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Henry Schein (HSIC) Reports Q2 Earnings: What Key Metrics Have to Say

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Henry Schein (HSIC - Free Report) reported $3.46 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 6.7%. EPS of $1.27 for the same period compares to $1.10 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.36 billion, representing a surprise of +2.8%. The company delivered an EPS surprise of +4.1%, with the consensus EPS estimate being $1.22.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Henry Schein performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenue- International Distribution and Value-Added Services- Dental: $935 million versus the four-analyst average estimate of $889.96 million. The reported number represents a year-over-year change of +10.9%.
  • Geographic Revenue- International Distribution and Value-Added Services- Medical: $30 million versus the four-analyst average estimate of $30.38 million. The reported number represents a year-over-year change of +7.1%.
  • Geographic Revenue- U.S. Distribution and Value-Added Services: $1.95 billion compared to the $1.9 billion average estimate based on four analysts. The reported number represents a change of +4.6% year over year.
  • Geographic Revenue- U.S. Distribution and Value-Added Services- Dental- Merchandise: $652 million versus the four-analyst average estimate of $613.29 million. The reported number represents a year-over-year change of +8.3%.
  • Net Sales- Global Specialty Products: $419 million compared to the $406.78 million average estimate based on five analysts. The reported number represents a change of +8.6% year over year.
  • Net Sales- Global Technology: $181 million versus the five-analyst average estimate of $174.78 million. The reported number represents a year-over-year change of +8.4%.
  • Net Sales- Global Distribution and Value-Added Services: $2.91 billion versus $2.82 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
  • Net Sales- Eliminations: $-53 million versus $-44.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20.5% change.
  • Net Sales- Global Distribution and Value-Added Services- Global Dental: $1.85 billion compared to the $1.78 billion average estimate based on four analysts. The reported number represents a change of +8.1% year over year.
  • Net Sales- Global Distribution and Value-Added Services- Global Medical: $1.06 billion versus $1.05 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
  • Geographic Revenue- International Distribution and Value-Added Services: $965 million compared to the $920.35 million average estimate based on four analysts. The reported number represents a change of +10.8% year over year.
  • Net Sales- Global Distribution and Value-Added Services- Global Dental- Global Equipment: $456 million versus $454.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.

View all Key Company Metrics for Henry Schein here>>>

Shares of Henry Schein have returned -0.1% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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