Key Takeaways XRAY rose nearly 7.8% pre-market despite a Q4 earnings miss and margin contraction.DENTSPLY SIRONA posted 6.2% Q4 revenue growth, beating estimates on sales recovery.XRAY unveiled a $120M cost-saving restructuring and will halt dividends to cut debt.DENTSPLY SIRONA Inc. (XRAY) reported fourth-quarter 2025 adjusted earnings per share (EPS) of 27 cents, up 3.8% year over year. The bottom line missed the Zacks Consensus Estimate by 3.6%.GAAP loss per share in the quarter under review was 74 cents ...

Wall Street analysts forecast that Dentsply International (XRAY) will report quarterly earnings of $0.28 per share in its upcoming release, pointing to a year-over-year increase of 7.7%. It is anticipated that revenues will amount to $920.05 million, exhibiting an increase of 1.7% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated thei ...

Core Insights - Dentsply Sirona Inc. reported weaker-than-expected third-quarter earnings and lowered guidance, leading to a decline in stock price [1][7] Financial Performance - Adjusted earnings for the third quarter were 37 cents, down from 50 cents a year ago, but above the consensus estimate of 45 cents [1] - Sales totaled $904 million, a decrease of 5% year over year, yet surpassing the consensus of $896.71 million [2] - Adjusted EBITDA margin improved by 50 basis points to 18.4%, driven by reduced operating expenses, although this was partially offset by lower sales and tariff impacts [2] Segment Performance - Revenues from Connected Technology Solutions fell by 3.9% to $259 million due to lower volumes [2] - Orthodontic and Implant Solutions sales dropped 15% to $205 million, impacted by approximately $30 million from Byte and lower implant volumes in the U.S. and China [3] Strategic Initiatives - The company is implementing a "Return-to-Growth" strategy aimed at delivering sustained, profitable growth over the next 24 months [4] - The board is taking decisive actions to improve performance, as stated by the president and CEO [4] Management Changes - CFO Matt Garth has left the company, with Leslie Varon serving as interim finance chief while a successor is sought [5] Guidance - Fiscal 2025 adjusted earnings guidance has been lowered from $1.80-$2 per share to $1.60, compared to the consensus of $1.88 [6] - The company reaffirmed its 2025 sales guidance of $3.6 billion-$3.7 billion, aligning closely with the consensus of $3.65 billion [6] Market Position - Dentsply Sirona has decided to retain Wellspect as a subsidiary, which focuses on bladder and bowel care products, positioned in a $2 billion addressable market [6][7]

Core Insights - Dentsply International reported $904 million in revenue for Q3 2025, a year-over-year decline of 4.9%, with an EPS of $0.37 compared to $0.50 a year ago, indicating a significant drop in earnings [1] - The revenue exceeded the Zacks Consensus Estimate of $901.59 million by 0.27%, while the EPS fell short of the consensus estimate of $0.45 by 17.78% [1] Revenue Breakdown - Revenue in the United States was $291 million, below the estimated $333.9 million, reflecting a year-over-year decline of 22.2% [4] - Revenue from the Rest of the World reached $231 million, slightly above the estimated $211.1 million, marking a year-over-year increase of 0.4% [4] - European revenue was $382 million, surpassing the average estimate of $360.92 million, with a year-over-year growth of 10.1% [4] Net Sales Performance - Connected Technology Solutions reported net sales of $259 million, slightly above the estimate of $253.17 million, but down 3.7% year over year [4] - Wellspect Healthcare achieved net sales of $83 million, exceeding the estimate of $76.63 million, with a year-over-year increase of 15.3% [4] - Essential Dental Solutions had net sales of $357 million, below the estimate of $367.93 million, reflecting a year-over-year decline of 3.3% [4] - Orthodontic and Implant Solutions reported net sales of $205 million, slightly above the estimate of $202.59 million, with a year-over-year decrease of 14.9% [4] Adjusted Operating Income - Adjusted Operating Income for Connected Technology Solutions was $10 million, significantly below the estimate of $19.2 million [4] - Wellspect Healthcare's Adjusted Operating Income was $28 million, above the average estimate of $24 million [4] - Orthodontic and Implant Solutions reported Adjusted Operating Income of $22 million, exceeding the estimate of $15.66 million [4] - Essential Dental Solutions had Adjusted Operating Income of $116 million, below the estimate of $127.61 million [4] Stock Performance - Dentsply's shares returned +1.9% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

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]

Core Insights - Dentsply International reported $879 million in revenue for Q1 2025, a year-over-year decline of 7.8%, with an EPS of $0.43 compared to $0.42 a year ago, indicating a positive surprise of +3.22% over the Zacks Consensus Estimate of $851.55 million and a +48.28% surprise in EPS against the consensus estimate of $0.29 [1] Financial Performance Metrics - Organic sales growth was -4.4%, better than the estimated -8.4% by analysts [4] - Revenue breakdown: - United States: $302 million vs. $305.67 million estimated [4] - Rest of World: $215 million vs. $190.83 million estimated [4] - Europe: $362 million vs. $356.44 million estimated [4] - Year-over-year revenue changes: - Rest of World: -2.7% [4] - Europe: -3.7% [4] - Net sales for Connected Technology Solutions: $235 million vs. $233.14 million estimated, a -4.9% change year-over-year [4] - Net sales for Wellspect Healthcare: $74 million vs. $74.82 million estimated, a +4.2% change year-over-year [4] - Net sales for Essential Dental Solutions: $353 million vs. $352.85 million estimated, a -3% change year-over-year [4] - Net sales for Orthodontic and Implant Solutions: $217 million vs. $193.98 million estimated, a -19.9% change year-over-year [4] Adjusted Operating Income - Adjusted Operating Income for Connected Technology Solutions: $7 million vs. $16.08 million estimated [4] - Adjusted Operating Income for Wellspect Healthcare: $26 million vs. $23.18 million estimated [4] - Adjusted Operating Income for Orthodontic and Implant Solutions: $37 million vs. $13.19 million estimated [4] - Adjusted Operating Income for Essential Dental Solutions: $135 million vs. $117.25 million estimated [4] Stock Performance - Dentsply's shares returned +0.2% over the past month, underperforming the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Core Viewpoint - Dentsply International (XRAY) is expected to report a significant decline in quarterly earnings and revenues, with earnings per share projected at $0.29, a 31% decrease year-over-year, and revenues forecasted at $851.55 million, reflecting a 10.7% decline compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 1.5% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Key Metrics Projections - Analysts project 'Net sales- Connected Technology Solutions' to reach $233.14 million, a year-over-year decrease of 5.6% [5] - 'Net sales- Wellspect Healthcare' is expected to be $74.82 million, indicating a 5.4% increase from the same quarter last year [5] - 'Net sales- Essential Dental Solutions' is forecasted at $352.85 million, reflecting a 3.1% decline year-over-year [5] - 'Net sales- Orthodontic and Implant Solutions' is estimated to be $193.98 million, a significant decrease of 28.4% from the previous year [6] - 'Revenues- Rest of World' is projected at $190.83 million, down 13.7% year-over-year [6] - 'Revenues- Europe' is expected to be $356.44 million, indicating a 5.2% decline from the year-ago quarter [6] Stock Performance - Over the past month, Dentsply shares have returned +5.6%, underperforming the Zacks S&P 500 composite, which has seen a +10.6% change [7] - Currently, Dentsply carries a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [7]