Key Takeaways Henry Schein will report Q3 2025 results on Nov. 4, before the market opens.Consensus sees Henry Schein's Q3 revenues growing 3.1% and EPS rising 4.1% year over year.HSIC's Global Technology sales are projected to grow 7.4%, led by cloud and SaaS offerings.Henry Schein, Inc. (HSIC) is scheduled to release third-quarter 2025 results on Nov. 4, before the opening bell.In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.10, which missed the Zacks Consensus Est ...

Oct 22, 2025 6:30 AM Eastern Daylight Time Henry Schein to Participate in Upcoming Investor Conferences in November Share 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, announced today that the Company will present at the following investor conferences in November: Henry Schein's presentations can be heard via live webcast by visiting www.henryschein.com/IRwebcasts. Replays will be av ...

Henry Schein, Inc. (HSIC), based in Melville, New York, is a leading global provider of healthcare products and services for dental, medical, and veterinary professionals. Operating in over 33 countries, the company delivers more than 300,000 products through its automated distribution network. The company operates in two main divisions, Healthcare Distribution and Technology & Value-Added Services. With around 25,000 employees and over one million customers worldwide, Henry Schein continues to expand its ...

Group 1 - Henry Schein, Inc. will release its third quarter 2025 financial results before the stock market opens on November 4, 2025 [1] - A live webcast of the earnings conference call will take place on the same day at 8:00 a.m. Eastern time [1] - Stanley M. Bergman, Chairman of the Board, will be among the speakers on the call [1]

- Expands Marketing of Non-Drug IBS Symptom Management Test Through One of the Nation’s Most Trusted Health Care Distributors- Relationship Marks a Key Milestone in Biomerica’s Commercialization Strategy IRVINE, Calif., Oct. 16, 2025 (GLOBE NEWSWIRE) -- Biomerica, Inc. (Nasdaq: BMRA), a global biomedical company, announced today a marketing services arrangement with Henry Schein, Inc. (Nasdaq: HSIC), the world’s largest provider of health care solutions to office-based dental and medical practitioners, to m ...

Accessibility StatementSkip Navigation CHICAGO, Oct. 15, 2025 /PRNewswire/ --Â The Aspen Group (TAG), one of the largest and fastest-growing retail healthcare business support organizations in the U.S., today announced a new partnership with Planmeca to bring advanced digital imaging technology to Aspen Dental locations nationwide. Following a rigorous evaluation process, Planmecas Viso and ProMax CBCT imaging units were selected, along with Planmeca ProXâ"¢, ProSensor HD, and ProXâ"¢ GO 2D intraoral imagin ...

Company Overview - Henry Schein, Inc. (HSIC) is valued at a market cap of $8.2 billion and is a leading global provider of healthcare products and services, focusing on office-based dental and medical practitioners [1] - The company operates in 33 countries and territories, employing over 25,000 Team Schein members worldwide [1][2] - Henry Schein offers more than 120,000 branded products and private-label offerings, supporting over 1 million customers globally [2] Stock Performance - HSIC currently trades 17.9% below its 52-week high of $82.49 recorded on February 5 [3] - The stock has dropped 6.8% over the past three months, underperforming the Health Care Select Sector SPDR Fund (XLV), which rose by 2% in the same period [3] - Year-to-date, HSIC's stock has declined by 2.1%, while XLV has decreased marginally [4] - Over the past 52 weeks, HSIC shares have slumped 4.2%, significantly underperforming XLV's 11.5% returns [4] - The stock has slipped below its 50-day and 200-day moving averages since the end of July, indicating a downtrend [4] Recent Earnings Report - On August 5, HSIC shares fell 7.4% after the company reported Q2 2025 earnings [5] - The adjusted EPS of $1.10 fell short of Wall Street forecasts, while revenue of $3.2 billion exceeded expectations [5] - The earnings miss was attributed to sluggish demand for U.S. dental products, influenced by high interest rates, inflation, and reduced spending on non-urgent procedures [5] Competitive Landscape - In the healthcare sector, Cardinal Health, Inc. (CAH) has notably outperformed HSIC stock, with CAH shares gaining 30.7% year-to-date and climbing 40.3% over the past 52 weeks [6]

