Equity Profile

HSIC

Henry Schein, Inc.

Health CareHealth Care Distributors$9.0B

May5Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

Henry Schein Beats on EPS, Stock Up 3.26%

Metric	Actual	Expected	Surprise
EPS	$1.32	$1.22	+10.28%
Revenue	—	$3.3B	—

management commentary, guidance changes, and full analysis available with Pro.

Henry Schein Beats on EPS, Stock Up 3.26%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.32	$1.22	+10.28%
Revenue	—	$3.3B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Henry Schein's earnings report shows a strong performance in EPS, exceeding expectations by over 10%. The positive surprise likely contributed to the stock's 3.26% increase in value. However, the lack of revenue data and management commentary leaves some uncertainty about future performance.

Company Snapshot

Henry Schein, Inc. is a leading distributor of health care products and services, primarily serving dental and medical professionals....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.22

Revenue

Revenue figures will provide insight into overall sales performance and demand for health care products.

$3.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Henry Schein, Inc. is a leading distributor of health care products and services, primarily serving dental and medical professionals. With a market cap of $8 billion, the company plays a crucial role in the health care supply chain, especially as demand for medical supplies continues to grow amid ongoing health challenges.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.08%

Avg Stock Reaction

-0.38%

Last Quarter Recap

In the last quarter, Henry Schein reported an EPS of $1.34, beating estimates by 3.08%. The stock reacted positively, gaining 3.45% the following day.

Management Promises & Guidance

Continue to focus on expanding product offerings in the health care sector.
Maintain strong relationships with existing customers while attracting new ones.
Implement cost-saving measures to improve margins.

Expectations

Wall Street Expectations

Analysts expect Henry Schein to report solid earnings this quarter, with a consensus EPS of $1.22 and revenue of $3.3 billion. The company has a strong track record of beating earnings estimates.

Bull Case

If Henry Schein exceeds expectations, it could indicate robust demand for health care products, leading to increased investor confidence and a potential stock price increase.

Bear Case

Conversely, if the company misses estimates, it may raise concerns about market demand and operational challenges, potentially leading to a stock decline.

Key Metrics to Watch

EPS

$1.22

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$3.3B

Revenue figures will provide insight into overall sales performance and demand for health care products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.22?

A beat on EPS could reinforce confidence in the company's profitability and operational efficiency.

What are the revenue projections for the upcoming quarters?

Revenue guidance will be critical in assessing future growth potential and demand for health care products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent product innovations that could drive higher sales than anticipated.

Supporting Evidence

The company has a history of beating EPS estimates, which may not be fully priced in.

Recent trends in health care spending suggest stronger demand for products than the consensus reflects.

Key Risk

If revenue comes in below $3.3 billion, it could undermine the positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Henry Schein can maintain its momentum in a competitive health care market.

Bull Confirmed If

An EPS of $1.26 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $1.16 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.07%

Historical Avg

±5.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±7.9% while HSIC has averaged ±5.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

22.5%

Calls (22K)P/C Ratio: 0.10Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Henry Schein beats expectations, history suggests a potential stock increase of around 0.72%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 7.41%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on sales.
2Any commentary on customer demand trends in the health care sector.
3Insights into cost management strategies and their effects on margins.
4Guidance on revenue expectations for the next quarter.
5Management's perspective on competitive pressures in the market.

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Company Snapshot

Henry Schein, Inc. is a leading distributor of health care products and services, primarily serving dental and medical professionals....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.22

Revenue

Revenue figures will provide insight into overall sales performance and demand for health care products.

$3.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.08%

Avg Stock Reaction

-0.38%

Last Quarter Recap

In the last quarter, Henry Schein reported an EPS of $1.34, beating estimates by 3.08%. The stock reacted positively, gaining 3.45% the following day.

Management Promises & Guidance

Continue to focus on expanding product offerings in the health care sector.
Maintain strong relationships with existing customers while attracting new ones.
Implement cost-saving measures to improve margins.

Expectations

Wall Street Expectations

Analysts expect Henry Schein to report solid earnings this quarter, with a consensus EPS of $1.22 and revenue of $3.3 billion. The company has a strong track record of beating earnings estimates.

Bull Case

If Henry Schein exceeds expectations, it could indicate robust demand for health care products, leading to increased investor confidence and a potential stock price increase.

Bear Case

Conversely, if the company misses estimates, it may raise concerns about market demand and operational challenges, potentially leading to a stock decline.

Key Metrics to Watch

EPS

$1.22

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$3.3B

Revenue figures will provide insight into overall sales performance and demand for health care products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.22?

A beat on EPS could reinforce confidence in the company's profitability and operational efficiency.

What are the revenue projections for the upcoming quarters?

Revenue guidance will be critical in assessing future growth potential and demand for health care products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent product innovations that could drive higher sales than anticipated.

Supporting Evidence

The company has a history of beating EPS estimates, which may not be fully priced in.

Recent trends in health care spending suggest stronger demand for products than the consensus reflects.

Key Risk

If revenue comes in below $3.3 billion, it could undermine the positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Henry Schein can maintain its momentum in a competitive health care market.

Bull Confirmed If

An EPS of $1.26 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $1.16 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.07%

Historical Avg

±5.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±7.9% while HSIC has averaged ±5.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

22.5%

Calls (22K)P/C Ratio: 0.10Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Henry Schein beats expectations, history suggests a potential stock increase of around 0.72%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 7.41%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on sales.
2Any commentary on customer demand trends in the health care sector.
3Insights into cost management strategies and their effects on margins.
4Guidance on revenue expectations for the next quarter.
5Management's perspective on competitive pressures in the market.