HSIC
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if HSIC's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Table of Contents 40 Results of Operations The following tables summarize the significant components of our operating results and cash flows for the three months ended March 28, 2026 and March 29, 2025 (in millions): Three Months Ended March 28, March 29, 202…”10-Q · May 5, 2026 ↗
“The net change of $31 million was primarily due to a reduction in acquisitions of noncontrolling interests in subsidiaries, and decreased repurchases of common stock, partially offset by decreased net borrowings.”10-Q · May 5, 2026 ↗
“We believe that demand for our products and services will grow while continuing to be impacted by current and future operating, economic and industry conditions.”10-Q · Aug 4, 2026 ↗
“The increase in operating costs (excluding acquisitions) during the six months ended June 27, 2026 was primarily attributable to costs associated with our sales growth and the unfavorable impact of foreign exchange rates.”10-Q · Aug 4, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for HSIC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-08-05.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“Other Expense, Net Other expense, net was as follows: June 27, June 28, Variance 2026 2025 $ % Interest income $ 8 $ 9 $ (1) (14.3) % Interest expense (43) (38) (5) (10.5) Other, net 1 (1) 2 (148.5) Other expense, net $ (34) $ (30) $ (4) (8.9) Interest expense increased primarily due to increased borrowings.”
“Other Expense, Net Other expense, net was as follows: June 27, June 28, Variance 2026 2025 $ % Interest income $ 15 $ 15 $ - 0.4 % Interest expense (82) (73) (9) (11.5) Other, net 1 (2) 3 (118.9) Other expense, net $ (66) $ (60) $ (6) (8.5) Interest expense increased primarily due to increased borrowings.”
“The 4.1% increase in internally generated local currency dental sales was primarily due to merchandise sales growth in U.S. and international markets, growth in traditional dental equipment in the U.S. and international markets, and value-added services sales attributable to increased sales in our practice transitions business.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Customers that accounted for 10% or more of net sales or accounts receivable for the year ended December 31, 2025 were as follows: 2025 % of net sales % of accounts receivable Henry Schein, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
HSIC is currently a Leader in the organic co-movement group Dental Supply Distribution. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for HSIC; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.