Track market-moving stories before they get noisy

E.l.f. Beauty (ELF +4.41%) closed out its fiscal year delivering solid fourth-quarter revenue growth, led by its Rhode acquisition. However, even after seeing a small lift in its share price following the report, the stock is still down about 35% on the year.

Let's take a closer look at the cosmetic company's results and prospects to see if this is a good time to buy the stock.

Image source: The Motley Fool.

Rhode leads the way For its fiscal Q4 (ended March. 31), e.l.f. Beauty sales climbed 35% year over year to $449.3 million, easily besting the analyst consensus of $423 million, as compiled by LSEG.

Adjusted earnings per share (EPS), meanwhile, plunged 59% from $0.78 to $0.32, but topped the $0.29 analyst consensus. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) sank 28% to $58.8 million. The drop in profitability was largely due to investments in marketing, as its gross margin rose 140% basis points to 73%.

Organic growth, excluding its acquisition of Rhode, edged up 1%. The company saw unit volume decline for its namesake brand after an August price increase, and global consumption for the brand dropped to the low single digits in the quarter. After seeing a nearly 40% unit increase in sales of Halo Glow Skin Tint after lowering the price from $18 to $14, the company is considering testing other price adjustments.

Rhode contributed $113 million in revenue in the quarter, and the brand grew its sales by 80% during the fiscal year to $390 million. The company said the brand is in only 20% of LVMH's Sephora stores globally, so it still has a big expansion opportunity ahead in just this one retail outlet. Meanwhile, it said its Naturium brand was also performing well, being the fastest-growing top-50 skincare brand.

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Looking ahead, e.l.f. guided for full-year fiscal 2027 revenue of between $1.835 billion and $1.865 billion, representing growth of 14% to 17%. It is projecting adjusted EPS to rise from $3.13 to between $3.27 and $3.32. It expects organic sales to be down in the high single digits in Q1, but to rebound to mid-teen growth in Q2 due to lapping the Rhode acquisition and its decision to stop shipments last year in Q2 ahead of its price increase.

While e.l.f. is facing some headwinds with its namesake brand, the company's growth story with Rhode remains unmistakable. The brand has been outperforming, and e.l.f. still has a long runway for growth from expanding its product assortment and growing its distribution. This year, Rhode will begin expanding to 19 European Union countries through Sephora.

At the same time, the company is expecting a much lower tariff rate going forward, anticipating it dropping from 55% to 35%. That should give it some room to lower prices on its namesake brand while maintaining margins, to help revitalize growth.

Trading at a forward price-to-earnings ratio (P/E) of 15.5 based on this fiscal year's earnings estimates, e.l.f. is cheap for a growth stock. Given the long runway the company has with Rhode, I'd be a buyer at current levels.

Geoffrey Seiler has positions in LVMH Moët Hennessy-Louis Vuitton and e.l.f. Beauty. The Motley Fool has positions in and recommends e.l.f. Beauty. The Motley Fool recommends London Stock Exchange Group Plc and Lvmh Moët Hennessy-Louis Vuitton, Société Européenne. The Motley Fool has a disclosure policy.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Let's take a look at what these Wall Street heavyweights have to say about e.l.f. Beauty (ELF - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

e.l.f. Beauty currently has an average brokerage recommendation (ABR) of 1.69, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 18 brokerage firms. An ABR of 1.69 approximates between Strong Buy and Buy.

Of the 18 recommendations that derive the current ABR, 11 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 61.1% and 5.6% of all recommendations.

Brokerage Recommendation Trends for ELF

Check price target & stock forecast for e.l.f. Beauty here>>>

The ABR suggests buying e.l.f. Beauty, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is ELF Worth Investing In?In terms of earnings estimate revisions for e.l.f. Beauty, the Zacks Consensus Estimate for the current year has declined 2% over the past month to $3.57.

Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for e.l.f. Beauty. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, it could be wise to take the Buy-equivalent ABR for e.l.f Beauty with a grain of salt.

LOS ANGELES--(BUSINESS WIRE)--Today, Naturium unveiled Glow Better Together, a new brand campaign celebrating the people, relationships, and rituals behind its bestselling Glow Getter collection. Rooted in the idea that glow is not created alone, the campaign highlights the power of community, connection and self-expression through a cast made up of Naturium fans and longtime brand champion and Influencer, Bretman Rock. As the fastest-growing skincare brand in the U.S. top 50, according to Circ.

Bridgefront Capital fully exited its position in e.l.f. Beauty (ELF +4.41%), selling 59,427 shares in the first quarter. The estimated transaction value was $4.83 million, based on quarterly average pricing, according to a May 15, 2026, SEC filing.

What happenedBridgefront Capital reported in a May 15, 2026, SEC filing that it sold all 59,427 shares of e.l.f. Beauty in the first quarter of 2026. The estimated transaction value was $4.83 million, calculated using the period’s average closing price. The sale resulted in a $4.52 million decrease in the fund’s quarter-end position value, factoring in trading activity and price movement. The fund now holds no shares of e.l.f. Beauty.

