Henry Schein Q1 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy HSIC?
Source: seekingalpha
- 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.
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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: 70.820
Low
58.00
Averages
76.78
High
90.00
Current: 70.820
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 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 to Present at Multiple Conferences in May
- Conference Schedule: Henry Schein will present at the Bank of America Healthcare Conference in Las Vegas on May 13 at 2:20 p.m. Pacific time, which is expected to enhance the company's visibility in the healthcare sector.
- Second Conference: The company will also speak at the Stifel Jaws & Paws Conference in New York City on May 27 at 3:00 p.m. Eastern time, likely attracting more investor interest in its business developments.
- Live Webcast: Presentations will be available via live webcast on the company's website, allowing for greater interaction with investors by visiting www.henryschein.com/IRwebcasts.
- Company Overview: Henry Schein is the world's largest healthcare solutions provider, with sales reaching $13.2 billion in 2025 and a compound annual growth rate of approximately 11% since going public in 1995, indicating strong growth potential in the healthcare industry.
See More
Henry Schein Launches Next Generation Clinical Workflow for Dentistry
- Technological Innovation: Henry Schein's Next Generation Clinical Workflow integrates imaging, charting, diagnostics, and treatment planning into a seamless experience, leveraging voice and AI technology to enhance dental efficiency, allowing clinicians to accomplish more without leaving the patient.
- Data-Driven Decision Support: Supporting over 100,000 global locations and processing over 120 million claims annually, the workflow utilizes 191 million eligibility checks and 22 million digital forms, ensuring AI operates within real workflows, thereby enhancing clinical decision-making accuracy and efficiency.
- Optimized Clinical Experience: With real-time AI image review, automatic structured clinical note generation, and hands-free periodontal charting, the new workflow not only saves documentation time but also improves clinical accuracy, helping doctors maintain focus during each examination.
- Future Development Vision: Henry Schein plans to expand intelligent features further, including AI-powered image magnification and disease progression analysis, aiming to enhance the consistency and efficiency of the clinical experience through deeper integration of intelligence, ultimately driving improved overall practice performance.
See More
Henry Schein One Launches MCP Layer for Dental Practices
- Smart Data Queries: The MCP layer launched by Henry Schein One allows users to query clinical, operational, and financial data in natural language, enhancing data accessibility and enabling team members to quickly obtain information, thereby improving work efficiency.
- Real-Time AI Agents: The platform currently runs several pre-built AI agents, such as real-time insurance verification and automated patient follow-up, which can handle operational tasks without human intervention, expected to significantly reduce labor costs and enhance service quality.
- Custom Workflow Building: The MCP build layer will enable practices and DSOs to configure custom workflows and dashboards, increasing the platform's flexibility and adaptability, helping users optimize operations according to their specific needs.
- Industry Showcase Opportunity: Henry Schein One will showcase these new capabilities at the THRIVELIVE event, where attendees will have the chance to experience them in a live sandbox environment, further promoting technological application and innovation within the industry.
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 to Present at Multiple Conferences in May
- Conference Schedule: Henry Schein will present at the Bank of America Healthcare Conference in Las Vegas on May 13 at 2:20 p.m. Pacific time, which is expected to enhance the company's visibility in the healthcare sector.
- Second Conference: The company will also speak at the Stifel Jaws & Paws Conference in New York City on May 27 at 3:00 p.m. Eastern time, likely attracting more investor interest in its business developments.
- Live Webcast: Presentations will be available via live webcast on the company's website, allowing for greater interaction with investors by visiting www.henryschein.com/IRwebcasts.
- Company Overview: Henry Schein is the world's largest healthcare solutions provider, with sales reaching $13.2 billion in 2025 and a compound annual growth rate of approximately 11% since going public in 1995, indicating strong growth potential in the healthcare industry.
See More
Henry Schein Launches Next Generation Clinical Workflow for Dentistry
- Technological Innovation: Henry Schein's Next Generation Clinical Workflow integrates imaging, charting, diagnostics, and treatment planning into a seamless experience, leveraging voice and AI technology to enhance dental efficiency, allowing clinicians to accomplish more without leaving the patient.
- Data-Driven Decision Support: Supporting over 100,000 global locations and processing over 120 million claims annually, the workflow utilizes 191 million eligibility checks and 22 million digital forms, ensuring AI operates within real workflows, thereby enhancing clinical decision-making accuracy and efficiency.
- Optimized Clinical Experience: With real-time AI image review, automatic structured clinical note generation, and hands-free periodontal charting, the new workflow not only saves documentation time but also improves clinical accuracy, helping doctors maintain focus during each examination.
- Future Development Vision: Henry Schein plans to expand intelligent features further, including AI-powered image magnification and disease progression analysis, aiming to enhance the consistency and efficiency of the clinical experience through deeper integration of intelligence, ultimately driving improved overall practice performance.
See More
Henry Schein One Launches MCP Layer for Dental Practices
- Smart Data Queries: The MCP layer launched by Henry Schein One allows users to query clinical, operational, and financial data in natural language, enhancing data accessibility and enabling team members to quickly obtain information, thereby improving work efficiency.
- Real-Time AI Agents: The platform currently runs several pre-built AI agents, such as real-time insurance verification and automated patient follow-up, which can handle operational tasks without human intervention, expected to significantly reduce labor costs and enhance service quality.
- Custom Workflow Building: The MCP build layer will enable practices and DSOs to configure custom workflows and dashboards, increasing the platform's flexibility and adaptability, helping users optimize operations according to their specific needs.
- Industry Showcase Opportunity: Henry Schein One will showcase these new capabilities at the THRIVELIVE event, where attendees will have the chance to experience them in a live sandbox environment, further promoting technological application and innovation within the industry.
See More
