Earnings summaries and quarterly performance for HENRY SCHEIN.
Executive leadership at HENRY SCHEIN.
Board of directors at HENRY SCHEIN.
AM
Anne Margulies
Detailed
Director
BS
Bradley Sheares
Detailed
Director
CF
Carole Faig
Detailed
Director
DD
Dan Daniel
Detailed
Director
DD
Deborah Derby
Detailed
Director
JH
Joseph Herring
Detailed
Director
KK
Kurt Kuehn
Detailed
Director
ML
Max Lin
Detailed
Director
MA
Mohamad Ali
Detailed
Director
PL
Philip Laskawy
Detailed
Lead Independent Director
RT
Reed Tuckson
Detailed
Director
RH
Robert Hombach
Detailed
Director
SS
Scott Serota
Detailed
Director
Research analysts who have asked questions during HENRY SCHEIN earnings calls.
Elizabeth Anderson
Evercore ISI
6 questions for HSIC
Also covers: AGL, ALGN, CAH +23 more
Jason Bednar
Piper Sandler Companies
6 questions for HSIC
Also covers: ALGN, COO, EDAP +15 more
JS
John Stansel
JPMorgan Chase & Co.
6 questions for HSIC
Also covers: ALHC, CAH, CNC +4 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
4 questions for HSIC
Also covers: ALGN, CBLL, CVRX +16 more
Jeffrey Johnson
Robert W. Baird & Co. Inc.
4 questions for HSIC
Also covers: ALC, ALGN, BBNX +11 more
Kevin Caliendo
UBS
4 questions for HSIC
Also covers: AHCO, ALGN, AMWL +15 more
Allen Lutz
Bank of America
3 questions for HSIC
Also covers: ACCD, CAH, COR +14 more
Jonathan Block
Stifel Financial Corp.
3 questions for HSIC
Also covers: ALGN, COO, CUTR +11 more
AL
Alan Lutz
Bank of America Corporation
2 questions for HSIC
Also covers: HQY, OMI
Jeff Johnson
Robert W. Baird & Co.
2 questions for HSIC
Also covers: ALC, COO, PDCO +1 more
MP
Michael Petusky
Barrington Research
2 questions for HSIC
Also covers: ANIK, HAE, LFCR +8 more
MT
Michael Turney
Leerink Partners
2 questions for HSIC
Also covers: DOCS, ICLR
BV
Brandon Vasquez
William Blair & Company
1 question for HSIC
Also covers: NVST, ZTS
JB
John Block
Stifel
1 question for HSIC
Also covers: IDXX, PODD
VC
Vikramjeet Chopra
Wells Fargo & Company
1 question for HSIC
Also covers: ALGN, ATEC, CNMD +9 more
Recent press releases and 8-K filings for HSIC.
Henry Schein enters exclusive distribution agreement for CytoChip’s CitoCBC system
HSIC
Product Launch
- Henry Schein has signed an exclusive distribution agreement with CytoChip to offer its FDA 510(k)-cleared CitoCBC® hematology analyzer, the first cartridge-based CBC system to receive a CLIA Waiver in the U.S.
- The CitoCBC system delivers lab-quality complete blood count results in approximately eight minutes with minimal staff training, enabling point-of-care testing in urgent care centers and physician offices
- Henry Schein’s U.S. exclusivity covers ambulatory care settings and critical access hospitals (≤25 patient beds), but excludes long-term care and acute care facilities
- This partnership aims to expand access to immediate diagnostic data, supporting informed decisions and improving patient care outside traditional lab environments
5 days ago
Henry Schein announces CEO succession and strategic initiatives
HSIC
CEO Change
Revenue Acceleration/Inflection
Share Buyback
- Henry Schein will appoint Fred Lowery—a two-decade veteran of Thermo Fisher with deep distribution, manufacturing, and integration experience—as CEO effective March 2, 2026, succeeding Stan Bergman upon his retirement; Lowery’s values and domain expertise align closely with the company’s BOLD +1 strategy.
