MELVILLE, N.Y.--(BUSINESS WIRE)--Henry Schein, Inc. (Nasdaq: HSIC), the world's largest provider of healthcare solutions to office-based dental and medical practitioners, announced today that it will release its fourth quarter 2025 financial results before the stock market opens on Tuesday, February 24, 2026, and will provide a live webcast of its earnings conference call on the same day beginning at 8:00 a.m. Eastern time. Speakers on the call will include Stanley M. Bergman, Chairman of the B. ...

Melville, New York-based Henry Schein, Inc. (HSIC) is a healthcare products and services distributor with a market cap of $9.4 billion. It provides a wide range of products, technology, and supply-chain solutions to dental and medical practitioners, laboratories, clinics, and other health care providers. The company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this healthcare company to report a profit of $1.30 per share, up 9.2% from $ ...

Group 1 - Upslope Capital Management aims to provide attractive, equity-like returns while reducing market risk and maintaining low correlation with traditional equity strategies [1] - The Fund delivered a return of +2.0% (net) in Q4 2025, outperforming the S&P Midcap 400 ETF and HFRX Equity Hedge Index, which returned +1.6% [1] - For the full year 2025, the Fund achieved a return of +14.8%, significantly higher than the +7.2% and +10.1% returns of the respective indexes [1] Group 2 - Henry Schein, Inc. (NASDAQ:HSIC) has been added to Upslope's portfolio, with a recent stock price of $79.98 per share as of January 16, 2026 [2] - The one-month return for Henry Schein, Inc. was 3.09%, and its shares increased by 9.23% over the last 52 weeks [2] - Henry Schein, Inc. is the leading distributor of dental products in the U.S. and holds a significant market share in various countries, with 52% of Dental sales from the U.S. [3]

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Core Insights - Henry Schein has outlined its roadmap for 2026, focusing on improving profitability and expanding high-margin businesses at the J.P. Morgan Healthcare Conference [1] Company Strategy - The company is a leading provider of medical products, equipment, and services in alternative care and home care markets, emphasizing shifts in healthcare delivery while tightening operational costs [2] - Henry Schein aims to achieve more than $200 million in operating income improvements over the next few years through lower costs and higher gross margins [5] - The long-term strategy, BOLD +1, targets 50% of non-GAAP operating income from high-growth, high-margin businesses by the end of 2027, with an additional 10% from corporate brands [6] Market Trends - Patient traffic is rising in the medical market, with a shift towards outpatient care and increased demand for chronic disease management and preventative healthcare, leading to expected mid-single digit growth in the medical sector [3] Financial Performance - The company reports strong cash flow, with a non-GAAP earnings per diluted share compound annual growth rate of 6.2% [4] Management Changes - A significant announcement at the J.P. Morgan Healthcare Conference was the change in management, with Fred Lowery set to become CEO effective March 2, 2026 [7]

Core Viewpoint - Henry Schein has announced the appointment of Fred Lowery as the new CEO, effective March 2 of this year, following a thorough succession planning process that included both internal and external candidates [3]. Group 1: Leadership Transition - The company has undergone a succession recruiting process, which was well-received with significant interest from external candidates as well as internal candidates [3]. - The previous CEO, Stanley Bergman, announced his retirement plans in July, initiating the search for a successor [3]. Group 2: Conference Presentation - The presentation at the conference included key members of the Henry Schein management team, indicating a collaborative approach to leadership and communication with stakeholders [1][2]. - The management team aims to allocate sufficient time for Q&A following the presentation, emphasizing transparency and engagement with the audience [1].

