HSIC Henry Schein

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • CEO Stanley Bergman retiring March 1, 2026 after 37-year tenure; successor Frederick Lowery appointed January 2026 amid intensifying senior management competition
• • October 2023 cyberattack disrupted North American and European distribution operations; residual financial impact persisted through 2024 with ongoing remediation costs
• • KKR strategic investment of $250M at ~$76.10/share; ownership limit raised to 19.9%, creating potential conflicts via KKR investments in customers, suppliers, or competitors
• • False Claims Act exposure: whistleblower relators entitled to up to 30% of government recoveries; penalties include treble damages plus potential Medicare/Medicaid exclusion
• • Top 10 Global Distribution suppliers represent ~24% of aggregate purchases; no long-term contracts, creating supply disruption risk for high-margin products

Business Overview

• • Global distribution of dental/medical products and services to office-based practitioners, supplemented by specialty products and healthcare technology software
• • Global Technology fastest-growing segment at +7.1% driven by cloud-based practice management platform adoption and revenue cycle management solutions; launched Global E-Commerce Platform (henryschein.com)
• • Active 2024 restructuring plan (completing 2027) reshaping portfolio via business disposals across all three segments; $105M charges in FY2025 vs $73M in FY2024
• • Net sales $13.2B, up 4.0% YoY; share count fell from 124M to 116M as company repurchased $250M via accelerated buyback plus new $750M repurchase authorization
• • Total debt surged to $3.1B from $2.5B YoY while operating cash flow declined $136M to $712M; $36M in shareholder advisory/consulting costs flagged as unusual adjustment vs just $2M prior year

Management Discussion & Analysis

• • Revenue $13,184M in FY2025, up 4.0% YoY from $12,673M; internal growth 2.6%, acquisitions 0.9%, FX 0.5%
• • Gross margin 31.1% vs 31.7% prior year; operating expense ratio 26.2% vs 26.8%; effective tax rate 23.7% vs 24.9%
• • Best segment: Global Technology +7.1% sales, gross margin 67.7% vs 67.4%; worst: Global Distribution gross margin 25.0% vs 25.8%
• • Operating cash flow $712M vs $848M; investing cash outflow $400M; $250M accelerated share repurchase executed May 2025; $780M remaining buyback capacity; total debt $3,107M vs $2,536M
• • Key risks: OBBBA Medicaid cuts and tariffs flagged as likely adverse to utilization and costs; restructuring charges $105M in FY2025 with plan continuing through end of 2027

What are the latest HSIC SEC filings in 2026?

Henry Schein (HSIC) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did HSIC file its most recent 10-K annual report?

Henry Schein (HSIC) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view HSIC 10-Q quarterly reports?

Henry Schein (HSIC)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every HSIC 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has HSIC filed recently?

Henry Schein (HSIC)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find HSIC insider trading activity (Form 4)?

SignalX aggregates every HSIC Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does HSIC file with the SEC?

Henry Schein (HSIC) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new HSIC filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Henry Schein (HSIC).

What is HSIC's SEC CIK number?

Henry Schein (HSIC)'s SEC CIK (Central Index Key) number is 1000228. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1000228 to look up all HSIC filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find HSIC return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Henry Schein (HSIC) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.