Henry Schein (HSIC)
NASDAQHealth CareMedical - DistributionSnapshot 2026-09-04
$89.81-1.16%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DistributionSnapshot 2026-09-04
QuarterlyIQ Insights · HSIC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks HSIC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow total net sales by approximately 4.5% to 5.5% in 2026 compared to 2025, driven by internal growth, acquisitions, and favorable currency effects.
Stated as a priority in 5 of last 5 quarters. Total net sales grew from $3.24B in 2025-Q2 to $3.46B in 2026-Q2, a 6.7% increase. Management raised 2026 sales growth guidance to 4.5%-5.5%, up from prior 3%-5%. The trajectory is delivering consistent growth and raised expectations.
“Raises guidance for 2026... sales growth to 4.5% to 5.5%”
“2026 total sales growth is unchanged and expected to be approximately 3% to 5% over 2025.”
“2026 total sales growth is expected to be approximately 3% to 5% over 2025.”
“2026 total sales growth is expected to be approximately 3% to 5% over 2025.”
“2026 total sales growth is expected to be approximately 3% to 5% over 2025.”
Sustain Adjusted EBITDA growth at mid to high-single digit percentages in 2026 compared with 2025, reflecting operational improvements and value creation initiatives.
Stated as a priority in 5 of last 5 quarters. Adjusted EBITDA grew from $515M in first half 2025 to $577M in first half 2026, reflecting growth above mid-single digits. Management consistently reaffirmed mid to high-single digit Adjusted EBITDA growth guidance, trajectory is delivering.
“Raises guidance for 2026... Adjusted EBITDA growth to mid to high-single digits”
Maintain non-GAAP diluted EPS guidance for 2026 in the range of $5.29 to $5.39, reflecting confidence in earnings growth and value creation initiatives.
Reaffirmed in 5 of last 5 quarters. Non-GAAP diluted EPS guidance for 2026 was raised from $5.23-$5.37 to $5.29-$5.39. Actual diluted EPS for 2026-Q1 was $0.92 and Q2 was $0.82, supporting confidence in achieving full-year guidance. Trajectory is delivering consistent earnings growth.
“Raises guidance for 2026 non-GAAP diluted EPS to $5.29 to $5.39”
Execute value creation initiatives targeting over $200 million of operating income improvement over the next few years, with $125 million run-rate by end of 2026.
Stated in 3 of last 3 quarters. Management targets over $200 million operating income improvement from value creation initiatives, with $125 million run-rate by end 2026. Operating income grew from $151M in 2025-Q2 to $182M in 2026-Q1, showing progress but full target delivery is ongoing.
Simplify the company's organizational structure and deepen customer relationships to drive operational rigor and sustainable shareholder value.
Newly stated in 2026-Q2. Management emphasized simplifying the business and enhancing customer-centricity as key priorities. While qualitative, this aligns with ongoing operational improvements but lacks direct financial metrics for delivery assessment.
“Priorities ahead are accelerating growth, simplifying our business, driving operational rigor, and further deepening our customer relationships.”
Over the trailing year it converted 0.30x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 32% of the time over the next year (vs 54% for the rest of the cohort, n=2490).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
21 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“2026 Adjusted EBITDA is unchanged and expected to grow mid-single digits compared with 2025.”
“2026 Adjusted EBITDA growth is expected to be mid-single digits compared with 2025.”
“2026 Adjusted EBITDA growth is expected to be mid-single digits compared with 2025.”
“2026 Adjusted EBITDA growth is expected to be mid-single digits compared with 2025.”
“2026 non-GAAP diluted EPS expected to be in the range of $5.23 to $5.37”
“2026 non-GAAP diluted EPS expected to be in the range of $5.23 to $5.37”
“2026 non-GAAP diluted EPS expected to be in the range of $5.23 to $5.37”
“2026 non-GAAP diluted EPS expected to be in the range of $5.23 to $5.37”
“Committed to achieving greater than $200 million of annual operating income improvement within next few years, with $125 million run-rate by year-end 2026.”
“Value creation initiatives expected to deliver over $200 million of operating income improvement over next few years.”
“Value creation initiatives expected to deliver over $200 million of operating income improvement over next few years.”