Henry Schein Reports Strong Q4 Earnings Amid Industry Trends
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 16 2026
0mins
Should l Buy HSIC?
Source: Yahoo Finance
- Henry Schein's Strong Performance: Henry Schein reported Q4 revenues of $3.44 billion, a 7.7% year-over-year increase, exceeding analyst expectations by 2.8%, reflecting robust growth momentum in global healthcare product distribution, particularly in equipment and technology sectors.
- Envista's Outstanding Results: Envista achieved revenues of $750.6 million, up 15% year-over-year, outperforming analyst expectations by 10.6%, marking it as the fastest-growing company among peers, although its stock has traded sideways post-report, indicating market expectations were already priced in.
- Dentsply Sirona's Challenges: Dentsply Sirona reported revenues of $961 million, a 6.2% year-over-year increase, surpassing expectations by 4.2%, but its full-year revenue and EPS guidance significantly missed analyst forecasts, leading to an 8.5% decline in stock price.
- Align Technology's Steady Growth: Align Technology's Q4 revenues reached $1.05 billion, up 5.3% year-over-year, beating analyst expectations by 1.2%, although it had the weakest performance among peers, yet its stock rose 1.6%, reflecting market confidence in its long-term potential.
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Analyst Views on HSIC
Wall Street analysts forecast HSIC stock price to rise
10 Analyst Rating
5 Buy
3 Hold
2 Sell
Moderate Buy
Current: 72.100
Low
58.00
Averages
76.78
High
90.00
Current: 72.100
Low
58.00
Averages
76.78
High
90.00
About HSIC
Henry Schein, Inc. is a solutions company for healthcare professionals. Its segments consist of Global Distribution and Value-Added services, Global Specialty Services, and Global Technology. Global Distribution and Value-Added Services include the distribution to the global dental and medical markets of national brand and corporate brand merchandise, as well as equipment and related technical services. This segment also includes value-added services such as financial services, continuing education services, consulting and other services. This segment also markets and sells under its own brand, a portfolio of consumable merchandise. The Global Specialty Products includes the manufacturing, marketing and sales of dental implant and biomaterial products; and endodontic, orthodontic and orthopedic products and other healthcare-related products and services. Global Technology includes the development and distribution of practice management software, e-services, and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Henry Schein Recognized as One of the 2026 World's Most Ethical Companies for 15th Consecutive Year
- Ethical Recognition: Henry Schein has been named one of the 2026 World's Most Ethical Companies by Ethisphere for the 15th consecutive year, highlighting its excellence in business ethics, compliance, and governance, which reinforces its leadership position in the healthcare solutions industry.
- Corporate Citizenship Commitment: Celebrating 25 years of its global corporate citizenship program, Henry Schein has provided nearly $18 million in cash and products to global charity partners, embodying the company's philosophy of 'doing well by doing good' to enhance access to healthcare.
- Risk Management Enhancement: The company has strengthened its Third-Party Risk Management program by issuing Global Principles & Policy on Third Party Intermediaries, ensuring high standards of ethics and compliance in its relationships with suppliers and partners, thereby mitigating potential business risks.
- Ethical Culture Promotion: Henry Schein has introduced a 'Leading with Integrity: A Toolkit for Ethical Leadership' for managers globally, aiming to enhance employees' ethical awareness and decision-making capabilities, which is crucial for the company's long-term success in ethics and compliance.
See More
Henry Schein Reports Strong Q4 Earnings Amid Industry Trends
- Henry Schein's Strong Performance: Henry Schein reported Q4 revenues of $3.44 billion, a 7.7% year-over-year increase, exceeding analyst expectations by 2.8%, reflecting robust growth momentum in global healthcare product distribution, particularly in equipment and technology sectors.
- Envista's Outstanding Results: Envista achieved revenues of $750.6 million, up 15% year-over-year, outperforming analyst expectations by 10.6%, marking it as the fastest-growing company among peers, although its stock has traded sideways post-report, indicating market expectations were already priced in.
