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. is a leading provider of health care products and services, primarily serving dental and medical professionals....

Key Metrics to Watch

EPS

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

$1.24

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$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. is a leading provider of health care products and services, primarily serving dental and medical professionals. With a market cap of $10 billion, the company plays a crucial role in the health care distribution sector, which is essential for maintaining the supply chain of medical and dental supplies.

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 expectations 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. The market is closely watching for any signs of growth or challenges in the health care distribution sector.

Bull Case

If Henry Schein beats EPS estimates, it could signal strong demand for health care products and services, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market conditions and lead to a significant drop in the stock price.

Key Metrics to Watch

EPS

$1.24

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

Revenue

$3.4B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.24, and if so, by how much?

A strong EPS performance could indicate robust demand and operational efficiency, which are critical for investor confidence.

What insights can be shared about revenue growth trends in the health care distribution sector?

Understanding revenue growth trends will help assess the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for revenue growth in the health care distribution sector, especially given recent trends in demand for medical supplies.

Supporting Evidence

Henry Schein's recent EPS performance has consistently exceeded expectations, indicating stronger-than-expected demand.

The options market is pricing a significant move, suggesting that investors anticipate a notable reaction to the earnings report.

Key Risk

If revenue growth shows signs of acceleration, it could challenge the current consensus and lead to a reassessment of the stock's value.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it reflects the company's resilience in a competitive health care landscape.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.20 would raise concerns about the company's ability to navigate market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±16.0%

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 ±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 positive stock reaction of around +0.63% on the following day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as the market digests the news.

Miss

A miss could lead to a decline of around -7.41%, as seen in previous quarters, raising concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on trends in health care product demand.
2Updates on operational efficiencies and cost management strategies.
3Insights into market competition and pricing pressures.
4Management's outlook on future revenue growth.
5Any changes in guidance or strategic initiatives.

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Company Snapshot

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

Key Metrics to Watch

EPS

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

$1.24

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$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 expectations by 10.28%. The stock reacted positively, gaining 3.26% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Henry Schein beats EPS estimates, it could signal strong demand for health care products and services, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market conditions and lead to a significant drop in the stock price.

Key Metrics to Watch

EPS

$1.24

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

Revenue

$3.4B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $1.24, and if so, by how much?

A strong EPS performance could indicate robust demand and operational efficiency, which are critical for investor confidence.

What insights can be shared about revenue growth trends in the health care distribution sector?

Understanding revenue growth trends will help assess the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for revenue growth in the health care distribution sector, especially given recent trends in demand for medical supplies.

Supporting Evidence

Henry Schein's recent EPS performance has consistently exceeded expectations, indicating stronger-than-expected demand.

The options market is pricing a significant move, suggesting that investors anticipate a notable reaction to the earnings report.

Key Risk

If revenue growth shows signs of acceleration, it could challenge the current consensus and lead to a reassessment of the stock's value.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it reflects the company's resilience in a competitive health care landscape.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.20 would raise concerns about the company's ability to navigate market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±16.0%

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 ±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 positive stock reaction of around +0.63% on the following day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as the market digests the news.

Miss

A miss could lead to a decline of around -7.41%, as seen in previous quarters, raising concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on trends in health care product demand.
2Updates on operational efficiencies and cost management strategies.
3Insights into market competition and pricing pressures.
4Management's outlook on future revenue growth.
5Any changes in guidance or strategic initiatives.