Henry Schein Highlights Dental Momentum, $125M Savings Goal Despite Medical Softness

Henry Schein Highlights Dental Momentum, $125M Savings Goal Despite Medical Softness Henry Schein logo MarketBeat May 17, 2026 7 min read HSIC Key Points Interested in Henry Schein, Inc.? Here are five stocks we like better. Henry Schein said its dental business remains strong, with continued momentum in April and May, while medical sales were softer due to a weak respiratory illness season.

Excluding flu- and RSV-related diagnostics, medical growth was described as mid-single-digit. The company reaffirmed its $125 million net run-rate value creation goal for the end of the year and $200 million over the next several years, with much of the savings expected to ramp in the second half of 2026. Management also reconfirmed its 2026 guidance.

New CEO Fred Lowery said he is focusing on AI, commercial alignment and customer value, aiming to broaden Henry Schein's offerings across dental, medical and technology. The company also sees opportunity in DSOs, specialty products and home solutions, while staying disciplined on M&A. Henry Schein (NASDAQ:HSIC) executives said the company is seeing continued momentum in its dental business and remains committed to previously outlined operating improvement targets, while acknowledging softness in medical tied to a weaker respiratory illness season.

Speaking at a Bank of America healthcare technology and distribution event, Chief Executive Officer Fred Lowery, who has been in the CEO role for about two months, said the company had a "good Q1," citing healthy growth in dental, strong growth in technology and distribution, and margin expansion during the quarter. Lowery said medical was softer, but that excluding flu-related impacts, underlying performance was "pretty good," with mid-single-digit growth. → Why Applied Optoelectronics Stock May Be Near a Turning Point Lowery said Henry Schein recommitted to delivering a $125 million net run-rate value creation benefit by the end of the year and $200 million over the next several years. He also said the company reconfirmed its 2026 guidance.

CEO Focuses on Customers, AI and Commercial Alignment Lowery said his first 100 days are centered on learning the business through meetings with customers, suppliers and employees, whom the company refers to as "Team Schein" members. He said he is assessing current projects and evaluating where the company should invest for future growth. → Robinhood, SoFi, and Webull Are Telling Very Different Stories One area of focus is artificial intelligence, which Lowery said could help accelerate new product development and improve capabilities brought to market, particularly in Henry Schein's technology business. He also pointed to commercial alignment as an opportunity, saying the company wants to present customers with a broader value proposition across multiple parts of Henry Schein.

Story Continues Lowery said the company is working to shift its customer message from helping customers save money to helping them "make more money," grow faster and operate more productively. Operational Savings Expected to Build in Second Half → Target the Red-Hot Spin-Off and Merger Space With These ETFs Chief Financial Officer Ron South said the $125 million target represents the expected net run-rate operating income improvement as the company enters 2027. He said Henry Schein expects some benefit in 2026, with savings more weighted toward the second half of the year.