Henry Schein, Inc. (HSIC)

Henry Schein's stock price has been influenced by several key events in the past six months. In Q3 2025, Henry Schein reported adjusted earnings per share (EPS) of $1.38, surpassing analysts' expectations. In Q2 2025, the company reported non-GAAP diluted EPS of $1.10, missing the consensus estimate. In Q1 2025, Henry Schein missed first-quarter revenue estimates, attributed to muted demand for dental products. A cybersecurity incident in October 2023 disrupted portions of Henry Schein's manufacturing and distribution businesses, leading to temporary operational disruptions. Henry Schein announced the appointment of Frederick M. Lowery as its new Chief Executive Officer, effective March 2, 2026. Private equity firm KKR made a significant strategic investment in Henry Schein in January 2025, acquiring a 12% stake.

While Henry Schein's business can experience some seasonality within quarters, particularly due to the cold and flu season, the overall market for its products and services is becoming more stable due to the increasing focus on chronic and preventive health. In Q1 2025, the company experienced muted demand for its dental products, impacted by rising inflation. Q2 2025 saw softer U.S. dental demand due to high interest rates and cautious patient behavior. The dental market is generally stable, with units leaning positive in the U.S., though some pricing pressure exists.

Henry Schein, Inc. is a global provider of healthcare products and services, primarily serving office-based dental and medical practitioners, dental laboratories, government, institutional healthcare clinics, and other alternate care sites. The company operates within the healthcare supplies and services sector, specifically in the Wholesale-Medical, Dental & Hospital Equipment & Supplies industry. Henry Schein's product portfolio includes dental and medical equipment, technology solutions like practice management software, e-commerce solutions, equipment repair, financial services, and value-added services. They stock over 300,000 branded and private-brand products.

Henry Schein has a significant international presence, with operations and affiliates in 33 countries and territories worldwide, serving over 1 million customers. The United States is a major market, accounting for 69.5% of the company's net sales. In Europe, Henry Schein serves customers in 16 countries. The company also has a presence in regions such as Canada, Australia, New Zealand, China, Brazil, and Israel.

Henry Schein has consistently maintained a strong brand reputation. The company has been recognized as one of the "World's Most Ethical Companies" by Ethisphere for 14 consecutive years. In April 2023, Henry Schein launched its "Practice Green" initiative, encouraging healthcare professionals in the U.S. and Canada to adopt sustainable practices. The company also served as the exclusive product sponsor for the American Dental Association's Give Kids A Smile Program. In April 2025, the Science Based Targets initiative (SBTi) approved Henry Schein's near-term and long-term science-based emissions reduction targets. However, the cybersecurity incident in October 2023 likely had a negative impact on the company's reputation.

Henry Schein, Inc. has a significant institutional ownership, with 1079 institutional owners and shareholders holding a total of 148,021,774 shares. Major institutional owners include Kohlberg Kravis Roberts & Co. L.P., Vanguard Group Inc, Artisan Partners Limited Partnership, BlackRock, Inc., Jpmorgan Chase & Co, Invesco Ltd., American Century Companies Inc, State Street Corp, Palestra Capital Management LLC, and Fmr Llc. KKR Hawaii Holdings LP is noted as the largest individual Henry Schein shareholder, owning 15.26 million shares, representing 12.97% of the company.