- Dentsply Sirona's Challenges: Dentsply Sirona reported revenues of $961 million, a 6.2% year-over-year increase, surpassing expectations by 4.2%, but its full-year revenue and EPS guidance significantly missed analyst forecasts, leading to an 8.5% decline in stock price.
- Align Technology's Steady Growth: Align Technology's Q4 revenues reached $1.05 billion, up 5.3% year-over-year, beating analyst expectations by 1.2%, although it had the weakest performance among peers, yet its stock rose 1.6%, reflecting market confidence in its long-term potential.
See More
Henry Schein One Launches New Packages to Boost Revenue
- New Package Launch: Henry Schein One has unveiled three new packages built on a fully integrated, agentic platform architecture designed to help dental practices and Dental Service Organizations (DSOs) increase revenue and accelerate growth, further solidifying Dentrix Ascend's market position among modern dental organizations.
- Innovation-Driven Technology: The new packages introduce innovations such as digital forms, real-time eligibility checks, and AI quality assessments, with projections of 22 million forms and 191 million eligibility checks completed by 2025, thereby enhancing record entry speed and accuracy while reducing common causes of claim denials.
- Support and Implementation: Henry Schein One's AI support agent, Claire, provides 24/7 assistance and access to high-level specialists, ensuring practices and DSOs can migrate confidently and realize value quickly, thereby enhancing overall operational efficiency.
- Positive Market Feedback: Dr. Jaleh Pourhamidi from Today's Dental Network noted that Dentrix Ascend significantly reduces the time teams spend fixing issues by integrating imaging, documentation, claims, and payments into one system, allowing them to focus more on patient care and performance.
See More
Henry Schein Insider Plans to Sell 3.61 Million Shares of Common Stock via Form 144
Stock Sale Announcement: Stanley M. Bergman intends to sell 43,812 shares of Henry Schein (HSIC.US) common stock on March 2, with a total market value of approximately $3.61 million.
Reduction in Shareholding: Stanley M. Bergman has reduced his shareholding in Henry Schein by 53,831 shares since February 26, 2026, with a total value of approximately $4.36 million.
See More
Henry Schein Reports Strong Q4 Earnings Exceeding Expectations
- Earnings Growth: Henry Schein reported adjusted Q4 earnings of $1.34 per share, a 12.6% increase from $1.19 a year ago, surpassing the consensus estimate of $1.30, indicating sustained profitability improvements.
- Sales Surge: The company achieved Q4 sales of $3.44 billion, exceeding the expected $3.35 billion, reflecting strong performance across global equipment, specialty products, and technology sectors, driving the highest sales growth in 15 quarters.
- Future Guidance: Henry Schein anticipates adjusted earnings for fiscal 2026 to range between $5.23 and $5.37 per share, slightly below the consensus of $5.30, while projecting sales of $13.58 billion to $13.84 billion, indicating a year-over-year growth of 3% to 5%, showcasing confidence in future performance.
- Stock Fluctuation: Despite strong earnings, Henry Schein's stock fell 1.7% to $81.90 on Wednesday, reflecting market caution regarding the company's future performance, which may impact investor sentiment.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
Henry Schein Recognized as One of the 2026 World's Most Ethical Companies for 15th Consecutive Year
- Ethical Recognition: Henry Schein has been named one of the 2026 World's Most Ethical Companies by Ethisphere for the 15th consecutive year, highlighting its excellence in business ethics, compliance, and governance, which reinforces its leadership position in the healthcare solutions industry.
- Corporate Citizenship Commitment: Celebrating 25 years of its global corporate citizenship program, Henry Schein has provided nearly $18 million in cash and products to global charity partners, embodying the company's philosophy of 'doing well by doing good' to enhance access to healthcare.
- Risk Management Enhancement: The company has strengthened its Third-Party Risk Management program by issuing Global Principles & Policy on Third Party Intermediaries, ensuring high standards of ethics and compliance in its relationships with suppliers and partners, thereby mitigating potential business risks.
