Welcome to our dedicated page for Henry Schein SEC filings (Ticker: HSIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Henry Schein, Inc. (NASDAQ: HSIC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a FORTUNE 500 and S&P 500® health care solutions company listed on the Nasdaq Global Select Market, Henry Schein uses its filings to report financial results, governance changes, and other material events relevant to shareholders and analysts.
Henry Schein’s current reports on Form 8-K offer timely updates on topics such as quarterly and year-to-date financial performance, leadership transitions, and key corporate announcements. For example, recent 8-K filings have furnished press releases reporting financial results for specific quarters and have disclosed changes in senior leadership, including the planned retirement of the Chief Executive Officer from that role and related succession planning.
In addition to 8-Ks, investors typically look to Henry Schein’s annual reports on Form 10-K and quarterly reports on Form 10-Q for detailed information on its Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology segments. These periodic reports, referenced in company news releases, contain discussions of operations, financial condition, risk factors, and litigation matters, as well as commentary on strategic initiatives and partnerships such as the Strategic Partnership Agreement with KKR Hawaii Aggregator L.P.
Stock Titan enhances these filings with AI-powered summaries that help explain complex disclosures in clear language. Instead of reading entire documents, users can review concise explanations of key points, including segment performance, risk factor highlights, and notable changes in capital allocation or governance. Real-time updates from the EDGAR system mean that new Henry Schein filings, such as 8-Ks reporting financial results or leadership changes, appear promptly on this page.
For those tracking insider activity and executive arrangements, Form 4 and 8-K disclosures relating to departures, appointments, and compensatory arrangements provide additional context on management and board-level decisions. By combining raw filings with AI-generated insights, this page helps investors, researchers, and health care market participants interpret Henry Schein’s regulatory reporting more efficiently.
Henry Schein (HSIC) Q2 FY25 10-Q key takeaways: Net sales grew 3.3% YoY to $3.24 bn, led by Global Distribution & Value-Added Services (+2.9%), Global Specialty Products (+4.3%) and Global Technology (+7.1%). Gross margin contracted 120 bp to 31.3%, and operating income slipped 5% to $151 m, lowering the operating margin to 4.7%. Net income attributable to HSIC fell 17% to $86 m, driving diluted EPS down to $0.70 (-$0.10 YoY).
First-half view: Revenue rose 1.6% to $6.41 bn; diluted EPS improved 4% to $1.58 on tighter SG&A and a 4% lower share count. Operating cash flow dropped to $157 m (vs $493 m) due to working-capital build. The company repurchased $450 m of stock and issued $250 m of equity tied to the KKR investment/ASR, leaving 121.9 m shares outstanding. Cash increased to $145 m while long-term debt climbed $260 m to $2.09 bn, lifting leverage. Year-to-date restructuring and cyber-incident charges total $48 m but were partly offset by $20 m of insurance recoveries. Management implemented a new three-segment structure and notes upcoming FASB disclosure rules, with no material policy changes this quarter.
KKR Group Partnership and affiliated entities reported a significant derivative transaction involving Henry Schein (HSIC) stock. On June 16, 2025, KKR Hawaii Aggregator L.P. executed a total return swap agreement covering 57,348 shares of common stock at a notional price of $71.07 per share.
Key details of the transaction:
- The swap agreement grants KKR Hawaii Aggregator L.P. the right to acquire the shares from the counterparty
- The derivative security is exercisable from June 17, 2025, with an expiration date of July 16, 2027
- Multiple KKR entities are listed as 10% owners, including KKR Group Partnership L.P., KKR & Co., and KKR Management LLP
- Henry Kravis and George Roberts, as founding partners of KKR Management LLP, are indirect beneficial owners
The filing includes disclaimers stating that each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest in the securities.
A Form 4 filing reveals significant derivative transactions by KKR-affiliated entities involving Henry Schein (HSIC) securities. On June 16, 2025, KKR Hawaii Aggregator L.P., a 10% owner, entered into an equity swap transaction covering 57,348 shares of common stock at a notional price of $71.07 per share.
Key details of the derivative transaction:
- Transaction involves an obligation to purchase through an equity swap
- Exercise period: June 17, 2025 to July 16, 2027
- Transaction executed through multiple KKR entities, including KKR Hawaii Aggregator L.P., KKR North America Fund XIII SCSp, and related entities
- Structured as a total return swap with a third-party financial counterparty
The filing includes detailed ownership structure disclosures through various KKR entities, ultimately traced to KKR Management LLP and founding partners Henry R. Kravis and George R. Roberts. All reporting persons have disclaimed beneficial ownership except for their respective pecuniary interests.