Henry Schein Q1 Earnings Announcement Scheduled
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Source: seekingalpha
- Earnings Release Date: Henry Schein (HSIC) is set to announce its Q1 earnings on May 5th before market open, with a consensus EPS estimate of $1.22, reflecting a 6.1% year-over-year increase, which could positively impact the stock price.
- Revenue Expectations: The anticipated revenue for Q1 is $3.34 billion, representing a 5.4% year-over-year growth, indicating sustained demand in the healthcare sector and potentially boosting investor confidence in future performance.
- Performance Forecast Revisions: Over the past two years, Henry Schein has beaten EPS estimates 75% of the time, while only 25% for revenue estimates, highlighting a stable profitability but challenges in revenue growth.
- Strategic Goals: Amid leadership transition, Henry Schein has outlined a 5%-8% EPS growth target for 2026 and introduced several strategic initiatives aimed at enhancing long-term competitiveness and market positioning.
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Analyst Views on HSIC
Wall Street analysts forecast HSIC stock price to fall
10 Analyst Rating
5 Buy
3 Hold
2 Sell
Moderate Buy
Current: 86.840
Low
58.00
Averages
76.78
High
90.00
Current: 86.840
Low
58.00
Averages
76.78
High
90.00
About HSIC
Henry Schein, Inc. is a solutions company for health care professionals. Its segments consist of Global Distribution and Value-Added Services, Global Specialty Products and Global Technology. Global Distribution and Value-Added Services include distribution to the global dental and medical markets of national brand and corporate brand merchandise, as well as equipment and related technical services. This segment also includes value-added services such as financial services, continuing education services, consulting and other practice services. This segment also markets and sells, under its own corporate brand, a portfolio of consumable merchandise. Global Specialty Products includes manufacturing, marketing and sales of dental implant and biomaterial products; endodontic, orthodontic and orthopedic products and other health care-related products and services. Global Technology includes development and distribution of practice management software, e-services, and other products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GoTu Partners with Henry Schein to Address Dental Staffing Challenges
- Strategic Partnership: GoTu Technology has formed a partnership with Henry Schein, the world's largest healthcare solutions provider, to offer flexible temporary and permanent staffing solutions through GoTu's technology platform, addressing the ongoing staffing shortages in the dental industry.
- Market Demand Response: GoTu's recent survey highlights the severe impact of workforce shortages on practice operations and patient care, and this collaboration will leverage Henry Schein's extensive customer network to help more practices access the flexible support they need to ensure high-quality patient care.
- Gap Filling Capability: Having filled over 500,000 shifts nationwide, GoTu, in conjunction with Henry Schein's resources, is expected to further enhance operational efficiency for dental practices, reducing the operational strain caused by staffing shortages.
- Industry Impact Enhancement: This partnership not only showcases GoTu's technological advantages in the dental sector but also reflects Henry Schein's commitment to supporting the long-term health of the dental ecosystem, which is anticipated to drive sustainable growth across the industry.
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GoTu Partners with Henry Schein to Address Dental Staffing Challenges
- Strategic Partnership: GoTu has formed a partnership with Henry Schein, the world's largest healthcare solutions provider, to leverage GoTu's technology platform for flexible staffing solutions in dental practices, addressing ongoing staffing shortages and ensuring continuity of patient care.
- Market Demand Response: GoTu's recent survey highlights the severe workforce shortages in the dental industry, and this collaboration aims to expand access to necessary flexible support for more practices through Henry Schein's extensive customer network, enhancing operational efficiency.
- Gap Filling Capability: Having filled over 500,000 shifts nationwide, GoTu, in conjunction with Henry Schein's resources, is expected to further enhance practice productivity and service quality while alleviating operational strain.
- Collaboration of Industry Leaders: The partnership between GoTu and Henry Schein represents not just a technological integration but a commitment from industry leaders to tackle urgent challenges facing the dental sector, promoting the long-term health of the entire ecosystem.
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- Rich Leadership Experience: Daniel joined the Henry Schein Board in May 2025 and brings decades of board and global executive leadership experience in healthcare and industrial sectors, having served 14 years as Executive Vice President at Danaher Corporation, overseeing multiple business segments including the dental portfolio.
- Strategic Continuity and Growth: Daniel expressed his commitment to building upon the foundation laid by Bergman, emphasizing the latter's strategic leadership and dedication to Henry Schein's mission, which has shaped the company into a leading industry provider, and he looks forward to supporting this legacy.
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GoTu Partners with Henry Schein to Address Dental Staffing Challenges
- Strategic Partnership: GoTu Technology has formed a partnership with Henry Schein, the world's largest healthcare solutions provider, to offer flexible temporary and permanent staffing solutions through GoTu's technology platform, addressing the ongoing staffing shortages in the dental industry.
- Market Demand Response: GoTu's recent survey highlights the severe impact of workforce shortages on practice operations and patient care, and this collaboration will leverage Henry Schein's extensive customer network to help more practices access the flexible support they need to ensure high-quality patient care.
- Gap Filling Capability: Having filled over 500,000 shifts nationwide, GoTu, in conjunction with Henry Schein's resources, is expected to further enhance operational efficiency for dental practices, reducing the operational strain caused by staffing shortages.