Top holdings after the filing:NASDAQ:TTWO: $4.28 million (1.1% of AUM)NASDAQ:TPG: $3.84 million (1.0% of AUM)NYSE:STZ: $3.48 million (0.9% of AUM)NASDAQ:AVGO: $3.46 million (0.9% of AUM)NYSE:OVV: $3.45 million (0.9% of AUM)As of Friday, e.l.f. Beauty shares were priced at $56.00, down 50% over the past year and well underperforming the S&P 500, which is up 28% in the same period.Company OverviewMetricValueRevenue (TTM)$1.6 billionNet Income (TTM)$26.3 millionMarket Capitalization$3.3 billionPrice (as of Friday)$56.00Company Snapshote.l.f. Beauty offers cosmetics and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare brands, generating revenue through both retail and direct-to-consumer channels.The firm operates a multi-channel business model, selling through both retail and direct-to-consumer channels, including e-commerce platforms and international distributors.It sells cosmetic and skin care products in the United States and international markets through a variety of channels.e.l.f. Beauty, Inc. is a leading provider of affordable cosmetics and skin care products, leveraging a digitally native approach and broad retail distribution to scale its brands globally. The company emphasizes rapid product innovation and direct consumer engagement to differentiate itself in the competitive beauty sector. Its strategy centers on delivering quality and value, targeting value-conscious consumers seeking high-quality beauty and personal care products.

What this transaction means for investorsA full exit like this might seem like a statement about e.l.f. Beauty's long-term prospects, but it can also simply reflect a fund deciding it has lost patience with a stock that's been punished despite continued business growth. ELF shares have been cut in half over the past year, but the underlying company is still expanding at a pace most consumer brands would envy.

Fiscal 2026 net sales climbed 25% to $1.64 billion, while fourth-quarter sales surged 35% to $449 million. Management highlighted that all five brands grew during the year, with recent acquisitions Rhode and Naturium standing out as particularly strong contributors. The company is now forecasting fiscal 2027 revenue of $1.84 billion to $1.87 billion and adjusted EBITDA of up to $385 million.

CEO Tarang Amin noted that fiscal 2026 marked e.l.f.'s seventh consecutive year of sales and market share growth, but there were also legitimate concerns in the report. Debt jumped to roughly $842 million following the firm’s acquisitions, and margins have been facing pressure from tariffs and higher operating expenses.

Ultimately, however, if e.l.f. can continue integrating acquisitions, growing internationally, and converting sales growth into earnings growth, its temporary tumble could be due for a turnaround, and that’s what long-term investors should keep an eye out for.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom, Take-Two Interactive Software, and e.l.f. Beauty. The Motley Fool recommends Constellation Brands. The Motley Fool has a disclosure policy.

e.l.f. Beauty, Inc. (ELF) Presents at 23rd annual dbAccess Global Consumer Conference Transcript

e.l.f. Beauty (ELF - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this cosmetics company have returned -16.8%, compared to the Zacks S&P 500 composite's +5.5% change. During this period, the Zacks Cosmetics industry, which e.l.f. Beauty falls in, has lost 1.3%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, e.l.f. Beauty is expected to post earnings of $0.73 per share, indicating a change of -18% from the year-ago quarter. The Zacks Consensus Estimate has changed -27.7% over the last 30 days.

The consensus earnings estimate of $3.3 for the current fiscal year indicates a year-over-year change of +5.4%. This estimate has changed -3.4% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.55 indicates a change of +7.7% from what e.l.f. Beauty is expected to report a year ago. Over the past month, the estimate has changed -11.2%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for e.l.f. Beauty.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For e.l.f. Beauty, the consensus sales estimate for the current quarter of $427.26 million indicates a year-over-year change of +20.8%. For the current and next fiscal years, $1.86 billion and $1.99 billion estimates indicate +13.5% and +6.9% changes, respectively.

Last Reported Results and Surprise Historye.l.f. Beauty reported revenues of $449.29 million in the last reported quarter, representing a year-over-year change of +35.1%. EPS of $0.32 for the same period compares with $0.78 a year ago.

Compared to the Zacks Consensus Estimate of $425.82 million, the reported revenues represent a surprise of +5.51%. The EPS surprise was +10.34%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

e.l.f. Beauty is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about e.l.f. Beauty. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. 

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of e.l.f. Beauty, Inc. (NYSE: ELF) breached their fiduciary duties to shareholders.

If you currently own e.l.f. Beauty stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com

SOURCE Halper Sadeh LLP

Not everything that can drive a stock happens with a big announcement aimed at investors. Sometimes, it can be something pretty subtle and under the radar if you are looking for the right things. That could be the case with e.l.f. Beauty (ELF +4.41%), which recently unveiled new summer products.

So why do I think this could be a big sales driver for e.l.f. Beauty? The first reason is the source of the information, my teenage daughter. Teenagers can actually be a great source for the latest trends impacting brands, and my daughter eagerly told me these new offerings were set to be hugely popular and that Rhode sales were about to skyrocket.

Image source: The Motley Fool.

Second, e.l.f. gradually expanding Rhode's product assortment has always been a big part of my thesis for owning the stock. When e.l.f. Beauty acquired Rhode, the relatively young company was already generating over $200 million in sales from just 10 products available on its website. One easy way to drive sales would be to just add more selections.

Driving sales with the Rhode 2026 summer collection The company did just that with its summer 2026 collection, which will include three completely new products. The new offerings are a pocket cream bronzer for $25, a double-ended pocket makeup brush for $27, and a highlight milk luminizer for $28. It also launched limited-edition shades of its Peptide Lip Tint ($20) and limited-edition merchandise, including a beach bag ($36) and plush towel ($50). On top of that, its popular iPhone cases also got two new limited-edition colors (between $38 and $46).

