| HSIC |
Report |
Revenue |
BEAT |
pred ~$3.43B vs. cons $3.37B |
MEDIUM |
| HSIC |
Report |
Adjusted EPS |
BEAT |
pred ~$1.27 vs. cons $1.24 |
MEDIUM |
| HSIC |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$272M vs. cons $270M |
LOW |
| HSIC |
Guide |
Non-GAAP diluted EPS |
UNCHANGED |
guide ~$5.30 midpoint vs. cons $5.32 (FY2026) |
MEDIUM |
| HSIC |
Guide |
Adjusted EBITDA growth |
LOWER |
guide ~5% vs. cons 6% (FY2026) |
LOW |
| HSIC |
Guide |
Value-creation operating-income run rate |
UNCHANGED |
guide ~$125M vs. cons $125M (year-end 2026) |
HIGH |
| HSIC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| HSIC |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest Q2 beat should initially lift the stock, but an unchanged ~$5.30 FY2026 EPS midpoint after predicted first-half EPS of ~$2.59 implies only ~$2.71 for the second half versus the prior consensus requirement of ~$2.76. That implicit out-period reduction should limit estimate revisions and fade most of the day-1 gain. |
MEDIUM |