Henry Schein - Weltmarktführer Dentalhandel - 500 Beiträge pro Seite

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04.11.2009 13:07
Henry Schein Reports Record Third Quarter Results / Net sales up 6.9% in local currencies excluding seasonal influenza vaccines Company introduces 2010 guidance

MELVILLE, N.Y., Nov. 4 /PRNewswire-FirstCall/ -- Henry Schein, Inc. , the largest provider of healthcare products and services to office-based practitioners, today reported record financial results for the quarter ended September 26, 2009.

Net sales for the third quarter of 2009 were $1.7 billion, an increase of 0.9% compared with the third quarter of 2008. This consists of a 3.1% decline related to foreign currency exchange and a 4.0% growth in local currencies. Excluding sales of seasonal influenza vaccines, which declined from last year's third quarter, net sales increased 3.7%, or 6.9% growth in local currencies (see Exhibit A for details of sales growth).

Income from continuing operations attributable to Henry Schein, Inc. for the third quarter of 2009 was $94.0 million or $1.03 per diluted share, an increase of 39.2% for both figures compared with the third quarter of 2008. Current and prior-year results include certain unusual items, most notably an overseas tax benefit in the 2009 quarter. Excluding these items, non-GAAP income from continuing operations was $72.9 million or $0.80 per share, an increase of 3.3% and 3.9%, respectively, compared with the third quarter of 2008 (see Exhibit B for reconciliation of GAAP income and EPS from continuing operations to non-GAAP income and EPS from continuing operations). When also excluding sales of seasonal influenza vaccines, which declined from last year's third quarter, non-GAAP diluted EPS from continuing operations increased approximately 18%.

"We are pleased to report net sales growth in local currencies of approximately 7% excluding sales of seasonal influenza vaccines, with solid increases in our Medical, International and Technology Groups," said Stanley M. Bergman, Chairman and Chief Executive Officer of Henry Schein. "A number of unusual items impacted our third quarter results in both the current and prior year. On a normalized basis excluding these items and sales of seasonal influenza vaccines, we are proud to report 18% growth in diluted EPS from continuing operations."

Dental Group sales of $622 million declined 3.0%, consisting of a 0.5% decline related to foreign currency exchange and a 2.5% decline in local currencies. The 2.5% decline in local currencies included 1.3% growth in Dental consumable merchandise sales and a 12.8% decline in Dental equipment sales and service revenues.

"We continue to believe that the market for Dental consumable merchandise has stabilized and, as expected, our decrease in sales of Dental equipment has improved from the previous quarter's rate of decline," commented Mr. Bergman.

Medical Group sales of $411 million declined 3.1%. Excluding sales of seasonal influenza vaccines, Medical Group sales increased 8.6%.

"During the third quarter we sold approximately 6.5 million doses of seasonal influenza vaccine, and as of today we have sold approximately 8.5 million doses for the year," said Mr. Bergman. "Sales growth of nearly 9% excluding seasonal influenza vaccine reflects strong sales of consumable products, as well as sales of products related to the treatment and prevention of the H1N1 virus."

International Group sales of $584 million increased 8.5%, consisting of an 8.4% decline related to foreign currency exchange and 16.9% growth in local currencies.

"We had double-digit local currency sales growth in our International dental, medical and veterinary businesses during the quarter," added Mr. Bergman.

Technology and Value-Added Services Group sales of $43 million increased 5.4% during the quarter, consisting of a 1.9% decline related to foreign currency exchange and 7.3% growth in local currencies.

"During the quarter we saw continued strong growth in electronic services, as well as the beneficial impact of the acquisition of a European veterinary software and practice management business," explained Mr. Bergman.

Year-to-Date Results

For the first nine months of 2009, net sales of $4.8 billion represent a decrease of 1.0% compared with the first nine months of 2008. This decrease includes a 5.9% decline related to foreign currency exchange and 4.9% growth in local currencies.

Income from continuing operations attributable to Henry Schein, Inc. for the first nine months of 2009 was $222.1 million or $2.45 per diluted share, an increase of 20.6% and 22.5%, respectively, compared with the first nine months of 2008. Excluding unusual items noted above, income from continuing operations attributable to Henry Schein, Inc. for the first nine months of 2009 was $203.8 million or $2.25 per diluted share, an increase of 8.8% and 10.3%, respectively, compared with the first nine months of 2008 (see Exhibit B for reconciliation of GAAP income and EPS from continuing operations to non-GAAP income and EPS from continuing operations).

2009 EPS Guidance Henry Schein today updated 2009 financial guidance, as follows: -- Fourth quarter 2009 diluted EPS attributable to Henry Schein, Inc. is expected to be $0.89 to $0.91. -- 2009 diluted EPS attributable to Henry Schein, Inc. is expected to be $3.14 to $3.16 excluding the unusual items included in Exhibit B. This represents growth of approximately 8% compared with restated 2008 results of $2.92, excluding charges related to the Lehman Brothers bankruptcy as well as restructuring costs. -- Guidance for 2009 diluted EPS attributable to Henry Schein, Inc. is for current continuing operations including completed or previously announced acquisitions, and does not include the impact of potential future acquisitions, if any. 2010 EPS Guidance Henry Schein today introduced 2010 financial guidance, as follows: -- 2010 diluted EPS attributable to Henry Schein, Inc. is expected to be $3.40 to $3.56, representing growth of 8% to 13% compared with the midpoint of 2009 guidance. -- Guidance for 2010 diluted EPS attributable to Henry Schein, Inc. is for current continuing operations including completed or previously announced acquisitions, and does not include the impact of potential future acquisitions, if any. Third Quarter Conference Call Webcast

The Company will hold a conference call to discuss third quarter financial results today, beginning at 10:00 a.m. Eastern time. Individual investors are invited to listen to the conference call over the Internet through Henry Schein's Web site at http://www.henryschein.com/. In addition, a replay will be available beginning shortly after the call has ended.

About Henry Schein

Henry Schein, a Fortune 500® company and a member of the NASDAQ 100® Index, is recognized for its excellent customer service and highly competitive prices. The Company's four business groups - Dental, Medical, International and Technology - serve more than 575,000 customers worldwide, including dental practitioners and laboratories, physician practices and animal health clinics, as well as government and other institutions. The Company operates through a centralized and automated distribution network, which provides customers in more than 200 countries with a comprehensive selection of more than 90,000 national and Henry Schein private-brand products in stock, as well as more than 100,000 additional products available as special-order items. Henry Schein also provides exclusive, innovative technology offerings for dental, medical and veterinary professionals, including value-added practice management software and electronic health record solutions.

Headquartered in Melville, N.Y., Henry Schein employs over 12,500 people and has operations or affiliates in 23 countries. The Company's net sales reached a record $6.4 billion in 2008. For more information, visit the Henry Schein Web site at http://www.henryschein.com/.

