Henry Schein, Inc.
- Open
- 84.31
- Day high
- 84.42
- Day low
- 83.18
- Prev close
- 84.29
- Volume
- 334K
- Mkt cap
- $9.5B
- P/E (TTM)
- 25.1
- EPS (TTM)
- $3.34
- P/B
- 2.9
- P/S
- 0.7
- Yield
- —
- Per share
- —
- ▲Insiders net buying $692K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
Henry Schein, Inc. (HSIC) is a Healthcare company listed on NASDAQ. The stock is up 15% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
Henry Schein, Inc. (HSIC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 6 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HSIC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $1.20 | $1.32 | +10.0% | $3.4B | +0.8% |
| Feb 24, 2026 | $1.30 | $1.34 | +3.1% | $3.4B | +2.8% |
| Nov 4, 2025 | $1.27 | $1.38 | +8.7% | $3.3B | -0.2% |
| Feb 25, 2025 | $1.23 | $1.19 | -3.3% | $3.2B | -3.1% |
| Feb 27, 2024 | $0.70 | $0.66 | -5.7% | $3.0B | -0.6% |
| Nov 13, 2023 | $1.32 | $1.32 | +0.0% | $3.2B | -1.8% |
| Feb 16, 2023 | $1.21 | $1.21 | +0.0% | $3.4B | +0.5% |
| Nov 1, 2022 | $1.14 | $1.09 | -4.4% | $3.1B | -3.9% |
| Aug 2, 2022 | $1.16 | $1.16 | +0.0% | $3.0B | -2.9% |
| May 3, 2022 | $1.19 | $1.30 | +9.2% | $3.2B | +2.5% |
| Feb 15, 2022 | $0.91 | $1.07 | +17.6% | $3.3B | +5.6% |
| Nov 2, 2021 | $0.95 | $1.10 | +15.8% | $3.2B | +8.5% |
HSIC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | DANIEL WILLIAM Kdirector | Grant | 2,215 | — |
| May 12, 2026 | DANIEL WILLIAM Kdirector | Buy | 10,000 | $69.19 |
| Mar 20, 2026 | Popeck Thomas Cofficer: CEO, Henry Schein Products | Sell | 1,355 | $72.79 |
| Mar 17, 2026 | Sheehy Christine Zayacofficer: SVP, Chief Human Res. Officer | Tax | 463 | $74.61 |
| Mar 17, 2026 | South Ronald N.officer: SVP & Chief Financial Officer | Tax | 5,216 | $74.61 |
| Mar 17, 2026 | Ettinger Michael Sofficer: EVP & Chief Operating Officer | Tax | 4,214 | $74.61 |
| Mar 17, 2026 | BERGMAN STANLEY Mdirector | Tax | 50 | $74.61 |
| Mar 17, 2026 | Albertini Andreaofficer: CEO, Global Dist. & Tech. | Tax | 1,401 | $74.61 |
| Mar 17, 2026 | Popeck Thomas Cofficer: CEO, Henry Schein Products | Tax | 587 | $74.61 |
| Mar 17, 2026 | MLOTEK MARK Eofficer: EVP, Chief Strategic Officer | Tax | 5,928 | $74.61 |
| Mar 11, 2026 | KUEHN KURT Pdirector | Sell | 2,844 | $78.96 |
| Mar 10, 2026 | Ettinger Michael Sofficer: EVP & Chief Operating Officer | Grant | 27,061 | — |
| Mar 10, 2026 | MLOTEK MARK Eofficer: EVP, Chief Strategic Officer | Grant | 27,061 | — |
| Mar 10, 2026 | Lowery Frederick M.director, officer: CEO | Grant | 177,116 | $77.60 |
| Mar 10, 2026 | South Ronald N.officer: SVP & Chief Financial Officer | Grant | 20,296 | — |
Source: HSIC SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full HSIC insider & 13F page →Henry Schein, Inc. company profile
Overview
Henry Schein, Inc. (NASDAQ:HSIC) is a leading healthcare distribution company founded in 1932 and headquartered in Melville, New York. The company went public in 1995 and has evolved into one of the largest distributors of healthcare products and services globally. Henry Schein serves dental practitioners, physician practices, government institutions, and alternative care clinics worldwide through a comprehensive portfolio of products, equipment, technology solutions, and value-added services. The company has built its market position over nine decades by focusing on the healthcare practitioner market, particularly in dental and medical distribution, while expanding into high-margin specialty products and technology services.