- The company has fully recovered from its cyber incident, returning to revenue and operating income growth in 2024, with market share gains across dental and medical distribution; since 2020, operating income grew at a 3.6% CAGR and EPS at 6.2% CAGR, aided by share repurchases, and further growth is expected in 2025.
- Management launched a $200 million+ net operating profit improvement program focused on gross profit optimization and G&A efficiency, with an anticipated net benefit in 2026 and accelerated savings into 2027, driven by enhanced pricing, portfolio management, and shared-services consolidation.
- In dental, the consumables market is stable to slightly positive; Henry Schein is gaining share through its omnichannel model, expanded corporate brands, and targeted growth in DSOs and mid-market practices, while pursuing digital equipment integration and AI-enabled workflow improvements.
- The technology segment is early in its SaaS transition, with ~10% of customers on cloud subscription, and is partnering with AWS to develop voice-based AI solutions, underscoring a significant runway for practice management and digital integration offerings.
7 days ago
Henry Schein appoints new CEO and details $200 million value creation program
HSIC
CEO Change
Share Buyback
M&A
- Fred Lowery will become Henry Schein’s new CEO on March 2, succeeding Stanley Bergman, selected for his two decades of distribution and value-creation experience at Thermo Fisher.
- The company has regained market share and returned to growth in 2024 after the 2023 cyber incident, with momentum expected to continue into 2025.
- Announced a $200 million value-creation initiative targeting gross profit and G&A efficiencies through 2027, with net benefits in 2026 expected to exceed required investments.
- Progressing its BOLD + 1 strategy, aiming for 60% of operating income from high-growth, high-margin, and owned-brand products by 2027.
- Capital deployment balances M&A in high-margin segments (e.g., home medical, implants) with aggressive share repurchases, supported by strong cash generation.
7 days ago
Henry Schein names new CEO and outlines growth and value creation plan
HSIC
CEO Change
Share Buyback
M&A
- Appointed Fred Lowery as CEO effective March 2, 2026 following a rigorous internal and external search; retiring CEO Stan Bergman emphasized Lowery’s alignment with the company’s BOLD+1 strategy and values.
- Returned to normalized growth in 2024 after the cyber incident and expects continued revenue and operating income expansion in 2025; achieved an operating income CAGR of 3.6% and an EPS CAGR of 6.2% from 2017 to 2024.
- Launched a $200 million+ value creation program targeting gross profit improvements and G&A efficiencies, with net benefits beginning in 2026 and accelerating into 2027.
- Dental and medical end markets are stable to modestly positive; Henry Schein is gaining share through its omnichannel distribution, proprietary brands, and integrated digital solutions.
- Continues to deploy capital in accretive share repurchases while pursuing targeted M&A in high-growth, high-margin areas such as home medical and implant businesses.
7 days ago
Henry Schein names Frederick Lowery as CEO
HSIC
CEO Change
Board Change
Executive Compensation
- Henry Schein appointed Frederick M. Lowery as CEO, effective March 2, 2026, succeeding Stanley M. Bergman, who will continue as Chairman.
- Lowery will join the Board of Directors, which has been expanded from 14 to 15 members to accommodate his appointment.
- Industry veteran Lowery, 54, joins from Thermo Fisher Scientific, where he was Executive VP & President, Laboratory Products and BioProduction, and brings over 20 years of healthcare distribution experience.
- Under his employment agreement, Lowery will receive a $1.25 million base salary and a target annual bonus of 150% of base (minimum payout of $1.875 million for FY 2026; max 175% of target).
Jan 12, 2026, 12:00 PM
Henry Schein names Frederick M. Lowery as CEO
HSIC
CEO Change
Management Change
- Henry Schein appoints Frederick M. Lowery as Chief Executive Officer, effective March 2, 2026; Stanley M. Bergman will step down as CEO after 35 years and continue as Chairman to ensure a smooth transition.
- Lowery brings over 20 years of healthcare distribution expertise, most recently serving as Executive Vice President and President, Laboratory Products and BioProduction at Thermo Fisher Scientific.
- His track record in scaling complex businesses and driving growth aligns with Henry Schein’s BOLD+1 strategic plan.
