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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“an exclusive agreement with CytoChip Inc. to distribute the flat -- the its flagships, CitoCBC”
Henry Schein's medical business signed exclusive distribution for CytoChip's CitoCBC point-of-care blood-count analyzer.
“exclusive distribution in the U.S. and the U.K. of Vvardis'’ Curodont product, a unique solution for detection and treatment of early-stage caries.”
Henry Schein secured exclusive U.S./U.K. distribution of Vvardis's Curodont early-caries product, adding an innovative supplier line.
“a very strong partnership with Amazon Web Services to both -- for both generative and agentic AI integration with Henry Schein One”
Henry Schein partnered with AWS to embed generative and agentic AI into its Henry Schein One dental software.
“Yesterday, we announced a partnership with Amazon Web Services to integrate its generative AI technology with Dentrix Ascend and Dentally.”
Henry Schein partnered with AWS to embed generative AI into its Dentrix Ascend and Dentally software, a new enterprise AI win for Amazon's cloud unit.
“In addition, our Board has approved an amendment to the strategic partnership agreement, giving KKR the right to increase its HSIC stock ownership up to 19.9% through the purchases -- through purchases in the open market.”
Henry Schein's board approved letting KKR raise its stake to 19.9%, signaling KKR is deepening a strategic private-equity investment/partnership in HSIC.
“the company's sale of 3.3 million shares of common stock at an average price of $76.10 per share for a total of $250 million to KKR.”
KKR took a $250 million equity stake in Henry Schein in Q2 2025 and is now driving gross-margin and SG&A value-creation initiatives through KKR Capstone, with two KKR appointees on the board.
“KKR recognizes that Henry Schein is well managed, has a great opportunity, recognizing the challenges we had with the pandemic, the cyber incident, some of the macro issues that we experienced.”
KKR is a strategic investor in Henry Schein with board representation, collaborating on initiatives tied to the BOLD+1 strategy and expressing confidence in management and growth opportunity.
“A little bit more on the orthopedic business. which continues to perform well, including our TriMed acquisition which is complementary to our medical focus on ASCs and specialty customers.”
Henry Schein's TriMed acquisition is contributing to orthopedic business growth, complementary to its ambulatory surgery center and specialty customer focus.
“In January, we strengthened the business as we completed the tuck-in acquisition of Acentus.”
Henry Schein completed a tuck-in acquisition of Acentus in January to add to its continuous glucose monitor offering within its Home Solutions business, which is now running at approximately a $400 million annual revenue rate.
“KKR announced its investment to become our largest non-index shareholder recognized -- as they recognize the potential of Henry Schein.”
KKR took a strategic equity stake in Henry Schein, becoming its largest non-index shareholder; management calls it a long-term strategic partnership expected to help advance the BOLD+1 plan once the Hart-Scott-Rodino review clears.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jason Bednar | Piper Sandler | 9 (0%) |
| Elizabeth Anderson | Evercore ISI | 9 (0%) |
| Jeff Johnson | Robert W. Baird | 9 (11%) |
| John Stansel | JPMorgan | 9 (22%) |
| Allen Lutz | Bank of America | 9 (0%) |
| Brandon Vazquez | William Blair | 6 (0%) |
| Kevin Caliendo | UBS | 5 (20%) |
| Jon Block | Stifel | 5 (40%) |
| Mike Cherny | Leerink Partners | 3 (33%) |
| Vik Chopra | Wells Fargo | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 9 (0%) |
| Evercore ISI | 1 | 9 (0%) |
| JPMorgan | 1 | 9 (22%) |
| Piper Sandler | 1 |
| 9 (0%) |
| Robert W. Baird | 1 | 9 (11%) |
| William Blair | 2 | 7 (0%) |
| Stifel | 2 | 7 (29%) |
| UBS | 1 | 5 (20%) |
Henry Schein closed FY2025 with its strongest quarter in nearly four years, posting 7.7% revenue growth to $3.4 billion with record global dental equipment sales, as the company fully moved past its 2023 cyber incident. Non-GAAP EPS of $1.34 grew 12.6% from $1.19, though operating margins were flat as lower gross margins from value implant mix and distribution product mix offset the revenue leverage. New CEO Fred Lowery from Thermo Fisher was introduced, the value creation plan was further quantified at over $125 million run rate by end of 2026, and management introduced FY2026 guidance of $5.23-$5.37 non-GAAP EPS representing 5-8% growth.
Margin | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Pricing | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 5 | 4 | 4 | 1 | 2 | 3 |
| 2025Q1 | 1 | 9 | 4 | 2 | 3 | 1 | 4 | 1 |
| 2025Q2 | 6 | 2 | 1 | 3 | 2 | 3 | 1 | 1 |
| 2025Q3 | 5 | 2 | 3 | 3 | 2 | 1 | ||
| 2025Q4 | 4 | 3 | 2 | 1 | 2 | 2 | 1 | 1 |
| 2026Q1 | 3 | 5 | 4 | 5 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 1 | 6 | 5 | 4 | 3 |
| Demand | 2 | 9 | 2 | 3 | 5 | |
| Revenue Growth | 5 | 4 | 1 | 2 | 2 | 4 |
| Competitive Dynamics | 4 | 2 | 3 | 3 | 1 | 5 |
| Guidance Reliability | 4 | 3 | 2 | 3 | 2 | 1 |
| Pricing | 1 | 1 | 3 | 2 | 2 | 1 |
| Trade Tariffs | 2 | 4 | 1 | 1 | 1 | |
| Cost Pressure | 3 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HSIC Henry Schein | 6 | +6.3% | |
| CAH Cardinal Health | 9 | +11.1% | |
| COR Cencora | 8 | +3.9% | |
| MCK McKesson Corporation | 8 | +6.0% |