Henry Schein(HSIC)
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Top 2 Health Care Stocks That May Keep You Up At Night In December
Benzinga· 2025-12-16 13:30
As of Dec. 16, 2025, two stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to B ...
Top 2 Health Care Stocks That May Keep You Up At Night In December - Henry Schein (NASDAQ:HSIC), Paranovus Entertainment (NASDAQ:PAVS)
Benzinga· 2025-12-16 13:30
As of Dec. 16, 2025, two stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to B ...
Henry Schein, Inc. (HSIC): A Bull Case Theory
Yahoo Finance· 2025-12-09 19:37
We came across a bullish thesis on Henry Schein, Inc. on X.com by FullySynergized. In this article, we will summarize the bulls’ thesis on HSIC. Henry Schein, Inc.'s share was trading at $73.11 as of December 1st. HSIC’s trailing and forward P/E were 23.06 and 13.95 respectively according to Yahoo Finance. 16 Dental Schools with Highest Acceptance Rates HconQ/Shutterstock.com Henry Schein, Inc. (HSIC) is the largest dental distributor in the U.S., yet its stock trades near depressed levels at roughly 13 ...
Henry Schein Can Make Your Portfolio Smile (NASDAQ:HSIC)
Seeking Alpha· 2025-12-05 19:53
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Henry Schein Can Make Your Portfolio Smile
Seeking Alpha· 2025-12-05 19:53
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Why Is Henry Schein (HSIC) Up 1.2% Since Last Earnings Report?
ZACKS· 2025-12-04 17:37
A month has gone by since the last earnings report for Henry Schein (HSIC) . Shares have added about 1.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Henry Schein due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Henry Schein, Inc. before we dive into how investors and analysts have reacted as of late.HSIC Q3 Earnings and Rev ...
Henry Schein, Inc. (HSIC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Seeking Alpha· 2025-12-02 18:13
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Henry Schein (NasdaqGS:HSIC) FY Conference Transcript
2025-12-02 15:02
Summary of Henry Schein FY Conference Call - December 02, 2025 Company Overview - **Company**: Henry Schein (NasdaqGS: HSIC) - **Industry**: Dental and Medical Distribution Key Points Leadership and Company Performance - Stanley Bergman, the Chairman and CEO, reflected on the company's journey over the past five years, highlighting the impact of COVID-19 on the dental and medical businesses, including a significant increase in PPE sales during the pandemic [4][5][6] - The company faced a cyber incident in October 2023 but managed to recover without paying ransom, which allowed them to stabilize operations [5][6] - The "Bold plus One" initiative has successfully diversified income towards high-growth, high-margin products, now accounting for about 50% of the company's profits, up from approximately 30% [7] Succession Planning - The board is conducting a thorough search for a new CEO, with both internal and external candidates being considered [9][10] KKR Investment - KKR increased its stake in Henry Schein from 12% to 15%, with the potential to reach 20%. The partnership has been beneficial, with KKR adding experienced board members [11][12][14] Market Conditions - The dental market is currently characterized as "stable plus," with patient traffic remaining steady and some growth observed in specialty areas [16][17] - The company reported strong growth in Q3, the highest in many quarters, as they focused on customer recovery post-cyber incident [18][19] Pricing and Tariffs - Tariffs are expected to remain, but their impact on pricing has been manageable. The company has seen some price inflation but believes the market is stable [21][22][23] - Henry Schein offers a broad portfolio of branded and private label products, which helps mitigate tariff impacts [24][26] Future Guidance and Growth - The company aims for high single to low double-digit earnings growth in the future, with a focus on market share gains and value creation initiatives expected to yield over $200 million in operating income improvements by 2026 [27][29][30] - The restructuring plan initiated in 2024 is expected to complement value creation initiatives, leading to additional savings [31] Specialty Franchises and EBIT Goals - The goal is to achieve over 50% of EBIT from higher-margin specialty categories, with current figures around 45% [32][34] Relationships with Manufacturers and DSOs - Relationships with manufacturers are stable, and the company continues to maintain good partnerships with Dental Service Organizations (DSOs) [36][38] - Henry Schein emphasizes its comprehensive solutions, which include not just products but also services that enhance operational efficiency for dental practices [39][45] Equipment Market Outlook - The dental equipment market is expected to grow, driven by new practices opening and existing practices seeking efficiency through digital solutions [48][49] - Despite potential price declines in mature technologies, volume growth is anticipated to compensate for this [50] Excitement for 2026 - The focus for 2026 will be on providing clinical solutions that enhance practice efficiency and improve patient care, with an emphasis on integrating various technologies [51][52] Additional Insights - The company is positioned as a key player in the dental market, leveraging its extensive network and solutions to maintain a competitive edge [37][45]
HSIC Stock Benefits From Expanded Partnership With vVARDIS
ZACKS· 2025-12-02 14:26
Core Insights - Henry Schein, Inc. (HSIC) has expanded its agreement with vVARDIS, gaining exclusive U.S. distribution rights for the drill-free Curodont Repair Fluoride Plus product, effective January 1, 2026, which is expected to enhance the company's Dental business [1][8] - Following the announcement, HSIC shares increased by 0.1%, closing at $73.15 in after-market trading [2] - The company's revenue growth is supported by niche acquisitions and partnerships, with expectations for the latest news to bolster stock performance [3] Company Developments - Curodont is a proprietary solution for treating early-stage cavities without drills or needles, addressing a significant unmet need in dental care [5][6] - The expanded partnership with vVARDIS will enhance Henry Schein's reach across various dental care areas, including general dentistry, orthodontics, and pediatric dentistry [7][8] - Henry Schein is currently the market leader in selling Curodont to general practitioners and Dental Service Organizations (DSOs) in the U.S. and holds exclusive distribution rights in the U.K. [9] Market Outlook - The global dental caries treatment market is projected to grow from $8.01 billion in 2025 to approximately $12.11 billion by 2034, at a CAGR of 4.70% [10] - The rising prevalence of dental diseases necessitates effective treatment options, which supports the growth of the dental caries treatment market [10] Additional Innovations - Henry Schein's dental software business has introduced AI and automation workflows to enhance operational efficiency for dental practices [11] Stock Performance - Year-to-date, HSIC shares have increased by 5.7%, compared to the industry's growth of 15.6% [12]
Henry Schein Expands Partnership with vVARDIS
Businesswire· 2025-12-01 21:34
MELVILLE, N.Y.--(BUSINESS WIRE)--Henry Schein, Inc. (Nasdaq: HSIC) today announced the expansion of its agreement with vVARDIS, which grants the Company exclusive U.S. distribution rights for the drill-free Curodontâ"¢ Repair Fluoride Plus ("Curodont†) product across all dental market segments, effective January 1, 2026. The strategic expansion broadens Henry Schein's previous exclusivity with the Swiss company, which was announced in 2024 for Dental Service Organizations (DSOs). Starting next ye. ...