Notably, Rhode is a much more premium brand than e.l.f.'s namesake brand and comes at much higher price points. As you can see from these prices, most Rhode products cost well north of $20, but e.l.f. products typically cost well below $20. This price gap also means that Rhode's products have much higher gross margins than e.l.f.'s.

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Rhode also has a major built-in advertising engine, led by founder Hailey Bieber, who has nearly 58 million followers on Instagram. Bieber has been teasing the launch for four months, building up a lot of demand for the new products.

The Rhode growth story for e.l.f. is just beginning, and right now, the company appears to be doing a great job with the brand. In addition to expanding its product assortment, e.l.f. has a huge opportunity to increase its distribution into new retail outlets in the coming years.

With the stock trading at only a forward P/E of 16, this is a great growth stock to buy on the cheap, with a nice potential catalyst ahead.

, /PRNewswire/ -- Greenland Mines Ltd ("Greenland Mines" or the "Company") (Nasdaq: GRML) has entered into a non-binding Letter of Intent with an Icelandic industrial site owner, providing a concrete framework for technical, commercial, and permitting discussions.

The Company is also in discussions with additional parties and stakeholders in Iceland and in the broader North Atlantic region about these options and support for these.

This forms the first step in the Company's strategy as it takes advantage of its unique location, to evaluate multiple proximate industrial sites around Iceland and the North Atlantic with the purpose of identifying potential locations for a future downstream processing hub for material from the Company's Skaergaard Gold, Palladium, Platinum and Critical Metals Project in East Greenland.

Key elements of the North Atlantic processing strategy, which could save over $1 billion in life of mine energy costs while producing green Palladium, Platinum and Gold and Critical Minerals as end products, include the following:

Evaluating multiple large industrial zoned sites in Iceland, potentially with existing industrial buildings and facilities that can be refurbished, with deep water harbor access and robust power grid connections for a future Skaergaard processing hub Leveraging Iceland's low-carbon geothermal and hydropower system to target a step-change in processing power costs and significantly lower the overall project carbon footprint Refurbishing substantial brownfield industrial complexes where possible, reducing capital intensity and timelines by re-using existing buildings, heavy foundations and other infrastructure Embedding Skaergaard within a broader North Atlantic critical-minerals corridor, linking world-class geology in Greenland with world-class energy, infrastructure and logistics in Iceland for secure supply into North American and European markets Bo Møller Stensgaard, President of Greenland Mines, commented, "By moving now to evaluate multiple industrial sites in Iceland – and by already having a signed non‑binding Letter of Intent in place for such an activity with a local industrial site owner – we are turning our North Atlantic processing vision into a real, structured program. Replacing diesel‑based power with hydropower can translate into tens of millions of dollars in annual savings for a full‑scale plant, which is the kind of step-change that matters for a project like Skaergaard.

"Our goal is to build an integrated North Atlantic critical‑minerals corridor that investors and governments alike can get behind: world‑class geology and strong regulatory resource framework in Greenland, world‑class green and cheap energy and infrastructure in Iceland, and a clear route into North American and European value chains and industrial eco‑systems.  This is how we intend to differentiate Skaergaard and to keep adding value for our shareholders as we take the project through its next development phases."

The strategic program focuses on identifying large, industrial-zoned areas in Iceland in the range of approximately 100,000–200,000 square meters, with deep-water harbor access, potential for existing industrial buildings and heavy foundations, and power-grid connections to Iceland's low-carbon geothermal and hydropower system.

Several of the sites under review and discussion include substantial brownfield industrial complexes that could be relatively cost-effectively refurbished and repurposed for Skaergaard's processing requirements, potentially reducing both capital costs and construction timelines while re-using existing infrastructure in a responsible way.

A key driver behind the Iceland strategy is power cost and carbon footprint. In many remote Arctic locations, large-scale mineral processing would rely on diesel-based power generation, where all-in power costs can easily get into US$0.20 per kWh or higher.  By contrast, long-term industrial users in Iceland drawing on geothermal and hydropower have historically secured materially lower effective tariffs, and the Company believes that a realistic objective for a future large industrial-scale processing operation is to reduce power costs to potentially below US$ 0.03 per kWh.

Comparable industrial use in Iceland, for example, would be for the large aluminum smelters in Iceland that are currently in operation. At a full-scale processing facility with a continuous demand on the order of, for example, 50 MW (ca. 430 GWh per year), this illustrative represents a potential transformative improvement in project economics and resilience through the cycle. The potential cumulative Life of Mine savings could exceed $1 billion relative to a diesel-based Arctic operation.

Beyond power, Iceland offers a rare combination of year-round, ice-free deep-water ports, established industrial park frameworks, an experienced industrial workforce, and proximity to both Europe and North America. Construction cost and time for a large industrial complex would also be lower in Iceland.

Skaergaard is located roughly 400 km from deep-water facilities in northwestern Iceland and around 600 km from the Reykjavík area, corresponding to an estimated bulk-carrier sailing time on the order of about 20–30 hours, which further underlines the logistical fit between mine-site operations in East Greenland and a future processing hub in Iceland.

