Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Henry Schein, Inc. reported solid financial results for the second quarter of 2026, characterized by strong sales growth, margin expansion, and ongoing progress in executing its strategic initiatives.</li><li>Global sales reached $3.5 billion, up 6.7% from the prior year, driven by internal local currency sales growth of 4.6%, acquisitions contributing 0.7%, and a favorable currency impact of 1.4%.</li><li>The company’s non-GAAP operating income increased by 10.5%, with non-GAAP diluted earnings per share rising 15.5% to $1.27 compared to $1.10 in the prior year.</li></ul>

Henry Schein, Inc. reported solid financial results for the second quarter of 2026, characterized by strong sales growth, margin expansion, and ongoing progress in executing its strategic initiatives.Global sales reached $3.5 billion, up 6.7% from the prior year, driven by internal local currency sales growth of 4.6%, acquisitions contributing 0.7%, and a favorable currency impact of 1.4%.The company’s non-GAAP operating income increased by 10.5%, with non-GAAP diluted earnings per share rising 15.5% to $1.27 compared to $1.10 in the prior year.

Henry Schein Inc. Targets A $125 Million Run Rate — Is The Value Creation Plan Working?

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Research Reinvented

<ul>
  <li>
<a href="https://smartkarma.com/entities/henry-schein-inc">Henry Schein</a> is a global leader in the distribution of healthcare products and services, with a particularly strong franchise in the office-based dental and medical practitioner markets. Its scale and extensive distribution network provide a significant competitive advantage.</li>
  <li>The company's strategy is increasingly focused on higher-margin, value-added services, including practice management software (<a href="https://smartkarma.com/entities/henry-schein-inc">Henry Schein</a> One), specialty products (implants, orthodontics), and financial solutions. This shift aims to create stickier customer relationships and improve profitability in a traditionally low-margin distribution business.</li>
  <li>While facing headwinds from a competitive landscape, potential margin pressure, and reliance on third-party suppliers, the outlook is supported by resilient underlying demand in dental markets, an aging global population, and the ongoing digital transformation of healthcare practices.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Henry Schein is a global leader in the distribution of healthcare products and services, with a particularly strong franchise in the office-based dental and medical practitioner markets. Its scale and extensive distribution network provide a significant competitive advantage.
  The company's strategy is increasingly focused on higher-margin, value-added services, including practice management software (Henry Schein One), specialty products (implants, orthodontics), and financial solutions. This shift aims to create stickier customer relationships and improve profitability in a traditionally low-margin distribution business.
  While facing headwinds from a competitive landscape, potential margin pressure, and reliance on third-party suppliers, the outlook is supported by resilient underlying demand in dental markets, an aging global population, and the ongoing digital transformation of healthcare practices.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Henry Schein (HSIC US) - Aug 2026

<ul><li>Henry Schein, Inc. reported financial results for the first quarter of 2026 that reflect a combination of ongoing market strengths and operational initiatives, alongside certain industry headwinds.</li><li>Global sales reached $3.4 billion, marking a 6.3% increase over the previous year, supported by internal growth of 2.5%, favorable currency impacts, and contributions from acquisitions.</li><li>The company’s performance demonstrated resilience in dental markets, with U.S. dental merchandise sales growing 5.6% and equipment sales increasing 3.4%, driven significantly by investments from dental service organizations (DSOs).</li></ul>

Henry Schein, Inc. reported financial results for the first quarter of 2026 that reflect a combination of ongoing market strengths and operational initiatives, alongside certain industry headwinds.Global sales reached $3.4 billion, marking a 6.3% increase over the previous year, supported by internal growth of 2.5%, favorable currency impacts, and contributions from acquisitions.The company’s performance demonstrated resilience in dental markets, with U.S. dental merchandise sales growing 5.6% and equipment sales increasing 3.4%, driven significantly by investments from dental service organizations (DSOs).

Henry Schein's $3.4 Billion Quarter: Dental Resilience Meets Software Momentum!

<ul><li>Henry Schein, Inc. reported strong financial results for the fourth quarter of 2025, showcasing the highest sales growth in 15 quarters.</li><li>The company's sales for the quarter reached $3.4 billion, marking a 7.7% increase over the same period in the previous year, with 5.8% growth in constant currency terms.</li><li>This positive performance was driven by robust results across various segments, including Global Distribution and Value-Added Services, and the Global Specialty Products Group, which reported a 14.6% sales growth.</li></ul>

Henry Schein, Inc. reported strong financial results for the fourth quarter of 2025, showcasing the highest sales growth in 15 quarters.The company's sales for the quarter reached $3.4 billion, marking a 7.7% increase over the same period in the previous year, with 5.8% growth in constant currency terms.This positive performance was driven by robust results across various segments, including Global Distribution and Value-Added Services, and the Global Specialty Products Group, which reported a 14.6% sales growth.

Henry Schein Is Riding A Powerful Dental Technology Wave—Why This Market Shift Could Become A Major Catalyst!

<ul><li>Henry Schein, Inc. reported its financial results for the third quarter of 2025, showing an overall strong performance with notable sales growth across multiple segments.</li><li>The company achieved a 5.2% overall sales growth compared to the previous year, with a 4.0% increase when adjusting for constant currency, signaling effective international performance despite currency fluctuations.</li><li>Acquisitions contributed a modest 0.7% to sales growth, emphasizing organic growth as a significant factor.</li></ul>

Henry Schein, Inc. reported its financial results for the third quarter of 2025, showing an overall strong performance with notable sales growth across multiple segments.The company achieved a 5.2% overall sales growth compared to the previous year, with a 4.0% increase when adjusting for constant currency, signaling effective international performance despite currency fluctuations.Acquisitions contributed a modest 0.7% to sales growth, emphasizing organic growth as a significant factor.

Henry Schein Is Roaring Back After Its Cyber Attack — Can This Sales Comeback Spark a Major Growth Surge?

United States

Henry Schein, Inc. distributes healthcare products and services, including practice management software, to office-based healthcare practitioners.  The Company has operations in North America and other countries.  Henry Schein's operations include direct marketing, telesales, and field sales.

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Henry Schein (HSIC US)

Henry Schein Inc. Targets A $125 Million Run Rate — Is The Value Creation Plan Working?

Henry Schein, Inc. reported solid financial results for the second quarter of 2026, characterized by strong sales growth, margin expansion, and...

Baptista Research

Primer: Henry Schein (HSIC US) - Aug 2026

Henry Schein is a global leader in the distribution of healthcare products and services, with a particularly strong franchise in the...

αSK Primers

Henry Schein's $3.4 Billion Quarter: Dental Resilience Meets Software Momentum!

Henry Schein, Inc. reported financial results for the first quarter of 2026 that reflect a combination of ongoing market strengths and operational...

Baptista Research

Henry Schein Is Riding A Powerful Dental Technology Wave—Why This Market Shift Could Become A Major Catalyst!

Henry Schein, Inc. reported strong financial results for the fourth quarter of 2025, showcasing the highest sales growth in 15 quarters. The...

Baptista Research

Henry Schein Is Roaring Back After Its Cyber Attack — Can This Sales Comeback Spark a Major Growth Surge?

Henry Schein, Inc. reported its financial results for the third quarter of 2025, showing an overall strong performance with notable sales growth...

Baptista Research

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