Henry Schein (NASDAQ:HSIC) Issues Quarterly Earnings Results

Henry Schein (NASDAQ:HSIC) posted its earnings results on Tuesday. The company reported $1.27 earnings per share for the quarter, topping analysts’ consensus estimates of $1.24 by $0.03, FiscalAI reports. Henry Schein had a return on equity of 15.97% and a net margin of 2.96%.The company had revenue of $3.46 billion during the quarter, compared to the consensus estimate of $3.37 billion. During the same quarter last year, the firm earned $1.10 earnings per share. The company’s revenue was up 6.7% on a year-over-year basis. Henry Schein updated its FY 2026 guidance to 5.290-5.390 EPS.

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

• Strong second-quarter performance: Global sales rose 6.7% to $3.5 billion, while non-GAAP operating income increased 10.5% and non-GAAP EPS grew 15.5% to $1.27, supported by 25 basis points of operating-margin expansion.
• Henry Schein raised its 2026 outlook, now expecting sales growth of 4.5%–5.5% and non-GAAP EPS of $5.29–$5.39, or 6%–8% growth. Management cited sustained sales momentum and stronger underlying performance, though the outlook excludes further remeasurement gains.
• The company remains on track for more than $200 million in operating-income improvements from its value-creation program, including a $125 million run-rate by year-end 2026; outsourcing, procurement consolidation, and pricing initiatives are beginning to contribute.
• Henry Schein One continued to post strong growth, with nearly 13,000 Dentrix Ascend and Dentally cloud customers and approximately 90% recurring revenue. AI-enabled clinical and practice-management tools are driving upgrades to higher-value packages and could increase customer retention and share of wallet.
• Growth was uneven across markets: U.S. dental merchandise and international businesses gained momentum, while U.S. dental equipment faced difficult comparisons and medical sales remained pressured by lower point-of-care diagnostic demand. Management expects U.S. equipment growth in the second half, but acknowledged that higher-margin specialty and technology mix benefits may be partly offset by equipment sales.

Henry Schein Price Performance

NASDAQ:HSIC traded down $0.09 during mid-day trading on Thursday, reaching $89.50. The stock had a trading volume of 102,736 shares, compared to its average volume of 1,396,955. Henry Schein has a 12 month low of $61.94 and a 12 month high of $92.18. The stock has a market capitalization of $10.20 billion, a PE ratio of 26.03, a P/E/G ratio of 1.70 and a beta of 0.80. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.32 and a quick ratio of 0.75. The stock has a 50-day simple moving average of $83.02 and a two-hundred day simple moving average of $78.55.

Insider Buying and Selling at Henry Schein

In other Henry Schein news, Director William K. Daniel purchased 10,000 shares of the stock in a transaction dated Monday, May 11th. The stock was bought at an average price of $69.19 per share, with a total value of $691,900.00. Following the acquisition, the director owned 20,000 shares of the company’s stock, valued at approximately $1,383,800. This represents a 100.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.89% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Jain Global LLC raised its stake in shares of Henry Schein by 2.0% during the third quarter. Jain Global LLC now owns 10,662 shares of the company’s stock valued at $708,000 after acquiring an additional 207 shares in the last quarter. Captrust Financial Advisors raised its position in Henry Schein by 3.6% during the 4th quarter. Captrust Financial Advisors now owns 6,105 shares of the company’s stock valued at $461,000 after purchasing an additional 210 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Henry Schein by 1.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,859 shares of the company’s stock worth $1,155,000 after buying an additional 229 shares in the last quarter. Daiwa Securities Group Inc. grew its holdings in Henry Schein by 3.2% during the 4th quarter. Daiwa Securities Group Inc. now owns 7,689 shares of the company’s stock worth $581,000 after acquiring an additional 236 shares in the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in Henry Schein by 0.8% during the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 32,562 shares of the company’s stock worth $2,161,000 after acquiring an additional 260 shares in the last quarter. Institutional investors and hedge funds own 96.62% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on HSIC. Barrington Research set a $104.00 target price on shares of Henry Schein in a research report on Wednesday. BTIG Research reiterated a “buy” rating and issued a $100.00 price target on shares of Henry Schein in a research note on Wednesday. Robert W. Baird set a $97.00 price target on Henry Schein in a research report on Wednesday, May 6th. Morgan Stanley restated an “underweight” rating and set a $64.00 price objective (up from $61.00) on shares of Henry Schein in a research note on Friday, April 24th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Henry Schein in a research report on Friday, July 31st. Eight research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Henry Schein currently has an average rating of “Hold” and an average target price of $92.27.

About Henry Schein

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.