Equity Profile

HSIC

Henry Schein, Inc.

Health CareHealth Care Distributors$10.0B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Henry Schein, Inc. (HSIC) 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 the company's profitability and performance.

$1.24

Revenue

Total revenue reflects the overall sales performance and demand for Henry Schein's products.

$3.4B

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

HSIC Q2-2026 Earnings Preview

Context

Company Snapshot

Henry Schein, Inc. (HSIC) is a leading distributor of health care products and services, primarily serving dental and medical professionals. With a market cap of $10 billion, the company plays a vital role in the health care supply chain, making it significant in discussions around health care access and efficiency.

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 Q1-2026, Henry Schein reported an EPS of $1.32, exceeding estimates by 10.28%. The stock reacted positively, gaining 3.26% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Henry Schein to report solid earnings this quarter, with a consensus EPS of $1.24 and revenue of $3.4 billion.

Bull Case

If the company beats expectations, it could indicate strong demand in the health care sector and lead to a positive stock reaction.

Bear Case

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

Key Metrics to Watch

EPS

$1.24

Earnings per share is a key indicator of the company's profitability and performance.

Revenue

$3.4B

Total revenue reflects the overall sales performance and demand for Henry Schein's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.24?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue growth trends in key segments?

Understanding revenue trends will help gauge demand for health care products and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's ability to capitalize on increased health care spending, especially in dental and medical sectors.

Supporting Evidence

Henry Schein's recent performance has shown a consistent ability to exceed EPS estimates, suggesting stronger operational execution than expected.

The options market is pricing a larger move than historical averages, indicating potential for a surprise.

Past trends show that the company has a high EPS beat rate, suggesting that analysts may be too conservative.

Key Risk

If revenue growth is reported below $3.3 billion, it could undermine the positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Henry Schein can maintain its growth momentum amid potential economic challenges.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case, indicating strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, raising concerns about market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±16.0%

Historical Avg

±5.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting heightened investor uncertainty.

Options are pricing ±16.0% while HSIC has averaged ±5.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

27.4%

Calls (1K)P/C Ratio: 0.11Puts (400)

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 0.63%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of about 7.41%, as investors reassess the company's growth outlook.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in dental and medical segments.
2Any commentary on supply chain challenges or improvements.
3Insights into customer demand trends and market share.
4Management's outlook on future earnings and market conditions.
5Potential impacts of regulatory changes on operations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

Henry Schein, Inc. (HSIC) 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 the company's profitability and performance.

$1.24

Revenue

Total revenue reflects the overall sales performance and demand for Henry Schein's products.

$3.4B

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

HSIC Q2-2026 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 Q1-2026, Henry Schein reported an EPS of $1.32, exceeding estimates by 10.28%. The stock reacted positively, gaining 3.26% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Henry Schein to report solid earnings this quarter, with a consensus EPS of $1.24 and revenue of $3.4 billion.

Bull Case

If the company beats expectations, it could indicate strong demand in the health care sector and lead to a positive stock reaction.

Bear Case

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

Key Metrics to Watch

EPS

$1.24

Earnings per share is a key indicator of the company's profitability and performance.

Revenue

$3.4B

Total revenue reflects the overall sales performance and demand for Henry Schein's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.24?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue growth trends in key segments?

Understanding revenue trends will help gauge demand for health care products and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's ability to capitalize on increased health care spending, especially in dental and medical sectors.

Supporting Evidence

Henry Schein's recent performance has shown a consistent ability to exceed EPS estimates, suggesting stronger operational execution than expected.

The options market is pricing a larger move than historical averages, indicating potential for a surprise.

Past trends show that the company has a high EPS beat rate, suggesting that analysts may be too conservative.

Key Risk

If revenue growth is reported below $3.3 billion, it could undermine the positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Henry Schein can maintain its growth momentum amid potential economic challenges.

Bull Confirmed If

An EPS of $1.30 or higher would confirm the bull case, indicating strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, raising concerns about market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±16.0%

Historical Avg

±5.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting heightened investor uncertainty.

Options are pricing ±16.0% while HSIC has averaged ±5.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

27.4%

Calls (1K)P/C Ratio: 0.11Puts (400)

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 0.63%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of about 7.41%, as investors reassess the company's growth outlook.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on revenue growth in dental and medical segments.
2Any commentary on supply chain challenges or improvements.
3Insights into customer demand trends and market share.
4Management's outlook on future earnings and market conditions.
5Potential impacts of regulatory changes on operations.