Core Insights - Dentsply International reported quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.45 per share, and down from $0.50 per share a year ago, representing an earnings surprise of -17.78% [1] - The company posted revenues of $904 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.27%, but down from $951 million year-over-year [2] - Dentsply shares have declined approximately 33.5% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.47 on revenues of $931.32 million, and for the current fiscal year, it is $1.87 on revenues of $3.65 billion [7] Estimate Revisions - The trend of estimate revisions for Dentsply was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Financial Performance - Net sales decreased by 50% year-over-year, reaching $904 million in Q3 2025 compared to $951 million in Q3 2024[9] - Constant currency net sales decreased by 80%, including a 55% impact from Q3 2024 Byte impact and ERP pre-buy[14, 16] - Adjusted EBITDA margin increased by 50 bps year-over-year to 184%[9, 11, 16] - Adjusted EPS decreased by 265% year-over-year to $037[9, 12, 16] - Operating cash flow was $79 million[9, 13] Segment Results - Connected Technology Solutions (CTS) sales decreased by 39% as reported and 70% in constant currency[17] - Essential Dental Solutions (EDS) sales decreased by 34% as reported and 62% in constant currency, primarily due to a $24 million Q3 2024 pre-buy[17] - Orthodontic and Implant Solutions (OIS) sales decreased by 150% as reported and 171% in constant currency, impacted by a ~$30 million Byte year-over-year impact[17] - Wellspect Healthcare sales increased by 156% as reported and 93% in constant currency[17] Geographic Performance - U S net sales decreased by 222% in constant currency, including a 125% impact from Q3 2024 Byte impact and ERP pre-buy, reaching $291 million[16] - Europe net sales increased by 26% in constant currency, reaching $382 million[16] - Rest of World net sales decreased by 09% in constant currency, reaching $231 million[16] Revised Outlook - The company revised its 2025 constant currency outlook to a decline of 5% to 4%[19] - The company maintains its reported sales outlook at $36 billion - $37 billion[19] - The company revised its adjusted EBITDA margin outlook to >18%[19] - The company revised its adjusted EPS outlook to ~$160[19]

Dentsply Sirona Reports Third Quarter 2025Results Charlotte, N.C., November 6, 2025 - DENTSPLY SIRONA Inc. ("Dentsply Sirona" or the "Company") (Nasdaq: XRAY) today announced its financial results for the third quarter of 2025 and introduced its Return-to-Growth action plan, a comprehensive strategy to improve performance and position the Company for sustained, profitable growth over the next 24 months. Third quarter net sales of $904 million decreased (5.0%) (decreased (8.0%) in constant currency) compared ...

Core Insights - Dentsply Sirona reported a net sales decrease of 5.0% to $904 million in Q3 2025, with a net loss of $427 million, an improvement from a loss of $494 million in Q3 2024 [2][3][7] - The company introduced a Return-to-Growth action plan aimed at improving performance and achieving sustained, profitable growth over the next 24 months [3][4] Financial Performance - Q3 2025 net sales of $904 million decreased by 5.0% year-over-year, with a constant currency decrease of 8.0% [2][9] - Adjusted earnings per diluted share were $0.37, down from $0.50 in Q3 2024, while adjusted EBITDA margin improved to 18.4% from 17.9% [2][11][45] - The company recorded a non-cash goodwill impairment charge of $263 million in Q3 2025, compared to $504 million in Q3 2024 [15][41] Return-to-Growth Action Plan - The action plan focuses on four key pillars: enhancing customer experience, reigniting U.S. business growth, empowering employees, and evolving operations for innovation [4][10] - Leadership changes have been made to support the action plan, including the appointment of a new Chief Commercial Officer and a Chief Transformation Officer [5][10] Revised Outlook - Dentsply Sirona revised its 2025 outlook, projecting net sales between $3.6 billion and $3.7 billion, with adjusted EPS expected to be approximately $1.60 [5][6] - The company anticipates a year-over-year sales decline of 5% to 4% in constant currency for 2025 [5] Segment and Geographic Performance - In Q3 2025, the Orthodontic and Implant Solutions segment saw a significant sales decline of 15.0%, while Wellspect Healthcare experienced a growth of 15.6% [12][13] - Geographic performance showed a 22.2% decline in the U.S., contrasted with a 9.9% increase in Europe [13][39] Cash Flow and Liquidity - Operating cash flow for Q3 2025 was $79 million, down from $141 million in Q3 2024, primarily due to unfavorable working capital changes [14] - The company had $363 million in cash and cash equivalents as of September 30, 2025 [14][21]

