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. ...

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 ...

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 ...

Henry Schein (NasdaqGS:HSIC) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker11As a reminder, this call is being recorded. I would now like to introduce you to your host for today's call, Graham Stanley, Henry Schein's Vice President of Investor Relations and Strategic Financial Project Officer. Please go ahead, Graham.Speaker4Thank you, operator, and thanks to each of you for joining us today to discuss Henry Schein's financial results for the fourth quarter of 2025. With me on today's call is S ...

Q4 2025 Earnings Conference Call Financial Results & Outlook February 24, 2026 1 Cautionary Note Regarding Forward-Looking Statements and Use of Non-GAAP Financial Information In accordance with the "Safe Harbor" provisions of the Private Securities Litigation Reform Act of 1995, we provide the following cautionary remarks regarding important factors that, among others, could cause future results to differ materially from the forward-looking statements, expectations and assumptions expressed or implied here ...

Core Insights - Henry Schein One has launched AI-driven Image Verify, enhancing its dental practice management systems [1] - This innovation is part of a series of product advancements aimed at achieving a "Clean Claims" vision in dentistry [1] - Image Verify is integrated into Dentrix and Dentrix Ascend, streamlining the claims submission process for dental practices [1]

Key Takeaways HSIC is set to report Q4 2025 results on Feb. 24, with revenues projected to rise 4.5% year over year.Henry Schein's Global Specialty Products revenues are expected to grow 5.9% on implant strength.HSIC's Global Technology sales are projected to jump 9.7% on SaaS and cloud momentum.Henry Schein, Inc. (HSIC) is scheduled to release fourth-quarter 2025 results on Feb. 24, before the opening bell.In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.38, which su ...

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 - VideaHealth, a leading dental AI platform, has launched the Impact Panel in collaboration with Henry Schein One, enhancing the Detect AI experience for Dentrix® and Dentrix Ascend® users [1] Company Developments - The Impact Panel integrates VideaHealth's real-time AI findings and patient education tools into Henry Schein One's imaging workflows [1] - This integration aims to improve clinician communication and guide patients towards confident treatment discussions [1]