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Henry Schein 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Leadership transition and strategic direction
Announced Fred Lowery as new CEO, effective March 2, bringing deep experience from Thermo Fisher and strong alignment with company values.
Succession process included both internal and external candidates, with a focus on ensuring an orderly transition.
Leadership team and board are enthusiastic about Lowery’s fit and his ability to drive the BOLD+1 strategy and value creation initiatives.
Company culture and values are seen as key differentiators, with momentum strong post-cyber incident.
Market performance and growth outlook
Gaining market share in both dental and medical segments, with sales acceleration and strong specialty technology business performance.
Dental market is stable to slightly positive, with some pricing pressure due to a shift from national brands to private labels.
Growth is driven by share gains, broad product portfolio, omnichannel strategy, and increased sales force investment.
Mid-market and large DSOs are growing faster than independent practices.
Financial highlights and value creation
Operating income and EPS have shown positive trends, with a dip in 2020 due to the pandemic and a rebound from PPE and COVID test kit demand.
$200 million+ value creation plan focuses on efficiency, gross margin enhancement, and shared services optimization, with net benefit expected in 2026 and full impact by 2027.
Share repurchases have contributed to EPS growth and are seen as accretive.
Fred Lowery's specific efficiency focus?
How will $200M value creation plan impact '26?
What specific commercial strategies drive share gains?
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Higher margins and PAT in Q3 FY26 despite flat revenue and lower sales volumes. - GODREJAGRO
Q3 FY26 revenue reached ₹2,718.32 crore with 33.9% adjusted PAT growth and strong segment gains. - QBY
Profitability returns in 2025, driven by sector focus, AI, and international expansion. - NAZARA
EBITDA and margins rose on IP focus, but regulatory changes led to major impairment losses. - HAPPYFORGE
Stable to growing financials, strong margins, and disciplined IPO fund use with no audit concerns. - RBA
Q3 revenue rose 16.5% in India; Inspira Global to acquire a controlling stake and infuse capital. - 6674
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$1.1B net profit, 37% EBITDA margin, record sales, and major restructuring drive future growth. - 8059
Record Q3 profits and strong segment growth support an upwardly revised full-year outlook. - 7011
Strong order intake and profit growth drive upward revision of FY2025 forecasts and reflect key divestiture impact.
Next Henry Schein earnings date
Q4 202524 Feb, 2026
Henry Schein
Next Henry Schein earnings date
Q4 202524 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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