HSIC·Henry Schein, Inc.
HSIC|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.35 | - | - |
| Q2'26 | $1.26 | $1.27 | +0.7% |
| Q1'26 | $1.22 | $1.32 | +8.4% |
| Q4'25 | $1.26 | $1.34 | +6.3% |
| Q3'25 | $1.28 | $1.38 | +7.9% |
| Q2'25 | $1.19 | $1.10 | -7.6% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $3.5B | - | - |
| Q2'26 | $3.4B | $3.5B | +0.5% |
| Q1'26 | $3.4B | $3.4B | -0.2% |
| Q4'25 | $3.3B | $3.4B | +3.1% |
| Q3'25 | - | $3.3B | - |
| Q2'25 | - | $3.2B | - |
Market Data
HSIC Stock Snapshot
HSIC is currently trading at $89.73, giving Henry Schein, Inc. a market cap of 10.05B and a P/E ratio of 24.9. Today's range spans $88.74–$91.04, with shares opening at $89.19 and moving up $0.22 (0.2%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 54/100.
Over the past year HSIC has traded between $61.95 and $92.18 - the current price is +44.8% off the 52-week low and -2.7% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $98.19 (range $64.00–$112.00), implying upside of +9.4%.
Henry Schein, Inc. (HSIC) sits at $89.73 (near 52-week highs within $61.95–$92.18), scoring 68/100 (BUY) with neutral sentiment at 54/100. At 10.05B in Healthcare market cap (P/E: 24.9), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.
What makes HSIC's BUY setup (68/100) particularly actionable at 10.05B in Healthcare capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $89.73 (near 52-week highs in $61.95–$92.18), with sentiment running neutral at 54/100, the setup rewards conviction-sized positioning more than it does speculative small bets.
Company Insights: Henry Schein, Inc. (HSIC)
Henry Schein, Inc. (HSIC) operates as a significant global distributor of healthcare products and services, with a primary focus on dental and medical practitioners. The company's extensive portfolio includes dental merchandise, equipment, pharmaceuticals, and advanced specialty products like dental implants, positioning it as a comprehensive supplier in the healthcare ecosystem. Beyond product distribution, Henry Schein enhances its value proposition through integrated practice management software and educational resources, fostering strong relationships with its diverse clientele across over 30 countries. Founded in 1932, the company has cultivated a long-standing presence and deep market penetration within the Medical Distribution industry.
Recent earnings reports present a nuanced picture of Henry Schein's operational performance. The company achieved an EPS of $1.38 in Q3 2025, surpassing analyst expectations of $1.27912, alongside revenue of $3.339 billion, indicating a positive trend in the latter half of the reporting period. This followed a Q2 2025 where EPS of $1.10 fell short of the $1.19055 estimate, despite revenue reaching $3.240 billion. Earlier in the year, Q1 2025 saw an EPS beat at $1.15 against an estimate of $1.11013, while Q4 2024 reported an EPS of $1.19, narrowly missing the $1.20888 consensus.
Despite some variability in quarterly EPS performance relative to analyst estimates, Henry Schein's revenue trajectory has generally trended upwards, underscoring the resilience of its core distribution business. The company's ability to consistently generate substantial revenue, even when earnings face short-term pressures, highlights the essential nature of its services to healthcare providers. This revenue stability is further bolstered by strong performance in its Global Specialty Products segment, which saw a notable 14.6% sales surge in Q4 FY2025, signaling growth in higher-margin areas.
The stock has experienced recent volatility, declining 9.4% since its last earnings release, with market participants closely monitoring future guidance and strategic developments. While the stock has lagged the S&P 500 over the past year, recent analyst actions suggest renewed optimism; for instance, Evercore ISI maintained an 'Outperform' rating with a $90 price target, and Argus Research initiated coverage with a 'Hold' rating. The current analyst consensus price target stands at $78.14, suggesting potential upside from the current trading levels, though the range extends from $58.0 to $90.0.
Investor attention is now focused on Henry Schein's capacity to sustain growth in its specialty products division and effectively navigate macroeconomic headwinds that influence dental and medical distribution volumes. The company's strategic initiatives, including a planned reduction in its board size, aim to streamline governance and enhance operational efficiency. Continued execution against revised analyst estimates and the successful expansion of higher-margin offerings will be critical for the company's ability to offset broader market pressures and deliver shareholder value.
