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Henry Schein Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025
Leadership and strategic direction
Leadership transition is underway, with a new CEO expected to be announced before year-end; internal and external candidates are being considered.
The company has maintained consistent long-term strategy and financial stability through significant challenges, including COVID-19 and a major cyber incident.
Recent organizational restructuring has assigned global distribution and technology to one executive and product group leadership to another, supporting strategic focus.
Board composition has been strengthened with KKR adding two experienced healthcare and dental industry professionals.
Financial performance and value creation
EBITDA has increased significantly over the past five years, supported by diversification into high-growth, high-margin products and services, now comprising about half of profits.
Value creation initiatives are expected to deliver over $200 million in operating income improvements over the next few years, with a net benefit anticipated in 2026.
Restructuring plans initiated in summer 2024 are being extended to capture additional savings, incremental to previous cost reductions.
The company aims to achieve high single to low double-digit earnings growth, with market share gains in Q3 contributing to positive momentum.
Market and industry trends
The dental market is described as stable, with some growth in specialties and opportunities for market share expansion.
Tariffs are considered a permanent factor, causing some price inflation and product shifts, but mitigated by a broad portfolio of branded and private label products.
Equipment growth is driven by demand for digital solutions such as imaging and 3D printing, with volume growth expected to offset price declines.
Relationships with manufacturers and DSOs are stable and constructive, with a focus on providing integrated solutions rather than just products.
Path to 50% EBIT from specialty/own brands?
KKR's 20% stake: What does it signal?
Value creation initiatives: 2026 net benefit?
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Next Henry Schein earnings date
Q4 202525 Feb, 2026
Next Henry Schein earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Henry Schein, Inc. provides health care products and services to dental practitioners and laboratories, physician practices, government, institutional health care clinics, and other alternate care clinics worldwide. The company operates through two segments, Health Care Distribution; and Technology and Value-Added Services. The Health Care Distribution segment distributes consumable products, small equipment, laboratory products, large equipment, equipment repair services, branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, infection-control products and vitamins; and practice-management software in the areas of patient information acquisition and retention in medical and dental offices.
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