<p>亨利香恩（Henry Schein）在纳斯达克上市，股票代码为 HSIC，公司的高管表示，牙科业务持续增长，并且仍然致力于之前设定的运营改善目标，同时承认医疗业务因呼吸道疾病季节较弱而出现疲软。</p>
<p>在美国银行（Bank of America）举办的医疗科技与分销活动上，首席执行官 Fred Lowery 表示，他担任首席执行官已有约两个月，称公司在第一季度表现良好，牙科业务增长健康，科技和分销业务增长强劲，且季度利润率有所提升。Lowery 表示，医疗业务较为疲软，但如果不考虑流感相关的影响，基本表现 “相当不错”，中个位数的增长。</p>
<p>Lowery 表示，亨利香恩重申将在年底前实现 1.25 亿美元的净运行率价值创造收益，并在未来几年内实现 2 亿美元。他还表示，公司确认了 2026 年的指导目标。</p>
<h2>首席执行官关注客户、人工智能与商业对齐</h2>
<p>Lowery 表示，他的前 100 天主要集中在通过与客户、供应商和员工（公司称之为 “香恩团队” 成员）的会议来了解业务。他表示，他正在评估当前项目，并评估公司应在哪些方面投资以实现未来增长。</p>
<p>一个关注的领域是人工智能，Lowery 表示，这可以帮助加速新产品开发，并改善亨利香恩科技业务的市场能力。他还指出商业对齐是一个机会，表示公司希望向客户提供更广泛的价值主张，涵盖亨利香恩的多个部分。</p>
<p>Lowery 表示，公司正在努力将客户的信息从帮助客户节省资金转变为帮助他们 “赚更多的钱”，更快增长并更高效运营。</p>
<h2>预计下半年运营节省将增加</h2>
<p>首席财务官 Ron South 表示，1.25 亿美元的目标代表了公司在进入 2027 年时预计的净运行率运营收入改善。他表示，亨利香恩预计在 2026 年会有一些收益，节省的部分将在下半年更为集中。</p>
<p>South 表示，这一时机主要与一般和行政措施有关，这需要规划和结构上的变化，以支持公司的业务。他表示，目标是创建一个可扩展的结构，以支持增长而不增加显著的额外成本。</p>
<p>South 表示，毛利优化预计会更早贡献收益，第一季度已经看到一些好处。他提到动态定价是一个例子，并补充说这不仅意味着提高价格，还可以包括在亨利香恩希望更具竞争力的领域降低价格。</p>
<h2>牙科业务持续增长；医疗业务在排除诊断后增长</h2>
<p>South 表示，四月份的牙科业务增长势头延续到了五月。他表示，实现公司期望的牙科增长需要抢占市场份额，包括留住现有客户和减少客户流失。</p>
<p>在医疗业务方面，South 表示，现场诊断试剂盒的销售对第一季度的增长产生了影响，因为这些产品的需求与呼吸道疾病季节（包括流感和 RSV）相关。排除这一类别后，他表示医疗业务增长在中个位数。</p>
<p>South 表示，诊断试剂盒类别通常在第四季度和第一季度更为重要，因此他预计在年中影响会较小。他还强调了亨利香恩的家庭解决方案业务，他表示该业务现在占医疗收入的 10% 以上，年运行率超过 4 亿美元。他表示，该业务增长更快，利润率优于核心医疗业务。</p>
<h2>毛利受私有品牌和定价工具支持</h2>
<p>South 表示，分销中的毛利改善反映了毛利优化的早期好处、手套定价的稳定性以及公司自有品牌（私有品牌产品）的更快增长。他表示，这些产品的毛利率优于整体组合，并且他相信这一毛利水平可以持续。</p>
<p>当被问及对石油相关原材料的暴露时，South 表示某些产品类别可能会受到石油基材料的影响。他表示，亨利香恩可以在必要时考虑提高价格，将客户引导至成本压力较小的类似产品，或在可用时使用私有品牌替代品。他将这种方法与公司去年管理关税波动的方式进行了比较。</p>
<p>South 还指出，油价可能会影响运费。他表示，公司正在与客户合作，解释任何必要的燃油附加费，并相信其方法仍然符合市场。</p>
<h2>DSO、专业领域和并购机会</h2>
<p>Lowery 表示，他已与许多亨利香恩最大的牙科服务组织客户以及一些较小的 DSO 进行了会面。他表示，这些客户看到了亨利香恩的价值，并相信双方可以共同做更多的事情。</p>
<p>Lowery 指出，企业品牌和实践管理软件是与 DSO 合作的机会领域。他表示，公司预计将在多个年度内扩大与 DSO 的企业品牌份额，而不是通过快速的一次性转变。</p>
<p>在专业领域，South 表示该细分市场增长约 8%，而内部本地增长为 1.7%，公司预计这一增长率会随着年中的推进而改善。在美国植入市场，他表示，价值植入物的增长速度继续快于高端植入物，无论是在市场上还是在亨利香恩的产品组合中。他表示，公司收购 S.I.N.美国分销商使其对该产品组合的控制力更强。</p>
<p>South 表示，Henry Schein 将在并购方面保持谨慎，重点关注增长更快、利润率更高的领域，如专业产品、技术和增值服务。他提到，家庭解决方案也是潜在的并购领域，因为其增长速度更快，利润率高于公司的核心医疗业务。</p>
<p>Lowery 表示，他将在未来一年内通过 Henry Schein 是否实现 2026 年的指导目标、达成价值创造承诺以及在 BOLD+1 战略的延伸中更清晰地加速盈利增长来衡量成功。</p>
<h2>关于 Henry Schein NASDAQ: HSIC</h2>
<p>Henry Schein, Inc 是一家领先的全球医疗产品和服务分销商，主要服务于办公室基础的牙科、医疗和动物健康从业者。该公司通过三个主要部门运营——Schein Dental、Schein Medical 和 Animal Health，每个部门提供全面的消费品、设备、仪器及相关增值服务组合。Henry Schein 专注于提高实践效率和患者护理，提供从牙科修复材料和正畸器具到疫苗、药品和诊断设备等一系列产品，以及为动物健康专业人士提供的宠物健康产品和兽医设备。</p>
<p>除了广泛的产品供应，Henry Schein 还提供一系列技术和服务解决方案，旨在简化工作流程并提升临床结果。</p>
<p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资$1,000 在 Henry Schein 吗？</h2>
<p>在考虑 Henry Schein 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛市场注意到之前立即购买……而 Henry Schein 并不在名单上。</p>
<p>虽然 Henry Schein 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

