Henry Schein
Henry Schein returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 27, 2026 | — | 8.61% | — | 12.21% | 3.62% | — |
| FY 2026 Q1 | Mar 28, 2026 | — | 8.48% | — | 12.01% | 3.63% | — |
| FY 2025 Q4 | Dec 27, 2025 | — | 8.48% | — | 11.99% | 3.71% | — |
| FY 2025 Q3 | Sep 27, 2025 | — | 8.26% | — | 11.39% | 3.6% | — |
| FY 2025 Q2 | Jun 28, 2025 | — | 8.18% | — | 11.18% | 3.68% | — |
| FY 2025 Q1 | Mar 29, 2025 | — | 8.4% | — | 11.78% | 3.95% | — |
| FY 2024 Q4 | Dec 28, 2024 | — | 8.11% | — | 11.07% | 3.75% | — |
| FY 2024 Q3 | Sep 28, 2024 | — | 6.56% | — | 8.78% | 3.08% | — |
| FY 2024 Q2 | Jun 29, 2024 | — | 7.52% | — | 9.95% | 3.63% | — |
| FY 2024 Q1 | Mar 30, 2024 | — | 8.3% | — | 10.97% | 4.15% | — |
| FY 2023 Q4 | Dec 30, 2023 | — | 8.62% | — | 11.72% | 4.34% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | 9.19% | — | 12.26% | 4.85% | — |
| FY 2023 Q2 | Jul 1, 2023 | — | 10.05% | — | 12.8% | 5.24% | — |
| FY 2023 Q1 | Apr 1, 2023 | — | 10.67% | — | 13.53% | 5.62% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | 11.9% | — | 15.66% | 6.3% | — |
| FY 2022 Q3 | Sep 24, 2022 | — | 14% | — | 18.06% | 7.53% | — |
| FY 2022 Q2 | Jun 25, 2022 | — | 14.26% | — | 18.71% | 7.91% | — |
| FY 2022 Q1 | Mar 26, 2022 | — | 14.48% | — | 18.6% | 7.96% | — |
| FY 2021 Q4 | Dec 25, 2021 | — | 14.6% | — | 18.64% | 7.77% | — |
| FY 2021 Q3 | Sep 25, 2021 | — | 14.7% | — | 18.95% | 7.72% | — |
| FY 2021 Q2 | Jun 26, 2021 | — | 14.66% | — | 19.08% | 7.85% | — |
| FY 2021 Q1 | Mar 27, 2021 | — | 10.78% | — | 13.88% | 5.75% | — |
| FY 2020 Q4 | Dec 26, 2020 | — | 10.1% | — | 12.73% | 5.41% | — |
| FY 2020 Q3 | Sep 26, 2020 | — | 10.59% | — | 19.78% | 7.94% | — |
| FY 2020 Q2 | Jun 27, 2020 | — | 10.68% | — | 20.3% | 8.19% | — |
| FY 2020 Q1 | Mar 28, 2020 | — | 13.61% | — | 24.81% | 9.76% | — |
| FY 2019 Q4 | Dec 28, 2019 | — | 13.82% | — | 23.32% | 8.88% | — |
| FY 2019 Q3 | Sep 28, 2019 | — | 13.56% | — | 17.16% | 6.43% | — |
| FY 2019 Q2 | Jun 29, 2019 | — | 13.68% | — | 16.68% | 6.42% | — |
| FY 2019 Q1 | Mar 30, 2019 | 13.75% | 13.93% | 16.28% | 17.74% | 6.71% | 6.1 pp |
| FY 2018 Q4 | Dec 29, 2018 | 12.99% | 14.6% | 5.61% | 18.57% | 6.57% | 5.3 pp |
| FY 2018 Q3 | Sep 29, 2018 | 11.26% | 15.96% | -33.4% | 13.18% | 4.97% | 3.6 pp |
| FY 2018 Q2 | Jun 30, 2018 | 12.83% | 18.11% | -95.52% | 14.07% | 5.51% | 5.1 pp |
| FY 2018 Q1 | Mar 31, 2018 | 13.2% | 18.12% | -27.01% | 14.26% | 5.5% | 5.5 pp |
