Henry Schein, Inc.

NasdaqGS:HSIC 株式レポート

時価総額:US$9.3b

Henry Schein 将来の成長

Future 基準チェック /16

Henry Schein利益と収益がそれぞれ年間15%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.7% 14.2%なると予測されています。

主要情報

15.0%

収益成長率

14.16%

EPS成長率

Healthcare 収益成長19.1%
収益成長率3.6%
将来の株主資本利益率15.74%
アナリストカバレッジ

Good

最終更新日11 Jun 2026

今後の成長に関する最新情報

分析記事 May 08

Henry Schein, Inc. Just Recorded A 8.1% EPS Beat: Here's What Analysts Are Forecasting Next

Henry Schein, Inc. ( NASDAQ:HSIC ) shareholders are probably feeling a little disappointed, since its shares fell 5.5...
分析記事 Aug 08

Henry Schein, Inc. Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next

NasdaqGS:HSIC 1 Year Share Price vs Fair Value Explore Henry Schein's Fair Values from the Community and select yours...

Recent updates

ナラティブの更新 Jun 11

HSIC: Dental Demand And Cost Controls Are Expected To Support Balanced Outlook

Analysts have raised their average price target on Henry Schein to $100. They cite recent commentary around generally healthy dental markets, margin gains in Q1 driven by cost reductions, and a view that the stock has found technical support.
ナラティブの更新 May 27

HSIC: Ongoing Buybacks And Dental Demand Are Expected To Drive Upside

Narrative Update on Henry Schein Henry Schein’s fair value estimate has been revised lower by about $3 to $87, as analysts fine tune assumptions on discount rates, long term growth and future P/E multiples following a mix of recent price target cuts and initiations across the Street. Analyst Commentary Recent research updates reflect a split view on Henry Schein, with several firms trimming price targets while one large bank lifted its target and a couple of houses initiated coverage with differing stances.
分析記事 May 08

Henry Schein, Inc. Just Recorded A 8.1% EPS Beat: Here's What Analysts Are Forecasting Next

Henry Schein, Inc. ( NASDAQ:HSIC ) shareholders are probably feeling a little disappointed, since its shares fell 5.5...
ナラティブの更新 Apr 26

HSIC: Improving Dental Demand And Buybacks Are Expected To Support Upside

Narrative Update on Henry Schein The updated analyst price target for Henry Schein reflects a modest upward adjustment in fair value to about $90 per share, as analysts incorporate refreshed models following recent Q4 results, new initiations, and several target raises across the Street. Analyst Commentary Recent research updates on Henry Schein show a mixed but generally constructive tone, with several firms revising models after Q4 results and initial FY26 guidance.
ナラティブの更新 Apr 11

HSIC: Rising Dental Demand And New CEO Transition Are Expected To Support Upside

Henry Schein's updated analyst price target edges slightly lower to about $89, as analysts refine their models following recent Q4 results and revised long-term growth assumptions across the Street. Analyst Commentary Street research around Henry Schein has turned more constructive overall, with several firms updating models following the Q4 print and initial FY26 guidance.
ナラティブの更新 Mar 28

HSIC: Rising Dental Demand And New CEO Are Expected To Support Upside

Narrative Update on Henry Schein The updated analyst price target for Henry Schein edges up to $90.00, reflecting a series of target increases across the Street as analysts factor in better than expected Q4 results, initial FY26 guidance, refreshed models, and improved visibility on growth and end market demand. Analyst Commentary Street research on Henry Schein clusters around higher price targets following Q4 results and initial FY26 guidance, with most firms updating their models and a mix of Outperform, Overweight, Neutral, Hold, and Market Perform ratings.
ナラティブの更新 Mar 13

HSIC: Improving Dental Demand And New CEO Leadership Will Support Upside

The analyst price target for Henry Schein has been raised from $83.21 to $89.79, reflecting updated models that factor in Q4 results, initial FY26 guidance, and what analysts describe as better growth visibility and a more supportive demand backdrop. Analyst Commentary Across the Street, recent research points to a more constructive stance on Henry Schein following Q4 results and initial FY26 guidance, with several firms revising their models and resetting price targets.
新しいナラティブ Feb 25

Cloud Software And Specialty Products Will Reshape This Healthcare Distributor’s Future Earnings Power

Catalysts About Henry Schein Henry Schein is a global distributor of dental and medical products and services with growing software, specialty and value-added solutions for healthcare providers. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 25

HSIC: Steadier Dental Demand And CEO Transition Will Support Balanced Outlook

Analysts have nudged their fair value estimate for Henry Schein up from $78.14 to $83.21, citing higher Street price targets and commentary about steadier organic growth and improving dental demand as the main supports for the updated view. Analyst Commentary Recent Street research on Henry Schein leans constructive, with several firms lifting price targets and, in one case, upgrading the rating as sentiment around dental demand and organic growth improves.
ナラティブの更新 Feb 10

