Highest-materiality recent filing
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.
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.
Max materiality 0.85 · Median 0.68 · Most common event earnings