What Henry Schein's latest 10-Q says: 9 signals
Henry Schein filed its latest 10-Q with the SEC on Aug 4, 2026. It discusses acquisition completed, capex increase and cash flow concern.
Public (HSIC)Medical Equipment Manufacturing10,000+ employeeshenryschein.comLinkedIn
- Filed
- Aug 4, 2026
- Filings
- 2
- Signals
- 21
10-Q · latest 10
What Henry Schein's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
Rolling out new e-commerce system in U.S./Europe and upgrading ERP in Australia/NZ.
The company is undergoing major, multi-region IT system changes, including a phased roll-out of a new e-commerce platform and a recent ERP upgrade.
e-commerce systemERP business systemcloud-based platformsInternet Brands Inc.
Material change in internal controls declared due to M&A integration and new system rollouts.
The company stated that ongoing M&A integrations and new system implementations represent a "material change" to internal controls.
erpe-commerce
Working capital efficiency declines with rising DSO and falling inventory turns.
Accounts receivable DSO increased to 45.7 days from 44.7 YoY, and inventory turns decreased to 4.6 from 4.7, contributing to a $12M drop in operating cash flow.
$12M
Year-over-year decrease in net cash provided by operating activities
Henry Schein actively integrating prior acquisitions in its Global Specialty Products segment.
The company is continuing post-acquisition integration activities for businesses acquired in prior quarters, particularly within its high-margin Global Specialty Products segment.
HSIC sees strong growth in Global Specialty Products (+8.4%) and Technology (+7.6%) segments.
The company's Global Specialty Products and Global Technology segments are key growth engines, with sales up 8.4% and 7.6% respectively in the first half of 2026.
8.4%
Global Specialty Products net sales increase for the six months ended June 27, 2026
cloud-based platforms
Disclosed financial impact from a prior-year cyber incident.
The company's financials reference a $20 million net insurance proceed in the prior year related to a cyber incident, indicating a recent, significant breach.
$20M
Net insurance proceeds from prior year cyber incident
Internet Brands Inc.KKR
- SEC EDGAR
10-Q
Filed · 12 signals
Admits material change in internal controls due to M&A and new system rollouts
Henry Schein states that the combined effect of recent acquisitions, ongoing integrations, and a new e-commerce system implementation represents a material change in its internal control over financial reporting.
e-commerce system
Operating cash flow swings to a negative $97M, a $134M YoY decrease
The company's operating cash flow deteriorated significantly, moving from a $37M inflow last year to a $97M outflow this quarter.
$-97M
Net cash used in operating activities for the three months ended March 28, 2026
States acquisition integrations are a "material change" to internal controls, signaling complexity.
The company explicitly identified that its recent acquisitions and system integrations have created a "material change" in internal controls.
Actively rolling out a new e-commerce system in the U.S. and Canada.
Henry Schein is in the midst of a multi-region, phased implementation of a new e-commerce system for its largest business segment.
e-commerce
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Henry Schein earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| CEO retiring at year-end, successor to be named shortlyLong-time CEO Stanley Bergman is retiring, with a successor (internal or external) to be announced by the end of the year. A new CEO often triggers strategic reviews and creates opportunities for new vendor relationships and technology evaluations. | |
| Cloud-based software customers grew 20% YoY, surpassing 10,500 subscribersThe company is seeing rapid adoption of its cloud-based practice management platforms, Dentrix Ascend and Dentally. This growth in their SaaS business indicates a focus on expanding their technology ecosystem and creates opportunities for integrated solutions and value-added services. | |
| Facing gross margin pressure from product mix shift to lower-margin itemsGross margins are being diluted by a market shift towards lower-priced 'value' implants over higher-margin 'premium' implants. This pressure reinforces the need for the company's $200M cost-saving and efficiency initiatives, making them receptive to solutions that can improve profitability. | |
| Rolling out new global eCommerce platform in North America and EuropeFollowing a successful launch in the UK, the new HenrySchein.com global eCommerce platform is now being rolled out in North America, with a European launch planned for 2026. This major digital initiative signals investment in customer experience and digital sales channels. | |
| Actively gaining market share across distribution and specialty product segmentsLeadership repeatedly emphasized gaining market share in U.S. distribution, medical, and global implant markets, attributing it to promotional programs and a motivated sales force. This aggressive growth posture suggests they are receptive to solutions that can help them continue to win against competitors. | |
| Increased share buyback program by $750M, signaling strong cash flowThe Board approved a $750M increase to the share repurchase program, bringing the total authorization to $980M. This demonstrates significant financial strength and robust cash generation, indicating the company has ample capital to deploy for both shareholder returns and strategic investments. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .