Henry Schein releases transcript of Q2 2026 earnings call

Henry Schein discussed Q2 2026 results on its earnings call attended by CEO Frederick Lowery, CFO Ronald N. South, and investors.

• Revenue rose 6.7% to $3.5 billion; internal local-currency sales growth was 4.6%.
• Non-GAAP operating margin increased 25 bps to 7.21%; non-GAAP EPS rose to $1.27 from $1.10.
• The company raised its 2026 sales-growth outlook to 4.5%-5.5%; non-GAAP EPS is now seen at $5.29-$5.39, citing stronger sales but lower remeasurement gains.
• Henry Schein said it is targeting more than $200 million of operating-income improvement from value creation initiatives and expects a $125 million run rate by end-2026.