DENTSPLY SIRONA to Post Q1 Earnings: What's in Store for the Stock?

Core Viewpoint - DENTSPLY SIRONA Inc. is set to release its first-quarter 2025 results on May 8, with expectations of revenue at $851.6 million and earnings at 29 cents per share, following a trend of earnings misses in previous quarters [1][8]. Group 1: Financial Performance and Estimates - The Zacks Consensus Estimate for revenues in Q1 2025 is $851.6 million, while the earnings consensus is 29 cents per share [1]. - The company has experienced an average earnings surprise of -9.34% over the past four quarters, indicating challenges in meeting market expectations [1]. Group 2: Impact of Byte Business Wind-Down - The ongoing wind-down of the Byte business is a significant factor, having caused a $62 million year-over-year decline in sales in Q4 2024 and a non-cash goodwill impairment of $370 million [2]. - The strategic shift away from the direct-to-consumer aligner segment towards clinician-directed models like SureSmile is expected to influence revenue dynamics as the company aims to fully exit Byte by mid-2025 [2]. Group 3: Regional Sales Performance - The U.S. region reported a 29.9% decline in year-over-year sales in Q4 2024, attributed to Byte's exit, CAD/CAM segment underperformance, and unfavorable distributor ordering patterns [3]. - Investors are anticipated to monitor signs of stabilization or rebound in U.S. demand, particularly in procedural categories such as implants and endodontics [3]. Group 4: Growth in Key Segments - Despite overall revenue pressure, SureSmile and imaging categories showed resilience, with SureSmile growing over 20% in Europe and imaging increasing nearly 13% globally in Q4 2024 [4]. - The company is expected to maintain momentum in these higher-margin, tech-enabled product lines in Q1 2025 [4]. Group 5: Product Launches and Innovations - DENTSPLY SIRONA launched PrimeScan 2, an upgraded intraoral scanner, aimed at enhancing clinical experience and workflow integration [5]. - The European launch of the MIS LYNX implant system received positive feedback, and the rollout of the DS Core digital cloud platform is expected to support procedural growth in restorative and implant dentistry [6].