HSIC

Lone Peak Global Investors reported a full exit from Thermon Group (NYSE:THR) as of its May 14, 2026, SEC filing, selling approximately 430,230 shares for an estimated $20.05 million based on quarterly average pricing. According to the SEC filing dated May 14, 2026, Lone Peak Global Investors fully liquidated its position in Thermon during the first quarter, reducing holdings by 430,230 shares. The estimated value of the shares sold was approximately $20.05 million, based on the mean unadjusted closing price for the quarter. The net position change for the stake, including price movement, was a decrease of $15.99 million. Lone Peak Global Investors sold out its Thermon position. Top holdings after the filing: NASDAQ:HSIC: $27.82 million (4.6% of AUM) NASDAQ:KDP: $27.24 million (4.5% of AUM) NYSE:UPS: $26.14 million (4.4% of AUM) NYSE:OPLN: $24.98 million (4.2% of AUM) NYSE:CAH: $24.12 million (4.0% of AUM) As of May 14, 2026, Thermon shares were priced at $68.61, up about 120% over the past year, outperforming the S&P 500’s 25% gain. Thermon Group offers engineered industrial process heating solutions, including electric and gas heating products, heat tracing systems, control and monitoring solutions, and specialty products for a range of industrial applications. The firm generates revenue through the design, manufacture, and sale of process heating equipment, complemented by engineering, installation, and maintenance services for process industries worldwide. It serves customers in chemical and petrochemical, oil and gas, power generation, rail and transit, commercial, transportation, food and beverage, pharmaceutical, mineral processing, data centers, and semiconductor sectors. Thermon Group is a leading provider of industrial process heating solutions with a global footprint and a diversified customer base across critical infrastructure sectors. The company leverages its engineering expertise and comprehensive service offerings to deliver tailored solutions that address complex thermal management needs. Its strategic focus on innovation and end-to-end project support positions Thermon as a preferred partner for process industries requiring reliability and operational efficiency. After the stock more than doubled over the past year, Lone Peak may simply be rotating capital elsewhere while Thermon trades near all-time highs — because ultimately, Thermon’s u...

Henry Schein’s first quarter results were well received by the market, with outperformance driven by robust gains in U.S. dental and global technology segments. CEO Frederick Lowery pointed to ongoing market share gains and stable dental procedure volumes as key contributors, while highlighting that merchandise price increases and continued investments from dental service organizations (DSOs) underpinned growth. The medical business was impacted by a lighter flu season, which weighed on demand for point-of-care diagnostic products, but this was offset by solid growth in Home Solutions and technology-driven offerings. Is now the time to buy HSIC? Find out in our full research report (it’s free). Revenue: $3.37 billion vs analyst estimates of $3.34 billion (6.3% year-on-year growth, 0.8% beat) Adjusted EPS: $1.32 vs analyst estimates of $1.22 (8.4% beat) Adjusted EBITDA: $289 million vs analyst estimates of $275.1 million (8.6% margin, 5.1% beat) Management reiterated its full-year Adjusted EPS guidance of $5.30 at the midpoint Operating Margin: 5.4%, in line with the same quarter last year Organic Revenue rose 2.5% year on year (miss) Market Capitalization: $7.86 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jason Bednar (Piper Sandler) asked about the sustainability of gross margin gains amid rising oil prices. CFO Ronald South explained that dynamic pricing, proprietary brand growth, and cost mitigation efforts should help preserve margins, barring a major oil price spike. Elizabeth Anderson (Evercore ISI) inquired about specialty product growth cadence and key surprises for the new CEO. South said specialty growth should improve as the year progresses, while CEO Frederick Lowery cited customer and supplier relationships as key strengths. Jeffrey Johnson (Baird) pressed on how Henry Schein can sustain earnings growth without recurring restructuring. Lowery emphasized building lasting capabilities in pricing, branding, and process improvement to drive ongoing margin expansion. Joseph Federico (Stifel) requested clarification on premium versus value implant trends. South confirmed that value implants are ou...

Last week, you might have seen that Henry Schein, Inc. (NASDAQ:HSIC) released its quarterly result to the market. The early response was not positive, with shares down 5.5% to US$70.50 in the past week. Henry Schein reported US$3.4b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$0.92 beat expectations, being 8.1% higher than what the analysts expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the most recent consensus for Henry Schein from 15 analysts is for revenues of US$13.7b in 2026. If met, it would imply a reasonable 2.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 21% to US$4.20. In the lead-up to this report, the analysts had been modelling revenues of US$13.7b and earnings per share (EPS) of US$3.96 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates. See our latest analysis for Henry Schein There's been no major changes to the consensus price target of US$87.21, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Henry Schein at US$100.00 per share, while the most bearish prices it at US$64.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how for...

