Highest-materiality recent filing
Henry Schein Q2 GAAP EPS $0.82, non-GAAP $1.27; raises FY2026 guidance
Q2 revenue $3.5B (+6.7% YoY); GAAP net income $94M vs $86M; non-GAAP net income $145M vs $135M.
Henry Schein announces leadership transitions; three executives to become senior advisors
Michael Ettinger (COO), Mark Mlotek (Chief Strategic Officer), and James Mullins (SVP Global Supply Chain) to transition out of roles effective Oct 30, 2026, and become senior advisors.
Henry Schein elects William K. Daniel as Independent Chairman; Bergman retires
William K. Daniel elected Independent Chairman effective May 21, 2026.
Henry Schein Q1 GAAP EPS $0.92, non-GAAP $1.32; reaffirms 2026 guidance
Q1 GAAP diluted EPS $0.92 vs $0.88 YoY; non-GAAP diluted EPS $1.32 vs $1.15 YoY.
Henry Schein Q4 sales +7.7%, non-GAAP EPS $1.34; 2026 guide $5.23-$5.37
Q4 GAAP EPS $0.85 vs $0.74; non-GAAP EPS $1.34 vs $1.19; total sales $3.4B (+7.7% YoY, internal 4.9%).
Henry Schein names Frederick Lowery as CEO effective March 2, 2026; Bergman remains Chairman
Frederick Lowery (ex-Thermo Fisher EVP) succeeds Stanley Bergman as CEO; Bergman continues as Chairman.
Henry Schein extends private shelf facility termination dates to Dec 19, 2028
Amended shelf agreements with Prudential, NYL, MetLife, and Corebridge to extend termination to Dec 19, 2028.
Board expects to appoint next CEO by mid-January 2026; search process nearing completion.
KKR designees Lin & Daniel to be renominated to Henry Schein board for 2026 annual meeting
KKR notified Henry Schein on Dec 7, 2025 of election to exercise Extension Election under Jan 29, 2025 Strategic Partnership Agreement.
Henry Schein Q3 2025 non-GAAP EPS $1.38 vs $1.22; raises FY guidance
Q3 GAAP EPS $0.84 vs $0.78; non-GAAP EPS $1.38 vs $1.22; revenue $3.3B up 5.2% YoY.
James Breslawski leaves Henry Schein advisor role; receives severance
James Breslawski transitioned from President to Senior Advisor on April 1, 2025.
Henry Schein Q2 GAAP EPS $0.70 (down 12.5% YoY); maintains FY25 guidance
Q2 GAAP net income $86M ($0.70 diluted EPS) vs $104M ($0.80) YoY; non-GAAP EPS $1.10 vs $1.23.
Stanley M. Bergman to retire as Henry Schein CEO at end of 2025; will remain Chairman
Bergman to retire as CEO effective Dec 31, 2025, after 45 years at the company, over 35 as CEO.
Henry Schein amends $750M term loan and $1B revolver, extends maturity to 2030
Amended and restated $750M term loan credit agreement, extending termination date to June 6, 2030.
Henry Schein shareholders elect all 12 directors, approve say-on-pay and auditor ratification
All 12 incumbent directors elected; Philip Laskawy received 20.6M against votes but still elected.
Henry Schein closes $250M KKR investment; Dan Daniel joins board
KKR invested $250M for ~12% of HSIC common shares at ~$76.10/share in private placement.
Henry Schein Q1 GAAP EPS $0.88 (+22% YoY); non-GAAP EPS $1.15 (+4.5%); maintains FY guidance
Q1 net sales $3.2B; constant currency sales up 1.4% (2.0% ex-PPE/COVID test kits).
Henry Schein appoints KKR partner Max Lin to board; removes KKR voting commitment
Max Lin, a KKR partner and head of Americas Health Care Private Equity, appointed to board effective May 2, 2025.
Compensation Committee approved Executive Severance Plan effective April 10, 2025, covering members of Executive Management Committee (except CEO).
Henry Schein amends KKR voting commitment; allows KKR to follow ISS/Glass Lewis if Board differs
Letter dated April 7, 2025 modifies the Jan 29, 2025 Strategic Partnership Agreement.
