HSIC · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

HENRY SCHEIN INC · 2026-11-03 · Importance 43 · Surprise 32

Net sales increased 4.0% to $3.471 billion in the three months ended September 26, 2026, and rose 5.6% to $10.297 billion for the nine months. Nine-month growth comprised 3.4% internal growth, 0.7% acquisition growth and 1.5% foreign-exchange impact; Global Distribution and Value-Added Services grew 5.4%, Global Specialty Products 7.6% and Global Technology 6.8%. Global Dental Merchandise grew 8.6% over nine months, while Global Medical grew 2.2%; lower point-of-care diagnostic test and vaccine sales partly offset Home Solutions growth. Global Technology’s nine-month internal local-currency sales increased 7.5%, driven by adoption of cloud-based practice management platforms and revenue cycle management solutions.

Key facts

• Henry Schein’s internally generated local-currency dental sales increased 4.1% in the third quarter of 2026, primarily due to merchandise and traditional equipment growth in the U.S. and merchandise and equipment growth internationally. source
• Henry Schein’s internally generated local-currency medical sales increased 1.0% in the third quarter of 2026, driven by Home Solutions growth and partly offset by lower point-of-care diagnostic test and respiratory-illness vaccine sales. source
• Henry Schein’s internally generated local-currency Global Specialty Products sales increased 3.4% in the third quarter of 2026, attributable to growth in value and premium implant businesses. source
• Henry Schein’s internally generated local-currency dental sales increased 4.1% for the first nine months of 2026, driven by merchandise and traditional equipment growth in U.S. and international markets, partly offset by lower value-added-services brokerage revenue. source
• Henry Schein’s internally generated local-currency medical sales increased 2.0% for the first nine months of 2026, attributable to growth in Home Solutions and dialysis products, partly offset by lower point-of-care diagnostic test and respiratory-illness vaccine sales. source
• Henry Schein’s internally generated local-currency Global Specialty Products sales increased 2.6% for the first nine months of 2026, attributable to growth in value implants, premium implants, and biomaterials. source