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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Henry Schein (HSIC) is 6/10.
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.
Scored from Henry Schein’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.19B | +5.8% | $0.74 | +428.6% | 29.1% | 6.0% | 2.9% | $159M |
| FY2025 Q1 | $3.17B | -0.1% | $0.88 | +22.2% | 29.6% | 6.4% | 3.5% | $-6M |
| FY2025 Q2 | $3.24B | +3.3% | $0.70 | -12.5% | 29.4% | 5.4% | 2.7% | $88M |
| FY2025 Q3 | $3.34B | +5.2% | $0.84 | +7.7% | 28.7% | 6.2% | 3.0% | $141M |
| FY2025 Q4 | $3.44B | +7.7% | $0.85 | +14.9% | 28.9% | 5.4% | 2.9% | $338M |
| FY2026 Q1 | $3.37B | +6.3% | $0.92 | +4.5% | 31.8% | 5.4% | 3.2% | $-136M |
| FY2026 Q2 | $3.46B | +6.7% | $0.82 | +17.1% | 31.8% | 5.8% | 2.7% | $196M |