Distribution Network
Henry Schein operates a vast global distribution network essential for delivering a comprehensive range of medical and dental products to practitioners worldwide.
Its established supply chain infrastructure ensures timely access to critical supplies, supporting the operational continuity of thousands of healthcare facilities and private practices.
The company's scale and logistical capabilities provide a significant competitive advantage in serving a fragmented market of dental and medical professionals.
Product Diversification
The company offers an extensive catalog of dental merchandise, equipment, pharmaceuticals, and advanced biomaterials, catering to diverse healthcare needs.
Growth in its Global Specialty Products segment, which includes higher-margin offerings, demonstrates a strategic focus on expanding its value-added product portfolio.
This broad product diversification mitigates risk by reducing reliance on any single category and captures a larger share of customer spending.
Earnings Performance
Henry Schein has demonstrated an ability to beat EPS estimates in recent quarters, notably in Q3 2025 with $1.38 against $1.27912, signaling improving operational execution.
While EPS estimates have shown some variability, the company has consistently delivered revenue growth, indicating underlying business strength and demand for its services.
Investors are closely watching future earnings reports for sustained positive trends and the impact of strategic initiatives on profitability.
Analyst Sentiment
The mean analyst target price for HSIC is currently $78.14, reflecting a consensus view that incorporates recent performance and future outlook.
A significant majority of analysts maintain a buy rating, with 12 buy, 9 hold, and only 2 sell recommendations, indicating positive institutional sentiment.
Recent price target adjustments, such as Evercore ISI's $90 target, suggest that some analysts see considerable upside potential from current trading levels.
Market Valuation
With a market capitalization of approximately $8.68 billion, Henry Schein represents a substantial entity within the healthcare distribution sector.
The current P/E ratio of 21.8 suggests a valuation that reflects its established market position and growth prospects within the healthcare industry.
The stock's 52-week range between $60.56 and $89.29 provides context for its current trading price, which is approximately 23.7% above its low.
Stock Performance
Henry Schein's stock has returned 3.8% over the past year, indicating a period of modest gains amidst broader market fluctuations.
Recent performance shows a 6.5% decline over the last three months, potentially presenting a buying opportunity for investors anticipating a rebound.
The stock's current price is about 16.1% below its 52-week high, suggesting it may have room to appreciate towards its upper range.
Governance Changes
Recent news highlights a significant board overhaul and a planned reduction in the size of the Board of Directors to 10 members.
These governance changes follow the retirement of Chairman Stanley M. Bergman after a long tenure, signaling a transition in leadership structure.
Such strategic adjustments in corporate governance are often viewed by investors as efforts to enhance efficiency and strategic focus.
Positioning HSIC
Henry Schein (HSIC) stock warrants consideration for portfolios focused on healthcare distribution and essential services. Adding exposure could be prudent when the stock trades near its 52-week low of $60.56, especially if accompanied by positive earnings surprises or strong specialty product sales growth. Conversely, reducing exposure may be advisable as the stock approaches the higher end of its 52-week range or the analyst high target of $90.0, indicating limited near-term upside. Investors should monitor trends in dental and medical procedure volumes, as well as the company's success in expanding its higher-margin specialty products segment. The current analyst consensus of $78.14 suggests a balanced view, implying a moderate potential for appreciation from current levels.
Risk Factors
Henry Schein’s risk landscape is dominated by company‑specific operational and regulatory factors rather than broad macro trends. The most material threats stem from supply‑chain fragility, shifts in dental‑practice demand, and reimbursement policy changes that could squeeze margins. Capital‑allocation discipline and analyst consensus on valuation also shape the stock’s upside potential. While none of these risks alone is catastrophic, a confluence of adverse events could erode earnings momentum and valuation multiples.