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26.02.2010 13:05
Henry Schein Announces New Strategic Partnership With Brain-Pad(R) / Company will be the exclusive distributor for Brain-Pad's NatureZone(TM) UV/Ozone oral appliance sanitizer in North America

MELVILLE, N.Y., Feb. 26 /PRNewswire-FirstCall/ -- Henry Schein, Inc. , the largest distributor of health care products and services to office-based practitioners, today announced a new strategic partnership with Brain-Pad. Under a new five year agreement, Henry Schein Dental will be the exclusive professional dental distributor in the U.S. and Canada for the NatureZone(TM) one-touch UV/Ozone oral appliance sanitizer.

(Photo: http://www.newscom.com/cgi-bin/prnh/20100226/NY61361 )

Brain-Pad's NatureZone(TM) UV/Ozone oral sanitizer is an innovative new solution to quickly, safely and effectively disinfect, sanitize and deodorize oral appliances including mouth guards, retainers, dentures, night guards, and more. Equipped with a unique, patented ultraviolet light and ozone ion technology, NatureZone(TM) kills 99.9 percent of germs and viruses that can lead to MRSA, Staph, and Strep bacteria on any oral appliance in less than three minutes.

Henry Schein will also market and distribute Brain-Pad's line of protective and performance dual-arch athletic mouth guards to dental practitioners and laboratories on a non-exclusive basis.

"Mouth guards that provide critical protection for athletes and important oral health appliances such as retainers and dentures can pose a significant health risk due to the serious pathogens these appliances can harbor," said Tim Sullivan, President of Henry Schein Dental. "Henry Schein is proud to partner with Brain-Pad to ensure that this safe, easy-to-use, portable sanitizing product is available to all of our customers and their patients."

"Henry Schein's unparalleled distribution networks, close relationships with customers, and stellar reputation for educating its customers about the most innovative new products on the market makes Henry Schein an ideal partner for Brain-Pad," said Joseph Manzo, Chief Executive Officer of Brain-Pad, Inc. "Our products give dental patients solutions to protect their investment in dental procedures and appliances. We look forward to collaborating with Henry Schein to provide these unique protective and performance products for dental professionals across North America."

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Mar 10, 2010 23:38 ET
BIOLASE and Henry Schein Extend and Amend Licensing and Distribution Agreement

BIOLASE Announces Preliminary 2009 Fourth Quarter Results

IRVINE, CA--(Marketwire - March 10, 2010) - BIOLASE Technology, Inc. (NASDAQ: BLTI), the world's leading dental laser company, announced today that it has amended its licensing and distribution agreement with Henry Schein, Inc. (NASDAQ: HSIC), the largest provider of healthcare products and services to office-based practitioners. Within the United Kingdom, Australia, New Zealand, Belgium, Luxembourg, Netherlands, Spain, Germany, Italy, Austria, and North America, all dental sales will continue to be provided exclusively through Henry Schein.

The amended agreement provides strong incentives for Henry Schein to focus on its core customer base, and the purchase minimums have been agreed based upon that focus. In addition to the Henry Schein core customer base, BIOLASE will have strong incremental sales and margin incentives to penetrate additional dental offices. The agreement also allows for higher sales organization incentives, unique financing programs and increased luminary and educational events.

The new purchasing arrangement provides for minimum purchase commitments for laser equipment totaling $18 million over a twelve-month term, plus a large portion of additional laser equipment sales generated by BIOLASE's increased focus into the additional accounts not traditionally focused on by Henry Schein. In addition, Henry Schein will purchase other categories of products, such as consumables, parts, and services as needed, without any minimum or cap. For perspective, the total non-laser revenues of BIOLASE for 2009 were $11.6 million. Under the previous agreement, minimum purchase commitments totaling $42.7 million for all laser equipment, products, and services in all applicable markets through the fourteen-month period ending March 31, 2010 will be satisfied.

BIOLASE CEO David Mulder said, "Since partnering with Henry Schein in 2006, our sales of diode lasers, consumables, and services have more than doubled, and we have enjoyed a deeper penetration into a solid base of Henry Schein accounts. We expect that penetration to continue, but are looking for additional upside by rapidly expanding Waterlase® penetration into the rest of the North American marketplace. Based upon Henry Schein's reported overall market share in North America and the incremental opportunities we are pursuing together, we anticipate strong upside. We are excited that the extended agreement will expand our reach, while maintaining the strength and support of the Henry Schein organization."

The extended and amended agreement provides for a one-year term, and either BIOLASE or Henry Schein may request termination of the agreement upon 60 days' advance written notice to the other party. The agreement may be extended by BIOLASE and Henry Schein for an additional six months, upon mutual agreement of the parties.

Mulder continued, "Henry Schein has stressed a very strong confidence in BIOLASE product development efforts and has reaffirmed its commitment to lasers in dentistry. The Henry Schein organization is particularly excited about carrying the new iLase™. We are all pleased with the new direction that we are taking together."

2009 Fourth Quarter Results and 2010 Outlook

BIOLASE today announced that, based on a preliminary review of its financial performance for the fourth quarter ended December 31, 2009, the Company expects to report quarterly revenues of approximately $10.4 million. The Company will provide additional details on a full-year 2009 results conference call and webcast when it reports full financial results on March 18.

BIOLASE CEO David Mulder said, "Our overall sales for the year were strongly impacted by the global economy and our shift in distribution strategy in four countries. Our fourth quarter sales were in alignment with the minimum purchases under the existing contract with Henry Schein. We do believe that end user sales were higher in the quarter and that the pipeline inventory of our distributors were reduced. As previously discussed, the previous minimum purchase agreement with Henry Schein was a great help in solidifying the Company, as we reduced our operating expenses and planned for our future. However, while a minimum purchase agreement has the benefit of filling in valleys of lower sales, the agreement could also reduce BIOLASE sales in peak periods, despite end user sales. We expect that the extended and amended agreement with Henry Schein will help us capture greater future upside potential."

Mulder concluded, "Looking forward, we expect revenues for the first half of 2010 will be impacted by the transition to the new agreement, and also from the placement of prepaid orders from Henry Schein in the 2010 first quarter that will be fulfilled in subsequent quarters per the previous amended agreement. Our Diolase 10™ sales have begun and we are working on clinical support and an additional handpiece specifically designed for added features. We continue to work closely on the Procter & Gamble-related project, and believe we are now close to an agreement. We expect that the new agreement and products will be an incremental opportunity for BIOLASE, Henry Schein, and our other global partners."

About Henry Schein
Henry Schein, a Fortune 500® company and a member of the NASDAQ 100® Index, is recognized for its excellent customer service and highly competitive prices. The Company's four business groups -- Dental, Medical, International and Technology -- serve more than 600,000 customers worldwide, including dental practitioners and laboratories, physician practices and animal health clinics, as well as government and other institutions. The Company operates through a centralized and automated distribution network, which provides customers in more than 200 countries with a comprehensive selection of more than 90,000 national and Henry Schein private-brand products in stock, as well as more than 100,000 additional products available as special-order items. Henry Schein also provides exclusive, innovative technology offerings for dental, medical and veterinary professionals, including value-added practice management software and electronic health record solutions.

Headquartered in Melville, N.Y., Henry Schein employs more than 13,500 people and has operations or affiliates in 23 countries. The Company's net sales reached a record $6.5 billion in 2009. For more information, visit the Henry Schein Web site at www.henryschein.com.

