Henry Schein, Inc.

NasdaqGS:HSIC 주식 리포트

시가총액: US$8.3b

Henry Schein 향후 성장

Future 기준 점검 1/6

Henry Schein (는) 각각 연간 13.8% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.7% 로 예상됩니다.

핵심 정보

13.8%

이익 성장률

13.71%

EPS 성장률

Healthcare 이익 성장18.3%
매출 성장률3.6%
향후 자기자본이익률15.74%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...
분석 기사 • 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

분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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
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새로운 내러티브 • 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

이익 및 매출 성장 예측

NasdaqGS:HSIC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202814,82958770587911
12/31/202714,26454364982915
12/31/202613,74748248862215
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

애널리스트 향후 성장 전망

수입 대 저축률: HSIC 의 연간 예상 수익 증가율(13.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: HSIC 의 연간 수익(13.8%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: HSIC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: HSIC 의 수익(연간 3.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HSIC 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HSIC의 자본 수익률은 3년 후 15.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 03:34
종가2026/05/21 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Henry Schein, Inc.는 33명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey JohnsonBaird
Lawrence MarshBarclays
Glen SantangeloBarclays