HSIC: Revised Assumptions And CEO Transition Will Support Balanced Earnings Outlook

Analysts have increased their price target on Henry Schein by US$7, citing updated assumptions around revenue growth, margins, and future P/E levels that contribute to a revised valuation view. Analyst Commentary Recent research behind the US$7 upward move in the price target focuses on refreshed assumptions for Henry Schein’s revenue trajectory, margin profile, and future P/E levels.
ナラティブの更新 Jan 25

HSIC: Q3 Beat And CEO Transition Will Support Range-Bound Earnings Momentum

Narrative Update: Henry Schein The analyst price target for Henry Schein has moved slightly higher by about US$0.50, as analysts point to recent price target increases and a "clean beat" in Q3 that they see as supporting a modestly higher fair value while still viewing the shares as range bound. Analyst Commentary Recent Street commentary on Henry Schein points to a mixed setup, with some bullish analysts nudging price targets higher on the back of Q3 execution and others still reluctant to see a clear path out of the stock's trading range.
ナラティブの更新 Jan 11

HSIC: Q3 Beat And AI Partnerships Will Support Range-Bound Earnings Momentum

Analysts have raised their price target on Henry Schein to US$75 from US$71, citing a clean Q3 earnings beat that they view as supporting the recent share price strength, while also questioning how much further the stock can advance beyond its recent trading range. Analyst Commentary Bullish Takeaways Bullish analysts view the Q3 result as a clean beat, which they see as supporting the recent share price move and giving the higher US$75 target some fundamental backing.
ナラティブの更新 Dec 19

HSIC: Q3 Beat And Buybacks Will Support Range-Bound Earnings Momentum

Analysts have modestly raised their price target on Henry Schein to approximately $75, reflecting a slightly higher fair value and future price-to-earnings multiple following a clean Q3 beat, even as they remain cautious about the stock meaningfully breaking out of its recent trading range. Analyst Commentary Street research following the Q3 report reflects a mix of cautious optimism and ongoing skepticism about Henry Schein's near term upside potential.
Seeking Alpha Dec 05

Henry Schein Can Make Your Portfolio Smile

Summary Henry Schein stands out as the largest global provider of healthcare products and services for office-based dental and medical practitioners, with a strong market share. HSIC continues to deliver solid growth, reporting Q3 revenue up 5.2% year-over-year and improved profitability across all segments, driven by internal growth and targeted programs. Management anticipates ongoing revenue and EBITDA growth, supported by demographic trends, increased healthcare access, and technological advancements like AI in dental care. Shares are attractively valued relative to peers, justifying a soft "Buy" rating for this high-quality industry leader with promising expansion catalysts. Read the full article on Seeking Alpha
ナラティブの更新 Dec 05

HSIC: Q3 Beat And Capital Returns Will Support Measured Earnings Momentum

Analysts modestly raised their price target on Henry Schein to $75 from $71, citing a clean Q3 beat that supports recent share gains while still questioning the stock's ability to break out above its historically defined trading range. Analyst Commentary Analysts highlight that the latest quarter delivered a clean beat versus expectations, reinforcing confidence in Henry Schein's ability to execute on its operating plan despite macro and industry headwinds.
ナラティブの更新 Nov 20

HSIC: Operational Improvements and Automation Are Expected to Support Earnings Momentum

Analysts have increased their price target for Henry Schein from $75 to $77, citing expectations for moderate improvements in revenue growth and future earnings. They also pointed to optimism driven by recent operating performance and strategic initiatives.
ナラティブの更新 Nov 05

HSIC: Earnings Momentum From Automation And E-Commerce Will Shape Outlook

Henry Schein’s analyst price target has increased from $73.23 to $75.15 per share, reflecting analysts’ confidence in improving margins and strategic initiatives following recent earnings results. Analyst Commentary Following the company's recent performance and updated guidance, research analysts have issued new commentary highlighting both upward momentum and remaining concerns regarding Henry Schein's outlook.
分析記事 Aug 08

Henry Schein, Inc. Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next

NasdaqGS:HSIC 1 Year Share Price vs Fair Value Explore Henry Schein's Fair Values from the Community and select yours...
Seeking Alpha Mar 11

Henry Schein Looks Bullish (Technical Analysis)

Summary HSIC shows bullish price action, momentum, volume, and relative strength, making it an attractive investment with a 2.6 reward-to-risk ratio. The stock is in an uptrend, trading above its 30-week EMA, and has bullish short-term and long-term momentum as indicated by the PPO. Institutional buying supports bullish volume trends, and HSIC has been outperforming the S&P 500 since December 2024. Despite recent earnings not meeting expectations, future earnings and revenue growth, along with sector strength, indicate potential for price targets of $82.63 and $92.68. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Henry Schein: An Industry Leader That Offers Some Upside From Here