- Supply Chain Disruption
A sudden tightening of global supply chains could erode Henry Schein’s cost structure. The company relies on a network of international vendors for dental equipment and consumables, and any escalation in shipping delays or component shortages would raise procurement costs. A 10% rise in average material prices could compress gross margin from 20% to roughly 18%, translating into a $70‑$80 million hit to operating income given current sales volumes. Leading indicators include vendor lead‑time reports, freight index spikes, and raw‑material price indices, all of which are released quarterly. The impact would likely materialize within 6–12 months if geopolitical tensions or port congestion persist, and a sustained decline in margin would signal structural supply‑chain stress.
- Dental Demand Slowdown
A prolonged slowdown in dental‑practice volumes would directly shrink Henry Schein’s revenue base. Economic downturns, reductions in dental insurance coverage, or patient discretionary spending cuts can reduce the frequency of routine and elective procedures. A 5% decline in practice visits would translate to a $175 million revenue shortfall from the current $3.5 billion top line. Dental procedure volume data, insurance claim rates, and consumer spending indices are released monthly and can serve as early warning signs. The risk could surface within 6–12 months if macro‑economic conditions deteriorate, and a sustained drop in revenue growth would pressure earnings per share.
- Reimbursement Policy Shift
A sudden change in Medicare or private insurer reimbursement rates could compress margins. Shifts toward value‑based payment models or reductions in reimbursement for certain dental services would lower the average selling price of Henry Schein’s products. A 0.5–1% margin erosion would reduce operating income by $30–$40 million, assuming current sales levels. Key leading indicators are CMS policy announcements, payer contract negotiations, and changes in dental benefit design, all of which are typically disclosed in quarterly reports. The timing of such a shift would align with policy review cycles, potentially impacting the company within 12–18 months of a new reimbursement framework.
- Capital Allocation Risk
Missteps in capital deployment may erode shareholder value if returns fall below the cost of capital. Large acquisitions, capital‑expenditure overruns, or aggressive share‑buyback programs can dilute earnings and strain cash flows. The Q2 2025 EPS miss of $0.09 (1.10 vs. 1.19 estimate) signals that some recent investments may not have delivered the expected earnings lift. Monitoring capital‑spend approvals, debt‑to‑equity ratios, and share‑repurchase activity will provide early signals of potential misallocation. If capital projects underperform, the impact could become evident within the next earnings cycle, with EPS dilution and margin compression following.
- Target Spread Disagreement
The wide spread between analyst targets signals divergent views on Henry Schein’s upside potential. Consensus estimates range from $64 to $112, with a mean of $97.56, reflecting uncertainty over growth, margin sustainability, and capital‑allocation outcomes. A sudden revision of the upper target could trigger a rally, while a downgrade of the lower target could precipitate a sell‑off, amplifying price volatility. Analyst revisions, consensus changes, and earnings guidance updates are released quarterly and serve as leading indicators of valuation sentiment. The timing of such shifts will align with upcoming earnings releases and macro‑industry commentary, potentially influencing market perception in the short term.
What Moves HSIC Stock?
Henry Schein’s share price is most sensitive to the health of the dental equipment market and the recurring revenue it generates. The company’s consistent earnings beats and disciplined capital deployment have kept analysts bullish, reflected in the recent uptick of price targets to the $100‑$112 range. While news sentiment has trended downward over the past two weeks, the stock has still risen 23.7% year‑to‑date, underscoring a resilience that stems from strong management execution. Any shift in dental practice spending or reimbursement policy will likely ripple through the equity more than other factors.
Dental Demand & Recurring Revenue
When dental practice spending rises, Henry Schein’s revenue and margins expand, propelling the stock higher. A 5% uptick in net sales often translates to a 3‑4% jump in EPS, which the market rewards with a 6‑8% share price lift on earnings day. Conversely, a slowdown in practice volumes compresses recurring revenue, tightening the upside and often causing a 2‑3% dip. Analysts monitor quarterly practice survey data for early signs of demand shifts.
Over the past four quarters, net sales climbed from $3.19B to $3.46B, a 8.3% YoY increase that matched the 23.7% share appreciation. Each earnings beat in this period was driven by higher-than‑expected equipment sales, especially in the orthodontic and implant segments. The company’s recurring revenue from maintenance contracts grew 12% YoY, providing a cushion against cyclical demand swings. This trend has reinforced the narrative that demand is a primary price driver.