- Industry Impact Enhancement: This partnership not only showcases GoTu's technological advantages in the dental sector but also reflects Henry Schein's commitment to supporting the long-term health of the dental ecosystem, which is anticipated to drive sustainable growth across the industry.
See More
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- Strategic Partnership: GoTu has formed a partnership with Henry Schein, the world's largest healthcare solutions provider, to leverage GoTu's technology platform for flexible staffing solutions in dental practices, addressing ongoing staffing shortages and ensuring continuity of patient care.
- Market Demand Response: GoTu's recent survey highlights the severe workforce shortages in the dental industry, and this collaboration aims to expand access to necessary flexible support for more practices through Henry Schein's extensive customer network, enhancing operational efficiency.
- Gap Filling Capability: Having filled over 500,000 shifts nationwide, GoTu, in conjunction with Henry Schein's resources, is expected to further enhance practice productivity and service quality while alleviating operational strain.
- Collaboration of Industry Leaders: The partnership between GoTu and Henry Schein represents not just a technological integration but a commitment from industry leaders to tackle urgent challenges facing the dental sector, promoting the long-term health of the entire ecosystem.
See More
Latest Wall Street Ratings Overview
- SpaceX Initiation: New Street initiates SpaceX with a buy rating, projecting a 75% market share in a $2.3 trillion market, suggesting a fair value of $330 per share if the company captures 50% of the high-end market estimate, indicating strong potential in the space industry.
- Intel Double Upgrade: Bank of America upgrades Intel from underperform to buy, citing increased confidence in its opportunities in leading-edge wafers and packaging, which is expected to enhance its share in the larger CPU market, reflecting a positive outlook for the semiconductor sector.
- AMD Price Target Increase: Bank of America raises AMD's price target from $500 to $560, highlighting its leading position in the CPU market and the upcoming AI Day (Venice launch), indicating strong performance driven by technological innovation and market demand.
- Netflix Outperformance: Evercore ISI reiterates Netflix as outperform, with surveys showing robust core metrics in both U.S. and UK markets, particularly in the adoption of ad-supported subscription offerings, demonstrating its solid position in the competitive streaming market.
See More
Henry Schein Appoints New Board Chairman
- New Board Chairman: Henry Schein announced that William K. 'Dan' Daniel will become the Independent Chairman of the Board effective May 21, 2026, succeeding Stanley M. Bergman, who served 44 years and is now Chairman Emeritus, recognizing his extraordinary contributions to the company.
- Rich Leadership Experience: Daniel joined the Henry Schein Board in May 2025 and brings decades of board and global executive leadership experience in healthcare and industrial sectors, having served 14 years as Executive Vice President at Danaher Corporation, overseeing multiple business segments including the dental portfolio.
- Strategic Continuity and Growth: Daniel expressed his commitment to building upon the foundation laid by Bergman, emphasizing the latter's strategic leadership and dedication to Henry Schein's mission, which has shaped the company into a leading industry provider, and he looks forward to supporting this legacy.
- Growth Outlook: CEO Fred Lowery expressed gratitude for Bergman's contributions and highlighted that Daniel's deep understanding of the business and distinguished track record will be instrumental in executing the company's long-term strategy, enhancing the quality and accessibility of healthcare services.
See More
2026 Catalyst Index Released, Clinical Execution Drives Growth
- Industry Performance Analysis: The 2026 Catalyst Index reveals that top performers achieve a 75% case acceptance rate, significantly higher than the industry average of 45%, indicating that clinical consistency drives predictable growth and enterprise value more than scale alone.
- Importance of Clinical Execution: The report emphasizes that growth is no longer solely reliant on scale or efficiency but is driven by clinical execution, with top organizations outperforming peers by delivering more complete and consistent care, which directly impacts financial outcomes.
- Decline in Patient Retention: Despite improvements in operational metrics like scheduling efficiency, patient retention has dropped from 72% to 64%, signaling that efficiency gains are not translating into long-term growth, highlighting the need for a focus on patient communication and case acceptance.
- Market Strategy Insights: For operators and investors, the report clearly states that growth strategies based solely on scale increase complexity, while expanding through consistent clinical execution drives predictable performance and long-term value creation.
See More
Activist Investor Sees Doubling Potential for BWX Technologies
- Significant Market Potential: Ananym Capital Management believes BWX Technologies' stock could double in the coming years, primarily driven by the commercialization of its mothballed nuclear reactor design to meet surging energy demand.
- Stock Price Growth Drivers: With a market value of $19 billion, BWX Technologies' shares have risen approximately 93% over the past 12 months, fueled by increasing energy needs, defense spending, and investments in nuclear power.
- Diverse Value Creation Paths: Ananym argues that BWX Technologies could see its stock price grow by about 45% as a supplier to large reactor and small modular reactor manufacturers, and with no clear market leader, BWX has the opportunity to develop its mPower technology independently or through joint ventures.
- Policy Support Outlook: The Trump administration has set a goal to quadruple nuclear energy capacity by 2050, providing policy backing for BWX Technologies' future growth and enhancing its competitive position in the market.
See More
