Form 10-Q · Quarterly report

Henry Schein 10-Q, filed Aug 4, 2026

Filed
CIK
0001000228
Accession no.
0001000228-26-000045
AI-generated summary

Summary

Henry Schein appointed Frederick M. Lowery as CEO effective March 2, 2026, succeeding Stanley M. Bergman, who retired as CEO and later as chairman, while William K. "Dan" Daniel became chairman following the 2026 annual meeting. The company also said U.S. tariffs did not have a material adverse effect on its fiscal 2025 or first-half 2026 results, though U.S. dental equipment sales were temporarily affected by tariff-related market uncertainty in the quarter ended June 28, 2025.

Key points

  • Henry Schein appointed Frederick M. Lowery as CEO effective March 2, 2026; he joined the board, and Stanley M. Bergman retired as CEO on March 1, 2026 and as chairman after the 2026 annual meeting, becoming Chairman Emeritus.
  • William K. "Dan" Daniel was appointed chairman following the 2026 annual meeting.
  • The U.S. Supreme Court invalidated certain tariffs imposed under IEEPA, and the U.S. government implemented additional tariff measures under other statutory authorities.
  • Tariffs did not have an adverse material impact on Henry Schein's fiscal 2025 or six months ended June 27, 2026 results; the company received immaterial refunds and expects to recognize the net impact of additional refunds in the quarter ending September 26, 2026.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

From the filing

ITEM 2. MANAGEMENT’S DISCUSSION RESULTS OF OPERATIONS Cautionary Note Regarding Forward-Looking Statements In accordance with the “Safe Harbor” provisions of the Private Securities Litigation Reform Act of 1995, we provide the following cautionary remarks regarding important factors that, among others, could cause future results to differ materially from the forward-looking statements, expectations and assumptions expressed or implied herein. All forward-looking statements made by us are subject to risks and uncertainties and are not guarantees of future performance. …

An excerpt of the text as filed with the SEC, cut for length.

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