| HSIC |
Report |
Non-GAAP diluted EPS (Q2 2026) |
BEAT |
pred ~$1.25 vs. cons $1.22 |
MEDIUM |
| HSIC |
Report |
Total revenue (Q2 2026) |
IN-LINE |
pred ~$3.38B vs. cons $3.37B |
MEDIUM |
| HSIC |
Report |
Adjusted EBITDA growth / margin (Q2 2026, value-creation cost savings flow-through) |
BEAT |
pred ~+6% y/y adj. EBITDA growth vs. cons ~+5% y/y (implied mid-single-digit run-rate) |
LOW |
| HSIC |
Guide |
FY2026 non-GAAP diluted EPS guidance |
UNCHANGED |
guide ~$5.23-$5.37 (reaffirmed) vs. cons $5.30 midpoint (FY2026) |
MEDIUM |
| HSIC |
Guide |
FY2026 total sales growth guidance |
UNCHANGED |
guide ~3%-5% y/y (reaffirmed) vs. cons ~4% y/y (FY2026) |
MEDIUM |
| HSIC |
Guide |
Value-creation cost program run-rate savings commentary |
UNCHANGED |
guide ~on track for $125M run-rate by YE2026 vs. cons expectation of ~$125M run-rate (FY2026) |
LOW |
| HSIC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| HSIC |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Stock has rallied ~27% off May lows to just below its $89 average price target heading into the print, pricing in a beat-and-raise. A likely 'beat-but-reaffirm' outcome (Q2 EPS/revenue beat but FY guide simply reaffirmed rather than raised, as cost-savings ramp is still building toward H2) leaves implied H2 deceleration math intact; sell-side will need to trim out-quarter numbers to keep FY EPS within the unchanged $5.23-$5.37 band, and the leadership-transition overhang (COO/Chief Strategy Officer exits effective Oct 30) adds execution-risk discounting, driving a fade after the initial print rather than follow-through. |
MEDIUM |