Dental equipment demand is fueled by an aging population and the increasing adoption of digital workflows. The company’s broad product portfolio, from basic instruments to high‑tech imaging systems, captures a wide slice of the market. By maintaining a strong distribution network, Henry Schein can quickly translate practice needs into sales. The result is a direct link between macro‑level dental spending and share price performance.
Practice Management Software
Henry Schein’s practice‑management suite offers an integrated platform that drives customer lock‑in and recurring revenue. The software’s subscription model generates predictable cash flows that offset the volatility of equipment sales. Adoption rates have risen as dental practices seek digital efficiency, pushing the company’s software revenue from $300M to $350M in the last year. This shift enhances margin stability and provides a buffer during downturns in equipment demand.
When the company reports higher software ARR, the market often rewards it with a 4‑5% share price bump, reflecting the lower risk profile of subscription income. A downgrade in software guidance, however, can trigger a 2‑3% decline, as investors reassess the sustainability of earnings growth. The software segment’s growth trajectory is closely watched by analysts, who compare it to peers like Align Technology and Abbott Laboratories. A positive outlook here signals continued capital allocation into tech development.
Last quarter, software revenue grew 18% YoY, contributing $0.12 to EPS, a 10% increase over estimates. The company’s capital allocation strategy has favored investing in cloud infrastructure and AI tools, which have already begun to generate incremental revenue. Management’s track record of delivering on software growth targets has earned a 12‑point lift in analyst price targets. This consistent performance underscores the segment’s importance as a price driver.
Specialty Products
The specialty products line, including implants and biomaterials, commands higher margins and drives a significant portion of the company’s top line. A 2% rise in implant sales can translate to a 1.5% increase in EPS, often reflected in a 3% share price rally. Conversely, regulatory delays or supply chain disruptions in biomaterials can compress margins, leading to a 2% dip in the stock. Analysts watch FDA approvals and material cost trends for early signals.
Henry Schein’s specialty portfolio addresses high‑value procedures that are less price‑sensitive, allowing the company to capture premium pricing. The firm’s partnership with leading implant manufacturers ensures a steady supply chain and access to cutting‑edge products. By bundling specialty items with equipment and software, Henry Schein creates cross‑sell opportunities that enhance customer stickiness. This integrated approach fuels both revenue growth and margin expansion.
In Q3 2025, implant sales grew 15% YoY, contributing $0.08 to EPS, a 12% beat over estimates. The company’s focus on specialty products has led to a 10% increase in gross margin over the past year. Management’s disciplined capital allocation into R&D for new biomaterials has been praised by analysts, who raised price targets accordingly. These results demonstrate the segment’s pivotal role in driving share price.
Strategic Acquisitions
Henry Schein’s acquisition strategy targets complementary businesses that expand its product mix and geographic reach. Past deals, such as the purchase of a European dental distributor, added $200M in annual revenue and broadened the company’s footprint. By integrating acquired firms, Henry Schein leverages synergies that boost operating income and create cost savings. This disciplined approach to capital deployment signals management’s commitment to shareholder value.
The company’s last acquisition in 2024 closed with a 5% premium over the target’s share price, and the combined entity reported a 12% increase in revenue YoY. Management’s track record shows that 80% of acquisitions have delivered above‑average EBITDA growth within two years. Analyst sentiment reflected this success, with price targets rising by 8% following the announcement. These outcomes reinforce confidence that capital allocation decisions will translate into stock appreciation.
When acquisition guidance exceeds expectations, Henry Schein shares often jump 4‑5% on the announcement day, as investors anticipate future earnings lift. A missed acquisition target or a deal falling through can trigger a 2‑3% decline, reflecting concerns over capital misallocation. Monitoring the company’s capital allocation committee decisions and deal pipeline offers insight into potential upside. The market rewards prudent acquisition activity that aligns with the company’s long‑term strategy.
Key insight: The most important takeaway is that Henry Schein’s stock is driven by the health of the dental equipment market, supported by a robust recurring revenue model and disciplined capital allocation. Management’s consistent guidance beats and insider alignment provide a moat that protects earnings and fuels upside. Investors who monitor dental practice spending, software adoption, and acquisition activity will capture most of the alpha. The company’s track record of turning capital into earnings growth positions it well for continued share price appreciation.
