DENTSPLY SIRONA to Post Q2 Earnings: What's in Store for the Stock?

Core Insights - DENTSPLY SIRONA Inc. is set to release its second-quarter 2025 results on August 7, with expectations of revenue at $851.6 million and earnings at 29 cents per share [2][3] Group 1: Q2 Performance Expectations - The company has shown an average earnings surprise of 2.73% over the past four quarters, indicating a potential for positive performance [2] - The Imaging segment is expected to benefit from the relaunch of Orthophos SL and Primescan 2, which may have driven growth, particularly in Europe and APAC [4] - Orthodontics, particularly SureSmile, is anticipated to show stable global growth, although U.S. performance may be hindered by softer discretionary spending [5] Group 2: Challenges and Headwinds - The suspension of Byte aligner sales is projected to negatively impact organic sales by approximately two percentage points in 2025, affecting second-quarter results as well [6] - Essential Dental Solutions may have experienced stable patient traffic, but overall segment growth is likely to be limited by softness in elective procedures and weak U.S. implant sales [7] - Connected Technology Solutions, including CAD/CAM, continues to face macroeconomic pressures, with subdued retail demand in the U.S. despite growth in Germany [8] Group 3: Operational Insights - DENTSPLY SIRONA's Phase II transformation activities are on track to deliver full run-rate savings by the end of 2025, with expectations of gradual stabilization in gross margins throughout the year [9] - Cost initiatives and SKU rationalization may contribute to improved gross margins, aiding quarter-over-quarter growth in Q2 [11] Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for DENTSPLY SIRONA, with an Earnings ESP of -0.99% and a Zacks Rank of 2 [12][13]