Henry Schein Q4 revenue beats on strong growth in global equipment

Overview

• Healthcare solutions provider's Q4 revenue rose 7.7%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company repurchased $200 mln in shares during Q4

Outlook

• Henry Schein expects 2026 non-GAAP diluted EPS of $5.23 to $5.37

• Company anticipates 2026 total sales growth of 3% to 5%

• Henry Schein forecasts mid-single digit growth in 2026 adjusted EBITDA

Result Drivers

• GLOBAL EQUIPMENT SALES - Strong growth in global equipment sales, particularly in the U.S., Germany, Brazil, Canada, and Australia, contributed to Q4 results

• SPECIALTY PRODUCTS - Strong sales growth in dental implants and endodontics drove Q4 results

• TECHNOLOGY ADOPTION - Accelerated adoption of cloud-based software and new solutions boosted Q4 technology sales

Company press release: ID:nBwyKqcDa

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

• Wall Street's median 12-month price target for Henry Schein Inc is $79.00, about 1.9% below its February 23 closing price of $80.57

• The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

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