Performance was driven by strong momentum in U.S. dental and global technology, which successfully offset softness in the medical segment caused by a light flu season. Management attributes market share gains in U.S. dental to a differentiated platform that integrates software, equipment, and specialty products, making it the preferred partner for DSOs. The company is shifting its focus toward high-growth, high-margin businesses, which now represent nearly 50% of total operating income, up from previous periods. Operational execution is being sharpened through a new 'continuous improvement' culture, moving away from episodic cost-cutting toward permanent structural efficiency. Gross margin expansion of 28 basis points was fueled by a strategic mix shift toward corporate-owned brands and more dynamic value-pricing initiatives. The dental market remains healthy with demand outpacing supply, prompting customers to invest in workflow optimization and open-architecture technology solutions. Management committed to achieving a $125 million operating income improvement run rate by year-end 2026, targeting over $200 million in total annual improvements within a few years. Financial guidance for 2026 assumes stable end markets and takes into account potential macro uncertainty, with measures implemented to offset the potential financial impact of rising oil prices. The company expects high single-digit to low double-digit earnings growth in the coming years, supported by the completion of the U.S. e-commerce rollout by August 2026. Future margin expansion is expected to be weighted toward the second half of 2026 as back-office outsourcing and procurement savings begin to materialize. The technology pipeline is focused on AI-driven clinical workflows, which management believes will lead the industry transition and drive long-term software subscription growth. Recorded an $11 million remeasurement gain ($0.07 per share) following the acquisition of a controlling interest in S.I.N. 360 to capture value in the fast-growing value implant market. Restructuring expenses of $12 million were incurred in Q1 2026 as part of the broader value creation and back-office centralization program. Rising oil prices present a headwind to freight and product costs (e.g., gloves), though management believes these can be mitigated through pricing and surcharges. Digital equipment sales wer...

Henry Schein reported Q1 sales of $3.4 billion (up 6.3% y/y) with non-GAAP net income of $153 million ($1.32/sh) and adjusted EBITDA of $289 million (+11.6%), while non-GAAP operating margin rose to 7.53%. Strength in U.S. Dental (merchandise +5.6%) and Global Technology (cloud subscribers +~25%) more than offset softness in Medical, where a light flu season reduced point-of-care diagnostic test sales that represent roughly 15–20% of the Medical business. CEO Fred Lowery is executing a "100-day plan" emphasizing operational execution, tech/AI and e-commerce rollout, while aiming for >$200 million of annual operating income improvement (including a $125 million run rate by end-2026); the company repurchased $125 million of stock in Q1 and reiterated non-GAAP 2026 guidance of ~3–5% sales growth and $5.23–$5.37 EPS. Interested in Henry Schein, Inc.? Here are five stocks we like better. Henry Schein (NASDAQ:HSIC) reported first-quarter 2026 results that management said reflected continued momentum from the second half of last year, with strength in U.S. Dental and Global Technology more than offsetting softness in its Medical business. Chief Executive Officer Fred Lowery, who said he is progressing through his “100-day plan,” pointed to what he called Henry Schein’s competitive advantages, including global distribution reach, its role as a primary distributor for many national DSOs in the U.S., and its integrated offering under the company’s Bold+1 strategy. Lowery said he intends to “sharpen our operational execution, build a stronger performance culture, and create a leaner, more agile Henry Schein.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook On market conditions, Lowery said he has heard from customers that the dental market “remains healthy, with demand continuing to outpace supply,” making “efficiency and workflow optimization” a key need. He added that in Medical, procedures continue to shift to non-acute settings, which he said aligns with Henry Schein’s capabilities across ambulatory surgical centers, community health centers, private practices, and home solutions. Lowery also highlighted technology and AI as an area of focus, citing increasing AI development in the pipeline and noting the company launched a “next generation AI clinical workflow” at its THRIVELIVE event in Las Vegas, which had more than 1,000 attendees. → The Rea...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 8:00 a.m. ET Chief Executive Officer — Frederick Lowery Senior Vice President and Chief Financial Officer — Ronald South Vice President, Investor Relations — Graham Stanley Graham Stanley: Thank you, operator, and my thanks to each of you for joining us to discuss Henry Schein's financial results for the first quarter of 2026. With me on today's call are Fred Lowery, Chief Executive Officer of Henry Schein; and Ron South, Senior Vice President and Chief Financial Officer. Before we begin, I'd like to state that certain comments made during this call will include information that is forward-looking. Risks and uncertainties involved in the company's business may affect the matters referred to in forward-looking statements, and the company's performance may materially differ from those expressed in or indicated by such statements. These forward-looking statements are qualified in their entirety by the cautionary statements contained in Henry Schein's filings with the Securities and Exchange Commission and included in the Risk Factors section of those filings. In addition, all comments about the markets we serve, including end market growth rates and market share, are based upon the company's internal analysis and estimates. Today's remarks will include both GAAP and non-GAAP financial results. We believe the non-GAAP financial measures provide investors with useful supplemental information about the financial performance of our business, enable the comparison of financial results between periods where certain items may vary independently of business performance and allow for greater transparency with respect to key metrics used by management in operating our business. These non-GAAP financial measures are presented solely for informational and comparative purposes and should not be regarded as a replacement for corresponding GAAP measures. Reconciliations between GAAP and non-GAAP measures are included in Exhibit B of today's press release and can be found in the Financials and Filings section of our Investor Relations website under the Supplemental Information heading and they're also in our quarterly earnings presentation posted on the Investor Relations website. The content of this conference call contains time-sensitive information that is accurate only as of the date of the live broadcast, May 5, 2026....