As part of this emerging North Atlantic value chain concept, Greenland Mines is also evaluating pre-processing options in Greenland, such as crushing and ore-sorting to produce a semi-upgraded product before shipment to Iceland for downstream extraction and refining in Iceland. This is one of the scenarios being considered. Such a staged approach could reduce shipping volumes and optimize energy use between Greenland and Iceland and further enhance Skaergaard's overall economic and environmental performance, subject to future technical studies and permitting.

For Skaergaard, that creates the possibility of an integrated North Atlantic value chain: ore mined and concentrated in East Greenland, shipped a relatively short distance to Iceland for low-carbon processing, and from there into European and North American critical-minerals supply chains.

The Company sees this as fully aligned with a growing policy focus on secure, transparent and geopolitically robust supply routes for critical and strategic metals, and with broader North Atlantic cooperation on infrastructure, security and economic development.

For investors, the combination of one of the world's largest undeveloped palladium-gold-platinum resources with additional potential critical and bulk metals, such as vanadium, gallium, titanium and iron, in Greenland with the prospect of a low-carbon, low-cost, infrastructure-rich processing hub in Iceland represents a powerful, differentiated opportunity. It speaks directly to project economics, ESG performance, jurisdictional quality, structural investments and developments, and long-term strategic relevance.

This North Atlantic processing initiative runs in parallel with the Company's ongoing technical, environmental and permitting work at Skaergaard, and forms a core part of its strategy to systematically de-risk the project's development pathway ahead of future study milestones.

For governments and policy-makers, the concept offers a tangible example of cross-border industrial development in the North Atlantic, leveraging complementary strengths – geology in Greenland, energy and infrastructure in Iceland, development and security in the North Atlantic and critical metals for Western allies – in a way that supports critical-minerals resilience, industrial and compliant development within robust regulatory frameworks, climate objectives and regional stability.

As a NATO member with a dormant but potentially soon-to-be-re-activated EU accession track, and with the ability to host green geothermal-powered processing of Skaergaard metals instead of diesel-generated power, Iceland provides a uniquely strategic bridge into European and North American transatlantic markets for low-carbon, security-of-supply aligned metals under evolving climate and critical-raw-materials policies. Skaergaard thereby emerges as a potential large-scale, industrial- and policy-aligned opportunity for climate-friendly "green" gold, palladium, platinum, vanadium, gallium, iron, steel and titanium.

Importantly, any potential development of activities in Iceland and Greenland will be subject to well-established environmental and social regulatory frameworks and approval, including complete permitting, environmental and social impact assessments and structured community consultation. Greenland Mines is fully committed to environmental compliance – not only to safeguard nature and the environment, but also to position Skaergaard as an attractive platform for potential strategic and financing partnerships as the project advances and as a reliable, attractive and long-term partner to downstream industrial users of precious, critical and bulk metals.

The Company expects the findings from this Iceland site‑evaluation program to feed into future technical studies for Skaergaard and will update the market as material milestones are reached.

About Greenland Mines Ltd

Greenland Mines Ltd is a Nasdaq-listed company with two operating divisions: (1) Natural Resources, focused on the exploration and development of the Skaergaard Project in Southeast Greenland, one of the largest undeveloped palladium, gold, and platinum deposits in the world; and 2) Cell and Gene Therapy, including Klotho's KLTO-202 primary indication for ALS. The Company holds, through its recent acquisition of Greenland Mines Corp., an 80% interest in, and option to acquire the remaining 20% of, the Skaergaard Project, which hosts a 2022 NI 43-101 Indicated and Inferred Mineral Resource of 25.4 Moz PdEq and 23.5 Moz AuEq with a gross undiscounted in-situ resource value of approximately $68 billion based on February 2026 metal prices. The Company is led by an experienced team of mining, geological, biotech, and capital markets professionals.

Forward-Looking Statements

This press release contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Without limiting the generality of the foregoing, the forward-looking statements in this press release include descriptions of the Company's future commercial operations. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this press release, such as the Company's inability to implement its business plans, identify and realize additional opportunities, or meet or exceed its financial projections and changes in the regulatory or competitive environment in which the Company operates. You should carefully consider the foregoing factors and the other risks and uncertainties described in the documents filed or to be filed by the Company with the U.S. Securities and Exchange Commission (the "SEC") from time to time, which could cause actual events and results to differ materially from those contained in the forward-looking statements. All information provided herein is as of the date of this press release, and the Company undertakes no obligation to update any forward-looking statement, except as required under applicable law.

The Mineral Resource Estimates referenced in this press release were prepared in accordance with NI 43-101 by SLR Consulting as disclosed in the technical report dated November 22, 2022. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. The gross undiscounted in-situ metal values expressed herein are illustrative calculations using February 2026 metal prices and do not account for mining recoveries, metallurgical losses, capital costs, operating costs, royalties, taxes, permitting requirements, or any other technical or economic factors. These values are not indicative of future revenue, project economics or net present value. No preliminary economic assessment, pre-feasibility study, or feasibility study has been completed on the Skaergaard Project, and there is no certainty that the Mineral Resources disclosed will be converted to Mineral Reserves or that an economically viable mining operation can be established.