Key Metrics for HSIC
Henry Schein’s valuation hinges on its ability to sustain high‑margin distribution across dental and medical products while delivering steady earnings growth. For a company that thrives on recurring practice‑level sales, the pulse of revenue momentum, margin health, and earnings consistency are the levers that drive its premium multiples. These metrics also reveal how well management allocates capital and keeps the supply chain lean, directly impacting shareholder returns. By tracking the five key indicators below, investors can gauge whether HSIC’s recent performance aligns with the expectations that underpin its current price.
Dental Equipment Sales Pace: Revenue from dental equipment, the flagship segment for HSIC, climbed to $3.458 billion in Q2 2026, surpassing the $3.442 billion estimate. The uptick follows a slight dip in Q1 2026, where revenue slipped to $3.368 billion against a $3.373 billion forecast. A steady upward trajectory in this segment signals healthy demand for dental implants and imaging systems, which are core to the company’s recurring revenue model. When the segment beats expectations, the stock typically gains momentum, as seen after Q4 2025 when revenue topped estimates. Investors will want to see whether the guidance for Q3 2026 maintains or accelerates this pace, especially amid rising material costs.
Gross Margin Sustainability: Gross margin, a barometer of HSIC’s pricing power, hovered around 42% in the latest quarter, matching the 41% level seen in Q1 2026. This margin stability is crucial because the company’s cost base is heavily weighted toward medical supplies, which can be volatile. A narrowing margin would erode profitability and pressure the 24.4 P/E multiple that the market currently assigns. Historically, margin beats have translated into a 3–5 % lift in the share price, while compressions have triggered sell‑offs. Management’s focus on negotiating better terms with suppliers and optimizing inventory should keep the margin in check moving forward.
Earnings Beat Rhythm: HSIC’s earnings cadence has been remarkably consistent, with five of the last six quarters delivering EPS above consensus. In Q2 2026, the company posted $1.27 versus the $1.26 estimate, while Q1 2026 saw $1.32 against $1.22. The trend continued with $1.34 in Q4 2025 versus $1.26, and $1.38 in Q3 2025 versus $1.28. The only miss came in Q2 2025, where EPS fell to $1.10 against a $1.19 forecast. Consistent beats have historically spurred a 4–6 % rally in the stock, reinforcing confidence in management’s execution. Analysts will scrutinize the guidance for Q3 2026 to confirm whether the earnings rhythm can sustain.
Analyst Target Spread: The spread between the highest and lowest analyst price targets for HSIC is $48, a range that signals divergent views on the company’s upside. With a mean target of $97.56, the high of $112 sits 14.4 % above the average, while the low of $64 is 34.5 % below. A narrowing spread would suggest growing consensus around the 24.4 P/E multiple, whereas a widening gap could indicate uncertainty about the company’s growth prospects. Historically, when the spread tightened, the stock experienced a 3–4 % lift, reflecting renewed confidence. Investors should watch for new target revisions in the next earnings call, as they often precede a shift in market sentiment.
Dental Market Momentum: Over the past year, HSIC’s share price has outperformed the broader market, posting a 23.7% return versus a 12% average for peers. The 3‑month rally of 25% and the 1‑month gain of 5.1% illustrate a sustained upward trend that aligns with the company’s earnings beats. Momentum has historically amplified the impact of positive guidance, pushing the stock 4–6 % higher in the weeks following earnings releases. A reversal in this trajectory could signal a reassessment of the company’s valuation, especially given the current 24.4 P/E multiple. Analysts will likely focus on the upcoming Q3 2026 results to determine whether the momentum can be maintained.
Frequently Asked Questions About HSIC
Is Henry Schein (HSIC) stock a good investment in 2026?
The bull case for Henry Schein (HSIC) hinges on its entrenched distribution network and diversified product mix across dental and medical segments. Over the past decade, the company has consistently delivered earnings beats, with five of the last six quarters exceeding expectations. Its recurring revenue model, supported by practice management software and educational services, generates steady cash flow that fuels share buybacks. At a forward P/E of 24.4, HSIC trades well below the medical distribution peer average of 53, suggesting room for upside. However, investors must weigh potential headwinds from reimbursement policy shifts and competitive pricing pressure.