About BIOLASE Technology, Inc.
BIOLASE Technology, Inc. (http://www.biolase.com), the world's leading dental laser company, is a medical technology company that develops, manufactures and markets lasers and related products focused on technologies that advance the practice of dentistry and medicine. The Company's products incorporate patented and patent pending technologies designed to provide clinically superior performance with less pain and faster recovery times. BIOLASE's principal products are dental laser systems that perform a broad range of dental procedures, including cosmetic and complex surgical applications. Other products under development address ophthalmology and other medical and consumer markets.

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01.06.2010 15:05
Nutra Pharma Partners With Henry Schein for Distribution of Nyloxin-Branded Pain Relievers / Nutra Pharma Has Announced That It Has Partnered With Leading Healthcare Products Distributor, Henry Schein, for Distribution of Its Nyloxin-Branded Pain Relieve


CORAL SPRINGS, FL -- (Marketwire) -- 06/01/10 -- Nutra Pharma Corp. (OTCBB: NPHC), a biotechnology company that is developing treatments for Adrenomyeloneuropathy (AMN), HIV and Multiple Sclerosis (MS), has announced today that it has partnered with leading healthcare products distributor, Henry Schein, for distribution of its Nyloxin-branded pain relievers in the United States.

Henry Schein, which ranks #339 on the Fortune 500 list, is the largest distributor of healthcare products and services to medical, dental, and veterinary office-based practitioners. With more than 12,500 "Team Schein Members" worldwide, the Company currently serves approximately 45% of the estimated 250,000 U.S. office-based physician practices, surgical centers and other alternate-care sites. Additionally, the Company serves approximately 85% of the estimated 136,000 U.S. and Canadian office-based dental practices, dental laboratories, as well as governments and other institutions and approximately 75% of the estimated 27,000 U.S. animal health practices.

"As one of the furthest reaching and most admired distributors of healthcare products, we are pleased to partner with Henry Schein for distribution of Nyloxin in the United States," commented Rik J Deitsch, Chairman and CEO of Nutra Pharma Corporation. "We look forward to strengthening our Nyloxin-brand by working closely with Henry Schein to support their distribution of Nyloxin," he said.

Nutra Pharma currently offers two pain relievers under the Nyloxin brand, Nyloxin OTC and Nyloxin Rx. Nyloxin OTC is the Company's over-the-counter (OTC) treatment for moderate to severe (Stage 2) chronic pain. Nyloxin Rx is the Company's prescription treatment for severe (Stage 3) chronic pain. Unlike Stage 2 pain, which interferes with both work and sleep, Nyloxin Rx is aimed at treating the most severe pain that inhibits one's ability to fully function. Both Nyloxin OTC and Nyloxin Rx are manufactured by Nutra Pharma's wholly-owned drug discovery subsidiary, ReceptoPharm, and are available as an oral spray and topical gel.

In addition, Nutra Pharma recently announced the first manufacturing release of Nyloxin Rx for marketing-related distribution. Physicians can currently request samples of Nyloxin Rx through the Healthcare Providers' section of the Nyloxin website: http://www.Nyloxin.com/healthcare_providers.

About Nutra Pharma Corp.
Nutra Pharma Corporation operates as a biotechnology company specializing in the acquisition, licensing, and commercialization of pharmaceutical products and technologies for the management of neurological disorders, cancer, autoimmune, and infectious diseases.

The company, through its subsidiaries, carries out basic drug discovery research and clinical development, and also seeks strategic licensing partnerships to reduce the risks associated with the drug development process.

Currently, Nutra Pharma offers several drug products for sale for the treatment of pain: Cobroxin, the first over-the-counter (OTC) pain reliever clinically proven to treat moderate to severe (Stage 2) chronic pain, and Nyloxin Rx, the only non-narcotic and non-addictive treatment for severe (Stage 3) pain. Both Cobroxin and Nyloxin were developed by Nutra Pharma's wholly-owned drug discovery subsidiary, ReceptoPharm.

In addition to manufacturing Cobroxin and Nyloxin, ReceptoPharm is also developing proprietary therapeutic protein products primarily for the prevention and treatment of viral and neurological diseases, including Multiple Sclerosis (MS), Adrenomyeloneuropathy (AMN), and Human Immunodeficiency Virus (HIV), and pain in humans. Outside of its role as the drug discovery arm for Nutra Pharma, ReceptoPharm provides contract research services through its ISO class 5 and GMP certified facilities.

The company's wholly-owned medical devices subsidiary, Designer Diagnostics, engages in the research and development of diagnostic test kits designed to be used for the rapid identification of infectious diseases, such as Nontuberculous Mycobacteria (NTM).

Nutra Pharma continues to identify intellectual property and companies in the biotechnology arena as potential acquisition candidates.

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MELVILLE, N.Y., Aug. 2 /PRNewswire-FirstCall/ -- Henry Schein, Inc. , the largest provider of healthcare products and services to office-based practitioners, today reported record financial results for the quarter ended June 26, 2010.

Net sales for the second quarter of 2010 were $1.8 billion, an increase of 15.1% compared with the second quarter of 2009. This consists of 15.6% growth in local currencies and a decline of 0.5% related to foreign currency exchange. Internal sales growth in local currencies was 2.1% (see Exhibit A for details of sales growth).

Income from continuing operations attributable to Henry Schein, Inc. for the second quarter of 2010 was $84.0 million or $0.90 per diluted share, an increase of 14.6% and 11.1%, respectively, compared with the second quarter of 2009.

"We are reporting strong top-line growth in local currencies for the quarter and we continue to see indications of positive market trends throughout our global business," said Stanley M. Bergman, Chairman and Chief Executive Officer of Henry Schein. "We also are pleased to report that diluted EPS for the first half of 2010 is up 13.8% compared with the first half of 2009, excluding restructuring costs from both periods."

North American Dental sales of $677.6 million increased 8.9%, consisting of 7.5% growth in local currencies and 1.4% growth related to foreign currency exchange. The 7.5% growth in local currencies included 7.1% growth in Dental consumable merchandise sales and 8.6% growth in Dental equipment sales and service revenues.

"Continued internal Dental consumable merchandise sales growth in local currencies affirms our confidence that the market will show gradual improvement for the rest of the year. Strong internal growth in Dental equipment sales reflects higher demand for basic and for high-tech equipment and is another positive market indicator," commented Mr. Bergman.

North American Medical sales declined 0.4% to $286.3 million. "Results for the second quarter of 2010 were negatively impacted by reduced sales of products related to the H1N1 virus, which were significant in the prior-year quarter," remarked Mr. Bergman.

North American Animal Health sales increased 269.7% to $234.7 million, which included sales of Butler Schein Animal Health. "Integration of the Butler Schein Animal Health business continues to progress according to plan and is expected to be completed during the third quarter," commented Mr. Bergman.

