DENTSPLY SIRONA(XRAY)

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Dentsply Sirona Prices Offering of $550 million of Junior Subordinated Notes
GlobeNewswire News Room· 2025-06-05 21:35
CHARLOTTE, N.C., June 05, 2025 (GLOBE NEWSWIRE) -- DENTSPLY SIRONA Inc. (“Dentsply Sirona” or the “Company”) (Nasdaq: XRAY) today announced it has priced an offering (the “Offering”) of $550 million aggregate principal amount of its 8.375% Junior Subordinated Notes due 2055 (the “notes”). The Offering is expected to close on June 12, 2025, subject to customary closing conditions. The notes will bear interest at a fixed rate of 8.375% per year until September 12, 2030 (the “First Reset Date”). On and after t ...
Buying Dentsply Sirona
Seeking Alpha· 2025-06-04 22:34
It’s been just shy of 7 ½ years (!) since I suggested that investors avoid shares of DENTSPLY SIRONA Inc. (NASDAQ: XRAY ), hereafter referred to as “XRAY” because I don’t feel like typing out that full name every time I mentionI'm a quant investment newsletter writer who marries fundamental analysis with the latest research in momentum. Over the past few years, I’ve developed a piece of software that helps me track the level of optimism and pessimism embedded in stock price. I seek to challenge the assumpti ...
Earnings Estimates Moving Higher for Dentsply (XRAY): Time to Buy?
ZACKS· 2025-05-30 17:21
Investors might want to bet on Dentsply International (XRAY) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this dental products manufacturer, should get reflected in its stock price. After all, empirical research shows a str ...
XRAY vs. COO: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-05-30 16:41
Investors looking for stocks in the Medical - Dental Supplies sector might want to consider either Dentsply International (XRAY) or The Cooper Companies (COO) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings esti ...
Are Investors Undervaluing Dentsply Sirona (XRAY) Right Now?
ZACKS· 2025-05-30 14:46
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...
Dentsply Sirona Appoints Matthew E. Garth as Chief Financial Officer
Globenewswire· 2025-05-29 20:30
CHARLOTTE, N.C., May 29, 2025 (GLOBE NEWSWIRE) -- DENTSPLY SIRONA Inc. (“Dentsply Sirona” or the "Company") (Nasdaq: XRAY) today announced that Matthew E. Garth has been appointed Executive Vice President and Chief Financial Officer, effective May 30, 2025. Mr. Garth brings nearly 30 years of proven financial management expertise to Dentsply Sirona, with a focus on driving value creation. He most recently served as Chief Financial Officer & Chief Administrative Officer of The Scotts Miracle-Gro Company, a g ...
DENTSPLY SIRONA (XRAY) 2025 Conference Transcript
2025-05-28 14:45
Summary of Dentsply Sirona Conference Call Company Overview - Dentsply Sirona is a leading company in the dental market, with a global reach and significant international market presence [1] Key Financial Performance - Q1 2025 results exceeded guidance, with revenue down mid-single digits year-over-year primarily due to Byte [2][4] - EPS was well above guidance, indicating strong operational performance despite revenue challenges [2] Market Landscape - The overall dental market remains stable but has not returned to pre-COVID levels after five years [4][11] - Patient traffic is stable but still below pre-COVID levels, with slight degradation in customer sentiment noted [4][5] - Germany has shown decent performance and slight improvement in the last couple of quarters [7] Customer Sentiment and Behavior - Customer sentiment in the U.S. has shifted slightly from "not concerned" to "a little bit concerned," but this is more of a numerical shift than a significant change in behavior [5][9] - No significant changes in footfall or purchase intent reported by customers [10] Challenges in the Dental Market - Awareness around oral health and sensitivity to pricing are ongoing challenges affecting the dental market [12] - High interest rates have constrained capital equipment investments, particularly impacting the CTS (Capital Equipment) division [12][16] Division Performance and Growth Strategies - **CTS and Implants/Prosthetics**: Both divisions are expected to decline in 2025, accounting for nearly 50% of revenue. The company is focused on improving customer sentiment and investing in efficiency [14][16] - **DS Core Platform**: Significant investments have been made in the DS Core platform, with a 14% increase in users and a 25% increase in connected devices quarter-over-quarter [18][19] - **Implants**: The importance of the sales force in the implant community has been underestimated, and efforts are being made to improve sales rep training and customer engagement [20][21] - **Orthodontics**: Growth is expected to resume as the impact of the DSO loss is lapped, with double-digit growth reported in Europe for SureSmile [30][33] Margin and Expense Management - Despite negative revenue growth, all divisions reported year-over-year margin increases due to reduced expenditures and improved operational efficiency [35][36] - OpEx was down 14% year-over-year in Q1 2025, with expectations for continued reductions in the future [39][40] Future Outlook - The company aims to return to growth, with expectations for normalized growth in 2025 and acceleration into 2026 [42][44] - Continued focus on innovation and customer engagement is seen as critical for future success [44][46] Distributor Relationships - Ongoing discussions with key distributors, including Patterson, have deepened, with positive engagement noted [50][52] - The company is working to restore relationships with key distributors in Europe and the U.S. [51] Virtual Sales Force Initiative - A virtual sales force initiative has been launched, with approximately 100 reps making 2,000 calls daily and generating meaningful engagement with accounts [58][59] - The initiative aims to create demand independently of distributors and has already resulted in sales [64] Tariff Impact - The impact of U.S.-China tariffs on Dentsply Sirona is minimal, accounting for less than a couple of percentage points of revenue [67][68] - The company is taking proactive measures to mitigate potential tariff risks, including redistributing products to U.S. distribution sites [69][70]
XRAY or COO: Which Is the Better Value Stock Right Now?
ZACKS· 2025-05-14 16:45
Core Viewpoint - Dentsply International (XRAY) is currently viewed as a better value opportunity compared to The Cooper Companies (COO) based on various financial metrics and rankings [1]. Valuation Metrics - Dentsply International has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while The Cooper Companies has a Zacks Rank of 4 (Sell) [3]. - The forward P/E ratio for XRAY is 8.88, significantly lower than COO's forward P/E of 20.54, suggesting XRAY is undervalued [5]. - XRAY's PEG ratio is 1.20, compared to COO's PEG ratio of 2.06, indicating XRAY has a more favorable earnings growth outlook relative to its price [5]. - The P/B ratio for XRAY is 1.65, while COO's P/B ratio is 2.01, further supporting the argument that XRAY is a better value investment [6]. - Overall, XRAY has earned a Value grade of A, whereas COO has a Value grade of C, highlighting XRAY's superior valuation metrics [6]. Conclusion - Based on the solid earnings outlook and favorable valuation figures, Dentsply International is considered the superior value option compared to The Cooper Companies at this time [7].
Is Dentsply Sirona (XRAY) Stock Undervalued Right Now?
ZACKS· 2025-05-14 14:45
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they ...
Dentsply Sirona Stock Is Rallying The Most Since 2019 on Thursday – What's Driving It?
Benzinga· 2025-05-08 17:31
Dentsply Sirona Inc. XRAY stock surged about 15% Thursday, and was on track for the biggest single-day advance since 2019 after posting earnings that topped estimates.The company reported first-quarter 2025 adjusted earnings per share of 43 cents, beating the street view of 30 cents.Dentsply Sirona reported sales of $879 million on Thursday, beating the consensus of $854.75 million.First quarter net sales decreased 7.7% (organic sales decreased 4.4%) compared to the first quarter of 2024. Foreign currency c ...