Henry Schein (NASDAQ:HSIC) Posts Earnings Results, Beats Estimates By $0.20 EPS

Posted by George Bondi on Nov 3rd, 2026

Henry Schein (NASDAQ:HSIC – Get Free Report) announced its earnings results on Tuesday. The company reported $1.56 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.20, Zacks reports. The company had revenue of $3.47 billion during the quarter, compared to the consensus estimate of $3.48 billion. Henry Schein had a net margin of 2.96% and a return on equity of 15.97%. The company’s revenue was up 4.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.38 earnings per share.

Here are the key takeaways from Henry Schein’s conference call:

U.S. dental merchandise sales rose 8.6%, including 7% internal local-currency growth, driven primarily by volume and claimed market-share gains among private practices and emerging DSOs.
Adjusted non-GAAP diluted EPS increased 19.1% to $1.37, while non-GAAP operating margin expanded 20 basis points to 8.03%; management said its value-creation program remains on track to deliver more than $200 million of operating-income improvement, including a $125 million run rate by year-end 2026.
Henry Schein raised 2026 non-GAAP EPS guidance to $5.50-$5.56 from $5.29-$5.39 and expects adjusted EBITDA growth in the high single digits, citing stronger underlying performance and a $0.19-per-share tariff-refund benefit.
Management plans targeted fourth-quarter investments in customer acquisition, share of wallet, company-owned and exclusive products, and cloud-based practice-management software, while continuing share repurchases; it bought back $125 million of stock in the quarter and had approximately $330 million remaining under authorization.
The U.S. dental market and patient traffic were described as stable, but discretionary procedures showed some pressure from out-of-pocket costs; medical growth was also restrained by weaker point-of-care diagnostic and flu/COVID vaccine demand, partly offset by 11.4% growth in Home Solutions.

Henry Schein Stock Down 0.3%

Shares of NASDAQ HSIC traded down $0.24 during midday trading on Tuesday, reaching $86.38. The company’s stock had a trading volume of 799,590 shares, compared to its average volume of 1,321,086. The stock has a 50 day simple moving average of $86.49 and a 200-day simple moving average of $81.15. The company has a current ratio of 1.32, a quick ratio of 0.73 and a debt-to-equity ratio of 0.60. Henry Schein has a fifty-two week low of $68.00 and a fifty-two week high of $92.18. The stock has a market capitalization of $9.63 billion, a price-to-earnings ratio of 25.10, a PEG ratio of 1.53 and a beta of 0.84.

Henry Schein News Summary

Here are the key news stories impacting Henry Schein this week:

Positive Sentiment: Henry Schein reported third-quarter adjusted EPS of $1.56, above Wall Street estimates of approximately $1.34-$1.36 and up from $1.38 a year earlier. Henry Schein Tops Q3 Earnings Estimates
Positive Sentiment: Sales increased 4.0% year over year to roughly $3.47 billion-$3.5 billion, supported by strength in dental and technology-related sales. Non-GAAP EPS rose 13%, while GAAP EPS increased 26.2%. Henry Schein Reports Strong 2026 Third Quarter and Raises FY2026 Guidance
Positive Sentiment: Management raised its full-year 2026 earnings outlook, providing a more favorable profit forecast and signaling confidence in the business outlook. HSIC Q3 Earnings Beat and Raises 2026 EPS View
Neutral Sentiment: Revenue of approximately $3.47 billion was essentially in line with the $3.48 billion consensus forecast. The earnings beat was therefore driven more by profitability than by stronger-than-expected demand. Compared to Estimates, Henry Schein Q3 Earnings
Negative Sentiment: Despite the EPS beat and higher guidance, HSIC shares slipped as investors appeared to look for a larger revenue upside or stronger forward-growth signal. The mixed top-line performance likely outweighed the favorable earnings results in the immediate reaction.

Analysts Set New Price Targets

Several analysts have weighed in on HSIC shares. BTIG Research boosted their price objective on Henry Schein from $100.00 to $110.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. BMO Capital Markets initiated coverage on shares of Henry Schein in a research report on Wednesday, July 8th. They set a “market perform” rating and a $85.00 price target for the company. Stifel Nicolaus set a $95.00 price target on shares of Henry Schein in a research note on Wednesday, August 5th. Piper Sandler boosted their price target on shares of Henry Schein from $91.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Finally, Barclays restated an “overweight” rating and issued a $100.00 price objective (up from $86.00) on shares of Henry Schein in a report on Thursday, August 6th. Nine equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $93.27.

Check Out Our Latest Analysis on Henry Schein

About Henry Schein

(Get Free Report)

Henry Schein, Inc (NASDAQ: HSIC) is a global provider of healthcare products and services serving dental and medical professionals, as well as veterinary practices and laboratories. The company distributes consumable supplies, equipment, pharmaceuticals, vaccines, and other products used in clinical and practice-management settings.

In addition to product distribution, Henry Schein provides technology solutions and value-added services designed to support clinical workflows, electronic health records, practice management, procurement, equipment installation, and technical support.