Henry Schein, Inc. (HSIC) AI Stock Analysis

Henry Schein, Inc. provides healthcare products and services to dental practitioners, laboratories, physician practices, and healthcare clinics worldwide. Headquartered in Melville, New York, the company operates across two primary segments: Health Care Distribution, and Technology and Value-Added Services. The Health Care Distribution segment supplies dental equipment, pharmaceuticals, vaccines, surgical supplies, diagnostic tests, infection-control items, and repair services. The Technology and Value-Added Services segment supports practitioner workflows with practice management software systems, financial services, e-services, network hardware solutions, consulting, and continuing education programs.

From FY2021 to FY2025, Henry Schein grew revenue from $12.40B to $13.18B, reflecting a 5-year revenue CAGR of 5.4%. Annual revenue growth shifted from 22.5% in FY2021 and 2.0% in FY2022 to a decline of 2.4% in FY2023, followed by gains of 2.7% in FY2024 and 4.0% in FY2025. Gross margin contracted slightly from 29.6% in FY2021 to 29.1% in FY2025, while operating margin decreased from 6.9% to 5.7%. Net income was $398.0M in FY2025, down from $623.9M in FY2021, although EPS rose to $4.97. For the trailing twelve months, revenue reached $13.60B with an operating margin of 5.8%. In the latest quarter ended June 30, 2026, revenue increased 6.7% year-over-year and earnings expanded 17.1%.

As of June 30, 2026, Henry Schein held $157.0M in cash and short-term investments alongside total debt of $3.81B, leaving net debt at $3.66B. The company reported a current ratio of 1.32 and a debt-to-equity ratio of 1.21 against shareholders' equity of $3.16B. In FY2025, operating cash flow stood at $712.0M and free cash flow totaled $573.0M. Capital allocation in FY2025 included $139.0M in capital expenditures and $850.0M directed to share repurchases, contributing to an 18.5% reduction in share count over 5 years.

At $86.38 per share, Henry Schein carries a market cap of $9.63B and an enterprise value of $13.40B. The stock trades at a trailing P/E of 25.2x and a forward P/E of 14.8x, both below the median of its S&P 500 Healthcare peers at 28.9x and 16.6x, respectively. Its price-to-sales ratio of 0.7x and EV-to-EBITDA of 13.3x are also discounted relative to peer medians of 3.4x and 15.7x. Over the trailing 12 months, the stock returned 39.3% versus 16.8% for the S&P 500, though its 5-year return of 11.5% lagged the index return of 83.0%.

Wall Street coverage on Henry Schein includes 4 Strong Buy, 4 Buy, 7 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target of $96.87 implies 12.1% upside compared to the last close of $86.38. For the current fiscal year ending December 31, 2026, analysts estimate consensus revenue of $13.87B and EPS of $5.39, representing 8.4% earnings growth. Henry Schein surpassed EPS expectations in all of its last 4 quarters, and its next earnings release is scheduled for November 3, 2026.

This page is an AI-written research summary of Henry Schein, Inc. (HSIC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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