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Henry Schein
Henry Schein (HSIC) investor relations material
Henry Schein Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Achieved highest sales growth in 15 quarters, with strong performance across global equipment, specialty products, and technology businesses, exceeding increased 2025 financial guidance.
Leadership transition underway, with Fred Lowery set to become CEO, bringing extensive experience in scaling businesses and value-added services.
BOLD+1 strategic plan initiatives advanced, with high-growth, high-margin businesses nearing 50% of total operating income.
E-commerce and digital solutions rollout progressing, including AI integration and exclusive product launches.
Fourth-quarter earnings exceeded increased 2025 financial guidance.
Financial highlights
Q4 2025 total sales reached $3.4 billion, up 7.7% year-over-year; constant currency growth was 5.8%.
Q4 2025 GAAP operating margin was 4.76%, down 10 basis points; non-GAAP operating margin was 7.42%, flat year-over-year.
Q4 2025 GAAP net income was $101 million ($0.85 per diluted share); non-GAAP net income was $160 million ($1.34 per diluted share).
Adjusted EBITDA for Q4 2025 was $291 million, up 8.4% year-over-year.
Operating cash flow for Q4 2025 was $381 million, up from $204 million in Q4 2024.
Outlook and guidance
2026 total sales growth projected at 3%–5% over 2025.
2026 non-GAAP diluted EPS expected between $5.23 and $5.37, up 5%–8% year-over-year.
Adjusted EBITDA for 2026 expected to grow mid-single digits.
Earnings growth anticipated to be more weighted to the second half of 2026 due to timing of value creation initiatives.
Guidance assumes stable dental and medical end markets, consistent foreign exchange rates, and mitigated tariff effects.
New CEO Fred Lowery's immediate strategic focus
Impact of respiratory product category softness
Future plans for remaining share repurchase authorization
Fred Lowery's 100-day plan focus
Value creation initiatives: H1 investment impact
Dental equipment sales momentum durability
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Next Henry Schein earnings date
Q1 20264 May, 2026
Henry Schein
Next Henry Schein earnings date
Q1 20264 May, 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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