Henry Schein Q4 revenue beats on strong growth in global equipment

Henry Schein

24/02/2026 11:10

Overview

Healthcare solutions provider's Q4 revenue rose 7.7%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased $200 mln in shares during Q4

Outlook

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

Company anticipates 2026 total sales growth of 3% to 5%

Henry Schein forecasts mid-single digit growth in 2026 adjusted EBITDA

Result Drivers

GLOBAL EQUIPMENT SALES - Strong growth in global equipment sales, particularly in the U.S., Germany, Brazil, Canada, and Australia, contributed to Q4 results

SPECIALTY PRODUCTS - Strong sales growth in dental implants and endodontics drove Q4 results

TECHNOLOGY ADOPTION - Accelerated adoption of cloud-based software and new solutions boosted Q4 technology sales

Company press release: ID:nBwyKqcDa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$3.40 bln
$3.35 bln (13 Analysts)
Q4 Adjusted EPS
Beat
$1.34
$1.30 (15 Analysts)
Q4 EPS
$0.85
Q4 Adjusted Net Income
Beat
$160 mln
$156.97 mln (10 Analysts)
Q4 Net Income
$101 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 7 "hold" and 2 "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 $79.00, about 1.9% below its February 23 closing price of $80.57

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 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.)