Summary of Henry Schein Conference Call Company Overview - **Company**: Henry Schein - **Industry**: Healthcare Services, specifically dental and medical distribution Key Points and Arguments 1. **Leadership Transition**: Fred Lowery has been appointed as the new CEO effective March 2, 2023, succeeding the retiring CEO. The transition was planned to ensure an orderly process with both internal and external candidates considered [3][4][5] 2. **CEO's Background**: Fred Lowery brings two decades of experience from Thermo Fisher, with expertise in manufacturing, distribution, and brand management, which aligns with Henry Schein's operational model [4][5] 3. **Company Values**: The new CEO shares values with Henry Schein, emphasizing a people-first philosophy that drives business success. This cultural alignment is seen as crucial for future growth [6] 4. **Market Position**: Henry Schein is the leading provider of products and services to office-based practitioners, with over one million customers. The company is experiencing growth and gaining market share despite previous challenges from a cyber incident [8][9] 5. **Financial Performance**: The company reported a significant revenue boost from PPE and COVID test kits in 2022, but expects revenues from these products to decline to approximately $500 million by 2025 [11][12] 6. **Value Creation Initiatives**: Henry Schein announced a $200 million value creation plan aimed at improving operational efficiency and gross margin enhancement. This initiative is expected to yield benefits over the next few years [9][24][25] 7. **Market Trends**: The dental market is stable with slight positive growth. There is a shift from national brands to corporate brands, leading to pricing pressures on average selling prices (ASP) [8][9][38] 8. **Growth Strategy**: The BOLD+1 strategy aims for 60% of operating income to come from high-growth, high-margin businesses by 2027. The company is focused on integrating digital solutions to enhance efficiency in dental practices [10][19][62] 9. **Sales and Marketing**: Henry Schein is investing in its sales force and digital channels to improve market penetration and customer engagement. The company is optimistic about growth driven by an expanded sales team and enhanced digital capabilities [35][59] 10. **Innovation and Product Development**: The company is actively encouraging innovation from manufacturing partners to avoid commoditization and maintain pricing power. New product introductions are seen as critical for future growth [40][54] Additional Important Insights - **Cyber Incident Recovery**: The company has moved past the cyber incident and is now focused on growth rather than merely defending market share [6][7] - **Interest Rates Impact**: Lower interest rates are expected to have a modest positive impact on equipment sales and overall investment in dental practices [41][42] - **DSO Growth**: The company sees growth opportunities particularly in mid-market and large Dental Service Organizations (DSOs), which are expanding faster than independent practices [36] - **Technology Transition**: Henry Schein is in the early stages of transitioning to a SaaS model, with only 10% of its customer base currently on cloud solutions, indicating significant growth potential in this area [51][52] This summary encapsulates the key points discussed during the conference call, highlighting the strategic direction, market conditions, and operational initiatives of Henry Schein.

Core Insights - Zuckerman Investment Group has increased its stake in Henry Schein by purchasing an additional 72,040 shares, raising its total position to 281,339 shares valued at $18.67 million as of September 30 [2][3] - The purchase reflects a strategic move by the fund, which focuses on capital-efficient, cash-generating businesses, and aligns with Henry Schein's improving earnings profile and aggressive stock buybacks [10][12] Company Overview - Henry Schein, Inc. is a leading global distributor of healthcare products and services, primarily in the dental and medical markets, leveraging a vast distribution network and technology-enabled services [6][9] - The company reported a trailing twelve months (TTM) revenue of $12.94 billion and a net income of $391 million [4] Financial Performance - In the third quarter, Henry Schein's revenue increased by 5% to $3.3 billion, with adjusted EBITDA rising to $295 million and non-GAAP EPS increasing by 13% year over year to $1.38 [10] - Management has raised its full-year non-GAAP EPS guidance to a range of $4.88 to $4.96 and lifted its sales growth outlook to 3% to 4% [10] Market Position - As of the latest trading, Henry Schein's shares were priced at $76.33, reflecting an 8% increase over the past year, although this performance lags behind the S&P 500, which has risen by approximately 15.5% in the same period [3] - The company's stock buyback program included $229 million in repurchases during the quarter, with an additional $980 million authorized for future buybacks [12] Growth Initiatives - Henry Schein's global technology sales grew nearly 10%, and specialty products increased close to 6%, with management expecting over $200 million in operating income improvement from value creation initiatives in the coming years [11]

Core Viewpoint - Henry Schein, Inc. will present at the J.P. Morgan Healthcare Investor Conference on January 13, 2026, highlighting its position as the world's largest provider of health care solutions to office-based dental and medical practitioners [1] Company Announcement - The presentation is scheduled for 3:00 p.m. PST / 6:00 p.m. EST at The Westin St. Francis hotel in San Francisco [1] - Investors can access the presentation via a live webcast on the company's website [1]

Core Viewpoint - Henry Schein, Inc. is in the process of appointing a new CEO, expected by mid-January 2026, with the search nearing completion but not finalized before the end of the year [1]. Company Updates - The company is the world's largest provider of health care solutions to office-based dental and medical practitioners [1]. - Philip A. Laskawy, the Lead Director for Henry Schein, expressed satisfaction with the progress made in the CEO search [1].