| HSIC |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.29 vs. cons $1.242 |
MEDIUM |
| HSIC |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$3.40B vs. cons $3.372B |
MEDIUM |
| HSIC |
Report |
Non-GAAP Operating Income (Q2 2026) |
BEAT |
pred ~$245M vs. cons $237.6M |
MEDIUM |
| HSIC |
Guide |
FY 2026 Non-GAAP EPS (FY 2026) |
UNCHANGED |
guide midpoint ~$5.30 vs. cons $5.351 |
HIGH |
| HSIC |
Guide |
FY 2026 Revenue (FY 2026) |
UNCHANGED |
guide 3-5% growth reaffirmed vs. cons $13.747B |
HIGH |
| HSIC |
Guide |
H2 Value Creation Tone (qualitative) |
BETTER |
More specific H2 cadence, reaffirm $125M run-rate by year-end |
MEDIUM |
| HSIC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| HSIC |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE — sell side trims Q3/Q4 as FY midpoint math implies H2 flat YoY; implicit cut digested over the week even on a real beat |
MEDIUM |