Investor Contact and Corporate Communications:
[email protected]

Website: www.greenlandmines.com

SOURCE Greenland Mines Ltd

Investors with an interest in Industrial Services stocks have likely encountered both SiteOne Landscape (SITE - Free Report) and Fastenal (FAST - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

Currently, SiteOne Landscape has a Zacks Rank of #2 (Buy), while Fastenal has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that SITE is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

SITE currently has a forward P/E ratio of 34.73, while FAST has a forward P/E of 37.00. We also note that SITE has a PEG ratio of 1.90. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. FAST currently has a PEG ratio of 2.90.

Another notable valuation metric for SITE is its P/B ratio of 3.98. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, FAST has a P/B of 13.11.

Based on these metrics and many more, SITE holds a Value grade of B, while FAST has a Value grade of D.

SITE has seen stronger estimate revision activity and sports more attractive valuation metrics than FAST, so it seems like value investors will conclude that SITE is the superior option right now.

Wall Street expects a year-over-year increase in earnings on higher revenues when SiteOne Landscape (SITE - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on April 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly loss of $0.51 per share in its upcoming report, which represents a year-over-year change of +16.4%.

Revenues are expected to be $980.07 million, up 4.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for SiteOne Landscape?For SiteOne Landscape, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +19.61%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that SiteOne Landscape will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that SiteOne Landscape would post a loss of$0.29 per share when it actually produced a loss of -$0.20, delivering a surprise of +31.03%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

SiteOne Landscape appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

BEACHWOOD, Ohio--(BUSINESS WIRE)--SITE Centers' First Quarter 2026 Earnings to be Released Thursday, May 7, 2026.

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne Landscape Supply, Inc. (the “Company” or “SiteOne”) (NYSE: SITE) announced earnings for its first quarter ended March 29, 2026 (“First Quarter 2026”). “We are pleased with our first quarter performance as we more than offset the weather and market-related softness in sales volume and delivered Adjusted EBITDA growth with meaningful gross margin improvement and continued tight SG&A management,” said Doug Black, Chairman and CEO of SiteOne. “Our teams ar.

SiteOne Landscape Supply, Inc. (SITE) Q1 2026 Earnings Call Transcript

Posted by Defense World Staff on Apr 29th, 2026

Comerica Bank raised its holdings in SiteOne Landscape Supply, Inc. (NYSE:SITE – Free Report) by 24.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 134,716 shares of the industrial products company’s stock after acquiring an additional 26,436 shares during the quarter. Comerica Bank owned about 0.30% of SiteOne Landscape Supply worth $16,780,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SITE. 59 North Capital Management LP bought a new position in SiteOne Landscape Supply in the third quarter valued at approximately $214,417,000. Cartenna Capital LP bought a new position in SiteOne Landscape Supply in the third quarter valued at approximately $63,756,000. Amundi bought a new position in SiteOne Landscape Supply in the third quarter valued at approximately $59,763,000. AQR Capital Management LLC boosted its position in shares of SiteOne Landscape Supply by 743.5% during the second quarter. AQR Capital Management LLC now owns 441,192 shares of the industrial products company’s stock worth $52,440,000 after purchasing an additional 388,890 shares in the last quarter. Finally, Balyasny Asset Management L.P. boosted its position in shares of SiteOne Landscape Supply by 791.0% during the third quarter. Balyasny Asset Management L.P. now owns 351,041 shares of the industrial products company’s stock worth $45,214,000 after purchasing an additional 311,641 shares in the last quarter.

Insider Activity at SiteOne Landscape Supply In related news, EVP Eric J. Elema sold 1,765 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $158.01, for a total transaction of $278,887.65. Following the sale, the executive vice president directly owned 2,911 shares in the company, valued at $459,967.11. This trade represents a 37.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 2.10% of the stock is currently owned by insiders.

SiteOne Landscape Supply Trading Up 0.1% Shares of NYSE SITE opened at $143.05 on Wednesday. The company’s fifty day moving average is $137.33 and its 200-day moving average is $135.04. The stock has a market cap of $6.34 billion, a price-to-earnings ratio of 42.57, a P/E/G ratio of 1.72 and a beta of 1.57. SiteOne Landscape Supply, Inc. has a twelve month low of $108.11 and a twelve month high of $168.56. The company has a quick ratio of 1.20, a current ratio of 2.47 and a debt-to-equity ratio of 0.29.

SiteOne Landscape Supply (NYSE:SITE – Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The industrial products company reported ($0.20) EPS for the quarter, topping analysts’ consensus estimates of ($0.29) by $0.09. SiteOne Landscape Supply had a net margin of 3.23% and a return on equity of 9.28%. The business had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same period last year, the business posted ($0.48) earnings per share. The firm’s quarterly revenue was up 3.2% on a year-over-year basis. Equities research analysts predict that SiteOne Landscape Supply, Inc. will post 4.43 EPS for the current year.

Analysts Set New Price Targets A number of brokerages have recently weighed in on SITE. Robert W. Baird set a $190.00 price target on shares of SiteOne Landscape Supply in a research report on Thursday, February 12th. UBS Group began coverage on shares of SiteOne Landscape Supply in a research report on Friday, April 10th. They set a “neutral” rating and a $140.00 price target on the stock. Truist Financial lifted their price target on shares of SiteOne Landscape Supply from $165.00 to $200.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Zacks Research raised shares of SiteOne Landscape Supply from a “strong sell” rating to a “hold” rating in a research report on Friday, February 13th. Finally, Barclays lifted their price target on shares of SiteOne Landscape Supply from $134.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 12th. Four analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, SiteOne Landscape Supply presently has an average rating of “Hold” and a consensus price target of $163.67.

