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Henry Schein (HSIC)
NASDAQ:HSIC
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Henry Schein (HSIC) Price & Analysis

417 Followers

HSIC Stock Chart & Stats

$78.83
-$1.28(-1.78%)
At close: 4:00 PM EST
$78.83
-$1.28(-1.78%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumables & Distribution ScaleHenry Schein's core business is high-frequency consumables and distribution to dental and medical practices, producing predictable, recurring revenue. Scale and supplier relationships enable broad product availability and frequent reorder behavior, supporting long-term top-line stability and customer stickiness across cycles.
Technology & Services MomentumRapid cloud and software adoption (roughly 25% subscriber growth) and accelerating e-commerce shift move revenue mix toward higher-margin, recurring service fees. Over time this increases predictable revenue, enhances gross-profit durability, and raises switching costs as practices integrate software and platform services.
Clear Cost-Improvement & Value Creation TargetsManagement’s explicit targets (> $200M long-term, $125M run-rate by end-2026) provide a multi-year framework to restore operating leverage. Concrete initiatives (procurement, outsourced back-office, pricing actions) can structurally expand margins and free cash flow if execution remains on track, reducing cyclical exposure.
Bears Say
Rising LeverageDebt has materially increased versus prior years, pushing leverage to roughly 1.15x equity. Higher indebtedness reduces financial flexibility, raises interest‑cost sensitivity to rate moves, and limits the company's capacity to fund buybacks, M&A, or absorb macro shocks without pressuring credit metrics or requiring slower deleveraging.
Compressed Net MarginsDespite stable gross margins, net margin has fallen materially from earlier peaks, reflecting structural profitability pressure. Mix shifts, pricing competition in digital equipment and implants, and elevated operating costs reduce the earnings cushion, making bottom-line performance more sensitive to cost inflation and execution slippage.
Weaker & Volatile Cash GenerationFree cash flow has downshifted recently and operating cash flow remains a modest share of revenue, with seasonal swings (negative Q1 OCF noted). Weaker, more volatile cash conversion constrains capacity to pay down debt, sustain buybacks, or invest in tech without relying on external financing during weaker periods.

Henry Schein News

HSIC FAQ

What was Henry Schein’s price range in the past 12 months?
Henry Schein lowest stock price was $61.95 and its highest was $89.29 in the past 12 months.
    What is Henry Schein’s market cap?
    Henry Schein’s market cap is $9.85B.
      When is Henry Schein’s upcoming earnings report date?
      Henry Schein’s upcoming earnings report date is Aug 11, 2026 which is in 38 days.
        How were Henry Schein’s earnings last quarter?
        Henry Schein released its earnings results on May 05, 2026. The company reported $1.32 earnings per share for the quarter, beating the consensus estimate of $1.218 by $0.102.
          Is Henry Schein overvalued?
          According to Wall Street analysts Henry Schein’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Henry Schein pay dividends?
            Henry Schein does not currently pay dividends.
            What is Henry Schein’s EPS estimate?
            Henry Schein’s EPS estimate is 1.24.
              How many shares outstanding does Henry Schein have?
              Henry Schein has 113,916,756 shares outstanding.
                What happened to Henry Schein’s price movement after its last earnings report?
                Henry Schein reported an EPS of $1.32 in its last earnings report, beating expectations of $1.218. Following the earnings report the stock price went up 3.263%.
                  Which hedge fund is a major shareholder of Henry Schein?
                  Currently, no hedge funds are holding shares in HSIC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Henry Schein

                    Henry Schein, Inc. (HSIC) is a global leader in delivering a comprehensive suite of healthcare products and services. The company caters to a diverse clientele across the globe, including dental professionals and laboratories, physician practices, governmental entities, and various institutional and alternative healthcare facilities. Its operations are organized into two principal segments: Health Care Distribution, and Technology and Value-Added Services. The Health Care Distribution division supplies an extensive array of dental goods, encompassing consumables (such as infection control items, impression materials, composites, anesthetics, and artificial teeth), specialized tools and equipment (like handpieces, dental chairs, delivery units, X-ray machinery, and advanced digital restoration systems), and personal protective equipment. This segment also provides essential equipment repair services. Furthermore, it distributes a broad range of medical supplies, including pharmaceuticals (both branded and generic), vaccines, surgical instruments, diagnostic kits, infection prevention solutions, imaging products, equipment, and nutritional supplements. The Technology and Value-Added Services segment focuses on empowering practices with advanced software, technology, and supplementary solutions. This includes specialized practice management software systems tailored for both dental and medical professionals. Beyond software, it delivers crucial value-added practice support services, such as non-recourse financial assistance, electronic services, comprehensive technology and network infrastructure support, hardware services, ongoing professional development programs, and expert consulting. Established in 1932, Henry Schein, Inc. maintains its corporate headquarters in Melville, New York.

                    Henry Schein (HSIC) Earnings & Revenues

                    HSIC Company Deck

                    HSIC Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented multiple strong operational and financial positives — solid revenue growth (+6.3% total, 2.5% internal), non-GAAP margin expansion (+28 bps), adjusted EBITDA growth (+11.6%), cloud/customer momentum (+25% cloud subscribers), rapid e-commerce adoption (80%+ U.S. dental e-commerce), and an explicit multi-year value-creation plan with a $125 million 2026 run-rate target and a >$200 million longer-term target. Offsetting these were manageable but important risks: a Q1 GAAP margin dip and slight GAAP net income decline, negative Q1 operating cash flow (seasonal), softness in medical diagnostics due to a light flu season, digital equipment ASP pressure, restructuring costs ($12M in Q1), and exposure to rising oil/freight costs. Overall, the positives (growth, margin expansion on a non-GAAP basis, technology and e-commerce traction, and clear cost-transformation initiatives) materially outweigh the near-term headwinds and execution costs, supporting an optimistic outlook grounded with prudent caveats around macro and timing of savings.View all HSIC earnings summaries

                    HSIC Revenue Breakdown

                    84.48%84.48%11.71%5.12%-1.31%
                    84.48% Global Distribution and Value-Added Services
                    11.71% Global Specialty Products
                    5.12% Global Technology
                    -1.31% Eliminations
                    tipranks

                    HSIC Stock 12 Month Forecast

                    Average Price Target

                    $87.50
                    ▲(11.00% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":67.98,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":68.39,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":73.11,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":75.58,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n    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