Henry Schein President Breslawski transitions to Senior Advisor effective April 1, 2025
James P. Breslawski steps down as President of Henry Schein effective April 1, 2025.
Henry Schein Q4 2024 non-GAAP EPS $1.19 vs $0.66; guides 2025 EPS $4.80-$4.94
Q4 revenue $3.2B (+5.8% YoY); non-GAAP diluted EPS $1.19 (prior year $0.66).
Henry Schein announces $250M KKR investment, preliminary Q4 EPS $1.19, and 2025 guidance
KKR to invest $250M at ~$76.10/share, becoming 12% common shareholder with board seats.
Henry Schein Q3 GAAP EPS $0.78, non-GAAP $1.22; raises FY2024 non-GAAP EPS guidance to $4.74-$4.82
Total net sales $3.2B, up 0.4% YoY; internal sales down 2.6% reflecting cyber incident recovery and lower PPE sales.
Henry Schein Q2 GAAP EPS $0.80 vs $1.06 YoY; lowers FY24 guidance, announces restructuring
Q2 total sales $3.1B (+1.1% YoY); internal sales down 2.4%.
Stockholders approve amended 2024 Stock Incentive Plan with 4.8M new shares
Aggregate share reserve increased by 4,800,000 shares to a maximum of 75,742,657 shares.
Henry Schein Q1 sales $3.2B, GAAP EPS $0.72; tightens 2024 sales growth guidance to 8-10%
Q1 total sales $3.2B (+3.7% YoY); internal sales -1.8% due to cyber incident (300-400 bps drag) and lower glove pricing.
Henry Schein Q4 GAAP EPS $0.13, non-GAAP $0.66; guides 2024 EPS $5.00-$5.16
Q4 net sales $3.0B (-10.5% YoY); estimated $350M-$400M reduction from cybersecurity incident.
Henry Schein appoints Carole T. Faig as independent director; board expands to 15
Carole T. Faig appointed effective Dec 13, 2023; will serve until 2024 annual meeting, expected to stand for re-election.
Henry Schein receives Nasdaq deficiency notice for delayed Q3 10-Q due to Oct cyber incident
Nasdaq notified HSIC on Nov 13, 2023 of non-compliance with Listing Rule 5250(c)(1) for missing Q3 10-Q filing deadline of Nov 14.
Q3 GAAP diluted EPS $1.05, non-GAAP diluted EPS $1.32; revenue $3.2B (+3.1% YoY).
Henry Schein to webcast Q3 results Nov 13, update FY guidance after cyber incident
Q3 2023 earnings release and webcast scheduled for Nov 13 at 10 a.m. ET.
Henry Schein updates on cybersecurity incident recovery; order fulfillment normalizing
US and Canada distribution centers shipping orders within 1-2 business days, including consumables and small equipment.
Henry Schein reports Oct 14 cyber incident disrupting manufacturing and distribution
Determined on Oct 14 that a portion of manufacturing/distribution systems experienced a cyber incident; systems taken offline.
Henry Schein Q2 GAAP EPS $1.06, Non-GAAP $1.31; Revenue $3.1B; Affirms FY Guidance
GAAP net income $140M ($1.06/diluted share) vs Q2 2022 $160M ($1.16); non-GAAP $173M ($1.31) vs $179M ($1.30).
Henry Schein secures new $750M term loan and amends $1B revolver, boosting total liquidity to $1.8B
New $750M unsecured term loan facility matures July 2026; for working capital, acquisitions, stock buybacks.
Henry Schein shareholders approve 2023 Director Stock Plan with 275k additional shares
Aggregate share reserve increased by 275,000 to 2,075,000 shares under the renamed 2023 Non-Employee Director Stock Incentive Plan.
GAAP diluted EPS $0.91 vs $1.30; non-GAAP diluted EPS $1.21 vs $1.44.
Henry Schein amends By-Laws regarding advance notice, universal proxy rules, and proxy card color
Requires notice of nominations or business 120 to 90 days before annual meeting anniversary.
Henry Schein hosts Investor Meeting to detail BOLD+1 Strategic Plan and long-term financial goals
Investor Meeting on Feb 27, 2023 in NYC at 9 a.m. EST; webcast at henryschein.com/IRwebcasts.