International sales of $602.4 million increased 1.8%, consisting of 4.7% growth in local currencies and a decline of 2.9% related to foreign currency exchange. "International results for the second quarter of 2009 were positively impacted, particularly in Germany, by the timing of the biennial IDS trade show in Europe, resulting in a difficult comparison for Q2 2010. Our International results for the second quarter of 2010 reflect continued growth in the Dental and Animal Health businesses, with particular strength in Spain, France, Holland and the U.K.," added Mr. Bergman.

Technology and Value-Added Services sales of $48.4 million increased 13.7% during the quarter, including 8.0% internal sales growth in local currencies. "During the quarter we saw continued strong growth in our electronic services and software businesses," explained Mr. Bergman.

Year-to-Date Results

For the first half of 2010, net sales of $3.6 billion increased 16.7% compared with the first half of 2009. This increase includes 15.1% growth in local currencies and 1.6% growth related to foreign currency exchange.

Income from continuing operations attributable to Henry Schein, Inc. for the first half of 2010 was $144.9 million or $1.56 per diluted share. Excluding first quarter 2010 restructuring costs of $12.3 million pre-tax or $0.09 per diluted share, and first quarter 2009 restructuring costs of $4.0 million pre-tax or $0.03 per diluted share, income from continuing operations attributable to Henry Schein, Inc. for the first half of 2010 was $153.2 million or $1.65 per diluted share, an increase of 17.0% and 13.8%, respectively, compared with the first half of 2009 (see Exhibit B for reconciliation of GAAP net income and EPS to non-GAAP adjusted net income and EPS).

2010 EPS Guidance

Today, Henry Schein increased the low end of its 2010 financial guidance range, as follows:

-- 2010 diluted EPS attributable to Henry Schein, Inc. is expected to be $3.46 to $3.56, compared with previous guidance of $3.44 to $3.56. -- Guidance for 2010 diluted EPS attributable to Henry Schein, Inc. is for current continuing operations as well as completed or previously announced acquisitions, and does not include the impact of potential future acquisitions, if any. -- 2010 guidance excludes the impact of restructuring costs.

The Company noted that it is increasing the low end of its 2010 diluted EPS guidance range despite a strengthening of the U.S. dollar against the euro and pound sterling, which is expected to adversely impact 2010 diluted EPS by $0.05 to $0.06 compared with its initial expectations for the year.

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Henry Schein to acquire Australian veterinary products firm

By Shraysi Tandon

Posted Fri Oct 15, 2010 2:20pm AEDT
Henry Schein poised to enter Australia's veterinary markets through the acquisition of Provet

US healthcare products provider Henry Schein is poised to enter Australia's veterinary markets through the acquisition of Provet. (ABC TV: file photo)

US healthcare products company Henry Schein says it has agreed to acquire Australian veterinary products provider Provet Holdings for $93.2 million.

Henry Schein's chairman and chief executive Stanley Bergman says the deal will mark the firm's entry into the veterinary markets of Australia and New Zealand.

"The acquisition of Provet Holdings will mark our entry into the $620 million Australasian veterinary market," he said in a statement.

Under the terms of the agreement, Provet shareholders will receive $2.14 per share, a 35 per cent premium from the company's last closing share price before the deal was announced.

Provet chairman Garth McGilvray says the terms of the transaction are a fair reflection of the company's value.

Mr McGilvray added that the advantages the deal brings to Provet are "tremendous".

"Becoming part of Henry Schein will benefit our customers, strengthen our relationships with suppliers and present even more opportunities for growth for our team," he said in a statement.

Henry Schein says if the acquisition goes through, the company's animal health division will have annual revenues of nearly $2 billion.

Provet will continue to be led by its current management team which includes chief executive Nigel Nichols, chief operating officer Joseph Best and chief financial officer Chris Lowndes.

The boards of directors of Provet and Henry Schein have approved the transaction, which is now subject to Provet's shareholders and court approvals.

The deal is expected to close around year-end.

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Antwort auf Beitrag Nr.: 40.332.108 von R-BgO am 15.10.10 18:43:40

MELVILLE, N.Y., Jan. 3, 2011 /PRNewswire/ -- Henry Schein, Inc. , the largest provider of health care products and services to office-based practitioners, today announced it has completed the acquisition of Provet Holdings Limited . All closing conditions have been met, including approval of the transaction by a majority of Provet Holdings shareholders.

Provet Holdings is Australasia's largest wholesale distributor of veterinary products. Based in Brisbane, Queensland, Provet Holdings reported revenue for the fiscal year ended June 30, 2010 of approximately AUD$283 million (USD$278 million). The last day of trading of its shares on the Australian Stock Exchange was December 16, 2010.

"With this transaction we have further strengthened our position as the global leader in the distribution of veterinary products. Henry Schein's global veterinary business now has annual revenues of nearly $2 billion and we serve approximately 47,000 veterinary practices worldwide," said Stanley M. Bergman, Chairman and Chief Executive Officer of Henry Schein. "The rapid growth of Henry Schein's worldwide animal health presence reflects our long-term commitment to our veterinary customers and our firm belief in the significant potential of the global animal health market."

"Through the comprehensive array of products and services we offer animal health practitioners, we are helping our customers to operate more efficient and successful practices so they can focus on providing quality care. The scale of our veterinary business allows us to share best practices across geographies, and also to provide unrivaled value and market intelligence to the companies whose products and services we represent," he added. "We welcome Provet CEO Dr. Nigel Nichols and his colleagues to Team Schein."

Provet Holdings is a full-service veterinary distributor and service provider, including pharmaceuticals, pet nutrition products, consumables, instruments and equipment, and training and software. The Company is focused on veterinary practices and operates four core businesses: veterinary product wholesaling; sales, support and development of practice management software; consulting, education and training services; and online business activities.

Established in 1982, Provet Holdings has approximately 375 employees, and owns and operates 10 warehouses across Australia and three in New Zealand. The Company serves approximately 1,900 independent veterinary practices in Australasia.

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nach Q3 ist EPS um >10% gestiegen;


leider kommt die Aktie nie mal richtig runter, so dass man Schnäppchen machen könnte...

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Net sales increase 15.6%, diluted EPS up 15.0% to $1.15
MELVILLE, N.Y., Feb. 15, 2012 /PRNewswire/ -- Henry Schein, Inc. (NASDAQ: HSIC), the largest provider of healthcare products and services to office-based practitioners, today reported record financial results for the quarter ended December 31, 2011.

The Company is on a 52/53 week fiscal year ending on the last Saturday in December, and 2011 had an extra selling week compared with 2010. This extra selling week occurred in the fourth quarter of 2011. In order to facilitate more meaningful comparisons, the Company is providing a separate estimate of the impact of the extra week on sales growth and is providing internal sales growth in local currencies excluding that extra week.

Net sales for the fourth quarter of 2011 were $2.3 billion, an increase of 15.6% compared with the fourth quarter of 2010. This consists of internal growth of 5.3%, acquisition growth of 4.7%, a decline related to foreign currency exchange of 0.1% and growth due to the extra week of 5.7% (see Exhibit A for details of sales growth).

Net income attributable to Henry Schein, Inc. for the fourth quarter of 2011 was $104.7 million or $1.15 per diluted share, an increase of 12.6% and 15.0%, respectively, compared with the fourth quarter of 2010.

