HSIC · 8-K · 20260804PR000043

Revenue Performance and Mix

HENRY SCHEIN INC · 2026-08-04 · Importance 43 · Surprise 32 · No source text

Second-quarter 2026 net sales increased 6.7% year over year to $3.458 billion, comprising 4.6% internal growth, 0.7% acquisition growth, and a 1.4% foreign-exchange benefit. Global Distribution and Value-Added Services rose 6.6% to $2.911 billion, led by Global Dental merchandise growth of 9.7% and Global Dental sales growth of 8.1%. Global Specialty Products increased 8.7% to $419 million, including 3.4% acquisition growth, while Global Technology increased 8.2% to $181 million despite a 1.3% business-disposal impact. International Distribution and Value-Added Services grew 10.7% to $965 million, compared with 4.6% growth for U.S. Distribution and Value-Added Services at $1.946 billion.

Key facts

• Company sales reached $13.2 billion in 2025 and have grown at a compound annual rate of approximately 11.0% since 1995 source
• Q2 2026 total net sales: $3.5 billion, an increase of 6.7% compared to Q2 2025 source
• Q2 2026 Global Distribution and Value-Added Services sales increased 6.6% source
• First half 2026 total net sales: $6.8 billion, an increase of 6.5% compared to first half 2025 source
• Q2 2026 total global sales (Exhibit A): $3,458 million vs $3,240 million in Q2 2025 (total sales growth 6.7%) source
• Q2 2026 Global Dental Distribution merchandise sales increased 9.7% and by 5.9% internal sales growth vs Q2 2025 source
• Q2 2026 Global Medical Distribution sales increased 4.0% and by 3.9% internal sales growth vs Q2 2025 source
• First half 2026 non-GAAP net income: $298 million, or $2.59 per diluted share source

Impact estimates