momentum.
• Management reiterated full‑year 2026 guidance (total sales growth ~3–5%, non‑GAAP EPS $5.23–$5.37) and reaffirmed value‑creation goals of a $125M run‑rate by end‑2026 and >$200M annual operating‑income improvement longer term, supporting a high single‑digit to low double‑digit EPS growth outlook.
• The medical segment was pressured by a light flu season that reduced point‑of‑care diagnostic test demand, and rising oil/freight costs present margin risk even though management says mitigation measures are available.
• Near‑term financial uncertainty remains — operating cash flow was negative $97M in Q1 (seasonal), the company recorded $12M of restructuring charges, and it did not provide GAAP guidance because restructuring costs are not yet estimable.

Henry Schein Trading Up 0.0%

Shares of HSIC traded up $0.02 during midday trading on Wednesday, hitting $74.39. The stock had a trading volume of 339,980 shares, compared to its average volume of 1,307,431. Henry Schein has a fifty-two week low of $61.94 and a fifty-two week high of $89.29. The business has a 50-day simple moving average of $76.48 and a two-hundred day simple moving average of $74.92. The firm has a market cap of $8.54 billion, a P/E ratio of 22.73, a price-to-earnings-growth ratio of 2.13 and a beta of 0.82. The company has a current ratio of 1.38, a quick ratio of 0.76 and a debt-to-equity ratio of 0.59.

Key Henry Schein News

Here are the key news stories impacting Henry Schein this week:

• Positive Sentiment: Q1 outperformance: Reported EPS $1.32 vs. $1.20 consensus and revenue $3.37B vs. $3.34B consensus; revenue +6.3% YoY and management cited market-share gains and gross-margin expansion driven by a strong dental business. Henry Schein Reports First Quarter 2026 Financial Results
• Positive Sentiment: Analyst takeaways: Multiple outlets note rising gross margins and 14.8% EPS growth versus prior year, reinforcing operational progress and underlying demand in dental/medical distribution. HSIC Q1 Earnings & Revenues Surpass Estimates, Gross Margin Rises
• Neutral Sentiment: Guidance reaffirmed but mixed: Management reaffirmed FY‑2026 EPS guidance of $5.230–$5.370 and revenue $13.6–13.8B (roughly in line with consensus), leaving the EPS midpoint slightly below some estimates — a neutral-to-mixed signal on future upside. Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: Call and disclosures: Management commentary and the full earnings transcript / slide deck are available for color on execution, share‑gains and cost initiatives (important for verifying margin drivers). Henry Schein, Inc. (HSIC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction: Despite the beat, some coverage notes the stock edged down as investors may have wanted stronger/raise guidance or clearer upside catalysts — short‑term profit‑taking and comparisons to expectations pressured the share price. Henry Schein beats estimates but stock edges down
• Negative Sentiment: Relative underperformance: Reports highlight the stock underperformed peers on the session, suggesting investors are discriminating between operational beats and forward expectations. Henry Schein Inc. stock underperforms Monday when compared to competitors

Insider Activity

In related news, EVP Mark E. Mlotek sold 5,925 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $80.80, for a total transaction of $478,740.00. Following the transaction, the executive vice president owned 80,554 shares of the company’s stock, valued at approximately $6,508,763.20. The trade was a 6.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Philip A. Laskawy sold 2,844 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $80.36, for a total transaction of $228,543.84. Following the transaction, the director directly owned 21,961 shares in the company, valued at $1,764,785.96. This trade represents a 11.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 105,911 shares of company stock valued at $8,574,982. 0.89% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Henry Schein

Institutional investors and hedge funds have recently made changes to their positions in the company. CYBER HORNET ETFs LLC acquired a new stake in shares of Henry Schein in the 2nd quarter valued at $25,000. MUFG Securities EMEA plc acquired a new stake in shares of Henry Schein in the 2nd quarter valued at $27,000. Federated Hermes Inc. acquired a new stake in shares of Henry Schein in the 4th quarter valued at $32,000. Los Angeles Capital Management LLC bought a new position in shares of Henry Schein in the fourth quarter valued at about $37,000. Finally, Palisade Asset Management LLC bought a new position in shares of Henry Schein in the third quarter valued at about $100,000. Institutional investors and hedge funds own 96.62% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on HSIC. Wall Street Zen lowered shares of Henry Schein from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 26th. BTIG Research started coverage on shares of Henry Schein in a report on Thursday, April 16th. They issued a “neutral” rating on the stock. UBS Group restated a “neutral” rating on shares of Henry Schein in a report on Wednesday. Mizuho reduced their target price on shares of Henry Schein from $88.00 to $82.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Robert W. Baird set a $97.00 target price on shares of Henry Schein in a report on Wednesday. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $87.00.

Henry Schein Company Profile

Henry Schein, Inc is a leading global distributor of healthcare products and services, primarily serving office-based dental, medical and animal health practitioners. The company operates through three principal segments—Schein Dental, Schein Medical and Animal Health—each offering a comprehensive portfolio of consumable products, equipment, instruments and related value-added services. With a focus on improving practice efficiency and patient care, Henry Schein provides everything from dental restorative materials and orthodontic appliances to vaccines, pharmaceuticals and diagnostic devices for physicians, as well as pet health products and veterinary equipment for animal health professionals.

In addition to its broad product offering, Henry Schein delivers a suite of technology and service solutions aimed at streamlining workflows and enhancing clinical outcomes.