"We are delighted to have gained market share in all of our business groups during the fourth quarter, with overall mid-single digit internal sales growth complemented by strategic acquisitions. Also, we are proud that net sales for the year exceeded $8.5 billion for the first time," said Stanley M. Bergman, Chairman and Chief Executive Officer of Henry Schein. "Overall our view is that the markets we serve are modestly improving, and we look forward to a return to historic market growth of 5% to 6% annually over the longer term."

North American Dental sales of $806.6 million increased 11.9%, including internal growth of 4.5%, a decline related to foreign currency exchange of 0.1% and growth due to the extra week of 7.5%.

"Results in our North American Dental group were strong across the board, and reflect steady patient traffic to dental offices and higher demand for dental equipment," commented Mr. Bergman. "Dental internal growth in local currencies of 4.5% includes 4.8% growth in Dental consumable merchandise sales and 3.8% growth in Dental equipment sales and services revenues, excluding the impact of the extra week."

North American Medical sales of $373.3 million increased 13.9%, including internal growth of 7.1%, acquisition growth of 0.7% and growth due to the extra week of 6.1%. There was no meaningful impact on sales growth from seasonal influenza vaccine products.

"During the fourth quarter we distributed approximately 1.7 million doses of seasonal influenza vaccines, as planned, bringing our total for the year to 11.6 million doses with sales of $88.3 million," remarked Mr. Bergman. "We are most pleased with the performance of our North American Medical group during the quarter, with internal growth well in excess of our estimate for market growth."

North American Animal Health sales of $255.9 million increased 14.9%, including internal growth of 7.2% and growth due to the extra week of 7.7%.

"We also continue to be very pleased with the results from our North American Animal Health business, and believe our performance remains well in excess of market growth," commented Mr. Bergman. "We recently acquired all of Oak Hill Capital Partners' interest in Butler Schein Animal Health, and now own 71.7% of that business. Butler Schein Animal Health is one of the anchors in our leading global animal health business, which has annual sales of approximately $2 billion."

International sales of $833.8 million increased 20.0%, including internal growth of 4.8%, acquisition growth of 12.2% and growth due to the extra week of 3.0%. There was no net impact from foreign currency exchange during the quarter.

"Results for our International group feature solid sales growth to our dental, medical and veterinary customers, complemented by the acquisition of Provet Holdings in Australia and New Zealand," added Mr. Bergman. "Early in January we acquired Veterinary Instrumentation, the leading supplier of surgical instruments and implants to veterinary surgeons in the United Kingdom with sales of approximately $11 million. We look forward to bringing the Veterinary Instrumentation portfolio of high-quality specialty surgical products to a growing number of professionals across Europe, the U.S. and Australasia."

Technology and Value-Added Services sales of $70.7 million increased 23.1% during the quarter, including internal growth of 2.4%, acquisition growth of 14.2% and growth due to the extra week of 6.5%.

"We remain very pleased with the performance of our Technology and Value-Added Services group, with strong sales growth including strategic acquisitions," explained Mr. Bergman. "Fourth quarter results include particular strength in our electronic services and financial services businesses."

Stock Repurchase Plan

The Company announced that it repurchased 1.1 million shares of its common stock during the fourth quarter at an average price of $61.98 per share, or approximately $68 million. The impact of the repurchase of shares on fourth quarter diluted EPS was less than $0.01. At the close of the fourth quarter, Henry Schein had $100.0 million authorized for future repurchases of its common stock.

Full-Year Results

For the year, net sales of $8.5 billion increased 13.3% compared with 2010. This consists of internal growth of 4.5%, acquisition growth of 4.9%, growth related to foreign currency exchange of 2.4% and growth due to the extra week of 1.5%.

Net income attributable to Henry Schein, Inc. for 2011 was $367.7 million or $3.97 per diluted share, an increase of 10.1% and 10.9%, respectively, compared with adjusted net income for 2010, which excludes restructuring costs of $12.3 million or $0.09 per diluted share. Growth in diluted EPS was 13.8% on an as-reported basis (see Exhibit B for reconciliation of GAAP net income and EPS to non-GAAP adjusted net income and EPS).

2012 EPS Guidance

Henry Schein today affirmed 2012 financial guidance, as follows:

For 2012 the Company expects diluted EPS attributable to Henry Schein, Inc. to be $4.25 to $4.34, which represents growth of 7% to 9% compared with 2011 results.
The Company notes that the 2012 fiscal year includes one less week than 2011.
Guidance for 2012 diluted EPS attributable to Henry Schein, Inc. excludes restructuring costs.
Guidance for 2012 diluted EPS attributable to Henry Schein, Inc. is for current continuing operations as well as completed or previously announced acquisitions, and does not include the impact of potential future acquisitions, if any.

Strategic Plan

"Executive management of Henry Schein is completing our 2012-2014 strategic plan, which calls for annualized sales to exceed $10 billion by 2015 with improved profitability. At the core of our initiatives to support this plan is the establishment of Global Dental, Global Medical and Global Animal Health business groups, in addition to our Global Technology and Value-Added Services group, while strengthening other company-wide functions," said Mr. Bergman. "These global business groups will provide distinct organizational focus for reaching and serving each of our practitioner segments with the benefits of a global perspective, as well as global product and service offerings and best practices."

He continued, "Among our strategic priorities is optimizing our cost structure and our processes. To that end we will be implementing a restructuring with the goal of improving profitability." The Company noted that it expects to record restructuring charges of approximately $11 million to $13 million, or approximately $0.08 to $0.10 per diluted share, during the first half of 2012 as a result of this action.

Beginning with the reporting of financial results for the first quarter of 2012, net sales and sales comparisons will be provided for each of the global Dental, Medical, Animal Health and Technology and Value-Added Services business groups.

[R-BgO]

refresh zur Historisierungsvermeidung

[R-BgO]

zum Halbjahr Gewinnstagnation, wahrscheinlich w/Dollarstärke


finde die Aktie inzwischen irre hoch bewertet

[R-BgO]

Antwort auf Beitrag Nr.: 50.301.498 von R-BgO am 30.07.15 17:41:07

nix Neues

KGV gut 30

[R-BgO]

Antwort auf Beitrag Nr.: 52.832.479 von R-BgO am 14.07.16 13:28:18

aktuell rund 29x,

hat schon mal jemand Amazon-Business wahrgenommen?


Hatten auf dem GNYDM einen Stand direkt gegenüber...

[Oberkassel]

Aktie von Henry Schein läuft heute schlechter

Im US-amerikanischen Wertpapierhandel liegt die Aktie von Henry Schein (Henry Schein Aktie) derzeit im Minus. Der jüngste Kurs betrug 163,08 US-Dollar.

