Henry Schein Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Henry Schein raised 2026 non-GAAP diluted EPS guidance to $5.50-$5.56 from $5.29-$5.39, reflecting tariff refunds and improved underlying performance.
  • The November 3 third-quarter earnings call featured CEO Frederick Lowery, CFO Ronald South and incoming CFO Emmanuel Caprais.
  • Tariff refunds contributed $0.19 per diluted share; underlying adjusted earnings per share rose 19.1%, excluding refunds and the prior-year remeasurement gain.
  • US dental merchandise sales increased 8.6%, with 7% internal local-currency growth driven primarily by volume-based market share gains.
  • Management maintained its $125 million operating income improvement exit run-rate target, expressing confidence in double-digit earnings growth in 2027.


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