Form 10-Q · Quarterly report
Henry Schein 10-Q, filed Nov 3, 2026
- Filed
- CIK
- 0001000228
- Accession no.
- 0001000228-26-000062
Summary
Henry Schein disclosed a chief financial officer transition — Ronald N. South moving to Senior Advisor and Emmanuel Caprais succeeding him as CFO effective November 4, 2026 — and reported a $28 million net benefit in the quarter and $30 million over nine months from previously paid IEEPA tariffs, with more refund benefits expected in the fourth quarter. The dental and medical products distributor said tariffs had no adverse material impact on results in fiscal 2025 or the first nine months of 2026, and noted that the U.S. Supreme Court invalidated certain IEEPA tariffs while the government implemented new measures under other authorities.
Key points
- Henry Schein announced on October 8, 2026 that Ronald N. South will move from Senior Vice President and Chief Financial Officer to Senior Advisor effective November 4, 2026, with Emmanuel Caprais succeeding him as CFO.
- Henry Schein recognized a net benefit of $28 million in the three months and $30 million in the nine months ended September 26, 2026 related to previously paid IEEPA tariffs, and expects further tariff refund benefits in the fourth quarter of 2026.
- Henry Schein said tariffs did not have an adverse material impact on its results in fiscal 2025 or the first nine months of 2026, though U.S. dental equipment sales were temporarily affected by tariff-related market uncertainty in the second half of the quarter ended June 28, 2025.
- Henry Schein operates in three reportable segments: Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology.
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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