亨利香恩

<p>亨利香恩 (NASDAQ:HSIC) 报告其牙科业务强劲增长，尽管由于呼吸道疾病季节疲软，医疗部门表现较弱，但公司仍承诺实现 1.25 亿美元的节省目标。首席执行官 Fred Lowery 强调了技术和分销的增长，而首席财务官 Ron South 指出，运营节省将在下半年更加明显。公司旨在通过人工智能和商业对齐来提升客户价值，同时专注于毛利优化和维持竞争性定价</p>

<p>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.</p>
<div class="lb-trans"><p>亨利香恩（Henry Schein）在纳斯达克上市，股票代码为 HSIC，公司的高管表示，牙科业务持续增长，并且仍然致力于之前设定的运营改善目标，同时承认医疗业务因呼吸道疾病季节较弱而出现疲软。</p>
</div><p>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.</p>
<div class="lb-trans"><p>在美国银行（Bank of America）举办的医疗科技与分销活动上，首席执行官 Fred Lowery 表示，他担任首席执行官已有约两个月，称公司在第一季度表现良好，牙科业务增长健康，科技和分销业务增长强劲，且季度利润率有所提升。Lowery 表示，医疗业务较为疲软，但如果不考虑流感相关的影响，基本表现 “相当不错”，中个位数的增长。</p>
</div><p>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.</p>
<div class="lb-trans"><p>Lowery 表示，亨利香恩重申将在年底前实现 1.25 亿美元的净运行率价值创造收益，并在未来几年内实现 2 亿美元。他还表示，公司确认了 2026 年的指导目标。</p>
</div><h2>CEO Focuses on Customers, AI and Commercial Alignment</h2>
<div class="lb-trans"><h2>首席执行官关注客户、人工智能与商业对齐</h2>
</div><p>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.</p>
<div class="lb-trans"><p>Lowery 表示，他的前 100 天主要集中在通过与客户、供应商和员工（公司称之为 “香恩团队” 成员）的会议来了解业务。他表示，他正在评估当前项目，并评估公司应在哪些方面投资以实现未来增长。</p>
</div><p>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.</p>
<div class="lb-trans"><p>一个关注的领域是人工智能，Lowery 表示，这可以帮助加速新产品开发，并改善亨利香恩科技业务的市场能力。他还指出商业对齐是一个机会，表示公司希望向客户提供更广泛的价值主张，涵盖亨利香恩的多个部分。</p>
</div><p>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.</p>
<div class="lb-trans"><p>Lowery 表示，公司正在努力将客户的信息从帮助客户节省资金转变为帮助他们 “赚更多的钱”，更快增长并更高效运营。</p>
</div><h2>Operational Savings Expected to Build in Second Half</h2>
<div class="lb-trans"><h2>预计下半年运营节省将增加</h2>
</div><p>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.</p>
<div class="lb-trans"><p>首席财务官 Ron South 表示，1.25 亿美元的目标代表了公司在进入 2027 年时预计的净运行率运营收入改善。他表示，亨利香恩预计在 2026 年会有一些收益，节省的部分将在下半年更为集中。</p>
</div><p>South said the timing is largely due to general and administrative initiatives, which require planning and structural changes in how the company supports the business. He said the goal is to create a scalable structure that can support growth without adding significant incremental cost.</p>
<div class="lb-trans"><p>South 表示，这一时机主要与一般和行政措施有关，这需要规划和结构上的变化，以支持公司的业务。他表示，目标是创建一个可扩展的结构，以支持增长而不增加显著的额外成本。</p>
</div><p>Gross profit optimization is expected to contribute sooner, South said, with some benefit already seen in the first quarter. He cited dynamic pricing as one example, adding that it does not only mean increasing prices but can also include lowering prices in areas where Henry Schein wants to be more competitive.</p>
<div class="lb-trans"><p>South 表示，毛利优化预计会更早贡献收益，第一季度已经看到一些好处。他提到动态定价是一个例子，并补充说这不仅意味着提高价格，还可以包括在亨利香恩希望更具竞争力的领域降低价格。</p>
</div><h2>Dental Momentum Continues; Medical Growth Excluding Diagnostics</h2>
<div class="lb-trans"><h2>牙科业务持续增长；医疗业务在排除诊断后增长</h2>
</div><p>South said dental momentum seen in April continued into May. He said achieving the company’s desired dental growth requires taking market share, which includes retaining current customers and reducing churn.</p>
<div class="lb-trans"><p>South 表示，四月份的牙科业务增长势头延续到了五月。他表示，实现公司期望的牙科增长需要抢占市场份额，包括留住现有客户和减少客户流失。</p>
</div><p>In medical, South said point-of-care diagnostic kit sales weighed on first-quarter growth because demand for those products is tied to the respiratory illness season, including flu and RSV. Excluding that category, he said the medical business grew in the mid-single digits.</p>