Business
Henry Schein operates as a healthcare distribution company serving primarily dental and medical practitioners through three main business segments. The company functions as an intermediary between healthcare product manufacturers and end-users, providing essential products, equipment, and services to healthcare professionals. The Global Distribution and Value-Added Services Group represents the largest segment, generating approximately 85% of total revenue. This division distributes dental products including infection-control supplies, dental handpieces, preventative materials, impression compounds, composite materials, anesthetics, dental implants, and high-tech digital restoration equipment. The segment also provides medical products comprising branded and generic pharmaceuticals, vaccines, surgical instruments, diagnostic tests, and medical equipment. Additionally, this group offers equipment repair services and operates a growing home solutions business that delivers medical supplies directly to patients' homes. The Global Specialty Products Group accounts for roughly 12% of revenue and focuses on higher-margin proprietary products. This segment manufactures and distributes dental implants, biomaterials, endodontic products, and orthodontic solutions. Key brands include BioHorizons dental implants and various specialized dental materials that command premium pricing due to their clinical efficacy and brand recognition. The Global Technology Group represents approximately 3% of revenue but is strategically important for future growth. This segment provides practice management software systems, electronic health records, revenue cycle management services, e-commerce platforms, and continuing education services. The division has been transitioning customers to cloud-based software solutions, which generate recurring subscription revenue and higher margins than traditional on-premise software installations.
Risks & safety
Henry Schein presents a moderate margin of safety with stable cash generation but elevated debt levels and cyclical earnings vulnerability. • **Cash and Liquidity**: Low cash position of $127 million relative to $2.9 billion current liabilities creates liquidity concerns, though the company maintains credit facilities and generates positive operating cash flow in most quarters. • **Debt Burden**: Debt-to-equity ratio of 0.97 indicates significant leverage, with total liabilities of $5.8 billion against $4.7 billion in equity, creating financial risk during economic downturns. • **Valuation Metrics**: Trading at 19.3x earnings and 11.5x EV/EBITDA suggests fair to slightly expensive valuation for a mature distribution business with modest growth prospects. • **Cash Flow Variability**: Free cash flow turned negative in Q1 2025 at -$6 million, showing earnings quality concerns and working capital pressure, though full-year 2024 generated strong $661 million in free cash flow. • **Cyclical Exposure**: Healthcare utilization patterns and equipment purchase cycles create earnings volatility, as evidenced by the cyber incident impact and COVID-related demand fluctuations.
Recent development
Henry Schein has undergone significant strategic transformation over the past few years through its BOLD+1 Strategic Plan, which concluded in 2024 and was renewed for 2025-2027. The company successfully exceeded its goal of generating over 40% of operating income from high-growth, high-margin businesses, primarily through expansion in specialty products and technology services. A major organizational restructuring simplified the company's structure into three focused business units: Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology. This restructuring included leadership changes and a cost reduction program targeting $75-100 million in annual savings. The company also secured a strategic partnership with KKR, which became the largest non-index shareholder, providing capital and operational expertise for future growth initiatives. Technology investments have been central to Henry Schein's evolution, including the launch of a Global eCommerce Platform (GEP) in the UK and Ireland, with North American rollout planned for 2025. The company has expanded its cloud-based software offerings, achieving 20% growth in cloud-based customers and strengthening its Henry Schein One practice management platform. Strategic acquisitions have bolstered specialty product capabilities, including the purchase of Acentus to expand home solutions services and various dental implant and biomaterial companies to enhance the specialty products portfolio. The company has also navigated significant operational challenges, including recovery from a cybersecurity incident that temporarily impacted market share and customer relationships. Management has focused on recapturing lost business through enhanced customer service and digital engagement tools while implementing cybersecurity improvements to prevent future incidents.
HSIC company profile · for informational purposes only — not investment advice.
Track HSIC with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free