HENRY SCHEIN INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Henry Schein reported Q3 2026 sales of $3.5B (4.0% growth) with non-GAAP diluted EPS of $1.56, up 13.0% YoY. U.S. dental merchandise sales grew 8.6% driven by volume/market share gains. The company raised FY2026 non-GAAP diluted EPS guidance from $5.29–$5.39 to $5.50–$5.56 and upgraded Adjusted EBITDA growth guidance from mid-to-high-single-digits to high-single-digits. Q3 included $0.19/share tariff refund benefits. YTD repurchases totaled 5.7M shares at $79.50 avg price for $450M.
Why this rating
Moderate event: guidance raise of ~$0.20–0.21 EPS midpoint (~4% vs. prior midpoint) and elevated EBITDA growth target are meaningful but modest relative to ~$8.9B market cap. Dental momentum and market share gains are solid. Tariff refunds are one-time; underlying 19.1% adjusted EPS growth ex-tariffs/remeasurements shows real operational strength.
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