Henry Schein Q1 adjusted profit beats estimates

Henry Schein

05/05/2026 11:10

Overview

Health care solutions provider's Q1 revenue rose 6.3%, beating analyst expectations

Q1 adjusted EPS of $1.32 beat analyst expectations

Company repurchased $125 mln in shares and reaffirmed 2026 financial guidance

Outlook

Henry Schein reaffirms 2026 non-GAAP diluted EPS guidance of $5.23 to $5.37

Company expects 2026 total sales growth of about 3% to 5% over 2025

2026 Adjusted EBITDA expected to grow mid-single digits versus 2025

Result Drivers

DENTAL SEGMENT GROWTH - Co said global dental merchandise and equipment sales increased, with strong momentum in the U.S.

VALUE-ADDED SERVICES & TECHNOLOGY - Value-added services and technology sales rose, driven by internal growth and supported by foreign currency exchange

VALUE CREATION INITIATIVES - Co said ongoing value creation initiatives are expected to deliver over $200 mln of operating income improvement over the next few years, with $125 mln run-rate by year-end 2026

Company press release: ID:nBwb9KWZDa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$3.40 bln
$3.34 bln (14 Analysts)
Q1 Adjusted EPS
Beat
$1.32
$1.22 (16 Analysts)
Q1 EPS
$0.92
Q1 Adjusted Net Income
Beat
$153 mln
$142.46 mln (12 Analysts)
Q1 Net Income
$107 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for Henry Schein Inc is $89.50, about 24.3% above its May 4 closing price of $72.02

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)