Henry Schein (HSIC) AI Stock Analysis

Henry Schein

(BMV:HSIC)

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Positive Factors

Recurring technology revenueWith about 90% of Henry Schein One revenue recurring and 13,000 subscribers, the technology platform can provide repeatable revenue beyond product distribution. Subscriber growth and recurring customer relationships can improve retention and diversify the business over the next several quarters.

Negative Factors

Higher leverageDebt-to-equity has increased substantially over several years, reaching about 1.15 in the trailing twelve months. Although equity remains solid, the higher debt load reduces financial flexibility and can constrain acquisitions, repurchases, or other investments if operating conditions weaken.

Henry Schein (HSIC) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 9.46B
Dividend Yield: ―
Average Volume (3M): 155
Price to Earnings (P/E): 24.5
Beta (1Y): 0.03
Revenue Growth: -3.06%
EPS Growth: 0.36%
Country: Mexico
Employees: 25,000
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Distribution

Henry Schein Business Overview & Revenue Model

Company Description

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, go...

Henry Schein Earnings Call Summary

Earnings Call Date:Aug 03, 2026(Q2-2026)|% Change Since:5.32%|Next Earnings Date:Nov 02, 2026

Earnings Call SentimentPositive

The call presented a predominantly positive operational and financial update: solid top-line growth (6.7%), expanding margins, double-digit non-GAAP EPS growth (15.5%), strong adjusted EBITDA growth (12.7%), and raised full-year guidance. Management reinforced a clear value-creation program with specific savings targets ($125M run-rate by end-2026; $200M+ over time) and early implementation steps producing measurable benefits. Technology and recurring-revenue businesses (Dentrix Ascend / Henry Schein One) showed notable strength and strategic potential. Near-term headwinds include a small decline in U.S. dental equipment, lower point-of-care diagnostic demand, meaningful Q2 restructuring charges ($29M), and reduced remeasurement gains versus prior year, which constrain GAAP clarity and EPS flow-through. Overall, the positive metrics, guidance raise, and credible execution plan outweigh the localized challenges and one-time costs.

Positive Updates

Strong Revenue Growth

Global sales of $3.5 billion, up 6.7% year-over-year; internal local currency sales growth of 4.6%, foreign exchange contributed ~1.4% and acquisitions ~0.7%.

Negative Updates

U.S. Dental Equipment Softness

U.S. Dental Equipment sales declined 1.1% year-over-year, primarily due to tough prior-year comparables (large dental school orders) and continued pressure in some equipment categories.

Company Guidance

Henry Schein raised full‑year 2026 guidance to total sales growth of 4.5%–5.5% over 2025 (prior range 3%–5%), with expected H2 internal local‑currency sales growth of ~3.5%–4.5% (vs. 3.6% internal LCC in H1), and non‑GAAP diluted EPS of $5.29–$5.39 (up 6%–8% vs. 2025 non‑GAAP EPS of $4.97; prior EPS guide $5.23–$5.37); the company is not providing GAAP guidance and is excluding restructuring and other specified items. Guidance assumes no further remeasurement gains (2026 remeasurement gains expected to total $11M, already recorded in Q1), a non‑GAAP effective tax rate of ~24%, and adjusted EBITDA growth in the mid‑ to high‑single digits off 2025 adjusted EBITDA of $1.1B. Management reiterated its value‑creation targets of >$200M in operating‑income improvements (with a $125M run rate exiting 2026, ~40% of 2026 in‑year benefits from gross profit and ~60% from G&A), expects Q4 earnings growth to exceed Q3, and noted operating cash flow should exceed net income for the full year.

Henry Schein Risk Analysis

Henry Schein disclosed 29 risk factors in its most recent earnings report. Henry Schein reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Henry Schein Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

MX:HSIC against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MCK	74Outperform	$115.96B	26.50	-194.39%	0.34%	8.84%	48.98%
CAH	68Neutral	$58.00B	34.45	-59.73%	0.82%	14.23%	12.28%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
YI	40Underperform	$25.04M	-1.59	23.64%	―	-23.90%	-45.45%

* Healthcare Sector Average

Performance Comparison

MX:HSIC and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:HSIC	Henry Schein	1604.00	292.97	22.35%
CAH	Cardinal Health	250.48	62.04	32.92%
MCK	McKesson Corporation	994.58	177.51	21.72%
AHG	Akso Health Group Sponsored ADR	1.26	-0.34	-21.25%
YI	111, Inc.	2.85	-1.51	-34.57%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Henry Schein AI Stock Analysis