Henry Schein (NasdaqGS:HSIC) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsElizabeth Anderson - Senior Managing DirectorFrederick Lowery - CEO DesignateGraham Stanley - Vice President of Investor Relations and Strategic Financial Project OfficerRonald N. South - Senior Vice President and CFOStanley Bergman - Chairman of the Board and CEOConference Call ParticipantsAllen Lutz - Director and Senior Equity Research AnalystBrandon Vazquez - AnalystJason Bednar - Managing Director and S ...

Company Overview - DENTSPLY SIRONA Inc. (NASDAQ:XRAY) specializes in dental equipment and digital tools, including imaging systems, scanners, 3D printing solutions, and everyday dental instruments and consumables [2] - The company also provides clear aligners, implant and restorative products, treatment-planning software, and healthcare products such as catheters and irrigation systems [2] Investment Insights - Jim Cramer highlighted DENTSPLY SIRONA as a stock that has transitioned from being a high-growth company to one that is currently undervalued, suggesting it represents a buying opportunity [1] - Heartland Advisors noted that management has been working on a turnaround strategy for over two years, although these efforts have not yet been reflected in the stock price [2] Market Position - The company is recognized as one of the world's leading suppliers of dental equipment and supplies, indicating a strong market presence [2] - Despite the potential of DENTSPLY SIRONA as an investment, some analysts believe that certain AI stocks may offer greater upside potential with less downside risk [3]

Core Insights - DENTSPLY SIRONA Inc. (NASDAQ:XRAY) is recognized for its significant upside potential and is included in the list of the 15 Best Robotics Stocks to Buy under $20 [1] Strategic Roadmap - At the Morgan Stanley 23rd Annual Global Healthcare Conference, DENTSPLY SIRONA's leadership presented a refined strategy roadmap focusing on decision-making speed, resource allocation to R&D and sales, and increasing U.S. market penetration ahead of future product launches [2][3] - The company aims for above 19% fiscal 2025 margins and $300–400 million in annual cash flow, with a target of $3 EPS for 2026, while forecasting a 2%–4% decline in organic revenue for 2025 and an annual tariff impact of $80 million [3] Operational Improvements - Management acknowledged challenges in implementing ERP but emphasized enhancing customer satisfaction, expanding direct distribution channels, and considering bolt-on acquisitions to increase the total addressable market [4] Business Segments - DENTSPLY SIRONA operates through four segments: Connected Technology Solutions, Essential Dental Solutions, Orthodontic and Implant Solutions, and Wellspect Healthcare, providing cloud-enabled dental tools, supplies, and healthcare solutions globally [5]