Henry Schein Q4 non-GAAP EPS $1.21 beats year-ago $1.07; guides FY23 $5.25-$5.42
Q4 net sales $3.4B, +1.2% as reported; internal sales ex-PPE/COVID test kits +5.0% in local currencies.
Henry Schein amends CEO Bergman's employment agreement, extends term to Dec 2025
Base salary set at $1,582,000 per annum; term expires Dec 31, 2025 with possible one-year extensions.
Henry Schein reports record Q3 non-GAAP diluted EPS of $1.15; narrows FY2022 guidance
Q3 net sales $3.1B (-3.5% YoY); internal sales ex-PPE/COVID test kits +6.8% in local currencies.
Henry Schein posts record Q2 sales $3.0B, EPS $1.16; lowers full-year sales guidance
Q2 net sales $3.0B (+2.1% YoY); internal sales ex-PPE/COVID up 6.7% in local currencies.
Henry Schein elects all directors, say-on-pay approved with narrow 51.5% support
All 15 director nominees elected; Stanley M. Bergman received 109.96M for, 9.75M against.
Net sales $3.2B, +8.7% YoY; GAAP diluted EPS $1.30 vs $1.16 YoY.
Henry Schein CAO Benjamin to retire July 1, 2022; Ettinger appointed COO
Gerald A. Benjamin to retire as EVP & CAO effective July 1, 2022, after 34 years.
Henry Schein reports record Q4 non-GAAP EPS $1.07, FY sales $12.4B; guides FY22 EPS $4.75–$4.91
Q4 sales $3.3B (+5.2% YoY); GAAP EPS $1.05, non-GAAP EPS $1.07 vs. $1.00 last year.
Henry Schein CFO Steven Paladino to retire April 29, 2022; Ronald South named successor
CFO Steven Paladino retires after 35 years, 29 as CFO; will remain on Board and consult.
Henry Schein appoints Scott Serota to board; Barry Alperin to retire in May 2022
Scott Serota, former CEO of Blue Cross Blue Shield Association, appointed to Henry Schein board effective Dec 7, 2021.
On May 16, 2025, William K. “Dan” Daniel was appointed to the Company’s board of directors (the “ Board ”) as a director.
On May 2, 2025, Max Lin was appointed to the Company’s board of directors (the “ Board ”) as a director.
On March 11, 2025, James P. Breslawski, President of Henry Schein, Inc. (the “Company”), informed the Company that effective as of April 1, 2025, he will transition out of the role of President of the Company.
On January 27, 2025, Robert J. Hombach was appointed to the Board as a director.
the Board increased the size of the Board to fifteen directors and appointed Carole T. Faig as a new independent director to fill the resulting vacancy, effective immediately.
On April 4, 2022, Henry Schein, Inc. (the “Company”) announced that Gerald A. Benjamin will retire as Executive Vice President and Chief Administrative Officer of the Company, effective July 1, 2022
On March 30, 2022, the Board of Directors appointed Michael S. Ettinger, 61, as Executive Vice President and Chief Operating Officer, effective upon Mr. Benjamin’s retirement on July 1, 2022.
Olga Timoshkina, who joined the Company this past September as Vice President, Corporate Controller, will succeed Mr. South as Vice President, Corporate Finance and Chief Accounting Officer, reporting to Mr. South.
Steven Paladino will retire as Executive Vice President and Chief Financial Officer of the Company, effective April 29, 2022.
the Company’s Board of Directors appointed Ronald N. South, 60, to succeed Mr. Paladino as Senior Vice President and Chief Financial Officer of the Company, effective upon Mr. Paladino’s retirement on April 29, 2022
On December 7, 2021, upon the recommendation of the Nominating and Governance Committee, the Board appointed Scott Serota as a director of the Company, effective immediately.
On December 8, 2021, Henry Schein, Inc. (the “Company”) announced that Barry J. Alperin intends to retire from the board of directors of the Company (the “Board”) at the end of his current term and not stand for re-election to the Board at the Company’s 2022 Annual Meeting of Stockholders (the “Annual Meeting”).
Max materiality 0.85 · Median 0.65 · Most common event earnings