Summary Henry Schein is the world's largest provider of healthcare products and services for office-based dental and medical practitioners, showing consistent growth through acquisitions. Despite a 3% dip in shares, management's 2025 guidance indicates continued growth, justifying a bullish stance on the stock. The firm reported a 5.8% revenue increase in Q4 2024, driven by organic growth and acquisitions, with significant improvements in net income and operating cash flow. Henry Schein's market leadership and strategic acquisitions across various healthcare segments make it a solid investment, warranting a soft 'buy' rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

Henry Schein: The Kind Of Business I Like But No Margin Of Safety Now

Summary Although the U.S. stock market is currently 6.9% overvalued, according to Morningstar's analysts as of December 6, 2024, there could be opportunities in undervalued sectors like healthcare. Henry Schein is a candidate surfaced by a screen in this sector. It has many characteristics that I like in companies: easy-to-understand business, and profitable, among many others. There are some short-term headwinds that investors must be aware of but not overly concerned about. No investment is so good that it is worth buying at any price, and that applies to Henry Schein, which is currently overvalued. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

Henry Schein: Another Day, Another Purchase

Summary Henry Schein announced the acquisition of Acentus, a small medical product supplier, to expand its homecare medical products platform despite recent underperformance in cash flow metrics. The CGM market, where Acentus operates, is expected to grow significantly, making the acquisition strategically sound, though financial benefits remain uncertain without disclosed terms. Despite revenue growth from acquisitions, Henry Schein's profitability metrics have declined, raising concerns about its ability to meet its revised 2024 revenue and profit targets. While Henry Schein shows potential for cost savings and slight undervaluation, persistent profitability issues and investor skepticism warrant only a cautious 'buy' rating, subject to future performance. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Aug 25

Critical Acquisitions And High-Growth Product Expansion Set To Transform Dental Giant

Expansion into high-growth products and strategic acquisitions aimed at increasing gross margins through improved integration and efficiency.
Seeking Alpha May 23

Henry Schein: Acquisition Strategy Isn't Pulling Its Economic Weight

Summary Henry Schein, Inc. came in with flat revenue growth in Q1 FY'24, with most expansion coming from acquisitions. The company's capital allocation strategy, focused on acquisitions, is not creating economic value for shareholders in my view. Based on my analysis, the company's performance does not justify a higher valuation. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:HSIC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202814,82960870587911
12/31/202714,26455664982915
12/31/202613,74748748862215
3/28/202613,384395391578N/A
12/27/202513,184398521712N/A
9/27/202512,938391356535N/A
6/28/202512,773389334512N/A
3/29/202512,669407508688N/A
12/28/202412,673390661848N/A
9/28/202412,499314421612N/A
6/29/202412,487352495692N/A
3/30/202412,451388473670N/A
12/30/202312,339416313500N/A
9/30/202312,693445587786N/A
7/1/202312,598458480653N/A
4/1/202312,528478387536N/A
12/31/202212,647538474602N/A
9/24/202212,607638528625N/A
6/25/202212,718650648738N/A
3/26/202212,655646656740N/A
12/25/202112,401631598710N/A
9/25/202112,236626723783N/A
6/26/202111,898606783833N/A
3/27/202110,615438544583N/A
12/26/202010,119403550599N/A
9/26/20209,622591477542N/A
6/27/20209,291585436512N/A
3/28/202010,054713683766N/A
12/28/20199,986701N/A654N/A
9/28/20199,789488N/A655N/A
6/29/20199,636444N/A597N/A
3/30/20199,504438N/A722N/A
12/29/20189,418431N/A685N/A
9/29/201810,263304N/A629N/A
6/30/201811,069352N/A586N/A
3/31/201811,812377N/A527N/A
12/30/20178,883293N/A546N/A
9/30/201712,264554N/A572N/A
7/1/201711,968550N/A619N/A
4/1/201711,782534N/A668N/A
12/31/201611,572507N/A643N/A
9/24/201611,302498N/A676N/A
6/25/201611,122492N/A605N/A
3/26/201610,879489N/A536N/A
12/26/201510,630479N/A616N/A
9/26/201510,481482N/A563N/A
6/27/201510,419469N/A630N/A

アナリストによる今後の成長予測

収入対貯蓄率: HSICの予測収益成長率 (年間15% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: HSICの収益 ( 15% ) US市場 ( 18.5% ) よりも低い成長が予測されています。

高成長収益: HSICの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: HSICの収益 ( 3.6% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: HSICの収益 ( 3.6% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: HSICの 自己資本利益率 は、3年後には低くなると予測されています ( 15.7 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/15 20:20
終値2026/06/12 00:00
収益2026/03/28
年間収益2025/12/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Henry Schein, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Jeffrey JohnsonBaird
Lawrence MarshBarclays
Glen SantangeloBarclays