- Ethical Culture Promotion: Henry Schein has introduced a 'Leading with Integrity: A Toolkit for Ethical Leadership' for managers globally, aiming to enhance employees' ethical awareness and decision-making capabilities, which is crucial for the company's long-term success in ethics and compliance.
See More
Henry Schein Reports Strong Q4 Earnings Amid Industry Trends
- Henry Schein's Strong Performance: Henry Schein reported Q4 revenues of $3.44 billion, a 7.7% year-over-year increase, exceeding analyst expectations by 2.8%, reflecting robust growth momentum in global healthcare product distribution, particularly in equipment and technology sectors.
- Envista's Outstanding Results: Envista achieved revenues of $750.6 million, up 15% year-over-year, outperforming analyst expectations by 10.6%, marking it as the fastest-growing company among peers, although its stock has traded sideways post-report, indicating market expectations were already priced in.
- Dentsply Sirona's Challenges: Dentsply Sirona reported revenues of $961 million, a 6.2% year-over-year increase, surpassing expectations by 4.2%, but its full-year revenue and EPS guidance significantly missed analyst forecasts, leading to an 8.5% decline in stock price.
- Align Technology's Steady Growth: Align Technology's Q4 revenues reached $1.05 billion, up 5.3% year-over-year, beating analyst expectations by 1.2%, although it had the weakest performance among peers, yet its stock rose 1.6%, reflecting market confidence in its long-term potential.
See More
Henry Schein One Launches New Packages to Boost Revenue
- New Package Launch: Henry Schein One has unveiled three new packages built on a fully integrated, agentic platform architecture designed to help dental practices and Dental Service Organizations (DSOs) increase revenue and accelerate growth, further solidifying Dentrix Ascend's market position among modern dental organizations.
- Innovation-Driven Technology: The new packages introduce innovations such as digital forms, real-time eligibility checks, and AI quality assessments, with projections of 22 million forms and 191 million eligibility checks completed by 2025, thereby enhancing record entry speed and accuracy while reducing common causes of claim denials.
- Support and Implementation: Henry Schein One's AI support agent, Claire, provides 24/7 assistance and access to high-level specialists, ensuring practices and DSOs can migrate confidently and realize value quickly, thereby enhancing overall operational efficiency.
- Positive Market Feedback: Dr. Jaleh Pourhamidi from Today's Dental Network noted that Dentrix Ascend significantly reduces the time teams spend fixing issues by integrating imaging, documentation, claims, and payments into one system, allowing them to focus more on patient care and performance.
See More
Henry Schein Insider Plans to Sell 3.61 Million Shares of Common Stock via Form 144
Stock Sale Announcement: Stanley M. Bergman intends to sell 43,812 shares of Henry Schein (HSIC.US) common stock on March 2, with a total market value of approximately $3.61 million.
Reduction in Shareholding: Stanley M. Bergman has reduced his shareholding in Henry Schein by 53,831 shares since February 26, 2026, with a total value of approximately $4.36 million.
See More
Henry Schein Reports Strong Q4 Earnings Exceeding Expectations
- Earnings Growth: Henry Schein reported adjusted Q4 earnings of $1.34 per share, a 12.6% increase from $1.19 a year ago, surpassing the consensus estimate of $1.30, indicating sustained profitability improvements.
- Sales Surge: The company achieved Q4 sales of $3.44 billion, exceeding the expected $3.35 billion, reflecting strong performance across global equipment, specialty products, and technology sectors, driving the highest sales growth in 15 quarters.
- Future Guidance: Henry Schein anticipates adjusted earnings for fiscal 2026 to range between $5.23 and $5.37 per share, slightly below the consensus of $5.30, while projecting sales of $13.58 billion to $13.84 billion, indicating a year-over-year growth of 3% to 5%, showcasing confidence in future performance.
- Stock Fluctuation: Despite strong earnings, Henry Schein's stock fell 1.7% to $81.90 on Wednesday, reflecting market caution regarding the company's future performance, which may impact investor sentiment.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