Check Out Our Latest Research Report on SITE

SiteOne Landscape Supply Profile (Free Report)

SiteOne Landscape Supply is a leading distributor of landscape supplies and irrigation equipment in North America. The company serves a broad range of customers, including independent landscapers, lawn and garden retailers, municipalities and other commercial landscape professionals. Its product portfolio spans irrigation and lighting controls, pipes and fittings, fertilizers and soils, lighting fixtures, hardscapes, outdoor lighting systems and related installation accessories.

In addition to core product lines, SiteOne offers agronomic services designed to optimize turf and plant health, as well as online tools and training resources to help customers plan, specify and manage projects more efficiently.

Featured Articles Five stocks we like better than SiteOne Landscape Supply Want to see what other hedge funds are holding SITE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SiteOne Landscape Supply, Inc. (NYSE:SITE – Free Report).

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Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down negotiations with Iran, which are keeping the Strait of Hormuz closed, all added to the selling pressure. The President said flat out that he will block Iran until it accepts the nuclear agreements they have presented. The S&P 500 finished the day almost unchanged as well, down just 0.04% at 7,135, while the Dow Jones Industrials closed the session at 48,861, down 0.57%. The biggest loser on Wednesday was the small-cap Russell 2000, which is still the leading index in 2026, finishing down 0.60% at 2,739.

Treasury Bonds: Yields were up again across the Treasury curve on Wednesday, and Wall Street immediately pointed to the Federal Reserve’s stance of holding rates steady despite the highest number of dissents among the voting Governors since 1992, which marked the highest level of policy opposition in almost 35 years. The 30-year long bond closed Wednesday at 4.99%, while the benchmark 10-year note was last seen at 4.42%. 

Oil and Gas: The story of the day, of course, was oil leaping once again over the $100 mark in a big way, and moving back to the highest levels we have seen since earlier this month, but before that, the highest since the start of the war in Ukraine in 2022. President Trump’s line in the sand with Iran over the nuclear issue sparked buying, and when it was all said and done, Brent Crude finished Wednesday at $120, up 7.81%, while West Texas Intermediate was last seen at $108.20, up 8.27%. Natural gas closed the day at $2.65, down 1.64%. 

Gold: Gold continued its losing streak, posting a sharp decline for a third straight session. This extends a broader period of weakness, with gold dropping 8 out of the past 12 sessions. The current downward trend is still being driven by a stronger U.S. dollar, rising Treasury yields, and profit-taking after the metal hit record highs in early 2026. Gold closed the session down 1.11% at $4,543.90, while Silver ended trading at $71.27, down 2.37% on the day. Investors itching to initiate gold positions or add to current holdings need to be patient, as the sought-after hedge continues to consolidate after a staggering five-year run that saw the spot price soar.

Crypto: Crypto markets experienced a mixed, very cautious trading day on Wednesday, marked by falling trading volumes, a slump in crypto-related stocks, and pressure from multiple macroeconomic factors. While Bitcoin held onto key support levels, the broader market showed signs of slowing demand, with investors acting cautiously ahead of Federal Reserve updates. While there was no surprise that the Fed held rates steady, the commentary from Chairman Powell, likely in his last address as Chairman, did not paint a glowing picture for the economy, at least in the short term. At 8 AM EDT, Bitcoin was trading at $75,940, while Ethereum was last spotted at $2,259.

24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock. 

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, April 30, 2026.  

Upgrades: AbbVie (NYSE: ABBV | ABBV Price Prediction) was upgraded to Buy from Hold at Bank of America, which bumped the target price for the stock to $234 from $226. Equinix (NASDAQ: EQIX) was upgraded to Strong Buy from Market Perform at Raymond James, which has a $1,2590 target for the data center behemoth. Lennox International (NYSE: LII) was raised to Buy from Hold at Vertical Research, which has set a $600 target price. Site One Landscape Supply (NYSE: SITE) was upgraded to Buy from Hold at Deutsche Bank, with a $160 target price. Teradyne (NYSE: TER) was upgraded to Overweight from Neutral at JPMorgan, with a $400 target price objective. Downgrades: GE Healthcare Technologies (NASDAQ: GEHC) was downgraded to Neutral from Buy at Goldman Sachs, which cut the target price for the stock to $65 from $781. Meta Platforms (NASDAQ: META) was cut to Neutral from Overweight at JPMorgan, which lowered the target price for the tech giant to $725 from $826. Oneok (NYSE: OKE) was downgraded to Sector Perform from Underperform at Scotiabank, with an $89 price target. Steel Dynamics (NASDAQ: STLD) was cut to Neutral from Buy at Bank of America, with a $250 target price. Wingstop (NASDAQ: WING) was downgraded to Neutral from Buy at Goldman Sachs, which slashed the target price for the shares to $190 from $290. Initiations: AeroVironment (NASDAQ: AVAV) was initiated with a Buy rating at Clear Street, with a $293 price target. Kratos Defense and Security Solutions (NASDAQ: KTOS) was initiated with a Buy rating at Clear Street with an $82 target price. 
Mistras Group (NYSE: MG) was initiated with a Buy rating at Roth Capital, with a $22 target. Palantir Technologies (NASDAQ: PLTR) was initiated with an Outperform rating at Oppenheimer, which has set a $200 target price for the stock. Sutro Biopharma (NASDAQ: STRO) was started with an Outperform rating at Mizuho, which has a $50 target for the shares.

