HSIC · 8-K · 20261103PR000059
Net Income and EPS Performance
HENRY SCHEIN INC · 2026-11-03 · Importance 47 · Surprise 48 · No source text
Third-quarter GAAP net income attributable to Henry Schein was $119 million, up 17.1% from $101 million, and diluted GAAP EPS increased 26.2% to $1.06 from $0.84. Non-GAAP net income rose 4.7% to $175 million, while non-GAAP diluted EPS increased 13.0% to $1.56. The quarter included a $0.19-per-share net tariff-refund benefit; excluding that benefit and the prior-year $0.23-per-share remeasurement gain, non-GAAP diluted EPS rose 19.1% to $1.37 from $1.15. Nine-month non-GAAP diluted EPS increased 14.0% to $4.14, and adjusted EPS excluding tariff refunds and remeasurement gains rose 14.8% to $3.87.
Key facts
- Henry Schein’s third-quarter 2026 non-GAAP net income was $175 million, and non-GAAP diluted EPS was $1.56, up 13.0% year over year. source
- Henry Schein’s first-nine-month 2026 GAAP net income was $320 million, and GAAP diluted EPS was $2.80, up 15.7% year over year. source
- Henry Schein’s first-nine-month 2026 non-GAAP net income was $473 million, and non-GAAP diluted EPS was $4.14, up 14.0% year over year. source
- Henry Schein’s third-quarter 2026 GAAP net income attributable to the company was $119 million, and GAAP diluted EPS was $1.06, up 26.2% year over year. source
- Excluding the tariff refund benefit and prior-year remeasurement gain, Henry Schein’s third-quarter non-GAAP diluted EPS was $1.37 versus $1.15, an increase of 19.1%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | Henry Schein’s third-quarter 2026 non-GAAP net income was $175 million, and non-GAAP diluted EPS was $1.56, up 13.0% year over year. |
| net_income | positive | realized | — | Henry Schein’s first-nine-month 2026 GAAP net income was $320 million, and GAAP diluted EPS was $2.80, up 15.7% year over year. |
| net_income | positive | realized | — | Henry Schein’s first-nine-month 2026 non-GAAP net income was $473 million, and non-GAAP diluted EPS was $4.14, up 14.0% year over year. |
| net_income | positive | realized | — | Henry Schein’s third-quarter 2026 GAAP net income attributable to the company was $119 million, and GAAP diluted EPS was $1.06, up 26.2%… |