The company's updated 2025 to 2027 BOLD+1 Strategic Plan aims to achieve high-single-digit to low-double-digit earnings growth, underpinned by a deliberate shift toward higher-margin businesses. Henry Schein exceeded its 2024 goal of generating 40% of its worldwide operating income from high-growth, high-margin businesses, with an ambitious target to increase this to 50% by the end of 2027.
Cyborg Score Rationale
In 2024, Henry Schein generated $848 million in operating cash flow, a substantial increase of $348 million from the prior year. The company reported a 3-year revenue growth rate of 4.3% with operating margin of 5.91% and net margin of 3.02%. However, leverage remains elevated with debt-to-equity ratio of 1.02.
Top Insights
Frederick Lowery appointed as new CEO, effective March 2, 2026, taking over from Stanley Bergman after 35 years.
Global Specialty Products group is driving higher growth, while Global Technology segment expands at a more modest pace.
Henry Schein entered exclusive distribution partnership with CytoChip for the CitoCBC system, the first cartridge-based Complete Blood Count system to receive CLIA Waiver.
Q3 2025 results exceeded market expectations with sales up 5.2% year-on-year to $3.34 billion.
Named Competitors
McKesson — Broadline pharmaceutical and medical supply distributor
Medline — Medical devices and supplies distributor
Patterson — Dental equipment and medical supplies distributor
Recent Developments
(February 2026) New CEO Frederick Lowery takes helm as leadership transition begins
(January 2026) CytoChip partnership announced for exclusive distribution of CitoCBC diagnostic system
(November 2025) Q3 2025 earnings beat with 5.2% revenue growth to $3.34 billion
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