Henry Schein Acquires Distributor – Analyst Blog (HSIC) (MCK) (PDCO)

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Recently, Henry Schein (HSIC) has acquired California-based Alpha Scientific, a surgical, pharmaceutical and laboratory products distributor. The financial terms of the deal were not disclosed. The deal is expected to be neutral to Henry Schein’s 2011 EPS.

With its solid cash balance ($ 150.3 million during the fourth quarter of fiscal 2011) Henry Schein is focusing on expansion through acquisitions. Earlier in January 2011, the company acquired Provet Holdings, the largest veterinary products distributor in Australia in order to target the Australian veterinary market, which is valued at AUD$ 620 million.

Alpha Scientific currently distributed its products to approximately 2,000 physician offices and medical laboratories. With the acquisition of Alpha Scientific, Henry Schein is expected to strengthen its foothold in the Californian healthcare product market.

Additionally it expects to get advantage from the company’s long-standing business with the laboratory customers. Henry Schein witnessed annual revenues of $ 7.5 billion in fiscal 2010, a growth of 15.1%.

Henry Schein derives revenues from two segments – Healthcare distribution and Technology. Through the first segment, the company caters to the dental, medical, animal health and international markets. These four divisions and the Technology segment accounted for 36% ($ 720.7 million), 16% ($ 327.7 million), 11% ($ 222.7 million), 34% ($ 695 million) and 3% ($ 57.5 million) respectively, of the total revenue during the fourth quarter of fiscal 2010.

Henry Schein’s portfolio consists of consumable products, small equipment, laboratory products, large dental and medical equipment, equipment repair services, branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, infection-control products and vitamins.

Henry Schein continues to experience strong top line growth and has established its footprint in both domestic and international market in dental, vet, and medical supply distribution. The company’s performance should improve further with the gradual recovery in economic outlook. However, the company faces stiff competition from major players like McKesson Corporation (MCK) and Patterson Companies Inc. (PDCO).

 
HENRY SCHEIN IN (HSIC): Free Stock Analysis Report
 
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