Henry Schein, Inc. (HSIC) Earnings Call Transcripts

Henry Schein, Inc.'s Latest Earnings Call - September 15, 2026

In the third quarter of fiscal 2026, Henry Schein, Inc. (HSIC) reported a strong performance with revenue growth driven by market share gains and pricing strategies. The company achieved revenue of $3.1 billion, exceeding expectations, and management reiterated their commitment to delivering double-digit EPS growth, supported by a $200 million operating income improvement plan over the next few years. The positive sentiment surrounding management's strategic focus on accelerating growth and enhancing operational efficiency could serve as a catalyst for stock movement going forward.

Reported metrics

Guidance from management

Management maintained their guidance for double-digit EPS growth and reiterated the $200 million operating income improvement plan over the next 2-3 years.

What management said

No, I think you're reading it exactly right. I think what we said is that we're going to deliver this $200 million. We're going to accelerate the growth in our business, and we're going to grow double digit. That's EPS.

We are. So we became the majority owner of the S.I.N. value implant business back in Q1. And so that is going well, small base, but it allowed us to really orchestrate our strategy between our premium brand in the U.S. and our value brand. And so that's on track and going well.

What analysts pressed on

Analysts expressed concerns about the sustainability of growth in the consumables market amidst potential pricing pressures and competition. There were also questions regarding the pace of M&A activity and how it aligns with the company's disciplined approach moving forward.

Main topics on the call

• Revenue Growth Acceleration — Henry Schein reported revenue of $3.1 billion for Q3 2026, driven by a combination of volume and pricing strategies. CEO Fred Lowery stated, "we're outpacing the market growth, of course, so we're taking share there," in...
• Operating Income Improvement Plan — Management is targeting a $200 million improvement in operating income over the next 2-3 years, emphasizing that this is a net improvement that will benefit the bottom line. Lowery noted, "this is not a one-and-done thin...
• Double-Digit EPS Growth Commitment — Management confirmed their commitment to double-digit EPS growth over the next few years, with Lowery stating, "we're going to deliver this $200 million, we're going to accelerate the growth in our business, and we're go...
• Dental Market Trends — The U.S. dental market remains steady, with Henry Schein gaining market share. Lowery mentioned, "we think the dental market in the U.S. is steady," which suggests stability in this key segment.

Read the full Henry Schein, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 114 Henry Schein, Inc. earnings call transcripts on record, spanning January 15, 2020 to September 15, 2026. Based on this history, Henry Schein, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HSIC

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

114

First call

January 15, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly