earnings
confidence high
sentiment positive
materiality 0.80
Henry Schein Q2 GAAP EPS $0.82, non-GAAP $1.27; raises FY2026 guidance
HENRY SCHEIN INC
- Q2 revenue $3.5B (+6.7% YoY); GAAP net income $94M vs $86M; non-GAAP net income $145M vs $135M.
- Non-GAAP diluted EPS $1.27 vs $1.10; adjusted EBITDA $288M vs $256M.
- FY2026 guidance raised: non-GAAP EPS $5.29-$5.39 (prior $5.23-$5.37); sales growth 4.5%-5.5% (prior 3%-5%).
- Adjusted EBITDA growth guidance raised to mid-to-high single digits from mid-single digits.
- Repurchased 2.6M shares for $200M in Q2; YTD repurchases $325M; $455M remaining authorization.