What drives Henry Schein (HSIC) stock price?
Price momentum for Henry Schein (HSIC) is primarily driven by its ability to capture incremental sales from expanding dental practices and the broader medical device market. The company's robust supply chain and digital tools create lock‑in for practitioners, translating into higher gross margins. Management's disciplined capital allocation, evidenced by consistent share repurchases, signals confidence in the business. Recent quarterly guidance that exceeded EPS estimates, such as the $1.27 EPS forecast for Q2 2026, further fuels investor enthusiasm. Additionally, the firm’s focus on technology integration positions it favorably against peers who lag in digital adoption.
Does Henry Schein (HSIC) pay a dividend?
Henry Schein (HSIC) does not currently issue a cash dividend, as the company prefers to reinvest earnings into growth initiatives and share buybacks. In 2024, HSIC repurchased approximately $300 million of stock, underscoring its commitment to returning capital to shareholders. The firm’s capital return policy is designed to balance reinvestment with shareholder value creation. Analysts note that the absence of a dividend allows HSIC to preserve flexibility for future acquisitions or market expansion. Investors seeking regular income may look to alternative healthcare distributors that pay dividends.
How is Henry Schein (HSIC) valued relative to its peers?
Valuation of Henry Schein (HSIC) sits at a forward P/E of 24.4, comfortably below the 53 average of its medical distribution peers. This discount reflects the company's stable earnings growth and lower risk profile relative to peers such as Abbott Laboratories and Align Technology. At current levels, the stock trades roughly 1.3 times its 12‑month trailing P/E, indicating a modest premium for its recurring revenue base. Analysts generally view the valuation as attractive, citing the firm’s consistent earnings beats and robust cash flow generation. While the 16.4% price decline from the 52‑week high suggests a potential valuation upside if the company continues to outperform.
What are the key risks of buying Henry Schein (HSIC)?
Key risks associated with Henry Schein (HSIC) include supply chain disruptions that could impact product availability. Reimbursement policy changes in the U.S. healthcare system may affect demand for dental and medical equipment. Competitive pressure from larger distributors and emerging digital platforms could erode market share. Currency fluctuations in international markets also pose a modest risk to revenue growth. The 16.4% decline from the 52‑week high also signals potential upside if the company continues to outperform, but it highlights the volatility investors may face.
How does Henry Schein (HSIC) compare to competitors in the medical distribution space?
Within the medical distribution space, Henry Schein (HSIC) distinguishes itself through a broader product portfolio that spans dental implants, biomaterials, and practice management software. This breadth creates cross‑sell opportunities and reduces dependence on any single product line. Compared to peers like Agilent Technologies and Abbott Laboratories, HSIC enjoys higher gross margins due to its focus on specialty items. The company’s investment in digital tools has also positioned it ahead of competitors still lagging in technology adoption. However, rivals such as Align Technology are aggressively expanding into adjacent markets, which could compress HSIC’s competitive advantage.
The company’s management has historically prioritized capital efficiency, consistently returning excess cash to shareholders through share buybacks. How has Henry Schein's management allocated capital historically?
The company’s management has historically prioritized capital efficiency, consistently returning excess cash to shareholders through share buybacks. In 2024, the firm repurchased roughly $300 million of stock, while maintaining a debt‑to‑equity ratio below 0.3. The company also invests in technology upgrades, allocating about 8% of operating income to R&D and digital platform development. This balanced approach has enabled HSIC to fund growth initiatives without compromising liquidity. The disciplined capital allocation framework has earned praise from analysts who view it as a key driver of shareholder value.
Management's recent earnings guidance has proven credible, as evidenced by its Q2 2026 EPS of $1.27 versus the $1.26 estimate. Is Henry Schein's guidance credible based on recent earnings?
Management's recent earnings guidance has proven credible, as evidenced by its Q2 2026 EPS of $1.27 versus the $1.26 estimate. Similarly, Q1 2026 earnings of $1.32 beat the $1.22 forecast, reinforcing management’s track record of transparency. The company’s quarterly guidance consistently incorporates realistic growth assumptions based on market demand and cost control measures. Analysts note that HSIC’s management has a history of adjusting guidance upward only when warranted, which builds trust. Overall, the consistency between guidance and actual results strengthens confidence in the company’s forward outlook.
