Overview
Healthcare solutions provider's Q4 revenue rose 7.7%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company repurchased $200 mln in shares during Q4
Outlook
Henry Schein expects 2026 non-GAAP diluted EPS of $5.23 to $5.37
Company anticipates 2026 total sales growth of 3% to 5%
Henry Schein forecasts mid-single digit growth in 2026 adjusted EBITDA
Result Drivers
GLOBAL EQUIPMENT SALES - Strong growth in global equipment sales, particularly in the U.S., Germany, Brazil, Canada, and Australia, contributed to Q4 results
SPECIALTY PRODUCTS - Strong sales growth in dental implants and endodontics drove Q4 results
TECHNOLOGY ADOPTION - Accelerated adoption of cloud-based software and new solutions boosted Q4 technology sales
Company press release: ID:nBwyKqcDa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $3.40 bln | $3.35 bln (13 Analysts) |
Q4 Adjusted EPS | Beat | $1.34 | $1.30 (15 Analysts) |
Q4 EPS | $0.85 | ||
Q4 Adjusted Net Income | Beat | $160 mln | $156.97 mln (10 Analysts) |
Q4 Net Income | $101 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Henry Schein Inc is $79.00, about 1.9% below its February 23 closing price of $80.57
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)