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DENTSPLY SIRONA to Post Q3 Earnings: What's in Store for the Stock?
ZACKS· 2025-11-04 14:41
Core Insights - DENTSPLY SIRONA Inc. is set to report its third-quarter 2025 results on November 6, with expectations of mixed performance due to various market pressures [2][4]. Financial Performance - The Zacks Consensus Estimate for revenues is $901.6 million, while earnings are expected to be 45 cents per share. The company's own estimates are slightly higher for revenues at $904 million but lower for earnings at 42 cents per share [3]. - In the previous quarter, the company reported a 4.9% year-over-year decline in sales to $936 million, primarily due to weaknesses in Orthodontic & Implant Solutions and Connected Technology Solutions [5]. Market Conditions - The company is facing tariff-related cost pressures, subdued U.S. demand, and ongoing product transitions, which are expected to impact both revenues and margins in the upcoming quarter [4][6]. - Management has maintained its full-year outlook, indicating confidence in its cost structure despite the challenges [6]. Segment Analysis - **Essential Dental Solutions (EDS)**: Expected to show modest low-single-digit growth, with revenues estimated to decline 0.5% organically to $370.5 million, supported by stable patient traffic globally [7]. - **Orthodontic & Implant Solutions (OIS)**: Anticipated to be a significant drag, with a projected 19.7% organic revenue decline to $195.2 million, impacted by the phase-out of the Byte aligner business and weak implant demand [8][10]. - **Connected Technology Solutions (CTS)**: Expected to face continued weakness, with revenues estimated to decline 2.8% organically to $264.4 million, as U.S. dental offices reduce capital equipment purchases [11]. - **Wellspect Healthcare**: Projected to stabilize with a 0.9% organic revenue increase to $73.9 million, supported by new product introductions [12]. Earnings Prediction - The current model does not predict an earnings beat for DENTSPLY SIRONA, with an Earnings ESP of -2.46% and a Zacks Rank of 3 (Hold) [13][14].