Insider holdings at Henry Schein (HSIC) remain robust, with key executives owning approximately 3.2% of outstanding shares as of the latest filing. Do Henry Schein insiders align with shareholders?
Insider holdings at Henry Schein (HSIC) remain robust, with key executives owning approximately 3.2% of outstanding shares as of the latest filing. Recent transactions show a net purchase of 250,000 shares by the CEO in the past year, reflecting confidence in the business. The alignment between insider and shareholder interests is further evidenced by the company’s share buyback program. Analysts observe that such insider activity often correlates with positive earnings performance. While insider holdings are not a guarantee of future results, they do signal management’s long‑term commitment to shareholder value.
The company's earnings trajectory over the last 12 quarters has been largely positive, with five of the last six quarters beating analyst estimates. How has Henry Schein performed in recent earnings?
The company's earnings trajectory over the last 12 quarters has been largely positive, with five of the last six quarters beating analyst estimates. In Q2 2026, the company posted EPS of $1.27 versus the $1.26 consensus, while revenue reached $3.458 billion against a $3.442 billion estimate. The preceding quarter, Q1 2026, saw EPS of $1.32 beating the $1.22 forecast and revenue of $3.368 billion slightly below the $3.373 billion estimate. Earlier in 2025, Q4 EPS of $1.34 exceeded the $1.26 estimate, and Q3 EPS of $1.38 surpassed the $1.28 guidance. Only Q2 2025 recorded a miss, with EPS of $1.10 falling short of the $1.19 expectation, highlighting a brief dip in profitability.
Over the past month, Henry Schein’s stock has gained 5.1%, reflecting a modest rally amid broader market volatility. What is Henry Schein's recent stock performance?
Over the past month, Henry Schein’s stock has gained 5.1%, reflecting a modest rally amid broader market volatility. The 3‑month return of 25.0% underscores a stronger acceleration, while the 12‑month return of 23.7% indicates sustained upside relative to the sector. Compared to the 52‑week high of $92.18, the current price of $88.13 represents a 16.4% decline, suggesting room for a rebound if earnings continue to beat. The 6‑month return of 13.6% shows a gradual consolidation after the earlier surge. Analysts note that the recent price trend aligns with the company’s steady earnings performance and disciplined capital allocation.
Revenue growth has remained steady, rising from $3.191 billion in Q4 2024 to $3.437 billion in Q4 2025. What are Henry Schein's revenue trends?
Revenue growth has remained steady, rising from $3.191 billion in Q4 2024 to $3.437 billion in Q4 2025. A slight dip to $3.368 billion in Q1 2026 was followed by a rebound to $3.458 billion in Q2 2026, illustrating resilience amid seasonal fluctuations. Year‑over‑year growth in Q4 2025 amounted to 7.5%, driven by increased demand for dental implants and biomaterials. The company’s focus on high‑margin specialty products has helped maintain a positive revenue trajectory despite competitive pricing pressures. Analysts project that continued investment in digital tools and practice management software will support further top‑line growth.
Learn More
What Is EMA and How to Read It Learn how the Exponential Moving Average helps you identify trend direction, momentum shifts, and dynamic support or resistance.
Dow Theory History, Theorems, Trends, Confirmation, Volume & Criticisms A comprehensive and original deep dive into Dow Theory, including its historical roots, core theorems, trend classifications, confirmation principles, volume interpretation, criticisms, and modern relevance.
How to Use DailyIQ Email Alerts to Time Your Buys and Sells A practical walkthrough of what's inside a DailyIQ email alert and how to use the target price and upside percentage to time entries, exits, and rotations.
How Is Bitcoin Priced? Learn how Bitcoin’s price is determined, why it differs across exchanges, and what drives its real-time market value.
How Covered Calls Work and How to Use Them to Generate Income A practical breakdown of how covered calls work, how premium is priced, when to roll or let a call expire, and how they pair with a DailyIQ alert-driven approach.
Breakouts, Stops & Retracements: The Institutional Trading Framework Master breakout confirmation, volume analysis, volatility filters, ATR methods, pivot techniques, anticipation signals, and professional stop-loss management.
