Education
About Us
Working with TipRanks
Follow Us
DENTSPLY SIRONA Inc (XRAY)
NASDAQ:XRAY
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.43Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but constructive tone: management reported a solid Q4 finish and full-year margin improvement while acknowledging material topline pressures (FY revenue decline, implant and CAD/CAM weakness), a sizable goodwill impairment and tariff headwinds. Leadership laid out a detailed 24-month Return to Growth plan with increased R&D and commercial investments, a $120M run-rate cost savings target, strategic hires, dealership agreements and a capital allocation shift (dividend elimination) to prioritize debt reduction and buybacks. Near-term execution risks (restructuring charges, inventory model transition, Byte comparability) and persistent volume weakness temper optimism but the strategy and financial actions provide a clear roadmap to restore growth and improve cash generation over time.Company Guidance
Q4 Revenue and Sequential Momentum
Q4 2025 revenue of $961M, reported sales increase of 6.2% and constant-currency growth of 2.5% (note: benefited from ~570 bps of onetime Byte refund/distributor pre-buys tailwind and +370 bps FX headwind/benefit mix). Management expects positive sequential sales momentum in H2 2026.
Adjusted EBITDA Margin Expansion for Full Year
Full year 2025 adjusted EBITDA margin expanded 150 bps to 18.1%, driven primarily by lower SG&A, demonstrating improved margin discipline despite gross profit pressure.
Profitability and Cash Generation
Q4 adjusted EPS of $0.27 (up $0.01, +4.9% year-over-year). Full year adjusted EPS $1.60 (in line with guidance). Q4 operating cash flow $101M and free cash flow $60M; full year operating cash flow $235M and free cash flow $104M. Ending cash of $326M and net debt/EBITDA of 3.0x.
Strong Performance in Several Product Areas and Regions
EDS constant-currency sales +4% in Q4 with preventative products up 17%; OIS reported constant-currency sales +6.9% (with Byte comparison effects); Wellspect constant-currency sales +1.9% with U.S. +15%; imaging posted high single-digit to double-digit growth in Europe/Rest of World for the year.
Return-to-Growth Plan and Investment Priorities
Management rolled out a 24-month 'Return to Growth' plan (5 pillars), plans to increase R&D spending by double digits, boost clinical education investment by 50%, reorganize commercial teams, and invest in scaling manufacturing/distribution. Plan targets ~ $120M annual run-rate savings to be reinvested.
Capital Allocation Shift
Company eliminated the dividend (~$128M annual), reallocating cash toward debt repayment and disciplined share repurchases to strengthen the balance sheet and support shareholder returns over time.
XRAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XRAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $12.71 | $14.68 | +15.50% |
Nov 06, 2025 | $12.44 | $10.86 | -12.68% |
Aug 07, 2025 | $13.31 | $12.87 | -3.29% |
May 08, 2025 | $13.18 | $15.32 | +16.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DENTSPLY SIRONA Inc (XRAY) report earnings?
DENTSPLY SIRONA Inc (XRAY) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is DENTSPLY SIRONA Inc (XRAY) earnings time?
DENTSPLY SIRONA Inc (XRAY) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XRAY EPS forecast?
XRAY EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.