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
8 questions for HSIC
Also covers: AGL, ALGN, CAH +24 more
Jason Bednar
Piper Sandler Companies
8 questions for HSIC
Also covers: ALGN, COO, EDAP +17 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
6 questions for HSIC
Also covers: ALGN, CBLL, CVRX +17 more
JS
John Stansel
JPMorgan Chase & Co.
6 questions for HSIC
Also covers: ACH, ALHC, CAH +5 more
Kevin Caliendo
UBS
6 questions for HSIC
Also covers: ACH, AHCO, ALGN +18 more
Allen Lutz
Bank of America
5 questions for HSIC
Also covers: ACCD, CAH, COR +15 more
Jeff Johnson
Robert W. Baird & Co.
4 questions for HSIC
Also covers: ALC, ALGN, BBNX +8 more
Jeffrey Johnson
Robert W. Baird & Co. Inc.
4 questions for HSIC
Also covers: ALC, ALGN, BBNX +11 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
JF
Joe Federico
Stifel Financial Corp.
2 questions for HSIC
Also covers: SKIN
JS
Jon Stansel
J.P. Morgan
2 questions for HSIC
Michael Cherny
Leerink Partners
2 questions for HSIC
Also covers: ACCD, ACH, AKBA +23 more
MP
Michael Petusky
Barrington Research
2 questions for HSIC
Also covers: ANIK, HAE, LFCR +9 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, TCMD, 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 reports Q4 2025 results and CEO transition
HSIC
Earnings
CEO Change
Guidance Update
- Henry Schein delivered $3.4 billion in Q4 sales, up 7.7% year-over-year (constant currency +5.8%), led by distribution, equipment, specialty products, and technology businesses.
- Q4 non-GAAP EPS was $1.34 (+12.6%), with GAAP EPS of $0.85.
- Frederick Lowery will assume the role of CEO next week, with Stanley Bergman transitioning to Chairman.
- 2026 guidance targets 3–5% sales growth and non-GAAP EPS of $5.23–$5.37 (+5–8%), with stronger earnings weighted to H2 2026.
7 days ago
Henry Schein reports Q4 2025 results
HSIC
Earnings
Guidance Update
Share Buyback
- Q4 2025 total sales of $3.437 billion, up 7.7% year-over-year, marking the highest sales growth in 15 quarters, driven by global equipment, specialty products and technology businesses.
- Q4 non-GAAP diluted EPS of $1.34, up 12.6% y/y (GAAP EPS $0.85, +14.9% y/y).
- Strong segment performance: Distribution & Value-Added Services +5.2% CC, Specialty Products +11.1% CC and Technology +7.6% CC sales growth.
- 2026 guidance for non-GAAP diluted EPS of $5.23–$5.37 and total sales growth of 3–5%.
- Returned capital with $200 million of share repurchases in Q4; generated $381 million of operating cash flow; debt at 2.6x Adjusted EBITDA.
7 days ago
Henry Schein reports Q4 2025 results and announces CEO succession
HSIC
Earnings
CEO Change
Guidance Update
- Henry Schein appointed Fred Lowry as CEO effective next week, with Stan remaining as Board Chair.
- Q4 sales of $3.4 billion (+7.7% YoY) and non-GAAP EPS of $1.34 (vs. $1.19), with adjusted EBITDA of $291 million (+8.4%).
- Repurchased 2.8 million shares for $200 million, leaving $780 million available for future buybacks.
- 2026 guidance calls for 3–5% sales growth, non-GAAP EPS of $5.23–$5.37, and mid-single-digit adjusted EBITDA growth.
7 days ago
Henry Schein reports Q4 2025 results and CEO transition
HSIC
Earnings
CEO Change
Guidance Update
- Frederick Lowery to join as CEO next week, with Stanley Bergman moving to Chairman
- Q4 revenue of $3.4 billion, up 7.7% YoY (5.8% CC); non-GAAP EPS $1.34, vs $1.19 a year ago
- 2026 guidance: sales growth 3–5%; non-GAAP diluted EPS $5.23–$5.37 (+5–8% YoY); mid-single digit adjusted EBITDA growth
- Repurchased 2.8 million shares for $200 million in Q4; $780 million remaining under authorization
7 days ago
Henry Schein reports Q4 and full-year 2025 results
HSIC
Earnings
Guidance Update
Management Change
- Q4 net sales of $3.4 billion, up 7.7%, GAAP diluted EPS $0.85 (vs. $0.74), and non-GAAP diluted EPS $1.34 (vs. $1.19)
- Full-year net sales of $13.2 billion, up 4.0%, GAAP diluted EPS $3.27 (vs. $3.05), and non-GAAP diluted EPS $4.97 (vs. $4.74)
- Share repurchases of 12.1 million shares totaling $850 million in 2025, including 2.8 million shares for $200 million in Q4; $780 million remains authorized
- 2026 guidance: non-GAAP diluted EPS of $5.23–$5.37, total sales growth of 3–5%, and mid-single-digit Adjusted EBITDA growth
- Fred Lowery appointed incoming CEO, joining Henry Schein in early 2026
7 days ago
Henry Schein reports Q4 and FY 2025 results and 2026 guidance
HSIC
Earnings
Guidance Update
Share Buyback
- Q4 2025 net sales of $3.437 billion (+7.7%) and non-GAAP EPS of $1.34 vs $1.19 in Q4 2024.
- Full-year 2025 net sales of $13.184 billion (+4.0%) and non-GAAP EPS of $4.97 vs $4.74 in 2024.
- 2026 guidance for non-GAAP EPS of $5.23–$5.37 and sales growth of 3–5%.
- Fred Lowery to join as CEO next week, succeeding Stanley Bergman.
- Share repurchases of $200 million in Q4 and $850 million for FY 2025, with $780 million remaining authorized.
7 days ago
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
Jan 15, 2026, 3:00 PM
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.
Jan 13, 2026, 11:00 PM
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.
Jan 13, 2026, 11:00 PM
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.
Jan 13, 2026, 11:00 PM
Quarterly earnings call transcripts for HENRY SCHEIN.
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