Henry Schein, Inc. (HSIC) Earnings Call Transcripts

Henry Schein, Inc.'s Latest Earnings Call - May 27, 2026

In the first quarter of fiscal year 2026, Henry Schein, Inc. reported solid results with revenue growth driven primarily by the dental segment, which showed resilience despite broader economic concerns. The company achieved revenue of $3.2 billion, reflecting a 5% increase year-over-year, and earnings per share (EPS) of $1.32, which included a $0.07 remeasurement gain. Management maintained its guidance for the full year, expecting to achieve a net $125 million in operating income improvements, signaling confidence in continued growth and operational efficiency enhancements.

Reported metrics

Guidance from management

Management maintained its full-year guidance, expecting to achieve $125 million in net operating income improvements by the end of 2026, with a focus on enhancing gross profit and operational efficiencies.

What management said

Well, I think they fall under those things, but I mean maybe more specifically in our technology business, boy, we're bringing out new capabilities much faster. And I think that's going to continue to accelerate as we leverage AI and as we partner with others in the industry to bring out different capabilities to our clinical workflow, our open architecture clinical workflow and our PMS system. I think that's going t...

Yes. I think the -- as we said in Q1, we did see some challenges in kind of the diagnostic test kits around respiratory, primarily driven by flu, but also overall, respiratory. And if you back that out, the underlying business was mid-single-digit growth. So we're seeing that continue here in Q2. And there are other parts of the business that are growing incredibly well, though. We feel really great about our Home So...

What analysts pressed on

Analysts expressed concerns about the sustainability of growth in the medical segment and the potential impact of economic conditions on consumer spending. There were questions regarding the company's ability to effectively implement price increases given the price-sensitive nature of their customer base.

Main topics on the call

• Dental Market Resilience — Management noted that the U.S. dental market remains healthy, with April showing continued momentum. CEO Fred Lowery stated, "our business is pretty steady... it has a lot to do with unemployment rates," indicating that ...
• Value Creation Initiatives — Henry Schein is on track to achieve $125 million in net operating income improvements by the end of 2026. Lowery emphasized that these initiatives are not just cost-cutting but include enhancing gross profit through bett...
• Growth in Technology Business — The company is accelerating its technology offerings, leveraging AI to enhance clinical workflows. Lowery mentioned, "we're bringing out new capabilities much faster," which is expected to drive growth in this segment.
• International Market Performance — Management highlighted strong performance in Germany and Canada, with Canada particularly noted for its effective management in a competitive landscape. South stated, "we've been pleased this year with the activity we're...

Read the full Henry Schein, Inc. transcript (May 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 112 Henry Schein, Inc. earnings call transcripts on record, spanning January 15, 2020 to May 27, 2026. Based on this history, Henry Schein, Inc. reports quarterly. The most recent call on file is dated May 27, 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

112

First call

January 15, 2020

Most recent

May 27, 2026

Reporting cadence

quarterly