Henry Schein Inc. published the edited transcript of its fourth-quarter 2025 earnings conference call held on February 24, 2026. Corporate participants included Chairman and CEO Stanley Bergman, CEO Designate Fred Lowery, CFO and Senior Vice President Ronald South, and Vice President of Investor Relations and Strategic Financial Project Officer Graham Stanley, alongside analysts from Baird, Bank of America, Piper Sandler, JPMorgan, UBS, Stifel, Evercore ISI, Leerink Partners, and William Blair. Management highlighted accelerating momentum, with Bergman saying fourth-quarter sales delivered “the highest sales growth in 15 quarters,” driven by strength in global equipment, specialty products, and technology, and results that exceeded the company’s increased 2025 guidance. South reported fourth-quarter global sales of $3.4 billion, up 7.7% year over year (5.8% constant currency), with non-GAAP EPS of $1.34. The company discussed execution of its 2025-2027 BOLD+1 plan, including progress shifting profit mix toward higher-growth, higher-margin businesses, continued rollout of its global e-commerce platform henryschein.com, and new initiatives in AI through an Amazon Web Services partnership within Henry Schein One. Bergman said the AWS work includes “generative and agentic AI integration,” including tools such as Voice Notes and an image quality tool intended to reduce claims denials. South reiterated expectations for value creation initiatives, stating the company still expects “over $200 million of operating income improvement over the next few years” and “annual run rate operating income improvement of over $125 million by the end of 2026,” with benefits weighted to the second half of 2026. For 2026, the company guided to sales growth of 3% to 5% and non-GAAP diluted EPS of $5.23 to $5.37. Leadership transition was also a focus, with Bergman noting Lowery will officially join next week as CEO while Bergman remains Chairman. Lowery said he is “committed to building upon these achievements going forward” and outlined a “100-day plan that includes a listening tour.” The full transcript can be accessed through the link below.
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