Henry Schein Inc. (NASDAQ:HSIC) reported first-quarter results on Tuesday that came in ahead of Wall Street estimates, although the stock slipped modestly in after-hours trading. The company’s shares edged down 0.10% following the release. The healthcare solutions provider posted adjusted earnings per share of $1.32, surpassing the analyst consensus of $1.21 by $0.11. Revenue totaled $3.37 billion, exceeding the $3.34 billion estimate and rising 6.3% from $3.17 billion in the same period last year. “I am pleased with our strong first quarter results that reflect continuing momentum from the second half of last year as we grow market share and expand gross margins,” said Fred Lowery, Chief Executive Officer of Henry Schein. Performance was led by the Global Dental Distribution segment, where merchandise sales increased 9.0% and equipment sales climbed 8.6%. Global Medical Distribution posted a 1.7% gain, while Global Value-Added Services advanced 10.6%, including 7.8% organic growth. Looking ahead, Henry Schein reaffirmed its fiscal 2026 adjusted EPS outlook of $5.23 to $5.37. The midpoint of $5.30 is slightly below the analyst consensus of $5.32. The company also maintained its projection for total sales growth of roughly 3% to 5% and mid-single-digit growth in adjusted EBITDA compared to 2025. Henry Schein noted that its value creation initiatives are expected to generate more than $200 million in operating income improvement over the next few years, including a $125 million run-rate by the end of 2026. During the quarter, the company repurchased about 1.6 million shares for $125 million. Henry Schein stock price

Henry Schein (HSIC) reported fiscal Q1 non-GAAP earnings Tuesday of $1.32 per diluted share, up from

For the quarter ended March 2026, Henry Schein (HSIC) reported revenue of $3.37 billion, up 6.3% over the same period last year. EPS came in at $1.32, compared to $1.15 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $3.33 billion, representing a surprise of +1.15%. The company delivered an EPS surprise of +10.3%, with the consensus EPS estimate being $1.20. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. 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: $900 million versus the four-analyst average estimate of $857.3 million. The reported number represents a year-over-year change of +12.8%. Geographic Revenue- International Distribution and Value-Added Services- Medical: $30 million compared to the $26.86 million average estimate based on four analysts. The reported number represents a change of +20% year over year. Geographic Revenue- U.S. Distribution and Value-Added Services: $1.91 billion compared to the $1.91 billion average estimate based on four analysts. Geographic Revenue- U.S. Distribution and Value-Added Services- Dental- Merchandise: $624 million versus $604.82 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change. Net Sales- Global Specialty Products: $397 million versus $398.74 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +8.2% change. Net Sales- Global Technology: $173 million versus $173.27 million estimated by six analysts on average. Net Sales- Global Distribution and Value-Added Services: $2.84 billion compared to the $2.8 billion average estimate based on six analysts. Net Sales- Eliminations: $-41 million versus the six-analyst average estimate of $-40.66 million. The reporte...