Macro Environment Overview - The macro environment in the dental industry has remained relatively stable, with patient traffic data indicating consistent levels throughout the year [1] - Patient traffic is considered a key indicator for merchandise sales and inventory turnover [1] Impact of Interest Rate Changes - The recent cuts in U.S. interest rates are viewed as a significant macroeconomic factor that may provide short-term opportunities for increased equipment sales [2] - Larger dollar equipment sales are often financed through leasing or other financing methods, suggesting potential for growth in this area due to lower interest rates [2]

Summary of Henry Schein 2025 Conference Call Company Overview - **Company**: Henry Schein (NasdaqGS: HSIC) - **Date of Conference**: September 24, 2025 Key Industry Insights - **Macro Environment**: The U.S. is experiencing a reduction in interest rates, which is expected to positively impact equipment sales and the establishment of new dental practices, particularly by Dental Service Organizations (DSOs) [4][5][22] - **Patient Traffic**: Patient traffic in dental practices has remained stable, serving as a key indicator for merchandise sales [3][4] - **International Growth**: There is a slight uptick in international business, especially in Mainland Europe, following a period of energy price increases [7] Core Company Strategies and Performance - **Sales Growth**: Promotional activities in Q2 have started to yield positive results, with double-digit growth in customer engagement and sales [11][9] - **Customer Retention**: Efforts to engage episodic customers through field sales consultants are aimed at increasing market share and customer loyalty [12][14] - **Field Sales Force**: The addition of experienced sales representatives is ongoing, with expectations of ramping up to full productivity within 12 months [15][16][17] Financial Outlook - **EPS Growth**: The company aims for high single-digit EPS growth in 2026, with various macroeconomic factors influencing this target, including interest rates and unemployment [19][20][22] - **Cost Optimization**: Henry Schein is undertaking value creation projects to optimize gross profit and general & administrative costs, with expected benefits starting in 2026 [23][25][26] Market Dynamics - **Pricing and Tariffs**: The company is navigating the impact of tariffs on private label products, which may necessitate price increases while maintaining competitiveness [31][32] - **Implant Market**: The value implant market is growing faster than the premium segment in the U.S., with DSOs increasingly adopting value implants for straightforward procedures [34][38][46] Medical Segment Insights - **Vaccine Demand**: The flu vaccine remains a significant product, with expectations for normal demand levels. The COVID vaccine is less impactful due to low margins [56][58] - **Medical Business Growth**: The medical segment has seen a 6% growth, driven by pharmaceuticals and point-of-care diagnostic kits, with a notable home health business growing at a faster pace [64][65] Technology Business Performance - **Growth Rates**: The core practice management systems are performing well, but peripheral products are dragging down overall growth. Consolidation of brands is expected to improve growth rates [66][68][70] Capital Deployment Strategy - **Share Repurchase Program**: A $750 million share repurchase program has been announced, indicating a strategic focus on capital deployment while remaining opportunistic regarding M&A [71][73] Additional Considerations - **Market Expansion**: The company is optimistic about the expansion of the market for dental practices, particularly with the potential for new practice builds as interest rates decline [5][6] - **Customer Engagement**: The focus on educating customers about profitability and operational efficiency is seen as a key driver for long-term relationships and market share growth [12][14]

Group 1 - Henry Schein, Inc. is at a pivotal juncture with CEO Stanley Bergman's impending retirement and KKR's strategic entry, holding a 14.5% stake and two board seats [2] - The company is projected to achieve $12.7 billion in sales for 2024 and has an $8.5 billion market cap, operating through three main segments: Global Distribution & Value-Added Services, Global Technology, and Global Specialty Products [2] - HSIC has historically underperformed relative to peers due to margin pressures, supply chain disruptions, and rising SG&A and restructuring costs, with revenue growing at a 5% CAGR from 2020 to 2024 [3] Group 2 - KKR's involvement includes a $250 million strategic investment aimed at restructuring, consolidating headquarters, and enhancing e-commerce and SaaS growth, targeting $75–100 million in cost savings by 2025 [4] - The company is expected to transition into a growth-focused enterprise through high-margin SaaS adoption, operational improvements, and strategic asset rationalization, creating an attractive risk/reward setup for investors over the next 18 months [5] - Activist investor Ananym Capital has called for sharper cost control and divestment of non-core assets, which could unlock substantial shareholder value [3][6]