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

Henry Schein (NASDAQ:HSIC) released its earnings results on Tuesday. The company reported $1.32 EPS 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%. During the same quarter in the previous year, the company earned $1.15 earnings per share. The firm’s quarterly revenue was up 6.3% compared to the same quarter last year. 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 Price Performance

Henry Schein stock opened at $70.52 on Tuesday. Henry Schein has a 12-month low of $61.94 and a 12-month high of $89.29. The stock has a market cap of $8.09 billion, a P/E ratio of 22.02, a PEG ratio of 2.19 and a beta of 0.82. The company has a 50-day moving average price of $76.59 and a 200 day moving average price of $74.85. The company has a current ratio of 1.38, a quick ratio of 0.76 and a debt-to-equity ratio of 0.59.

Insider Buying and Selling

In other news, CEO Thomas C. Popeck sold 1,355 shares of Henry Schein stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $72.79, for a total transaction of $98,630.45. Following the sale, the chief executive officer owned 86,182 shares of the company’s stock, valued at approximately $6,273,187.78. The trade was a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Mark E. Mlotek sold 5,925 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $80.80, for a total value of $478,740.00. Following the completion of the transaction, the executive vice president owned 80,554 shares in the company, valued at $6,508,763.20. This represents a 6.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders 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 currently owned by insiders.

Institutional Investors Weigh In On Henry Schein

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

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on HSIC. JPMorgan Chase & Co. lifted their price objective on Henry Schein from $78.00 to $92.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Wells Fargo & Company raised their target price on Henry Schein from $76.00 to $87.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 25th. BTIG Research started coverage on Henry Schein in a research note on Thursday, April 16th. They issued a “neutral” rating on the stock. UBS Group boosted their price target on Henry Schein from $79.00 to $87.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 25th. Finally, Robert W. Baird set a $100.00 price objective on Henry Schein and gave the company an “outperform” rating in a research note on Monday, February 23rd. Six equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $87.75.

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.