Primescan 2

Search documents
DENTSPLY SIRONA to Post Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-04 13:36
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]
DENTSPLY SIRONA(XRAY) - 2025 Q1 - Earnings Call Presentation
2025-05-08 11:17
First Quarter 2025 Earnings Conference Call May 8, 2025 Forward-Looking Statements and Associated Risks All statements in this Presentation that do not directly and exclusively relate to historical facts constitute "forward-looking statements." Such statements are subject to numerous assumptions, risks, uncertainties and other factors that could cause actual results to differ materially from those described in such statements, many of which are outside of our control, including those described in Part I, It ...
Solventum Partners With SprintRay for Same-Day Dental Restorations
ZACKS· 2025-03-31 16:16
Core Insights - Solventum Corporation (SOLV) has partnered with SprintRay to introduce a revolutionary solution for digital dentistry, enabling high-quality, same-day dental restorations through advanced 3D printing technology [1][3] - This collaboration aims to enhance dental care by reducing turnaround time and improving the quality of restorations, providing dental professionals with reliable and cost-effective treatment options [2][4] Company Developments - The partnership introduces the first permanent, chairside 3D-printed crown, combining Solventum's expertise in advanced dental materials with SprintRay's 3D printing technology [3] - The initiative focuses on enhancing patient experience and clinical efficiency by minimizing chair time, reducing office visits, and lowering treatment costs [4][5] Industry Prospects - The global digital dentistry market was valued at $6 billion in 2024 and is projected to reach approximately $19.66 billion by 2034, with a CAGR of 12.6% from 2024 to 2034 [6] - Market growth is driven by the return on investment from digital dentistry equipment, efficiency of same-day procedures, and increasing demand for aesthetic treatments [7] Competitive Landscape - Align Technology, Inc. (ALGN) is enhancing its product offerings in orthodontics and dentistry, including new capabilities for its iTero Lumina intraoral scanner [8] - Dentsply Sirona (XRAY) is driving innovation with product developments like the Primescan 2 intraoral scanner and enhancements to the DS Core platform [10][11] - Envista Corporation (NVST) is advancing digital dentistry with new offerings from DEXIS, including a new CBCT platform and the DEXIS Ti2 Sensor [12][13]
DENTSPLY SIRONA(XRAY) - 2024 Q4 - Earnings Call Transcript
2025-02-27 21:01
Financial Data and Key Metrics Changes - In Q4 2024, the company reported revenue of $905 million, representing a decline of 10.6% year-over-year and an organic sales decline of 10.7% [34][46] - Adjusted EPS for the quarter was $0.26, down 41.3% from the prior year due to lower margins and a higher tax rate [37][50] - The company generated $87 million of operating cash, down 45.6% year-over-year [38] Business Line Data and Key Metrics Changes - The Essential Dental Solutions segment saw organic sales decline by 3.4%, while the Orthodontic & Implant Solutions segment experienced a significant decline of 28.7% primarily due to the impact from Byte [39] - SureSmile grew low single digits globally, with over 20% growth in Europe [39] - The Connected Technology Solutions segment saw organic sales decline by 8.2% compared to the prior year quarter [40] Market Data and Key Metrics Changes - U.S. sales declined by 29.9%, largely driven by Byte and CAD/CAM impacts [42] - In Europe, organic sales increased by 1.8%, driven by growth in CTS, SureSmile, and Wellspect [43] - Rest of World organic sales declined by 2%, with EDS organic sales growing high single digits in China [44] Company Strategy and Development Direction - The company is exploring strategic alternatives for its Wellspect HealthCare business to unlock significant value for stakeholders [18][20] - A strategic decision was made to redeploy Byte resources to the SureSmile platform, focusing on enhancing direct-to-consumer demand and e-commerce [17] - The company aims to improve operational efficiencies and customer engagement through various foundational initiatives [21][60] Management's Comments on Operating Environment and Future Outlook - Management expects organic sales to decline by 2% to 4% in 2025, including a negative impact from Byte [51] - The external environment is anticipated to remain largely unchanged, with continued focus on innovation and clinical education as key value drivers [16][66] - Management expressed confidence in the company's ability to capitalize on its broad-based dental organization advantages [22] Other Important Information - The company recorded noncash charges for impairment of goodwill and other intangibles of approximately $370 million in Q4 [31] - The company completed the largest individual phase of its ERP deployment in the U.S. on November 1, 2024 [24] - The company plans to launch over 20 new products through 2026, enhancing its innovation pipeline [65] Q&A Session Summary Question: Can you talk about some of the new product areas that you're working on in Wellspect? - Management indicated that Wellspect and dental businesses are largely separated, allowing for strategic alternatives without significant overlap [76] Question: What gives you confidence in margin improvement throughout 2025? - Management stated that Q1 will be the lowest point of the year, with expectations for sequential improvement in margins as foundational initiatives ramp up [81] Question: Can you discuss the strategy for Byte and its implications for the P&L? - Management confirmed that Byte's capabilities will be redeployed to enhance the SureSmile platform, with expectations of a substantial headwind to growth in 2025 [94][101] Question: What is the current status of the U.S. implant team and its growth prospects? - Management acknowledged disappointing growth in the U.S. implant team but emphasized ongoing efforts to enhance digital connectivity and customer education [105][108] Question: Can you provide an update on the German tax situation? - Management stated there is no meaningful update at this time, continuing to work with authorities [131]