<div class="lb-trans"><p>在医疗业务方面，South 表示，现场诊断试剂盒的销售对第一季度的增长产生了影响，因为这些产品的需求与呼吸道疾病季节（包括流感和 RSV）相关。排除这一类别后，他表示医疗业务增长在中个位数。</p>
</div><p>South said the diagnostic kit category is typically more important in the fourth and first quarters, so he expects less impact in the middle of the year. He also highlighted Henry Schein’s home solutions business, which he said now accounts for more than 10% of medical revenue, with a run rate of more than $400 million. He said the business grows faster and has better margins than core medical.</p>
<div class="lb-trans"><p>South 表示，诊断试剂盒类别通常在第四季度和第一季度更为重要，因此他预计在年中影响会较小。他还强调了亨利香恩的家庭解决方案业务，他表示该业务现在占医疗收入的 10% 以上，年运行率超过 4 亿美元。他表示，该业务增长更快，利润率优于核心医疗业务。</p>
</div><h2>Margins Supported by Private Label and Pricing Tools</h2>
<div class="lb-trans"><h2>毛利受私有品牌和定价工具支持</h2>
</div><p>South said gross margin improvement in distribution reflected early benefits from gross profit optimization, stability in glove pricing and faster growth in company-owned brands, or private label products. He said those products carry better gross margins than the overall portfolio and that he believes the margin level can be sustainable.</p>
<div class="lb-trans"><p>South 表示，分销中的毛利改善反映了毛利优化的早期好处、手套定价的稳定性以及公司自有品牌（私有品牌产品）的更快增长。他表示，这些产品的毛利率优于整体组合，并且他相信这一毛利水平可以持续。</p>
</div><p>Asked about exposure to oil-linked inputs, South said some product categories may be affected by petroleum-based materials. He said Henry Schein can consider price increases where needed, redirect customers to similar products with less cost pressure, or use private label alternatives where available. He compared the approach to how the company managed tariff volatility last year.</p>
<div class="lb-trans"><p>当被问及对石油相关原材料的暴露时，South 表示某些产品类别可能会受到石油基材料的影响。他表示，亨利香恩可以在必要时考虑提高价格，将客户引导至成本压力较小的类似产品，或在可用时使用私有品牌替代品。他将这种方法与公司去年管理关税波动的方式进行了比较。</p>
</div><p>South also noted that oil prices can affect freight costs. He said the company is working with customers to explain any fuel surcharges where needed and believes its approach remains in line with the market.</p>
<div class="lb-trans"><p>South 还指出，油价可能会影响运费。他表示，公司正在与客户合作，解释任何必要的燃油附加费，并相信其方法仍然符合市场。</p>
</div><h2>DSO, Specialty and M&amp;A Opportunities</h2>
<div class="lb-trans"><h2>DSO、专业领域和并购机会</h2>
</div><p>Lowery said he has met with many of Henry Schein’s largest dental service organization customers and some smaller DSOs. He said those customers see value in Henry Schein and believe there is more the parties can do together.</p>
<div class="lb-trans"><p>Lowery 表示，他已与许多亨利香恩最大的牙科服务组织客户以及一些较小的 DSO 进行了会面。他表示，这些客户看到了亨利香恩的价值，并相信双方可以共同做更多的事情。</p>
</div><p>Lowery identified corporate brands and practice management software as areas of opportunity with DSOs. He said the company expects to expand corporate brand share with DSOs over multiple years rather than through a quick, one-time shift.</p>
<div class="lb-trans"><p>Lowery 指出，企业品牌和实践管理软件是与 DSO 合作的机会领域。他表示，公司预计将在多个年度内扩大与 DSO 的企业品牌份额，而不是通过快速的一次性转变。</p>
</div><p>In specialty, South said the segment grew about 8%, while local internal growth was 1.7%, a rate the company expects to improve as the year progresses. In the U.S. implant market, he said value implants continue to grow faster than premium implants, both in the market and in Henry Schein’s portfolio. He said the company’s acquisition of the S.I.N. U.S. distributor gives it greater control over that portfolio.</p>