- Educational credentials include a master’s in manufacturing management from Kettering University and a bachelor’s in mechanical engineering from Tennessee Technological University.
Jan 12, 2026, 12:00 PM
Henry Schein highlights strategic achievements and growth drivers at Piper Sandler conference
HSIC
- Over the past five years—including COVID-19 disruptions and an October 2023 cyberattack—Henry Schein’s Bold plus One initiative has grown high-growth, high-margin products and services to ~50% of profits and OEM brands to ~10%, effectively doubling profit contribution from company-controlled offerings.
- Private equity partner KKR has increased its stake to 15% (with a right to reach 20%) and added two board members—one leading KKR’s North American healthcare practice and a former Danaher dental executive—strengthening board expertise in healthcare distribution and manufacturing.
- The U.S. dental market is characterized as stable-plus, with patient traffic levels steady, market share gains in Q3, and growth driven by specialty franchises and digital equipment (intraoral scanners, 3D printing), where volume growth offsets average selling price declines.
- Ongoing value creation initiatives aim for >$200 million in operating income improvements over the next few years, with net benefits expected in 2026, complemented by extended restructuring actions initiated in 2024.
Dec 2, 2025, 2:00 PM
Henry Schein discusses strategy and market outlook at Piper Sandler Healthcare Conference
HSIC
- Reflecting on the past five years, Henry Schein navigated the COVID-19 downturn, a significant October 2023 cyber incident, and advanced its BOLD+1 initiative, boosting high-growth, high-margin products and services to approximately 50% of company profits.
- Private equity firm KKR increased its stake from 12% to 15% with rights to reach 20%, and gained two board seats to bolster healthcare and dental expertise.
- The dental market is characterized as “stable plus,” with steady patient traffic, specialty segment growth, and Q3 marking the highest market-share gains in many quarters post-cyber recovery.
- Growth is driven by digital equipment and software integration—Henry Schein emphasizes comprehensive clinical solutions and partnerships with AWS and Google to enhance practice efficiency and care delivery.
Dec 2, 2025, 2:00 PM
Henry Schein discusses strategic initiatives and guidance planning at Piper Sandler conference
HSIC
Guidance Update
Revenue Acceleration/Inflection
- CEO Stanley Bergman highlighted recovery from COVID and a cyber incident, noting the BOLD+1 initiative now drives about 50% of profits and has nearly doubled own-brand profit contribution over five years.
- Financial sponsor KKR has increased its stake to 15% (with the potential to reach 20%), securing two board seats and signaling confidence in Schein’s dental distribution and manufacturing businesses.
- The dental market is seen as “stable plus,” with Q3 delivering the strongest growth in many quarters; volume gains in digital equipment (imaging, scanners, 3D printing) are expected to offset ASP declines and drive Q4 equipment growth.
- Pricing remains steady with modest tariff-driven inflation, mitigated by shifts toward private-label and own-brand products.
- CFO Ron South is preparing 2026 guidance based on market growth, recent market-share gains, and net savings from restructuring and >$200 million in value-creation initiatives.
Dec 2, 2025, 2:00 PM
Henry Schein outlines strategic priorities and market trends
HSIC
- Board succession: Henry Schein’s Board is conducting a deliberate CEO succession process, evaluating both internal and external candidates to lead the next phase of growth.
- KKR investment: KKR has increased its stake to 15% (with option to reach 20%), adding two directors to strengthen governance and signal confidence in the dental market.
- Stable dental market: The dental market remains “stable plus,” with patient traffic steady and specialty segments driving market-share gains; Q3 marked the highest growth in several quarters.
- Profit diversification: Through the BOLD+1 initiative, high-growth, high-margin products and services now generate ~50% of profits (up from ~30%), and owned brands have nearly doubled their profit contribution.
- Digital equipment growth: Digital tools—such as imaging, intraoral scanners, and 3D printing—are fueling equipment segment growth, offsetting macroeconomic headwinds.
Dec 2, 2025, 2:00 PM
Quarterly earnings call transcripts for HENRY SCHEIN.
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