Sector: Health Care | Focus: Health Care Distributors
HQ: Melville, New York
Financial Risks
Henry Schein faces risks from third-party suppliers, developing/acquiring successful new products, acquisition integration challenges, competitive market pressures, shipping costs, macroeconomic conditions (inflation, recession), regulatory compliance, product liability, litigation (opioid lawsuits, cyber incident-related lawsuits), and government regulations impacting reimbursement rates and healthcare fraud. The company also has liquidity risks related to working capital fluctuations and debt obligations.
Financial Upside
The company anticipates growth from an aging population, increased healthcare awareness, and expanding medical technology. Acquisitions, particularly in the healthcare distribution and technology segments, are expected to drive sales and access new products/technologies. The company's technology segment, including practice management software, is expected to benefit from cost containment trends in healthcare.
