Henry Schein posts 6% sales growth as U.S. dental demand gains momentum

Henry Schein (NASDAQ:HSIC) delivered a solid start to 2026, reporting a 6.3% increase in total net sales as the company’s core dental business benefited from resilient patient volumes and a strategic push into the value implant market.

The Melville, New York-based healthcare provider reported total net sales of $3.4 billion for the quarter ended March 28, 2026.

This growth was underpinned by a 2.5% rise in internal sales and a 3.1% tailwind from favorable foreign currency exchange.

The company’s Global Dental Distribution segment was a standout performer, with merchandise sales jumping 9%—driven largely by continued momentum in the United States—and equipment sales rising 8.6%.

Profitability metrics showed improvement on an adjusted basis.

Non-GAAP net income reached $153 million, or $1.32 per diluted share, compared to $1.15 in the first quarter of 2025.

Adjusted EBITDA grew to $289 million, up from $259 million a year ago.

On a GAAP basis, net income stood at $107 million, or $0.92 per diluted share, which included a one-time $11 million remeasurement gain.

A key highlight of the quarter was Henry Schein’s acquisition of a controlling interest in its S.I.N. (System Implants National) distributor in the U.S.

This strategic move is designed to bolster the company’s presence in the high-growth value implant market and further integrate its specialty products ecosystem.

The company’s Global Technology segment also saw healthy expansion, with sales increasing 7.0%, reflecting strong demand for practice management software and digital solutions.

While the Global Medical Distribution segment saw more modest growth of 1.7%, the company’s Global Value-Added Services segment surged 10.6%, highlighting the increasing reliance of healthcare offices on Henry Schein’s financial and consulting offerings.