Henry Schein (NASDAQ:HSIC) Announces Earnings Results, Beats Expectations By $0.12 EPS

Henry Schein (NASDAQ:HSIC) posted its earnings results on Tuesday. The company reported $1.32 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.12, Zacks reports. Henry Schein had a net margin of 3.02% and a return on equity of 15.16%. The firm’s revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.15 EPS. 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 1.5%

HSIC traded up $1.06 during trading on Tuesday, hitting $73.08. 642,816 shares of the stock traded hands, compared to its average volume of 1,296,928. The firm has a market capitalization of $8.39 billion, a P/E ratio of 22.35, a price-to-earnings-growth ratio of 2.19 and a beta of 0.82. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.38 and a quick ratio of 0.76. The firm has a 50-day moving average of $76.59 and a 200 day moving average of $74.85. Henry Schein has a 12-month low of $61.94 and a 12-month high of $89.29.

Trending Headlines about Henry Schein

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

• Positive Sentiment: Q1 results topped estimates — EPS $1.32 vs. $1.20 consensus, revenue up ~6.3% year-over-year, and gross margins improved, driven by strong segment performance and market-share gains. HSIC Q1 Earnings & Revenues Surpass Estimates, Gross Margin Rises
• Positive Sentiment: Company press release reiterates momentum from late 2025, noting market-share gains and progress on value-creation initiatives that management cites as supporting longer-term growth. Henry Schein Reports First Quarter 2026 Financial Results
• Positive Sentiment: Management reaffirmed its FY 2026 profit outlook after the beat and highlighted continued strength in the dental business — a sign of execution that supports investor confidence. Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength
• Neutral Sentiment: FY 2026 guidance provided: EPS range $5.230–$5.370 and revenue $13.6B–$13.8B — roughly in line with consensus but the EPS range slightly brackets Street estimates, leaving some room for interpretation on upside. (Guidance detail released by the company.)
• Neutral Sentiment: Company posted investor materials and a conference-call transcript/slide deck for Q1 — useful for investors wanting detail on segment trends and margin drivers. Q1 press materials and slide deck
• Negative Sentiment: One data-piece noted recent underperformance versus peers on a specific trading day, a reminder that stock can lag sector moves even when company fundamentals are positive. Henry Schein Inc. stock underperforms Monday when compared to competitors

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on HSIC. Wells Fargo & Company upped their target price on shares of Henry Schein from $76.00 to $87.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 25th. BTIG Research began coverage on shares of Henry Schein in a report on Thursday, April 16th. They set a “neutral” rating on the stock. Robert W. Baird set a $100.00 target price on shares of Henry Schein and gave the stock an “outperform” rating in a report on Monday, February 23rd. Mizuho upped their target price on shares of Henry Schein from $81.00 to $88.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Finally, Barrington Research set a $97.00 target price on shares of Henry Schein and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Six investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $87.75.

Insider Buying and Selling at Henry Schein

In other Henry Schein news, Director Kurt P. Kuehn sold 2,844 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $78.96, for a total transaction of $224,562.24. Following the completion of the sale, the director owned 15,420 shares of the company’s stock, valued at $1,217,563.20. This represents a 15.57% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Mark E. Mlotek sold 5,925 shares of the 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 sale, the executive vice president directly owned 80,554 shares of the company’s stock, valued at $6,508,763.20. The trade was a 6.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,911 shares of company stock worth $8,574,982 over the last ninety days. 0.89% of the stock is owned by company insiders.

Institutional Investors Weigh In On Henry Schein

Several institutional investors have recently added to or reduced their stakes in HSIC. CYBER HORNET ETFs LLC purchased a new stake in Henry Schein during the 2nd quarter valued at $25,000. MUFG Securities EMEA plc purchased a new stake in Henry Schein during the 2nd quarter valued at $27,000. Federated Hermes Inc. purchased a new stake in Henry Schein during the 4th quarter valued at $32,000. Los Angeles Capital Management LLC purchased a new stake in Henry Schein during the 4th quarter valued at $37,000. Finally, Palisade Asset Management LLC purchased a new stake in Henry Schein during the 3rd quarter valued at $100,000. Hedge funds and other institutional investors own 96.62% of the company’s stock.

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.