Henry Schein, Inc. HSIC registered first-quarter 2026 adjusted earnings per share (EPS) of $1.32, up 14.8% from the year-ago period’s figure. The bottom line also surpassed the Zacks Consensus Estimate by 10.3%. Excluding adjustments, such as restructuring costs, acquisition intangible amortization and others, the company reported a GAAP EPS of 92 cents compared with the year-ago quarter’s 88 cents. Henry Schein reported first-quarter net sales of $3.37 billion, up 6.3% year over year. The metric also beat the Zacks Consensus Estimate by 1.15%. Excluding 0.7% sales growth from acquisitions and a 3.1% increase from foreign currency exchange, internal sales growth was 2.5%. Sales in the Global Distribution and Value-Added Services segment was $2.84 billion, up 6.1% year over year on a reported basis and reflects 2.5% internal sales growth. Our model forecast was $2.77 billion. Within this, Global Dental Distribution merchandise sales reflected 3% internal sales growth year over year, with continuing strong momentum in the United States. Henry Schein, Inc. price-consensus-eps-surprise-chart | Henry Schein, Inc. Quote Global Dental Distribution equipment sales witnessed 3.5% internal sales growth. Global Medical Distribution sales for the quarter saw 1.3% internal sales growth. Global Value-added Services sales highlighted 7.8% internal sales growth in the quarter. The Global Specialty Products segment reported $397 million in sales, up 8.1% on a reported basis (1.7% internal sales growth). Our model forecast was $405.9 million. Lastly, sales in Global Technology totaled $173 million, up 7% on a reported basis and reflected 6.9% internal sales growth. Our model projected $175.6 million for this segment. In the reported quarter, the gross profit totaled $1.07 billion, representing a 7% increase year over year. The gross margin expanded 20 basis points (bps) to 31.8% despite a 6% rise in the cost of sales. SG&A expenses increased 9.6% to $809 million in the quarter under review. The adjusted operating profit was $261 million, down 0.4% year over year. The adjusted operating margin contracted 52 bps year over year to 7.7%. Henry Schein exited the first quarter of 2026 with cash and cash equivalents of $128 million compared with $156 million at the end of 2025. Cumulative net cash used in operating activities at the end of the reported quarter was $97 million compar...

DENTSPLY SIRONA Inc. XRAY is scheduled to release first-quarter 2026 results on May 5, after market close. In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 3.57%. It delivered an average earnings surprise of 7.73% for the trailing four quarters. The Zacks Consensus Estimate for revenues is pegged at $840.1 million. The consensus mark for earnings is pinned at 28 cents per share. Our model estimates for revenues and adjusted earnings per share (EPS) are pinned at $846.2 million and 32 cents, respectively. DENTSPLY SIRONA’s first-quarter 2026 performance is likely have to reflected continued softness in the United States, along with lingering tariff-related pressures. The company remains in the early phase of executing its multi-year “Return-to-Growth” transformation plan, which is expected to weigh on near-term earnings due to elevated investments in innovation, commercial reorganization and clinical education. While these actions are aimed at restoring sustainable growth, they are likely to have kept margins under pressure in the to-be-reported quarter. Tariffs and softer demand trends in key categories like equipment, implants and CAD/CAM solutions are expected to continue in the U.S. market. Management also highlighted a headwind from dealer inventory adjustments, particularly tied to a shift toward a drop-ship model, with roughly $30 million of inventory expected to be worked down in the first half of 2026. These dynamics are likely to have weighed on volumes and revenue visibility in the quarter to be reported. From a segmental standpoint, ongoing weakness in Connected Technology Solutions, implants and orthodontics is likely to have persisted, given competitive pressures and lower procedural volumes. However, relatively stable trends in Essential Dental Solutions, along with continued strength in Wellspect Healthcare, may have provided some support. Distributor inventory levels for equipment and CAD/CAM remained below historical averages exiting 2025, indicating that any recovery is likely to be gradual and dependent on dealer reengagement efforts. On the geographic front, while the U.S. business is expected to have remained under pressure, international markets — particularly Europe — likely continued to demonstrate resilience. Management previously indicated stable end-market conditions outside the United Sta...

Henry Schein (HSIC) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $1.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.30%. A quarter ago, it was expected that this health care products maker would post earnings of $1.3 per share when it actually produced earnings of $1.34, delivering a surprise of +3.08%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Henry Schein, which belongs to the Zacks Medical - Dental Supplies industry, posted revenues of $3.37 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.15%. This compares to year-ago revenues of $3.17 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Henry Schein shares have lost about 4.7% since the beginning of the year versus the S&P 500's gain of 5.2%. While Henry Schein has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Henry Schein was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zac...