Henry Schein Q1 Earnings Announcement Scheduled
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Source: seekingalpha
- Earnings Release Date: Henry Schein (HSIC) is set to announce its Q1 earnings on May 5th before market open, with a consensus EPS estimate of $1.22, reflecting a 6.1% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The anticipated revenue for Q1 is $3.34 billion, representing a 5.4% year-over-year growth, indicating sustained demand in the healthcare sector and potentially boosting investor confidence in future performance.
- Performance Forecast Revisions: Over the past two years, Henry Schein has beaten EPS estimates 75% of the time, while only 25% for revenue estimates, highlighting a stable profitability but challenges in revenue growth.
- Strategic Goals: Amid leadership transition, Henry Schein has outlined a 5%-8% EPS growth target for 2026 and introduced several strategic initiatives aimed at enhancing long-term competitiveness and market positioning.
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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: 76.320
Low
58.00
Averages
76.78
High
90.00
Current: 76.320
Low
58.00
Averages
76.78
High
90.00
About HSIC
Henry Schein, Inc. is a solutions company for health care professionals. Its segments consist of Global Distribution and Value-Added Services, Global Specialty Products and Global Technology. Global Distribution and Value-Added Services include 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 practice services. This segment also markets and sells, under its own corporate brand, a portfolio of consumable merchandise. Global Specialty Products includes manufacturing, marketing and sales of dental implant and biomaterial products; endodontic, orthodontic and orthopedic products and other health care-related products and services. Global Technology includes 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 Appoints New Board Chairman
- New Board Chairman: Henry Schein announced that William K. 'Dan' Daniel will become the Independent Chairman of the Board effective May 21, 2026, succeeding Stanley M. Bergman, who served 44 years and is now Chairman Emeritus, recognizing his extraordinary contributions to the company.
- Rich Leadership Experience: Daniel joined the Henry Schein Board in May 2025 and brings decades of board and global executive leadership experience in healthcare and industrial sectors, having served 14 years as Executive Vice President at Danaher Corporation, overseeing multiple business segments including the dental portfolio.
- Strategic Continuity and Growth: Daniel expressed his commitment to building upon the foundation laid by Bergman, emphasizing the latter's strategic leadership and dedication to Henry Schein's mission, which has shaped the company into a leading industry provider, and he looks forward to supporting this legacy.
- Growth Outlook: CEO Fred Lowery expressed gratitude for Bergman's contributions and highlighted that Daniel's deep understanding of the business and distinguished track record will be instrumental in executing the company's long-term strategy, enhancing the quality and accessibility of healthcare services.
See More
2026 Catalyst Index Released, Clinical Execution Drives Growth
- Industry Performance Analysis: The 2026 Catalyst Index reveals that top performers achieve a 75% case acceptance rate, significantly higher than the industry average of 45%, indicating that clinical consistency drives predictable growth and enterprise value more than scale alone.
- Importance of Clinical Execution: The report emphasizes that growth is no longer solely reliant on scale or efficiency but is driven by clinical execution, with top organizations outperforming peers by delivering more complete and consistent care, which directly impacts financial outcomes.
- Decline in Patient Retention: Despite improvements in operational metrics like scheduling efficiency, patient retention has dropped from 72% to 64%, signaling that efficiency gains are not translating into long-term growth, highlighting the need for a focus on patient communication and case acceptance.
- Market Strategy Insights: For operators and investors, the report clearly states that growth strategies based solely on scale increase complexity, while expanding through consistent clinical execution drives predictable performance and long-term value creation.
See More
Activist Investor Sees Doubling Potential for BWX Technologies
- Significant Market Potential: Ananym Capital Management believes BWX Technologies' stock could double in the coming years, primarily driven by the commercialization of its mothballed nuclear reactor design to meet surging energy demand.
- Stock Price Growth Drivers: With a market value of $19 billion, BWX Technologies' shares have risen approximately 93% over the past 12 months, fueled by increasing energy needs, defense spending, and investments in nuclear power.
- Diverse Value Creation Paths: Ananym argues that BWX Technologies could see its stock price grow by about 45% as a supplier to large reactor and small modular reactor manufacturers, and with no clear market leader, BWX has the opportunity to develop its mPower technology independently or through joint ventures.
