Henry Schein (HSIC)
NASDAQHealth CareMedical DistributionSnapshot 2026-07-07
$86.84+0.25%
Close 2026-07-07 · 1-day change
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Track HSIC free→Henry Schein grows sales about 3% to 5% yearly. Profit rises with mid-single digit EBITDA growth. EPS is on track for $5.3 in 2026. The company beats earnings and revenue estimates consistently.
Growth could slow if medical demand weakens. Management changes add uncertainty. Profit margins may compress if cost savings fall short.
The market prices in about 4% revenue growth and values the stock slightly below our fair value near $90. Our fair value is 6% above the Street median, reflecting confidence in steady growth and profit.
Breaks if: EBITDA growth falls below 4% in FY26
Henry Schein aims to achieve mid-single digit growth in Adjusted EBITDA for 2026 compared to 2025.
Stated in 3 of last 3 quarters. Adjusted EBITDA increased from $259 million in 2025-Q1 to $289 million in 2026-Q1, indicating a 11.6% growth. The trajectory is delivering above the mid-single digit target.
Breaks if: EPS guidance falls below $5.23 for FY26
Henry Schein reaffirms its non-GAAP diluted EPS guidance for 2026 to be in the range of $5.23 to $5.37.
Stated in 3 of last 3 quarters. Non-GAAP diluted EPS increased from $1.15 in 2025-Q1 to $1.32 in 2026-Q1, reflecting a 14.8% increase. The trajectory is delivering within the reaffirmed guidance range.
Breaks if: YoY revenue growth falls below 3% in FY26
Henry Schein aims to achieve total sales growth of approximately 3% to 5% over 2025.
Stated in 3 of last 3 quarters. Revenue grew from $3,168 million in 2025-Q1 to $3,368 million in 2026-Q1, reflecting a 6.3% increase. The trajectory is delivering above the stated growth target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2026 Adjusted EBITDA is unchanged and expected to grow mid-single digits compared with 2025.”
“2026 Adjusted EBITDA is expected to grow mid-single digits compared with 2025.”
“2025 Adjusted EBITDA growth is unchanged and is expected to increase mid-single digits compared with 2024.”
“2026 non-GAAP diluted EPS is unchanged and expected to be $5.23 to $5.37.”
“2026 non-GAAP diluted EPS expected to be in the range of $5.23 to $5.37.”
“2025 non-GAAP diluted EPS is raised to $4.88 to $4.96.”
“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.”
“2025 total sales growth is raised to be approximately 3% to 4% over 2024.”