Dentsply (XRAY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Dentsply International reported $936 million in revenue for Q2 2025, a year-over-year decline of 4.9%, with an EPS of $0.52 compared to $0.49 a year ago, exceeding the Zacks Consensus Estimate of $933.1 million by 0.31% and delivering an EPS surprise of 4% [1][3] Revenue Performance - Organic sales growth was -4.9%, slightly below the average estimate of -4.6% from six analysts [4] - Revenue in the United States was $293 million, compared to the average estimate of $323.26 million from three analysts [4] - Revenue from the Rest of the World was $239 million, exceeding the average estimate of $222.59 million, representing a year-over-year change of +0.8% [4] - Revenue in Europe was $404 million, surpassing the average estimate of $389.9 million, reflecting a +4.4% change year-over-year [4] Segment Performance - Net sales for Connected Technology Solutions were $243 million, below the estimated $251.55 million, marking a -4% change year-over-year [4] - Net sales for Wellspect Healthcare were $80 million, slightly below the estimate of $81.45 million, with no change year-over-year [4] - Net sales for Essential Dental Solutions were $387 million, exceeding the average estimate of $373.62 million, representing a +3.2% year-over-year change [4] - Net sales for Orthodontic and Implant Solutions were $226 million, slightly above the estimate of $225.94 million, but reflecting an -18.1% change year-over-year [4] Operating Income - Adjusted Operating Income for Connected Technology Solutions was $12 million, below the estimate of $16.97 million [4] - Adjusted Operating Income for Wellspect Healthcare was $25 million, slightly below the estimate of $26.14 million [4] - Adjusted Operating Income for Orthodontic and Implant Solutions was $45 million, significantly above the estimate of $16.63 million [4] - Adjusted Operating Income for Essential Dental Solutions was $151 million, exceeding the average estimate of $126.53 million [4] Stock Performance - Dentsply's shares have returned -17.4% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change, with a Zacks Rank 2 (Buy) indicating potential outperformance in the near term [3]