| HSIC |
Report |
Non-GAAP EPS |
BEAT |
pred ~$1.28 vs. cons ~$1.25 |
MEDIUM |
| HSIC |
Report |
Net sales |
IN-LINE |
pred ~$3.42B vs. cons ~$3.40B |
MEDIUM |
| HSIC |
Report |
Adjusted EBITDA |
BEAT |
pred ~$289M vs. cons ~$282M |
MEDIUM |
| HSIC |
Guide |
FY2026 non-GAAP EPS guide |
BETTER |
guide ~$5.28-5.40 (narrow to high end) vs. cons ~$5.31 (FY2026) |
MEDIUM |
| HSIC |
Guide |
FY2026 net sales growth guide |
UNCHANGED |
guide ~+3-5% vs. cons ~+4.5% (FY2026) |
MEDIUM |
| HSIC |
Guide |
Value-creation savings run-rate |
UNCHANGED |
guide ~$125M run-rate by YE2026 vs. cons ~$125M (2H26-weighted, >$200M target) |
MEDIUM |
| HSIC |
Guide |
FY2026 Adjusted EBITDA growth guide |
UNCHANGED |
guide ~mid-single-digit growth off ~$1.1B vs. cons ~+5-6% (FY2026) |
LOW |
| HSIC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| HSIC |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Stock is up ~+18% into the print and sits near 52-week highs, so a modest EPS/EBITDA beat on an easy year-ago comp is largely discounted; guidance is more likely a narrow-to-high-end than a clean raise, and savings are back-half weighted so out-period EPS estimates get nudged only marginally. Combined with the fresh, unquantified management reorg (potential new restructuring charges) and JV-remeasurement/buyback-flattered EPS quality questions, the setup skews to a sell-the-news fade with limited positive revision fuel. |
LOW |