| FY 2017 Q4 | Dec 30, 2017 | 13.55% | 18.14% | -125.64% | 14.5% | 5.59% | 5.9 pp |
| FY 2017 Q3 | Sep 30, 2017 | 16.39% | 17.26% | 23.99% | 18.76% | 7.85% | 8.7 pp |
| FY 2017 Q2 | Jul 1, 2017 | 16.45% | 17.09% | 89.72% | 18.72% | 8.01% | 8.8 pp |
| FY 2017 Q1 | Apr 1, 2017 | 16.61% | 17.21% | — | 18.73% | 7.94% | 8.9 pp |
| FY 2016 Q4 | Dec 31, 2016 | 16.11% | 17.54% | 13.56% | 17.85% | 7.66% | 8.4 pp |
| FY 2016 Q3 | Sep 24, 2016 | 15.2% | 16.54% | 21.83% | 17.05% | 7.65% | 7.5 pp |
| FY 2016 Q2 | Jun 25, 2016 | 15.14% | 16.24% | 14.97% | 16.92% | 7.72% | 7.4 pp |
| FY 2016 Q1 | Mar 26, 2016 | 15.41% | 16.63% | 15.68% | 17.33% | 7.8% | 7.7 pp |
| FY 2015 Q4 | Dec 26, 2015 | 15.79% | 16.84% | 103.44% | 16.82% | 7.58% | 8.1 pp |
| FY 2015 Q3 | Sep 26, 2015 | 15.16% | 16.36% | 31.1% | 16.75% | 7.71% | 7.5 pp |
| FY 2015 Q2 | Jun 27, 2015 | — | 16.18% | — | 16.42% | 7.76% | — |
| FY 2015 Q1 | Mar 28, 2015 | — | 16.61% | — | 16.85% | 7.91% | — |
| FY 2014 Q4 | Dec 27, 2014 | 15.73% | 16.96% | 6.87% | 16.65% | 7.92% | 8 pp |
| FY 2014 Q3 | Sep 27, 2014 | 15.16% | 16.93% | 2.59% | 16.55% | 8.02% | 7.5 pp |
| FY 2014 Q2 | Jun 28, 2014 | — | 16.52% | — | 16.46% | 8.07% | — |
| FY 2014 Q1 | Mar 29, 2014 | — | 16.54% | — | 16.39% | 7.98% | — |
| FY 2013 Q4 | Dec 28, 2013 | 15.94% | 17.06% | 101.71% | 15.99% | 7.88% | 8.2 pp |
| FY 2013 Q3 | Sep 28, 2013 | 15.99% | 17.92% | 66.91% | 15.9% | 8.08% | 8.3 pp |
| FY 2013 Q2 | Jun 29, 2013 | 15.58% | 17.85% | 34.53% | 16.03% | 8.18% | 7.9 pp |
| FY 2013 Q1 | Mar 30, 2013 | 14.71% | 16.86% | 19.35% | 15.63% | 8% | 7 pp |
| FY 2012 Q4 | Dec 29, 2012 | 15.04% | 16.89% | 8.75% | 15.38% | 7.7% | 7.3 pp |
| FY 2012 Q3 | Sep 29, 2012 | 14.35% | 16.56% | 28.49% | 14.88% | 7.68% | 6.7 pp |
| FY 2012 Q2 | Jun 30, 2012 | 14.41% | 16.52% | 65.58% | 14.84% | 7.73% | 6.7 pp |
| FY 2012 Q1 | Mar 31, 2012 | 14.31% | 16.46% | 22.64% | 14.96% | 7.79% | 6.6 pp |
| FY 2011 Q4 | Dec 31, 2011 | 14.92% | 17% | 417.42% | 15.18% | 7.92% | 7.2 pp |
| FY 2011 Q3 | Sep 24, 2011 | 14.14% | 16.22% | — | 14.51% | 7.57% | 6.4 pp |
| FY 2011 Q2 | Jun 25, 2011 | 14.23% | 15.77% | — | 14.54% | 7.57% | 6.5 pp |
| FY 2011 Q1 | Mar 26, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Dec 25, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Sep 25, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Jun 26, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · HSIC, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.