Das Wertpapier von Henry Schein verzeichnet aktuell ein Minus von 3,43 Prozent. Es hat sich um 5,80 US-Dollar gegenüber dem Schlusskurs vom vorigen Handelstag verschlechtert. Für die Aktie liegt der Preis gegenwärtig bei 163,08 US-Dollar. Im Vergleich mit dem Gesamtmarkt steht der Anteilsschein von Henry Schein nicht so gut da. Der S&P 500 liegt zur Stunde um 0,03 Prozent im Minus gegenüber der Schlussnotierung vom Vortag. Er kommt auf 2.497 Punkte. Der heutige Kurs von Henry Schein ist längst nicht der niedrigste in der Börsengeschichte des Anteilsscheins. Genau 137,48 US-Dollar weniger wert war das Papier am 6. November 2008.

Source:ariva

Oberkassler

[R-BgO]

Antwort auf Beitrag Nr.: 55.745.853 von Oberkassel am 14.09.17 19:43:14

heute wurde

bei mir ein 1:2 split gebucht

[R-BgO]

nach Rückgang KGV nun wieder näher an 20x

[R-BgO]

Antwort auf Beitrag Nr.: 56.142.695 von R-BgO am 09.11.17 14:12:29

bis Februar ging es fast auf $60 runter, inzwischen bereits wieder fast 80$

[R-BgO]

Antwort auf Beitrag Nr.: 58.342.338 von R-BgO am 31.07.18 14:46:46

bisher übersehen:

by Vets First Choice April 23, 2018

Henry Schein Will Spin Off Its Animal Health Business, Which Will Merge with Vets First Choice Forming an Independent Public Company

* Transaction Unlocks Value for Henry Schein Shareholders by Creating an Exciting New Animal Health Company While Providing Enhanced Focus for Its Growing Dental and Medical Businesses; Year-Three Operating Income Synergies for the Combined Animal Health Businesses Expected to be in Excess of $100 Million

* Upon Completion of the Transaction, Henry Schein Shareholders Will Own Approximately 63% and Vets First Choice Shareholders Will Own Approximately 37% of the New Company; Henry Schein Expects to Receive Between $1.0-1.25 Billion in Cash on a Tax-Free Basis

* Henry Schein investor conference call with slide presentation begins at 8:30 a.m. Eastern time


MELVILLE, N.Y., and PORTLAND, ME, April 23, 2018 –

Henry Schein, Inc. (Nasdaq: HSIC) and Vets First Choice announced plans today for Henry Schein to spin off its Animal Health business and merge it with Vets First Choice, creating an innovative approach to advancing the delivery of animal health care designed to provide unique benefits to veterinarians, manufacturers, pet owners, and their pets.

The new company, to be called Vets First Corp., will harness insights and analytics to provide pro-active prescription management, and combined with Henry Schein’s leading global animal health solutions, will create a unique animal health service and technology platform dedicated to supporting the veterinary market. By bringing together the power of data analytics, digital communications, practice management software, and supply chain expertise into a multi-channel platform, Vets First Corp. is expected to improve health outcomes for the benefit of pets and their owners, while driving increased demand for products and services for the benefit of veterinary offices and manufacturers.

“We are excited about the merger of Henry Schein Animal Health with Vets First Choice. Over the years we have observed the impressive success of Vets First Choice and believe the combined management team is well positioned to capitalize on the significant opportunities created by the merger,” said Stanley M. Bergman, Chairman of the Board and Chief Executive Officer, Henry Schein, Inc.

“We are similarly excited about the significant growth opportunities for Henry Schein’s dental and medical businesses as we implement our 2018-2020 Strategic Plan,” Mr. Bergman continued. “Building upon our long history of reinvention, the Company will continue to expand our offering of innovative solutions for our dental and medical customers. We see significant growth opportunities in both the dental and medical markets, such as advancing our position in practice management solutions, including those provided by our new Henry Schein One joint venture, and expanding our penetration with health care practitioners and specialists as well as large group practices and ambulatory care sites.”


A New Global Leader in Animal Health

“We are early in the lifecycle of rapid technological change in the animal health market,” said Ben Shaw, Founder and CEO of Vets First Choice, who will become CEO of the new company. “This merger creates an enhanced value chain that connects the veterinarian, the manufacturer, and the pet owner through insights and analytics that will support better clinical and financial outcomes. This new global animal health care company is focused on improving clinical compliance by facilitating the delivery of care how, when, and where the pet owner wants it.”

Vets First Choice, founded in 2010, has quickly become a leading provider of technology-enabled health care services, with a sole focus on animal health. The company is based in Portland, Maine, where the combined company will be headquartered.

Henry Schein Animal Health (HSAH) is the world’s largest and only global supply chain provider of animal health products and related services, with market-leading positions in North America, Europe, and Australia/New Zealand. HSAH has approximately 4,300 team members and active customers include approximately 75% of veterinarians in the U.S., and 70% of veterinarians in Europe and Australia/New Zealand. In addition, more than 50% of U.S. Animal Health practices currently utilize Henry Schein’s practice management software platform to drive office productivity and customer engagement. Vets First Choice has approximately 750 team members in the U.S., and more than 5,100 veterinary practices on its prescription management platform.

Immediately following a spin-off from Henry Schein, HSAH will combine with Vets First Choice to form a new publicly traded company that is expected to provide veterinarians with a powerful new platform to grow their practices, improve client engagement, and drive better health outcomes for pets. This transaction is expected to uniquely position the new company to pursue new revenue opportunities, greater operational efficiency, and accelerated growth, in an attractive end-market.

The company will have combined pro forma 2017 sales of approximately $3.6 billion. HSAH and Vets First Choice expect synergies to grow annually such that in year three, operating income synergies for the combined business will be in excess of $100 million, driven largely by accelerated revenue growth from the adoption of the Vets First Choice platform across the HSAH customer base.

“By combining forces with HSAH, we anticipate accelerating the introduction of new and enhanced programs, services, and technology to veterinary teams so they can deepen their focus on doing the great work of caring for the animals in our lives,” said Mr. Shaw. “Manufacturers will benefit from a global platform to help drive category growth, improved client engagement, and enhanced medication and service compliance. At the same time, team members of the combined company will continue to contribute in a highly collaborative environment with the shared goal of supporting our customers’ success.”


Unlocking Henry Schein Shareholder Value

“For Henry Schein, we believe the transaction benefits our shareholders in two ways,” Mr. Bergman said. “We believe Vets First Corp., as an independent public company focused exclusively on animal health, will be well-positioned to achieve a premium valuation in the market. We believe the transaction positions Henry Schein shareholders to benefit from their investment in a more focused dental and medical growth company.

“Following the spin-off of HSAH as an independent company, Henry Schein will focus on our market-leading dental and medical businesses as we make continued investments for future growth,” Mr. Bergman said. “We are confident in our ability to build upon our track record of delivering solid internal and acquisition growth, as we have over our 23-year history as a public company. We believe our formula of serving the dental and medical markets with innovative products, solutions, and support will position us well to drive increased top and bottom line growth going forward.”

Following the close of the transaction, on a pro forma basis, Henry Schein’s total 2017 revenue for the remaining business will be approximately $9.0 billion with approximately $690 million in GAAP operating income, or $695 million on a non-GAAP basis (see Exhibit A for reconciliation of GAAP operating income and non-GAAP operating income). Henry Schein expects to deliver EPS growth for the remaining consolidated business in the high-single digit to low-double digit range. Henry Schein expects to update full-year earnings guidance for the remaining business once the transaction closes by the end of 2018.


