Henry Schein's May Investor Conferences: A Strategic Opportunity for Growth Insights and Stakeholder Engagement

Henry Schein, the global leader in healthcare solutions, is set to participate in two high-profile investor conferences in May 2025, offering stakeholders a critical window into its strategic vision and financial trajectory. These events—the Bank of America Healthcare Conference on May 14 and the Stifel Jaws & Paws Conference on May 29—will highlight the company’s progress under its BOLD+1 Strategic Plan, while reinforcing its commitment to operational efficiency and market leadership.

Key Events and Strategic Context

The Bank of America Healthcare Conference (May 14) in Las Vegas will feature presentations by Henry Schein’s leadership team, including Stanley M. Bergman (Chairman and CEO), Ronald N. South (CFO), and regional CEOs like Andrea Albertini (International Distribution Group) and Brad Connett (North America Distribution Group). The session, accessible via live webcast at
www.henryschein.com/IRwebcasts, will emphasize the company’s $12.7 billion in 2024 sales, a 12% compound annual growth rate (CAGR) since its 1995 IPO, and its focus on high-margin businesses such as equipment sales and technology-driven solutions.

The Stifel Jaws & Paws Conference (May 29) in New York City will further delve into dental and medical distribution strategies, with a spotlight on the execution of Henry Schein’s BOLD+1 plan. This initiative, launched in 2022, aims to drive mid-single-digit Adjusted EBITDA growth, enhance market share in key geographies, and expand its digital platform offerings. The live webcast will provide investors with insights into recent acquisitions, such as the $1.2 billion purchase of Henry Schein One in 2023, which strengthened its position in dental and medical software.

Financial Performance and 2025 Guidance

Henry Schein’s Q1 2025 earnings call on May 5 underscored its resilience, reporting $3.2 billion in net sales and a 22% year-over-year increase in GAAP diluted EPS to $0.88. Management reaffirmed its 2025 guidance:
- Non-GAAP diluted EPS: $4.80–$4.94
- Sales growth: 2%–4%
- Adjusted EBITDA growth: Mid-single digits

These metrics align with the company’s Fortune 500 and S&P 500 membership, reflecting its scale and stability. However, investors will scrutinize execution risks, including supply chain dynamics and regulatory changes, which could impact margins.

Why These Conferences Matter

The May conferences are not mere updates but strategic platforms for Henry Schein to:
1. Reinforce its leadership in dental and medical distribution, where it holds ~50% market share in the U.S. dental market.
2. Highlight its transition to high-margin adjacencies, such as digital tools and equipment financing, which now contribute ~30% of total revenue.
3. Address investor concerns about macroeconomic pressures, including inflation and healthcare spending trends.

Conclusion: A Company at an Inflection Point

Henry Schein’s participation in these May conferences underscores its ambition to capitalize on long-term healthcare trends while navigating near-term headwinds. With a $12.7 billion revenue base, a global footprint spanning 33 countries, and a proven track record of acquisitions and innovation, the company is well-positioned to deliver on its BOLD+1 goals.

Investors should watch for clarity on two critical factors:
- Margin expansion: The company’s Adjusted EBITDA margin rose to 8.2% in 2024, but sustaining this amid cost pressures will test management’s execution.
- Digital growth: Henry Schein One’s $2.2 billion in annual recurring revenue from software-as-a-service (SaaS) platforms positions it to capture the $14 billion dental software market.

In a sector where consolidation and digital transformation are accelerants, Henry Schein’s May events will serve as a litmus test for its ability to balance growth with profitability. For stakeholders, the webcasts (and their replays) offer an indispensable opportunity to gauge whether this healthcare giant can maintain its momentum—or if it faces new challenges in an evolving marketplace.

Data as of Q1 2025. All events and guidance are subject to change.