-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结了他们的观点如下：我们下调了HSIC未来12个月的目标股价至81美元（此前为82美元），相当于我们2027年每股收益预期的13.7倍，介于HSIC过去三年和五年的平均预期市盈率13.4倍和14.4倍之间。我们认为，这一目标价平衡了运营挑战和近期增长阻力，同时预期市场环境稳定，并通过重组计划逐步改善盈利能力。尽管受美国医疗业务增长温和（主要由于流感季症状较轻）的影响，HSIC第一季度业绩超出市场预期，但公司仍维持了2026年的业绩指引。HSIC正朝着其目标迈进，即高增长、高利润业务贡献50%的总营业收入，这是其BOLD+1战略的关键组成部分。此外，HSIC预计将于2026年8月底前完成其henryschein.com平台在美国的上线。然而，管理层指出，油价上涨可能影响货运成本和产品定价，构成风险。我们将2026年每股收益预期从5.32美元上调至5.34美元，并维持2027年每股收益预期在5.91美元不变。
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