Company Overview - DENTSPLY SIRONA Inc. (NASDAQ:XRAY) is the world's largest manufacturer of professional dental products and technologies, operating in various segments including imaging, CAD/CAM, endodontics, restoratives, and healthcare consumables through its Wellspect unit [2][3]. Strategic Decisions - The company recently completed a strategic review of Wellspect Healthcare and opted to retain the unit, citing strong growth prospects and innovative products like LoFric catheters, as well as significant untapped market potential in global continence care [3][4]. - CEO Dan Scavilla emphasized that recent investments in Wellspect are leading to solid organic sales growth, and the unit's recurring cash flows will support further innovation across the dental and healthcare sectors [3]. Market Position and Growth Potential - DENTSPLY SIRONA has garnered attention as a cheap healthcare stock due to its combination of recurring revenue and innovation, which provides both stability and growth potential [4]. - The company showcased its latest developments at major healthcare conferences in September 2025, including the Morgan Stanley Global Healthcare Conference and the Baird Global Healthcare Conference, highlighting its commitment to integrated dental technologies [4].

Key Takeaways XRAY's review concluded that retaining Wellspect offers more value than a sale.XRAY concludes that Wellspect leads in continence care with steady growth and strong cash flows.Wellspect's $2B market and pipeline back XRAY's long-term profitability strategy.Dentsply Sirona (XRAY) recently concluded that retaining the Wellspect business portfolio is likely to create more value for its stockholders compared to other strategic alternatives. CEO Dan Scavilla emphasized that, after a comprehensive st ...