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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jason Bednar | Piper Sandler | 9 | 0% |
| Allen Lutz | Bank of America | 9 | 0% |
| Jeff Johnson | Robert W. Baird | 9 | 11% |
| Elizabeth Anderson | Evercore ISI | 9 | 0% |
| John Stansel | JPMorgan | 9 | 22% |
| Brandon Vazquez | William Blair | 6 | 0% |
| Kevin Caliendo | UBS | 5 | 20% |
| Jon Block | Stifel | 5 | 40% |
| Mike Cherny | Leerink Partners | 3 | 33% |
| Vik Chopra | Wells Fargo | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 9 | 0% |
| Evercore ISI | 1 | 9 | 0% |
| JPMorgan | 1 | 9 | 22% |
| Piper Sandler | 1 |
| 9 |
| 0% |
| Robert W. Baird | 1 | 9 | 11% |
| William Blair | 2 | 7 | 0% |
| Stifel | 2 | 7 | 29% |
| UBS | 1 | 5 | 20% |
Henry Schein's first quarter under new CEO Fred Lowery delivered 6.3% revenue growth to $3.4 billion with non-GAAP operating margin expanding 28 basis points to 7.53%, as US dental merchandise accelerated to 5.6% growth with market share gains and corporate brand momentum. Non-GAAP EPS of $1.32 grew 14.8% from $1.15, including $0.07 from an $11 million remeasurement gain on the S.I.N. 360 controlling interest acquisition. The medical business was the one soft spot, growing only 1.3% as a light flu season depressed point-of-care diagnostic demand, while management maintained FY2026 guidance of $5.23-$5.37 and Lowery committed to achieving $125 million run rate value creation savings by year-end.
Margin | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Pricing | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 5 | 4 | 4 | 1 | 2 | 3 |
| 2025Q1 | 1 | 9 | 4 | 2 | 3 | 1 | 4 | 1 |
| 2025Q2 | 6 | 2 | 1 | 3 | 2 | 3 | 1 | 1 |
| 2025Q3 | 5 | 2 | 3 | 3 | 2 | 1 | ||
| 2025Q4 | 4 | 3 | 2 | 1 | 2 | 2 | 1 | 1 |
| 2026Q1 | 3 | 5 | 4 | 5 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 1 | 6 | 5 | 4 | 3 |
| Demand | 2 | 9 | 2 | 3 | 5 | |
| Revenue Growth | 5 | 4 | 1 | 2 | 2 | 4 |
| Competitive Dynamics | 4 | 2 | 3 | 3 | 1 | 5 |
| Guidance Reliability | 4 | 3 | 2 | 3 | 2 | 1 |
| Pricing | 1 | 1 | 3 | 2 | 2 | 1 |
| Trade Tariffs | 2 | 4 | 1 | 1 | 1 | |
| Cost Pressure | 3 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HSIC Henry Schein | 6 | +6.3% | |
| CAH Cardinal Health | 9 | +11.1% | |
| COR Cencora | 8 | +3.9% | |
| MCK McKesson Corporation | 8 | +6.0% |