Management and Governance

Henry Schein will nominate six individuals to the board of directors and Vets First Choice will nominate five individuals to the board. Stanley Bergman will serve as a board member of Vets First Corp. and will continue as Henry Schein’s Chairman of the Board and CEO. Henry Schein, Inc. will nominate the Chair of the Governance and Nominating Committee of Vets First Corp., who will also serve as lead director. Ben Shaw, the CEO of Vets First Choice, will become the CEO of Vets First Corp., and David Shaw, Chairman of the Board and Co-Founder of Vets First Choice, as well as Founder of IDEXX Laboratories, Inc., will serve as Chairman of Vets First Corp. The current management of HSAH and Vets First Choice will have senior roles in Vets First Corp.


Transaction Details and Conditions to Close

The transaction is structured as a “Reverse Morris Trust” transaction intended to be tax-free to Henry Schein shareholders for U.S. tax purposes. It is currently expected that shares of Vets First Corp. common stock will be distributed to Henry Schein stockholders in connection with the spin-off of the Henry Schein Animal Health business and to Vets First Choice stockholders in the subsequent merger. In addition, equity incentives held by Henry Schein Animal Health and Vets First Choice employees will be converted into equity incentives in respect of shares of Vets First Corp. and shares of Vets First Corp. may be issued to certain minority holders of Henry Schein Animal Health subsidiaries in exchange for their interests in those subsidiaries. It is expected that Henry Schein shareholders and the aforementioned Henry Schein Animal Health-related parties will own approximately 63% of Vets First Corp. common stock immediately following the transaction, while Vets First Choice investors will own approximately 37% of such stock. The precise ownership percentages are subject to adjustments as set forth in the transaction agreements, but in all cases Henry Schein shareholders will receive a majority of Vets First Corp. shares in the transaction.

Additionally, Henry Schein expects to receive between $1.0 and 1.25 billion in cash on a tax-free basis as part of the transaction. Henry Schein plans to use the proceeds for general corporate purposes, including share repurchases, repayment of indebtedness and acquisition opportunities.

The transaction has been unanimously approved by the Boards of Directors of Henry Schein and Vets First Choice, and is expected to close by the end of 2018. It is also subject to customary closing conditions, including customary regulatory approvals, the receipt of tax opinions from counsel with respect to the transaction and the effectiveness of the registration statement on Form S-1/S-4 to be filed with the U.S. Securities and Exchange Commission in connection with the transaction.

[R-BgO]

[R-BgO]

Antwort auf Beitrag Nr.: 59.013.180 von R-BgO am 21.10.18 10:39:19

bald ist es soweit:

Thread: Covetrus

Henry Schein Announces New Distribution Date And Anticipated When-Issued Trading Market For Spin-Off Of Animal Health Business

MELVILLE, N.Y., Jan. 16, 2019 /PRNewswire/ --

Henry Schein, Inc. (Nasdaq: HSIC), the world's largest provider of health care products and services to office-based dental, animal health, and medical practitioners, announced today that in connection with the previously announced spin-off of its Henry Schein Animal Health Business, its Board of Directors has now changed from February 4, 2019 to February 7, 2019 the anticipated distribution date ("Distribution Date") for the distribution of shares of HS Spinco, Inc., the new company formed to effectuate the spin-off ("Spinco"), to shareholders of record of Henry Schein common stock as of January 17, 2019 (the "Record Date").

Spinco has filed an amended registration statement on Form S-4/S-1 (the "Amended Registration Statement") with the U.S. Securities and Exchange Commission ("SEC"), which has not yet become effective, relating to the planned spin-off and subsequent merger with Direct Vet Marketing, Inc. (d/b/a Vets First Choice), which is also anticipated to be consummated on the Distribution Date.

Investors may find an electronic copy of the Amended Registration Statement by searching for HS Spinco, Inc. at www.sec.gov. The Amended Registration Statement was filed to add additional language referenced in guidance recently published by the SEC regarding the ongoing U.S. federal government shutdown.

As previously announced, Spinco intends to list its common stock on the Nasdaq Global Select Market (the "Nasdaq") under the symbol "CVET" and will change its name to Covetrus, Inc. The spin-off will occur by way of a dividend of 0.4 of a share of Covetrus common stock for each share of Henry Schein common stock held on the Record Date. Henry Schein common stock will continue to trade on the Nasdaq under the symbol "HSIC."

It is also now anticipated that the Amended Registration Statement will become effective no later than February 4, 2019 (assuming a continuation of the U.S. federal government shutdown), rather than January 28, 2019. Once the Amended Registration Statement becomes effective, it is anticipated that trading of Covetrus common stock will begin on a "when-issued" basis (identified by the letter "v" at the end of the trading symbol - CVETV) and such trading will continue through the Distribution Date.

"Regular way" trading in Covetrus common stock will begin on the first trading day after the Distribution Date. It is also anticipated that once the Amended Registration Statement becomes effective and through the Distribution Date, there will be two markets in Henry Schein common stock: a "regular-way" market and an "ex-distribution" market (identified by the letter "v" at the end of the trading symbol - HSICV). Henry Schein common stock that trades on the regular-way market will trade with an entitlement to the Covetrus common stock to be distributed in the spin-off, and shares that trade on the ex-distribution market will trade without an entitlement to the Covetrus common stock to be distributed in the spin-off.

Following the distribution, Henry Schein intends to file with the Canada Revenue Agency (CRA) to attempt to qualify the distribution as an "eligible distribution" so that Canadian stockholders can make a special election under Section 86.1 of the Canada Income Tax Act in respect of the distribution of Spinco shares.

[blackraider]

Weiß jemand warum die Aktie so abgestürzt ist?

[R-BgO]

Antwort auf Beitrag Nr.: 59.824.299 von blackraider am 08.02.19 13:15:30

siehe #20:

nehme an, das ist der spin-off

[R-BgO]

Antwort auf Beitrag Nr.: 59.824.908 von R-BgO am 08.02.19 14:12:30

spin-off scheint vollzogen

Thread: Covetrus

[faultcode]

HSIC derzeit Schlusslicht im SP500

heute Zahlen:

Henry Schein Reports Record Fourth Quarter 2019 Financial Results From Continuing Operations
https://www.wallstreet-online.de/nachricht/12191074-henry-sc…
...
Net sales from continuing operations for the quarter ended December 28, 2019, were $2.7 billion, an increase of 7.9% compared with the fourth quarter of 2018.

The 7.9% increase included 8.9% growth in local currencies and a 1.0% decline related to foreign currency exchange. In local currencies, internally generated sales increased 5.8% and growth from acquisitions was 3.1%.

Excluding sales to Covetrus under the transition services agreement entered into in connection with the Animal Health spin-off, internal sales growth in local currencies was approximately 4.9% (see Exhibit A for details of sales growth).


Net income attributable to Henry Schein, Inc. from continuing operations for the fourth quarter of 2019 was $330.6 million, or $2.25 per diluted share, compared with prior-year net income from continuing operations of $117.8 million, or $0.77 per diluted share.

