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].

Core Viewpoint - Henry Schein, Inc. (HSIC) is set to release its second-quarter 2025 results on August 5, with expectations of revenue growth but a slight decline in earnings per share (EPS) compared to the previous year [1][2]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for revenues is $3.22 billion, indicating a year-over-year increase of 2.7% [2]. - The Zacks Consensus Estimate for EPS is $1.18, reflecting a year-over-year decrease of 4.1% [2]. - Estimates for second-quarter earnings have decreased by 1 cent to $1.18 over the past 30 days [3]. Group 2: Performance Factors - The Global Distribution and Value-Added Services segment is expected to have stable conditions in U.S. and international dental merchandise and equipment markets, with potential market share gains [4]. - U.S. dental merchandise sales are anticipated to be driven by volume growth, while dental equipment sales faced challenges due to a sales deferral from the previous quarter [5]. - The U.S. medical business is likely to benefit from strong performance in the Home Solutions sector and growth from acquisitions [6]. Group 3: International Sales and New Products - International dental merchandise sales are expected to remain strong in Canada, Central Europe, and Brazil, although softness in France may offset some growth [7]. - New products introduced at the 2025 International Dental Show, such as 3D printers and intraoral scanners, may contribute positively to sales [7]. Group 4: Segment Revenue Projections - The Global Distribution and Value-Added Services segment's revenues are projected to increase by 0.3%, reaching $2.67 billion [8]. - The Global Specialty Products segment is expected to see a 2% increase in revenues, driven by TriMed and implant sales in Europe [9][11]. - The Global Technology segment is anticipated to experience a 2.4% year-over-year improvement in revenues, supported by growth in cloud-based practice management software [12].