ICU Medical's new high-volume pump has more connected features, which we believe will drive retention rates and incremental revenue. SiteOne Landscape Supply controls 18% of this $26 billion industry and has been growing revenue at a low double-digit compound annual growth rate over the past several years. Madison Small Cap Fund liquidated its position in Globus Medical after a multi-year period because the company's success drove its market cap to $12B.

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne Landscape Supply, Inc. (the “Company” or “SiteOne”) (NYSE: SITE), the largest and only national full product line wholesale distributor of landscape supplies in the United States, today announced that it will host its 2026 Investor Day on June 23-24, 2026 in Atlanta, Georgia. During the event, SiteOne's executive leadership team will provide a comprehensive update on SiteOne's performance, strategic priorities, and long-term initiatives, offering deeper in.

Henry Schein on Tuesday reaffirmed its annual forecast after beating Wall Street expectations for first-quarter profit as the medical supplies distributor saw ​strong demand across its dental business.

Key Takeaways HSIC beat Q1 estimates, with EPS up 14.8% and revenues rising 6.3% year over year.HSIC saw growth across segments, led by distribution, specialty products and technology sales gains.HSIC expanded gross margin to 31.8% and expects 3%-5% sales growth for full-year 2026. Henry Schein, Inc. (HSIC - Free Report) registered first-quarter 2026 adjusted earnings per share (EPS) of $1.32, up 14.8% from the year-ago period’s figure. The bottom line also surpassed the Zacks Consensus Estimate by 10.3%.

Excluding adjustments, such as restructuring costs, acquisition intangible amortization and others, the company reported a GAAP EPS of 92 cents compared with the year-ago quarter’s 88 cents.

HSIC’s Revenues in DetailHenry Schein reported first-quarter net sales of $3.37 billion, up 6.3% year over year. The metric also beat the Zacks Consensus Estimate by 1.15%. 

Excluding 0.7% sales growth from acquisitions and a 3.1% increase from foreign currency exchange, internal sales growth was 2.5%.

HSIC’s Q1 Segmental AnalysisSales in the Global Distribution and Value-Added Services segment was $2.84 billion, up 6.1% year over year on a reported basis and reflects 2.5% internal sales growth. Our model forecast was $2.77 billion.

Within this, Global Dental Distribution merchandise sales reflected 3% internal sales growth year over year, with continuing strong momentum in the United States.

Global Dental Distribution equipment sales witnessed 3.5% internal sales growth. Global Medical Distribution sales for the quarter saw 1.3% internal sales growth. Global Value-added Services sales highlighted 7.8% internal sales growth in the quarter.

The Global Specialty Products segment reported $397 million in sales, up 8.1% on a reported basis (1.7% internal sales growth). Our model forecast was $405.9 million.

Lastly, sales in Global Technology totaled $173 million, up 7% on a reported basis and reflected 6.9% internal sales growth. Our model projected $175.6 million for this segment.

HSIC’s Margin PerformanceIn the reported quarter, the gross profit totaled $1.07 billion, representing a 7% increase year over year. The gross margin expanded 20 basis points (bps) to 31.8% despite a 6% rise in the cost of sales.

SG&A expenses increased 9.6% to $809 million in the quarter under review. The adjusted operating profit was $261 million, down 0.4% year over year. The adjusted operating margin contracted 52 bps year over year to 7.7%.

Liquidity Position of HSICHenry Schein exited the first quarter of 2026 with cash and cash equivalents of $128 million compared with $156 million at the end of 2025.

Cumulative net cash used in operating activities at the end of the reported quarter was $97 million compared with cash inflow of $37 million a year ago.

During the reported quarter, HSIC repurchased nearly 1.6 million shares of its common stock at an average price of $77.64 per share for a total of approximately $125 million. At the end of the reported quarter, Henry Schein had $655 million authorized and available for future stock repurchases.

HSIC’s 2026 GuidanceThe company continues to expect 2026 total sales growth to be between 3% and 5%. The Zacks Consensus Estimate for sales is currently pegged at $13.69 billion, indicating 3.9% year-over-year growth.

Non-GAAP diluted EPS for 2026 is expected to be in the band of $5.23-$5.37. The Zacks Consensus Estimate for earnings is pegged at $5.30. 

Our Take on HSICHenry Schein exited the first quarter of 2026 with better-than-expected earnings and revenues. Performance reflects sustained momentum from the second half of last year, with market share gains and gross margin expansion. During the quarter, the company acquired a controlling interest in its S.I.N. distributor in the United States to enhance its position in the value implant market and support its business integration strategy. HSIC management also confirmed that the value creation initiatives are expected to deliver more than $200 million of operating income improvement over the next few years, with a $125 million run rate by the end of 2026.

HSIC’s Zacks Rank & Key PicksHSIC currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are BrightSpring Health Services (BTSG - Free Report) , Intuitive Surgical (ISRG - Free Report) and Labcorp Holdings (LH - Free Report) .

BrightSpring Health Services, currently carrying a Zacks Rank #2 (Buy), reported first-quarter 2026 adjusted EPS of 36 cents, which surpassed the Zacks Consensus Estimate by 34.5%. Revenues of $3.61 billion beat the Zacks Consensus Estimate by 8.35%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

BTSG has an estimated long-term earnings growth rate of 47.2% compared with the industry’s 14.5% growth. The company topped earnings estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 14.61%.

