$HSIC

Henry Schein Inc. outlined a transformation focused on AI, simpler leadership, and faster execution in its first earnings report under CEO Fred Lowery. The company reported Q2 net sales of $3.46B (+6.7%) and net income of $94M (+9.3%), raised its 2026 sales outlook to 4.5% to 5.5%, and announced a leadership reorganization integrating supply chain and distribution. It targets $200M+ operating improvements.

Henry Schein reported Q2 2026 progress including faster internal local-currency sales growth, driven by dental merchandise market-share gains and higher technology platform share. The company raised full-year 2026 sales growth guidance to 4.5% to 5.5% and expects $125 million operating income improvement run rate by end-2026. Restructuring expenses were $29 million.

Citigroup raised its price target on Henry Schein to $112 from $100, according to the report. UBS also adjusted its target to $94 from $89 and kept a neutral rating. The changes reflect updated analyst views on the stock’s outlook.

Henry Schein (NASDAQ:HSIC) reported Q2 CY2026 results with revenue up 6.7% year on year to $3.46 billion, exceeding Wall Street estimates by 2.6%, according to the company. Non-GAAP adjusted EPS was $1.27, up from $1.10, beating consensus by 2.5%. Adjusted operating margin was 5.3%. Analysts expect revenue growth of 2.9% over the next 12 months.

HENRY SCHEIN INC (HSIC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991.htm EX-99.1 exhibit991 -1- more FOR IMMEDIATE RELEASE HENRY SCHEIN REPORTS STRONG SECOND QUARTER 2026 FINANCIAL RESULTS AND RAISES FY2026 GUIDANCE ● Q2 2026 GAAP diluted EPS of $0.82 compared to $0.70 GAAP diluted EPS in Q2 2025 ● Q2 2026 non-GAAP diluted EPS

Henry Schein (HSIC) shares fell 1.8% to $84.25 after the company announced a leadership reorganization. Three senior executives, including COO Michael S. Ettinger, will leave effective Oct. 30, 2026, with a new leadership team and changes to supply chain and distribution. Investors are focused on execution ahead of Q2 results Aug. 4 and a $125 million operating income improvement target by year-end 2026.

Henry Schein (NASDAQ:HSIC) shares fell 1.9% after the company announced a leadership restructuring. It will form a Henry Schein Leadership Team, replacing its Executive Management Committee, and integrate global supply chain with distribution. Three executives, including COO Michael Ettinger and CSO Mark Mlotek, exit roles effective Oct. 30, 2026, staying as senior advisors.

HENRY SCHEIN INC (HSIC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K HENRY SCHEIN INC false 0001000228 0001000228 2026-07-27 2026-07-27 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event rep

Henry Schein executives said underlying medical growth held up after Q1 pressure from respiratory-related diagnostic test kits, with medical growth at a mid-single-digit rate excluding that headwind, and continued into Q2. Dental demand was described as steady internationally (Germany, Canada). The company targets $125M net run-rate operating income improvement by end-2026 and up to $200M over the next few years, while prioritizing share repurchases and accelerating technology and specialty prod

Henry Schein (HSIC) held its virtual 31st annual meeting, with Chairman Stanley Bergman presiding, and stockholders voting on director elections, executive pay (non-binding), auditor ratification, and a governance proposal. Bergman said he will step down and become chairman emeritus; Fred Lowery became CEO on March 2, 2026. Ten directors were elected to 2027 terms; BDO USA was ratified. A preliminary vote approved a proposal to move from supermajority to majority voting.