Henry Schein Q4 Earnings Call Highlights

• Henry Schein reported Q4 income of $3.4 billion, up 7.7% YoY, with non-GAAP EPS of $1.34 and adjusted EBITDA of $291 million; for 2026 absorption guided to 3–5% income maturation and non-GAAP diluted EPS of $5.23–$5.37 (about 5–8% growth).

• Fred Lowery (from Thermo Fisher Scientific) volition go CEO adjacent week portion Stanley Bergman remains chairman, and Lowery plans a 100-day "listening tour" to validate existing initiatives and prosecute stakeholders.

• Operational momentum included grounds planetary dental instrumentality and beardown conception growth—global specialty up 14.6% and planetary exertion up 8.4%—and the institution expects implicit $200 million of operating income betterment (with a >$125 million yearly tally complaint by end-2026) portion repurchasing 2.8 cardinal shares for $200 million successful the quarter.

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Henry Schein (NASDAQ:HSIC) reported fourth-quarter 2025 results connected Feb. 24, 2026, highlighting what absorption described arsenic its “highest income maturation successful 15 quarters,” alongside advancement connected its 2025–2027 BOLD+1 strategical program and an update to its enactment transition.

Chairman and CEO Stanley Bergman opened the telephone by welcoming Fred Lowery, who is acceptable to officially articulation the institution arsenic CEO adjacent week, portion Bergman volition stay Chairman of the Board. Bergman said Lowery is joining from Thermo Fisher Scientific aft 20 years and cited acquisition scaling businesses done acquisitions and integrated growth, on with a “strong lawsuit focus.”

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Lowery told investors helium plans to behaviour a “listening tour” arsenic portion of a 100-day program and said helium intends to validate assumptions down initiatives already underway. He besides emphasized engagement with the company’s “five constituents”: Team Schein members, customers, suppliers, investors, and communities.

CFO Ron South said fourth-quarter planetary income were $3.4 billion, up 7.7% twelvemonth implicit year. Sales maturation included 5.8% constant-currency growth, 1.9% payment from overseas exchange, and 0.9% from acquisitions.

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On profitability, South reported a fourth-quarter GAAP operating borderline of 4.76%, down 10 ground points from the anterior year, portion non-GAAP operating borderline was 7.42%, described arsenic comparatively level twelvemonth implicit twelvemonth contempt somewhat little gross borderline driven chiefly by merchandise premix wrong the organisation and specialty groups.