Henry Schein
NASDAQ: HSIC
Stock price
84.63 USD
(+6.01%) 5 years
Financial Performance
5Y price score: 7
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 33.4%
%
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61.9
52-week range
92.1
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.4 %
Dividend Yield TTM
-
Market cap $
$ 9,641
Price / Earnings TTM
24.7
Price / Book TTM
3
PEG TTM
3.4
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
30.7 %
6 %
33.4 %
Free cash flow per share growth
138.8 %
22.7 %
53.8 %
Earnings per share growth
17.1 %
16.8 %
14.7 %
Founded: 1,932
Employees: 25,000
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q2 (Aug 4, 2026)
1) Strategy & Leadership
- CEO Fred Lowery emphasized the importance of operational execution and customer relationships, aiming to accelerate growth and simplify operations.
- The company is focusing on enhancing its technology solutions, particularly through AI-enabled platforms, to improve customer workflows and engagement.
- Leadership changes were made to streamline decision-making and improve execution consistency, with an integrated approach to supply chain and distribution.
2) Financial & Segment Results
- Q2 2026 global sales reached $3.5 billion, reflecting a 6.7% YoY growth.
- Internal local currency sales growth was 4.6%, with non-GAAP operating income up 10.5% and non-GAAP EPS growth of 15.5%.
- U.S. Dental Merchandise sales grew 8.3%, while U.S. Dental Equipment sales declined 1.1% due to tough comparisons from last year.
- International Dental Merchandise sales increased 11.1%, driven by strong performance in Canada and other markets.
3) Operational & Product Plans
- The company is advancing its Henry Schein One technology platforms, with a record number of new Dentrix Ascend customers and a focus on AI integration.
- Plans include implementing shared service functions globally and evaluating the portfolio for higher growth opportunities.
- The Home Solutions business is expanding, with sales growth in the high single digits, reflecting strategic investments in high-growth areas.
4) Guidance & Outlook / Investor Angle
- Full-year 2026 sales growth guidance was raised to 4.5% to 5.5%, up from a previous range of 3% to 5%.
- Non-GAAP diluted EPS is now expected to be between $5.29 and $5.39, reflecting growth of 6% to 8% compared to 2025.
- The company anticipates achieving a $125 million run rate in operating income improvements by the end of 2026, contributing to a long-term goal of $200 million.
5) Problems / Headwinds
- The U.S. Medical segment faced challenges from lower demand for point-of-care diagnostic tests, although overall growth remained solid.
- The company noted that foreign exchange benefits experienced in the first half of 2026 may not continue, impacting future earnings flow-through.
Bottom line: Henry Schein's strong Q2 performance, driven by sales growth and margin improvements, positions the company well for the remainder of 2026. With a focus on technology integration and operational efficiency, the raised guidance reflects confidence in sustained growth and shareholder value creation.
Annual Reports, Presentations And IR Contacts
Go to the websiteHenry Schein — Financial Overview, Stock Price, Market Cap
Henry Schein is a company. Founded in 1932. As of October 9, 2026, the company's market capitalization is $9640795710 with a current stock price of $84.63.