Fourth quarter 2019 results include a net gain on sale of equity investments of approximately $186.8 million, or $1.27 per diluted share, as well as a reduction in estimated restructuring costs of $1.1 million, or $0.01 per diluted share.

Excluding these items, non-GAAP net income from continuing operations for the fourth quarter of 2019 was $143.0 million, or $0.97 per diluted share, compared with non-GAAP net income from continuing operations of $136.2 million, or $0.89 per diluted share, for the fourth quarter of 2018.
...

[faultcode]

Antwort auf Beitrag Nr.: 62.742.361 von faultcode am 20.02.20 20:26:43

der Ausblick soll nicht auf Wohlgefallen gestoßen sein:

[faultcode]

Antwort auf Beitrag Nr.: 62.742.529 von faultcode am 20.02.20 20:51:38

Erstposition

Bei ~19k MA's ist Henry Schein immer noch ein Gemischtwarenladen mit auch Dialyse-Geräten (aber weit hinter den Marktführern) und nun auch Antikörper-Tests für Corona:

https://www.henryschein.com/us-en/medical/our-customers/heal…
https://www.businesswire.com/news/home/20200326005310/en/Hen…

Ersteres fehlt nun in den USA: https://www.marketwatch.com/story/new-york-hospitals-face-an…

[faultcode]

Antwort auf Beitrag Nr.: 62.742.529 von faultcode am 20.02.20 20:51:38

demnächst ruft - geimpft - der Zahnarzt etc. wieder:

[faultcode]

Antwort auf Beitrag Nr.: 66.004.085 von faultcode am 09.12.20 17:47:04

-6%

17.2.
Henry Schein Reports Fourth Quarter 2020 Financial Results From Continuing Operations
https://www.wallstreet-online.de/nachricht/13511295-henry-sc…
...
Total net sales for the quarter ended December 26, 2020, were $3.2 billion, an increase of 18.6% compared with the fourth quarter of 2019, driven by sales of personal protective equipment (PPE) and COVID-19 related products.

The 18.6% increase included 17.1% internal growth in local currencies, 0.3% growth from acquisitions and 1.2% growth related to foreign currency exchange. (See Exhibit A for details of sales growth).

GAAP net income attributable to Henry Schein, Inc. from continuing operations for the fourth quarter of 2020 was $141.9 million, or $0.99 per diluted share, compared with prior-year GAAP net income from continuing operations of $330.6 million, or $2.25 per diluted share, which included a net gain on sale of equity investments of approximately $186.8 million, or $1.27 per diluted share.

Non-GAAP net income from continuing operations for the fourth quarter of 2020 was $143.6 million, or $1.00 per diluted share, compared with prior-year non-GAAP net income from continuing operations of $143.0 million, or $0.97 per diluted share. Exhibit B provides a reconciliation of GAAP net income and diluted EPS from continuing operations to non-GAAP net income and diluted EPS from continuing operations.

Operating margin was unfavorably impacted by significant inventory adjustments associated with PPE and COVID-19 related products, and lower supplier rebates, partially offset by lower expenses as a percentage of sales. Operating margin was also negatively impacted by a non-cash intangible asset impairment charge of approximately $18.1 million, or $0.07 per diluted share....


Financial Guidance

Henry Schein today introduced guidance for 2021 non-GAAP diluted EPS from continuing operations. At this time, the Company is not providing guidance for 2021 GAAP diluted EPS from continuing operations as it is unable to provide an accurate estimate of expenses related to an ongoing restructuring initiative in 2021.

Financial guidance is as follows:
• 2021 non-GAAP diluted EPS from continuing operations attributable to Henry Schein, Inc. is expected to be at or above 2019 non-GAAP diluted EPS from continuing operations of $3.51. The Company believes the comparison to 2019 non-GAAP diluted EPS from continuing operations is most appropriate given the impact of COVID-19 on 2020 results of operations.

• Guidance for 2021 non-GAAP diluted EPS attributable to Henry Schein, Inc. is for current continuing operations as well as completed or previously announced acquisitions, and does not include the impact of potential future acquisitions, if any, restructuring expenses or share repurchases.
Guidance also assumes foreign exchange rates that are generally consistent with current levels, and that end markets remain stable and are consistent with current market conditions. Guidance does not assume any material market changes associated with COVID-19.
...

[faultcode]

Antwort auf Beitrag Nr.: 67.063.059 von faultcode am 17.02.21 18:20:13

2020Q4

...


...



diese Präsentation ist voll von Ge­döns.

[faultcode]

Antwort auf Beitrag Nr.: 67.079.241 von faultcode am 18.02.21 12:46:05

Tue, May 4, 2021, 5:30 PM
...
Henry Schein, Inc. HSIC reported adjusted earnings per share (“EPS”) of $1.24 from continuing operations in the first quarter of 2021, reflecting an improvement of 31.9% from the year-ago EPS of 94 cents. Moreover, adjusted EPS surpassed the Zacks Consensus Estimate by 49.4%. The quarter’s adjustments exclude the impact of certain restructuring charges, and settlement and litigation costs, among others.

GAAP EPS in the first quarter was $1.16, up by 27.5% from the year-ago EPS of 91 cents.

The year-over-year earnings were primarily driven by a strong rebound in sales, along with strength in demand for personal protective equipment (“PPE”) and COVID-19-related products.
...

2021 Guidance

Henry Schein has raised the guidance for 2021’s adjusted EPS from continuing operations, which is now expected to be at or above $3.70 (up from its earlier-provided expectations of the adjusted EPS being at or above 2019’s comparable figure of $3.51). The Zacks Consensus Estimate for the same is currently pegged at $3.69.
...

https://finance.yahoo.com/news/henry-schein-hsic-q1-earnings…


=> heute mit neuem Allzeithoch:




=> der Wert ist nun schon sehr heiß gelaufen:

[faultcode]

Antwort auf Beitrag Nr.: 63.355.129 von faultcode am 17.04.20 01:07:46

Zitat von faultcode: Erstposition
...

und wieder raus.

Mir ist nebenbei aufgefallen, daß Henry Schein grundsätzlich keine Dividende bezahlt, sondern mit dem Überschussgeld die eigenen Aktien zurückkauft

• Henry Schein nennt das dann als Langfristziel: "Cash flow from continuing operations to exceed net income":



...was dann glatt "Cash Return to Shareholders" genannt wird


<2021Q2 presentation>





Dennoch halte ich den Wert für einen zuverlässigen Kauf, wenn die Kurse mal wieder allgemein im Keller sind, so wie nach dem Corona-Crash.

Was man vielleicht beachten sollte - im Zeitalter der Biden-Administration - ist die mittlerweile angesammelte Marktmacht in den USA:

• 90% der U.S. Dental practices werden mittlerweile beliefert und damit kommt man auf nun 35..40% Marktanteil nach Eigenangaben:



=> wenn z.B. 40% wirklich stimmen, ist das hier mMn womöglich ein großes Experiment, ab wann der Staat hier eingreift -- Lobbyismus hin oder her