Core Insights - DENTSPLY SIRONA Inc. is set to report its third-quarter 2025 results on November 6, with expectations of mixed performance due to various market pressures [2][4]. Financial Performance - The Zacks Consensus Estimate for revenues is $901.6 million, while earnings are expected to be 45 cents per share. The company's own estimates are slightly higher for revenues at $904 million but lower for earnings at 42 cents per share [3]. - In the previous quarter, the company reported a 4.9% year-over-year decline in sales to $936 million, primarily due to weaknesses in Orthodontic & Implant Solutions and Connected Technology Solutions [5]. Market Conditions - The company is facing tariff-related cost pressures, subdued U.S. demand, and ongoing product transitions, which are expected to impact both revenues and margins in the upcoming quarter [4][6]. - Management has maintained its full-year outlook, indicating confidence in its cost structure despite the challenges [6]. Segment Analysis - **Essential Dental Solutions (EDS)**: Expected to show modest low-single-digit growth, with revenues estimated to decline 0.5% organically to $370.5 million, supported by stable patient traffic globally [7]. - **Orthodontic & Implant Solutions (OIS)**: Anticipated to be a significant drag, with a projected 19.7% organic revenue decline to $195.2 million, impacted by the phase-out of the Byte aligner business and weak implant demand [8][10]. - **Connected Technology Solutions (CTS)**: Expected to face continued weakness, with revenues estimated to decline 2.8% organically to $264.4 million, as U.S. dental offices reduce capital equipment purchases [11]. - **Wellspect Healthcare**: Projected to stabilize with a 0.9% organic revenue increase to $73.9 million, supported by new product introductions [12]. Earnings Prediction - The current model does not predict an earnings beat for DENTSPLY SIRONA, with an Earnings ESP of -2.46% and a Zacks Rank of 3 (Hold) [13][14].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Luminar Technologies, Inc., urging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Group 1: Shareholder Rights and Legal Options - Long-term shareholders of Luminar may seek corporate governance reforms, the return of funds to the company, court-approved financial incentive awards, or other relief and benefits [2][3]. - Shareholder involvement is emphasized as a means to improve company policies, practices, and oversight mechanisms, ultimately enhancing shareholder value [3]. Group 2: Firm's Background and Services - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Verrica Pharmaceuticals, Inc. (NASDAQ: VRCA), urging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Group 1: Shareholder Rights and Legal Options - Long-term shareholders of Verrica may seek corporate governance reforms, the return of funds to the company, court-approved financial incentive awards, or other relief and benefits [2][3]. - Shareholder involvement is emphasized as a means to improve company policies, practices, and oversight mechanisms, ultimately enhancing shareholder value [3]. Group 2: Firm's Background and Services - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Dentsply Sirona Inc., urging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Company Summary - Dentsply Sirona Inc. (NASDAQ: XRAY) shareholders may have the opportunity to seek corporate governance reforms, recover funds, and obtain court-approved financial incentives [2]. - The firm emphasizes the importance of shareholder involvement in improving company policies and practices, which can lead to enhanced shareholder value [3]. Legal Context - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Insights - Heartland Value Fund reported a gain of 10.04% in Q3 2025, while the Russell 2000® Value Index returned 12.60% [1] - Dentsply Sirona Inc. (NASDAQ:XRAY) experienced a one-month return of -12.63% and a 52-week loss of 51.58%, closing at $11.83 with a market cap of $2.36 billion on October 10, 2025 [2][3] Company Analysis - Dentsply Sirona Inc. has been working on a turnaround strategy for over two years, but these efforts have not yet been reflected in its stock price [3] - The company is not among the top 30 most popular stocks among hedge funds, with 38 hedge fund portfolios holding its shares at the end of Q2 2025, down from 40 in the previous quarter [4] - While Dentsply Sirona Inc. is recognized for its potential, other AI stocks are considered to offer greater upside potential and lower downside risk [4]