<div class="lb-trans"><p>在专业领域，South 表示该细分市场增长约 8%，而内部本地增长为 1.7%，公司预计这一增长率会随着年中的推进而改善。在美国植入市场，他表示，价值植入物的增长速度继续快于高端植入物，无论是在市场上还是在亨利香恩的产品组合中。他表示，公司收购 S.I.N.美国分销商使其对该产品组合的控制力更强。</p>
</div><p>South said Henry Schein will remain disciplined on mergers and acquisitions, with a focus on higher-growth, higher-margin areas such as specialty products, technology and value-added services. He said home solutions also remains an area for potential fold-in acquisitions because it is growing faster and has higher margins than the company’s core medical business.</p>
<div class="lb-trans"><p>South 表示，Henry Schein 将在并购方面保持谨慎，重点关注增长更快、利润率更高的领域，如专业产品、技术和增值服务。他提到，家庭解决方案也是潜在的并购领域，因为其增长速度更快，利润率高于公司的核心医疗业务。</p>
</div><p>Lowery said he will measure success over the next year by whether Henry Schein delivers on its 2026 guidance, achieves its value creation commitments and develops a clearer line of sight toward accelerating growth more profitably as an extension of its BOLD+1 Strategy.</p>
<div class="lb-trans"><p>Lowery 表示，他将在未来一年内通过 Henry Schein 是否实现 2026 年的指导目标、达成价值创造承诺以及在 BOLD+1 战略的延伸中更清晰地加速盈利增长来衡量成功。</p>
</div><h2>About Henry Schein NASDAQ: HSIC</h2>
<div class="lb-trans"><h2>关于 Henry Schein NASDAQ: HSIC</h2>
</div><p>Henry Schein, Inc is a leading global distributor of healthcare products and services, primarily serving office-based dental, medical and animal health practitioners. The company operates through three principal segments—Schein Dental, Schein Medical and Animal Health—each offering a comprehensive portfolio of consumable products, equipment, instruments and related value-added services. With a focus on improving practice efficiency and patient care, Henry Schein provides everything from dental restorative materials and orthodontic appliances to vaccines, pharmaceuticals and diagnostic devices for physicians, as well as pet health products and veterinary equipment for animal health professionals.</p>
<div class="lb-trans"><p>Henry Schein, Inc 是一家领先的全球医疗产品和服务分销商，主要服务于办公室基础的牙科、医疗和动物健康从业者。该公司通过三个主要部门运营——Schein Dental、Schein Medical 和 Animal Health，每个部门提供全面的消费品、设备、仪器及相关增值服务组合。Henry Schein 专注于提高实践效率和患者护理，提供从牙科修复材料和正畸器具到疫苗、药品和诊断设备等一系列产品，以及为动物健康专业人士提供的宠物健康产品和兽医设备。</p>
</div><p>In addition to its broad product offering, Henry Schein delivers a suite of technology and service solutions aimed at streamlining workflows and enhancing clinical outcomes.</p>
<div class="lb-trans"><p>除了广泛的产品供应，Henry Schein 还提供一系列技术和服务解决方案，旨在简化工作流程并提升临床结果。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Henry Schein Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资$1,000 在 Henry Schein 吗？</h2>
</div><p>Before you consider Henry Schein, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Henry Schein 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Henry Schein wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛市场注意到之前立即购买……而 Henry Schein 并不在名单上。</p>
</div><p>While Henry Schein currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Henry Schein 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

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

Market Beat

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

亨利香恩强调牙科业务的增长势头，尽管医疗领域表现疲软，仍设定了节省 1.25 亿美元的目标