Earnings Call
Aug 4, 2026
Q2 FY2026
EPS Estimate
1.24
EPS Actual
1.27
Post-Earnings Close
$89.11
Earnings Reaction
+3.0%
Henry Schein's second quarter 2026 results came in ahead of expectations on both the top and bottom lines, with non-GAAP EPS of $1.27 against a consensus estimate of $1.24 and total revenues of $3.5 billion representing 6.7% reported growth. Internal local currency sales growth of 4.6% accelerated from the first half's 3.6% pace, and non-GAAP operating income grew 10.5% year-over-year, with adjusted EBITDA expanding 12.7% to $288 million. The company raised its full-year 2026 non-GAAP EPS guidance to $5.29, $5.39 (6%, 8% growth) from a prior range of $5.23, $5.37, and lifted its total sales growth outlook to 4.5%, 5.5% from 3%, 5%, signaling genuine operational momentum rather than a guidance-beat driven by one-time items.
Report generated on Aug 5, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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