Henry Schein Q3 FY2026: EPS beat, FY guidance raised to $5.50–$5.56
Henry Schein beat the $1.3849 consensus non-GAAP EPS estimate with $1.56 and lifted full-year guidance to $5.50–$5.56, but $0.19 of that profit came from one-time tariff refunds. Read the beat in layers: underlying adjusted EPS rose 19.1% to $1.37, sales grew 4.0% to $3.471 billion, and gross margin held at 31.8% while the company bought back $125 million of stock.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $1.06 rose 26.2% and non-GAAP EPS of $1.56 rose 13.0%, clearing the $1.3849 consensus. Strip out $0.19 per share of tariff refunds this year and $0.23 of prior-year remeasurement gains, and adjusted EPS still rose 19.1%, to $1.37 from $1.15. That underlying figure is the one that says operating performance improved rather than accounting items.
Sales of $3.471 billion rose 4.0% from $3.339 billion a year earlier, of which 3.1% was internal and only 0.2% came from currency. The engine was U.S. dental merchandise, up 8.6%, while Global Value-Added Services fell 4.8% and Global Medical grew just 1.1%. Growth is real but narrow: one category did most of the work.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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