- Policy Support Outlook: The Trump administration has set a goal to quadruple nuclear energy capacity by 2050, providing policy backing for BWX Technologies' future growth and enhancing its competitive position in the market.
See More
Henry Schein Exceeds Q1 Profit Expectations, Reaffirms Annual Forecast
- Strong Earnings Beat: Henry Schein reported adjusted earnings of $1.32 per share for Q1, up 14.8% from $1.15 a year earlier and exceeding analysts' expectations of $1.22, indicating robust profitability.
- Revenue Growth: The company achieved a 6.3% increase in total revenue to $3.4 billion, surpassing the average analyst estimate of $3.34 billion, reflecting strong demand in the medical supply market.
- Segment Performance: The Global Distribution and Value-Added Services segment saw a revenue increase of 6.1% to $2.84 billion, while the Global Specialty Products segment rose 8.1% to $397 million, showcasing solid growth across multiple business areas.
- Optimistic Outlook: Henry Schein reaffirmed its 2026 adjusted profit forecast of $5.23 to $5.37 per share and expects annual sales growth of about 3% to 5%, demonstrating confidence in future market stability.
See More
Henry Schein Q1 Earnings Exceed Expectations
- Strong Earnings Performance: Henry Schein reported a Q1 non-GAAP EPS of $1.32, beating expectations by $0.10, indicating sustained profitability and bolstering investor confidence in the company's financial health.
- Significant Revenue Growth: The total revenue for Q1 reached $3.37 billion, marking a 6.3% year-over-year increase and exceeding expectations by $30 million, reflecting the company's strong market performance and effective sales strategies.
- Diverse Sources of Sales Growth: The quarter's sales growth was driven by 2.5% internal sales growth, 0.7% from acquisitions, and a 3.1% increase due to foreign currency exchange, showcasing the company's success in diversifying its revenue streams.
- Stable 2026 Outlook: Henry Schein maintains its 2026 non-GAAP diluted EPS guidance at $5.23 to $5.37, aligning with consensus, while total sales growth is expected to remain between 3% and 5%, reflecting confidence in future performance.
See More
Henry Schein Q1 Earnings Announcement Scheduled
- Earnings Release Date: Henry Schein (HSIC) is set to announce its Q1 earnings on May 5th before market open, with a consensus EPS estimate of $1.22, reflecting a 6.1% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The anticipated revenue for Q1 is $3.34 billion, representing a 5.4% year-over-year growth, indicating sustained demand in the healthcare sector and potentially boosting investor confidence in future performance.
- Performance Forecast Revisions: Over the past two years, Henry Schein has beaten EPS estimates 75% of the time, while only 25% for revenue estimates, highlighting a stable profitability but challenges in revenue growth.
- Strategic Goals: Amid leadership transition, Henry Schein has outlined a 5%-8% EPS growth target for 2026 and introduced several strategic initiatives aimed at enhancing long-term competitiveness and market positioning.
See More
Henry Schein Appoints New Board Chairman
- New Board Chairman: Henry Schein announced that William K. 'Dan' Daniel will become the Independent Chairman of the Board effective May 21, 2026, succeeding Stanley M. Bergman, who served 44 years and is now Chairman Emeritus, recognizing his extraordinary contributions to the company.
- Rich Leadership Experience: Daniel joined the Henry Schein Board in May 2025 and brings decades of board and global executive leadership experience in healthcare and industrial sectors, having served 14 years as Executive Vice President at Danaher Corporation, overseeing multiple business segments including the dental portfolio.
- Strategic Continuity and Growth: Daniel expressed his commitment to building upon the foundation laid by Bergman, emphasizing the latter's strategic leadership and dedication to Henry Schein's mission, which has shaped the company into a leading industry provider, and he looks forward to supporting this legacy.
- Growth Outlook: CEO Fred Lowery expressed gratitude for Bergman's contributions and highlighted that Daniel's deep understanding of the business and distinguished track record will be instrumental in executing the company's long-term strategy, enhancing the quality and accessibility of healthcare services.
See More
2026 Catalyst Index Released, Clinical Execution Drives Growth
- Industry Performance Analysis: The 2026 Catalyst Index reveals that top performers achieve a 75% case acceptance rate, significantly higher than the industry average of 45%, indicating that clinical consistency drives predictable growth and enterprise value more than scale alone.
