7 analysts' median target is $86[FMP target], stock is $71, +21.4% upside potential. After Q1 +10.0% EPS beat[FMP earnings], the stock moved -2.6%.
B+ = MoonshotScore 30[9-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $3.4B[FMP est], EPS $1.19[FMP est]. 3 consecutive quarters of beat[FMP earnings].
Q1 EPS +10.0% beat[FMP] but the stock -2.6% D+1[FMP D+1]. Ron South promised $39.0M CapEx + a sequential decline in Q1 during the Q1 earnings call[Ron South capex transcript].
Watchlist
Ecommerce Platform Rollout
ecommerce_platform_rollout
Henry Schein has successfully rolled out its global e-commerce platform, henryschein.com to our Canadian and U.S. laboratory customers and expects to complete the U.S. rollout by the end of August.
"We have also successfully rolled out our global e-commerce platform, henryschein.com to our Canadian and U.S. laboratory customers. We are well advanced in implementation across the U.S. with over 80% of our U.S. dental e-commerce sales now transacted over henryschein.com. We expect to complete the U.S. rollout by the end of August"
- Frederick Lowery - Q1 FY26 Earnings Call - May 5, 2026
Operating Income Improvement
operating_income_improvement
Henry Schein is committing to the company's goal of achieving greater than $200 million of annual operating income improvement within the next few years with $125 million run rate by the end of 2026.
"Therefore, I am committing to the company's goal of achieving greater than $200 million of annual operating income improvement within the next few years with $125 million run rate by the end of 2026."
- Frederick Lowery - Q1 FY26 Earnings Call - May 5, 2026
Ai Clinical Workflow
ai_clinical_workflow
Henry Schein's next-generation AI clinical workflow is a clear signal that our customers are ready to embrace these tools and that Henry Schein is well positioned to lead that transition.
"The broad level of interest in our AI solutions was a clear signal that our customers are ready to embrace these tools and that Henry Schein is well positioned to lead that transition."
- Frederick Lowery - Q1 FY26 Earnings Call - May 5, 2026
Market Share Gains
market_share_gains
Henry Schein is gaining market share in the U.S. dental market, and dental markets overall remain stable and healthy.
"The dental markets remain stable and healthy, and we are gaining market share."
- Frederick Lowery - Q1 FY26 Earnings Call - May 5, 2026
Dso Investment Equipment
dso_investment_equipment
Dental practices and, in particular, DSOs are continuing to invest in equipment, and we are seeing DSOs gaining market share in the overall dental market.
"Dental practices and, in particular, DSOs are continuing to invest in equipment, and we are seeing DSOs gaining market share in the overall dental market."
- Frederick Lowery - Q1 FY26 Earnings Call - May 5, 2026
Stock Expert AI - Methodology
9-pillar methodology. - strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ray Dalio, Buffett), 1 bearish (Ken Griffin), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (May 5, 2026): EPS $1.32 vs $1.20 est[FMP], +10.0% beat. D+1 movement: -2.6%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $1.32 vs $1.20 beat[FMP], stock -2.6% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $39.0M[FMP cashflow]. Q1 op margin 5.4%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q1 EPS threshold $1.19[FMP], CapEx threshold "below $39.0M"[Ron South]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This HSIC (HSIC) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.