HSIC Henry Schein (HSIC) Q2 FY26 earnings call
Henry Schein delivered a strong second quarter, marked by accelerating internal local currency sales growth and significant margin expansion across all segments. The company is actively pursuing strategic priorities focused on accelerating growth, simplifying operations, and driving operational rigor, underpinned by value creation initiatives. Management raised its full-year 2026 guidance, reflecting confidence in sustained momentum and the benefits from these strategic efforts, while also highlighting the increasing contribution of high-growth, high-margin businesses.
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HSIC operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Dentrix Ascend and Dentally subscribers | 11K+And now we have more than 11,000 Dentrix Ascend and Dentally subscribers, of course, the largest installed base in the world.Source: earnings call transcript | 13K+The number of cloud-based customers increased by roughly 25% year-over-year, primarily from new accounts, and we now have more than 13,000 Dentrix Ascend and Dentale subscribers.Source: earnings call transcript | <13KAlmost 13,000 customers now subscribe to our Dentrix Ascend and Dentale cloud-based platforms, and we're seeing more customers move toward our higher-featured packages, which is increasing our monthly revenue per customer.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.