Intuitive Surgical, carrying a Zacks Rank #2 at present, posted first-quarter 2026 adjusted EPS of $2.50, exceeding the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion topped the Zacks Consensus Estimate by 6.2%.

ISRG has an earnings yield of 2.1% compared to the industry’s negative 0.9% yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 16.82%.

Labcorp, carrying a Zacks Rank #2 at present, posted first-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 3.8%. Revenues of $3.54 billion outperformed the Zacks Consensus Estimate by 1%.

LH has an earnings yield of 6.9% compared with the industry’s 4.5% yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 3.31%.

Henry Schein, Inc. (HSIC) Q1 2026 Earnings Call Transcript

Henry Schein, Inc. (HSIC) Presents at Bank of America Global Healthcare Conference 2026 Transcript

Henry Schein One, the global leader in dental technology, today announced the release of its 2026 Catalyst Index, the fifth edition of its annual benchmarking report analyzing performance across tens of thousands of DSOs, multi-location organizations, and private practices.

This year’s data points to a clear and urgent shift for the industry: in a slower economy, growth is no longer determined by scale or efficiency alone; it is driven by clinical execution.

Across both DSOs and independent practices, the highest-performing organizations consistently outperform their peers not because they are larger, but because they deliver more complete, consistent care. It is clear that growth-focused practices invest in building patient trust at the chairside. That difference shows directly in financial outcomes.

According to the 2026 Catalyst Index, top performers achieve 75% case acceptance compared to 45% for the average practice, alongside stronger production, collections, and patient engagement, reinforcing that performance begins at the point of care and carries through the entire business.

“Across the data, the pattern is consistent. Growth follows clinical performance,” said Dr. Ryan Hungate, Chief Clinical and Strategy Officer, Henry Schein One. “When clinicians are supported to deliver complete care and clear communication, patients move forward with treatment. That’s what drives predictable revenue. It starts chairside and flows through the entire system.”

The report challenges one of the industry’s most persistent assumptions: that scale alone creates better outcomes. Performance varies widely within every segment. Smaller practices often match or outperform larger groups, while many DSOs face increasing complexity without corresponding gains in efficiency or profitability.

For operators and investors, the implication is clear: growth strategies built on scale alone increase complexity, while scaling consistent clinical execution drives predictable performance and long-term value creation.

“The idea that scale automatically creates better performance doesn’t always hold up,” said Brian Colao, Director of the DSO Industry Group, Dykema. “What separates leading organizations is consistency in clinical care, patient experience, and execution across locations. That consistency is what ultimately enables scale to translate into performance.”

At the same time, the 2026 data reveals a growing disconnection. While operational metrics like scheduling efficiency have improved, patient retention declined from 72% to 64% year over year, and case acceptance softened across segments — signaling that efficiency gains alone are not translating into long-term growth.

For private practices, the implications are equally clear.

“We’re using the Catalyst Index as a benchmark to understand where we’re strong and where we need to improve,” said Amy Kaminski, Office Manager, Dawson Family Dentistry. “It helps us focus less on doing more, and more on doing the right things consistently — especially when it comes to patient communication and case acceptance.”

The 2026 Catalyst Index is available in two editions, one tailored for DSOs and multi-location organizations, and one for private practices, providing segment-specific benchmarks and actionable insights.

The report is supported by leading industry organizations, including Dykema, Association of Dental Support Organizations, and the American Association of Dental Office Management.

Dental leaders can explore the full findings and see how their organization compares by downloading the report at henryscheinone.com.

The 2026 Catalyst Index debuts this week at CDA Anaheim, where Henry Schein One will be engaging with industry leaders on what the data signals for the future of dentistry. At the booth, the team will share how connected workflows, embedded AI, and innovations like the Next Generation Clinical Workflow and MCP layer in Dentrix Ascend are helping practices turn clinical performance into predictable growth and more consistent financial outcomes.

About Henry Schein One

Henry Schein One, the global leader in dental technology, empowers dentists to focus on patient care and helps to ensure practice success. With simple and integrated technology, practices become more efficient, profitable, and connected—leading to better experiences for patients and care teams alike. The company’s comprehensive portfolio spans demand generation, patient experience, practice management, revenue cycle, analytics, and clinical workflow.

Henry Schein One, LLC, is a joint venture between Henry Schein, Inc. (Nasdaq: HSIC) and Internet Brands. Its brands include Dentrix, Dentrix Ascend, Jarvis Analytics, TechCentral, Lighthouse360, and DentalPlans.com, as well as international brands such as Dentally and Software of Excellence.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260513255536/en/

MELVILLE, N.Y.--(BUSINESS WIRE)--Henry Schein, Inc. (Nasdaq: HSIC), the world's largest provider of health care solutions to office-based dental and medical practitioners, today announced that its Board of Directors has elected William K. “Dan” Daniel as Independent Chairman of the Board, effective May 21, 2026. Mr. Daniel succeeds Stanley M. Bergman, who retired from the Board following 44 years as a Director of Henry Schein and was named Chairman Emeritus in recognition of his extraordinary c.

Henry Schein, Inc. (HSIC) Presents at Stifel Jaws & Paws Conference 2026 Transcript