Henry Schein, Inc. Q4 2025 Earnings Call Summary - Moby Executive Narrative Achieved the highest sales growth in 15 quarters, driven by effective execution of the BOLD+1 strategic plan and a recovery from previous cybersecurity disruptions. High-growth, high-margin businesses now approach 50% of total operating income, reflecting a deliberate portfolio shift toward specialty products and technology solutions. Global dental equipment sales reached record levels, fueled by double-digit growth in tradi ...

On profitability, South reported a fourth-quarter GAAP operating margin of 4.76% , down 10 basis points from the prior year, while non-GAAP operating margin was 7.42% , described as relatively flat year over year despite slightly lower gross margin driven primarily by product mix within the distribution and specialty groups.CFO Ron South said fourth-quarter global sales were $3.4 billion , up 7.7% year over year. Sales growth included 5.8% constant-currency growth, 1.9% benefit from foreign exchange, and 0. ...