Core Insights - Henry Schein's dental software business, Henry Schein One, has introduced natively embedded AI and automation workflows to enhance dental practices [1][9] - The integration of AWS' generative AI technologies aims to revolutionize the dental industry by improving efficiency and accuracy [2] - Despite a recent decline in HSIC shares, there is potential for recovery due to the comprehensive nature of the new AI tools [3][9] Company Developments - Henry Schein One's new Forms workflow accelerates record entry by capturing insurance data from patient cards, while Eligibility Pro ensures accurate benefit information [5] - The Detect AI tool, powered by VideaHealth, aids in diagnosing dental issues through FDA-cleared algorithms, enhancing patient understanding and treatment acceptance [6] - The Voice Notes feature utilizes generative AI to transcribe chairside conversations into clinical records, reducing administrative burdens [7] Financial Performance - Henry Schein currently has a market capitalization of $8.78 billion, with a projected 3.6% growth in earnings per share (EPS) for 2025 [4] - The company reported total net sales of $3.3 billion for Q3 2025, reflecting a year-over-year growth of 5.2% across all segments [12] - HSIC shares have increased by 15.4% over the past month, outperforming the industry average of 7.9% [13] Industry Prospects - The global AI-powered dental workflow platforms market is valued at $415.8 million in 2024, with a projected compound annual growth rate (CAGR) of 11.1% through 2032 [11]

Core Insights - Henry Schein One has announced a partnership with Amazon Web Services (AWS) to integrate generative AI technologies into its dental technology platform [1] Company Overview - Henry Schein One is a leading global provider of dental technology, focusing on enhancing dental practices through innovative solutions [1] Partnership Details - The collaboration with AWS aims to incorporate generative AI across various platforms, including Dentrix, Dentrix Ascend, and Dentally, marking a significant advancement in AI-powered dentistry [1]

Financial Performance - The company reported total sales of $3.168 billion in Q1 2025, a decrease of 0.1% compared to $3.172 billion in Q1 2024 [17, 56] - Non-GAAP diluted EPS increased by 4.5% from $1.10 in Q1 2024 to $1.15 in Q1 2025 [14, 56] - Adjusted EBITDA grew by 1.7% from $255 million in Q1 2024 to $259 million in Q1 2025 [14, 17, 59] - The company is maintaining its 2025 guidance, including Non-GAAP EPS of $4.80 to $4.94 and total sales growth of +2% to +4% [10, 50] Segment Performance - Global Distribution and Value-Added Services Group sales grew by 1.5% excluding PPE and COVID test kits [14, 24] - Global Specialty Products Group sales increased by 4.3% due to gains in implants and biomaterials [14, 27, 28] - Global Technology Group sales grew by 3.4%, driven by practice management systems [14, 33, 35] Strategic Initiatives - The company is advancing its BOLD+1 Strategic Plan, expecting high-growth, high-margin businesses to contribute over 50% of total operating income by 2027, plus over 10% from corporate brand products [10] - The company invested $31 million in capital expenditures and $51 million in acquisitions in Q1 2025 [41] - $161 million was used for share repurchases in Q1, with $718 million remaining under the share repurchase authorization [41]