Henry Schein (HSIC) reported $3.44 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.7%. EPS of $1.34 for the same period compares to $1.19 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.33 billion, representing a surprise of +3.09%. The company delivered an EPS surprise of +3.08%, with the consensus EPS estimate being $1.30.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Henry Schein performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- International Distribution and Value-Added Services- Dental: $908 million versus the four-analyst average estimate of $852.85 million.
- Geographic Revenue- International Distribution and Value-Added Services- Medical: $28 million versus the four-analyst average estimate of $27.2 million.
- Geographic Revenue- U.S. Distribution and Value-Added Services: $1.96 billion compared to the $1.93 billion average estimate based on four analysts.
- Geographic Revenue- U.S. Distribution and Value-Added Services- Dental- Merchandise: $583 million versus $580.69 million estimated by four analysts on average.
- Net Sales- Global Specialty Products: $422 million versus the six-analyst average estimate of $387.94 million.
- Net Sales- Global Technology: $173 million compared to the $172.97 million average estimate based on six analysts. The reported number represents a change of -20.6% year over year.
- Net Sales- Global Distribution and Value-Added Services: $2.89 billion compared to the $2.81 billion average estimate based on six analysts. The reported number represents a change of -2.8% year over year.
- Net Sales- Eliminations: $-49 million versus the six-analyst average estimate of $-41.48 million.
- Net Sales- Global Distribution and Value-Added Services- Global Dental: $1.82 billion versus $1.74 billion estimated by four analysts on average.
- Net Sales- Global Distribution and Value-Added Services- Global Medical: $1.07 billion versus $1.07 billion estimated by four analysts on average.
- Geographic Revenue- International Distribution and Value-Added Services: $936 million compared to the $881.69 million average estimate based on four analysts.
- Net Sales- Global Distribution and Value-Added Services- Global Dental- Global Equipment: $536 million versus $495.83 million estimated by four analysts on average.
View all Key Company Metrics for Henry Schein here>>>
Shares of Henry Schein have returned +3.8% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Henry Schein, Inc. (HSIC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