- Importance of Clinical Execution: The report emphasizes that growth is no longer solely reliant on scale or efficiency but is driven by clinical execution, with top organizations outperforming peers by delivering more complete and consistent care, which directly impacts financial outcomes.
- Decline in Patient Retention: Despite improvements in operational metrics like scheduling efficiency, patient retention has dropped from 72% to 64%, signaling that efficiency gains are not translating into long-term growth, highlighting the need for a focus on patient communication and case acceptance.
- Market Strategy Insights: For operators and investors, the report clearly states that growth strategies based solely on scale increase complexity, while expanding through consistent clinical execution drives predictable performance and long-term value creation.
See More
Activist Investor Sees Doubling Potential for BWX Technologies
- Significant Market Potential: Ananym Capital Management believes BWX Technologies' stock could double in the coming years, primarily driven by the commercialization of its mothballed nuclear reactor design to meet surging energy demand.
- Stock Price Growth Drivers: With a market value of $19 billion, BWX Technologies' shares have risen approximately 93% over the past 12 months, fueled by increasing energy needs, defense spending, and investments in nuclear power.
- Diverse Value Creation Paths: Ananym argues that BWX Technologies could see its stock price grow by about 45% as a supplier to large reactor and small modular reactor manufacturers, and with no clear market leader, BWX has the opportunity to develop its mPower technology independently or through joint ventures.
- Policy Support Outlook: The Trump administration has set a goal to quadruple nuclear energy capacity by 2050, providing policy backing for BWX Technologies' future growth and enhancing its competitive position in the market.
See More
Henry Schein Exceeds Q1 Profit Expectations, Reaffirms Annual Forecast
- Strong Earnings Beat: Henry Schein reported adjusted earnings of $1.32 per share for Q1, up 14.8% from $1.15 a year earlier and exceeding analysts' expectations of $1.22, indicating robust profitability.
- Revenue Growth: The company achieved a 6.3% increase in total revenue to $3.4 billion, surpassing the average analyst estimate of $3.34 billion, reflecting strong demand in the medical supply market.
- Segment Performance: The Global Distribution and Value-Added Services segment saw a revenue increase of 6.1% to $2.84 billion, while the Global Specialty Products segment rose 8.1% to $397 million, showcasing solid growth across multiple business areas.
- Optimistic Outlook: Henry Schein reaffirmed its 2026 adjusted profit forecast of $5.23 to $5.37 per share and expects annual sales growth of about 3% to 5%, demonstrating confidence in future market stability.
See More
Henry Schein Q1 Earnings Exceed Expectations
- Strong Earnings Performance: Henry Schein reported a Q1 non-GAAP EPS of $1.32, beating expectations by $0.10, indicating sustained profitability and bolstering investor confidence in the company's financial health.
- Significant Revenue Growth: The total revenue for Q1 reached $3.37 billion, marking a 6.3% year-over-year increase and exceeding expectations by $30 million, reflecting the company's strong market performance and effective sales strategies.
- Diverse Sources of Sales Growth: The quarter's sales growth was driven by 2.5% internal sales growth, 0.7% from acquisitions, and a 3.1% increase due to foreign currency exchange, showcasing the company's success in diversifying its revenue streams.
- Stable 2026 Outlook: Henry Schein maintains its 2026 non-GAAP diluted EPS guidance at $5.23 to $5.37, aligning with consensus, while total sales growth is expected to remain between 3% and 5%, reflecting confidence in future performance.
See More
Henry Schein Q1 Earnings Announcement Scheduled
- Earnings Release Date: Henry Schein (HSIC) is set to announce its Q1 earnings on May 5th before market open, with a consensus EPS estimate of $1.22, reflecting a 6.1% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The anticipated revenue for Q1 is $3.34 billion, representing a 5.4% year-over-year growth, indicating sustained demand in the healthcare sector and potentially boosting investor confidence in future performance.
- Performance Forecast Revisions: Over the past two years, Henry Schein has beaten EPS estimates 75% of the time, while only 25% for revenue estimates, highlighting a stable profitability but challenges in revenue growth.
- Strategic Goals: Amid leadership transition, Henry Schein has outlined a 5%-8% EPS growth target for 2026 and introduced several strategic initiatives aimed at enhancing long-term competitiveness and market positioning.
See More
