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In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.27, which surpassed the Zacks Consensus Estimate by 4.10%. Henry Schein’s earnings beat estimates in each of the trailing four quarters, the average surprise being 6.46%.
Q3 Estimates for HSIC
The Zacks Consensus Estimate for third-quarter revenues is pegged at $3.47 billion, which suggests an increase of 4% from the year-ago reported figure.
The Zacks Consensus Estimate for third-quarter EPS is pinned at $1.34, indicating a year-over-year decrease of 2.9%. The estimate has remained constant in the past 60 days.
Here’s a quick overview of the company’s performance leading up to this announcement.
Key Factors Likely to Have Driven HSIC’s Q3 Performance
Global Distribution and Value-Added Services
Within this segment, U.S. dental merchandise sales have likely remained solid, led by corporate brands and exclusive products such as Curodont. Stable patient traffic and continued market share gains may have contributed to growth. Internationally, Henry Schein’s dental merchandise sales are likely to have benefited from continued strength in Canada, France, Brazil and Australia.
U.S. dental equipment sales in the previous quarter were under pressure from lower traditional equipment sales, partly offset by modest growth in digital equipment. We expect this trend to have persisted in the to-be-reported quarter as well. Equipment sales growth was especially good in Canada, Germany, Spain and the United Kingdom.
U.S. Medical Distribution sales may have benefited from growth in government-related and Home Solutions businesses, despite continued weakness in point-of-care diagnostic products.
Our model projects Henry Schein’s Global Distribution and Value-Added Services revenues to increase 4.9% year over year in the third quarter.
Global Specialty Products
The segment is likely to have delivered a robust performance due to the solid demand for implants and biomaterials in both premium and value products. Implant sales in Europe might have continued to grow at a healthy pace in the third quarter, supported by demand for premium implants under the Camlog brand and value implants from Biotech Dental and Medentis. U.S. implant growth must have remained modest, partly supported by the Tapered Pro Conical implant and the recent launch of S.I.N. 360.
Endodontics sales should have continued to benefit from broad-based growth across the company's businesses.
Going by our model, Global Specialty Products’ revenues are expected to increase 5.9% year over year.
In the third quarter, the segment might have continued to benefit from strong demand for its cloud-based software technology solutions. The ongoing integration of AI solutions into the global suite of practice management software solutions must have been a tailwind. Similar to the previous quarter, U.S. performance is expected to have been driven by the Dentrix Ascend practice management platform, while continued momentum in the Dentally cloud-based platform likely boosted international sales.
Henry Schein One’s sustained growth in cloud-based software and technology solutions should have continued in the third quarter, supported by recurring revenues and growing adoption of AI-powered tools, including its next-generation AI clinical workflow.
Our model estimates indicate Global Technology revenues will grow 5.3% year over year.
What Our Model Suggests for HSIC
Per our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates. This is not the case here, as you can see below:
Earnings ESP: Henry Schein has an Earnings ESP of -0.10%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon.
TGTX’s earnings beat estimates in one of the trailing four quarters and missed in the other three, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.
Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #3 at present. The company is slated to release third-quarter 2026 results on Nov. 3.
RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.
Acadia Healthcare (ACHC - Free Report) has an Earnings ESP of +4.84% and a Zacks Rank #3 at present. The company is slated to release third-quarter results on Nov. 4.
ACHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 47.02%. The Zacks Consensus Estimate for third-quarter EPS calls for a decrease of 36.1% from the year-ago quarter’s figure.
View the Zacks #1 Rank List
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Henry Schein to Report Q3 Earnings: Here's What You Should Know
Key Takeaways
Henry Schein, Inc. (HSIC - Free Report) is scheduled to release third-quarter 2026 results on Nov. 3, before the opening bell.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.27, which surpassed the Zacks Consensus Estimate by 4.10%. Henry Schein’s earnings beat estimates in each of the trailing four quarters, the average surprise being 6.46%.
Q3 Estimates for HSIC
The Zacks Consensus Estimate for third-quarter revenues is pegged at $3.47 billion, which suggests an increase of 4% from the year-ago reported figure.
The Zacks Consensus Estimate for third-quarter EPS is pinned at $1.34, indicating a year-over-year decrease of 2.9%. The estimate has remained constant in the past 60 days.
Here’s a quick overview of the company’s performance leading up to this announcement.
Key Factors Likely to Have Driven HSIC’s Q3 Performance
Global Distribution and Value-Added Services
Within this segment, U.S. dental merchandise sales have likely remained solid, led by corporate brands and exclusive products such as Curodont. Stable patient traffic and continued market share gains may have contributed to growth. Internationally, Henry Schein’s dental merchandise sales are likely to have benefited from continued strength in Canada, France, Brazil and Australia.
U.S. dental equipment sales in the previous quarter were under pressure from lower traditional equipment sales, partly offset by modest growth in digital equipment. We expect this trend to have persisted in the to-be-reported quarter as well. Equipment sales growth was especially good in Canada, Germany, Spain and the United Kingdom.
U.S. Medical Distribution sales may have benefited from growth in government-related and Home Solutions businesses, despite continued weakness in point-of-care diagnostic products.
Our model projects Henry Schein’s Global Distribution and Value-Added Services revenues to increase 4.9% year over year in the third quarter.
Global Specialty Products
The segment is likely to have delivered a robust performance due to the solid demand for implants and biomaterials in both premium and value products. Implant sales in Europe might have continued to grow at a healthy pace in the third quarter, supported by demand for premium implants under the Camlog brand and value implants from Biotech Dental and Medentis. U.S. implant growth must have remained modest, partly supported by the Tapered Pro Conical implant and the recent launch of S.I.N. 360.
Endodontics sales should have continued to benefit from broad-based growth across the company's businesses.
Going by our model, Global Specialty Products’ revenues are expected to increase 5.9% year over year.
Henry Schein, Inc. Price and EPS Surprise
Henry Schein, Inc. price-eps-surprise | Henry Schein, Inc. Quote
Global Technology
In the third quarter, the segment might have continued to benefit from strong demand for its cloud-based software technology solutions. The ongoing integration of AI solutions into the global suite of practice management software solutions must have been a tailwind. Similar to the previous quarter, U.S. performance is expected to have been driven by the Dentrix Ascend practice management platform, while continued momentum in the Dentally cloud-based platform likely boosted international sales.
Henry Schein One’s sustained growth in cloud-based software and technology solutions should have continued in the third quarter, supported by recurring revenues and growing adoption of AI-powered tools, including its next-generation AI clinical workflow.
Our model estimates indicate Global Technology revenues will grow 5.3% year over year.
What Our Model Suggests for HSIC
Per our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates. This is not the case here, as you can see below:
Earnings ESP: Henry Schein has an Earnings ESP of -0.10%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks Rank #1 stocks here.
Key MedTech Picks
Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon.
TGTX’s earnings beat estimates in one of the trailing four quarters and missed in the other three, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.
Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #3 at present. The company is slated to release third-quarter 2026 results on Nov. 3.
RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.
Acadia Healthcare (ACHC - Free Report) has an Earnings ESP of +4.84% and a Zacks Rank #3 at present. The company is slated to release third-quarter results on Nov. 4.
ACHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 47.02%. The Zacks Consensus Estimate for third-quarter EPS calls for a decrease of 36.1% from the year-ago quarter’s figure.