Core Points - Henry Schein, Inc. will present at Piper Sandler's Healthcare Conference on December 2, 2025, at 9:00 a.m. Eastern time [1] - The company is the largest provider of health care solutions to office-based dental and medical practitioners [1][4] - Henry Schein's sales reached $12.7 billion in 2024, with a compound annual growth rate of approximately 11.2% since becoming public in 1995 [4] Company Overview - Henry Schein operates a centralized and automated distribution network, offering over 300,000 branded and corporate brand products [3] - The company employs more than 25,000 Team Schein Members globally, serving over 1 million customers with more than 300 solutions [2] - Henry Schein is headquartered in Melville, N.Y., and has operations or affiliates in 33 countries and territories [4]

Core Insights - The discussion highlights a trend of stronger performance in international dental markets compared to the U.S. market, observed in the 3Q earnings reports [1] Group 1: Market Trends - There is a notable trend of stronger traction in international markets relative to the U.S. for various dental companies [1] - The inquiry seeks to understand if this trend has continued into the 4Q or if there are signs of a reversal, particularly regarding U.S. market performance [1]

Financial Performance - Solventum's total sales reached $2,096 million, with a reported increase of 0.7% year-over-year and an organic increase of 2.7% year-over-year[12] - MedSurg segment net sales were $1,206 million, reflecting a reported increase of 2.1% and an organic increase of 1.1% year-over-year[13, 17] - Dental Solutions segment net sales were $340 million, with a reported increase of 8.4% and an organic increase of 6.5% year-over-year[12, 24] - Health Information Systems segment net sales were $345 million, showing a reported increase of 5.9% and an organic increase of 5.6% year-over-year[12, 29] - Purification & Filtration segment net sales were $128 million, a reported decrease of 28.7% but an organic increase of 6.4% year-over-year, representing two months of sales before divestiture[12, 34] Profitability and Cash Flow - The company's GAAP operating margin was 80.6%, while the non-GAAP operating margin was 20.6%[13] - GAAP EPS was $7.22, and non-GAAP EPS was $1.50[13] - Cash from operations was $75 million, and free cash flow was negative $22 million[13] Guidance - The company expects organic sales growth of +2.0% to +3.0%, increasing to the high-end of range, or +2.5% to +3.5% excluding ~50bps of SKU-exit impact[39] - Adjusted EPS is expected to be $5.98 to $6.08, versus a prior range of $5.88 - $6.03[39] - Free cash flow is reduced to $150 million to $250 million from $450 million to $550 million due to the Purification & Filtration divestiture impact[39] - Net interest expense is estimated to be ~$360 million, with total non-operating expense around ~$400 million[40] Strategic Actions - The company completed the sale of the Purification & Filtration segment for approximately $4 billion, generating net proceeds of approximately $3.6 billion, with $2.7 billion used for debt reduction[34]

Core Insights - The Aspen Group (TAG) has announced a partnership with Planmeca to enhance digital imaging technology across its Aspen Dental locations nationwide [1][2][6]. Partnership Details - Planmeca's Viso and ProMax CBCT imaging units, along with ProX™, ProSensor HD, and ProX™ GO 2D intraoral imaging systems, will be integrated into over 1,100 Aspen Dental locations [2]. - The imaging units feature Planmeca CALM technology, which reduces retakes due to patient movement, providing a more efficient experience [3]. Support and Integration - Henry Schein, a key partner of TAG, will assist in the installation and integration of the new equipment across Aspen Dental's practices, leveraging a network of over 900 technicians [4]. - Aspen Dental will also utilize Planmeca's Romexis software platform and Planmeca Insights™ for real-time device data monitoring, enhancing operational efficiency and patient care workflows [5]. Commitment to Quality - The partnership aims to equip Aspen Dental practices with advanced imaging solutions that improve diagnostic precision and streamline clinical workflows [6]. - Planmeca's imaging units are recognized for their performance and reliability, supporting accurate diagnostics and optimizing treatment planning [7]. Company Background - TAG operates over 1,400 healthcare locations across 46 states, serving more than 35,000 patients daily and over nine million annually [8]. - Planmeca is a leading manufacturer in the dental equipment market, serving 120 countries worldwide [9].

Core Viewpoint - Dentsply Sirona has appointed Aldo M. Denti as Executive Vice President and Chief Commercial Officer to enhance customer focus and streamline operations within the company [1][3]. Group 1: Appointment Details - Aldo M. Denti will assume the role of Executive Vice President and Chief Commercial Officer effective October 6, 2025 [1]. - The appointment aims to align Global Business Units and Commercial Organizations to improve operational efficiency and customer experience [1][3]. Group 2: Aldo M. Denti's Background - Mr. Denti has over 25 years of experience in the Medical Device and Consumer Health sectors, with a strong track record in sales, marketing, and strategic planning [2][4]. - He previously served as Company Group Chairman, Global Orthopedics, at Johnson & Johnson Medtech, contributing to transformative growth [2][4]. Group 3: Company Strategy and Goals - The new CCO role is expected to strengthen collaboration across business units, unlock synergies, and support global revenue growth [3]. - Dentsply Sirona aims to leverage its diverse product portfolio to enhance customer satisfaction and drive superior growth and profitability [3]. Group 4: Company Overview - Dentsply Sirona is the largest diversified manufacturer of professional dental products and technologies, with a history of over a century in the dental industry [5]. - The company develops and markets a comprehensive range of dental and oral health products, focusing on high-quality and effective solutions for patient care [5].

Core Insights - OraTalks is designed specifically for dental professionals, aiming to connect leading voices in the industry with insights to foster meaningful dialogue [1] - The inaugural season consists of nine episodes, hosted by industry thought leader Melissa K. [1]

Core Insights - BIOLASE has been acquired by MegaGen Implant, marking a significant transition aimed at revitalizing the company and enhancing its commitment to innovation and customer service under the new CEO, Dr. Kwang Bum Park [1][2]. Company Overview - BIOLASE, established over 35 years ago, is a leader in dental laser technology, known for its pioneering products like Waterlase™, which have improved patient comfort and clinical outcomes [2][7]. - MegaGen Implant, founded in 2002, has become South Korea's leading dental implant exporter, recognized for its diverse product offerings and commitment to service innovation [3][8]. Strategic Goals - The acquisition is expected to lead to enhanced service systems, increased investment, and comprehensive training and clinical support for dental professionals [4]. - The integration of MegaGen's operational excellence is anticipated to drive innovation and expand the application of advanced laser treatments in dental care [4]. Leadership Vision - Dr. Park expressed a vision of growth and collaboration, emphasizing the goal of restoring BIOLASE's reputation for high-quality dental laser equipment and improving support for clinicians and patients globally [2][5].

AI Is Giving Dentists The Tools For Smarter Smiles And Stronger Margins https://t.co/zJ5RdRQNh3 https://t.co/wnKiYqVKjC ...

Industry Trend - AI provides dentists with tools for smarter smiles and stronger margins [1] Technology Application - AI is giving dentists new tools [1]

Overview - The article discusses cool tech in the dentist's office [1] Industry Focus - The dental industry is adopting new technologies [1]