Equity Profile

XRAY

DENTSPLY SIRONA Inc.

Health CareHealth Care Supplies$2.1B

May5Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:01 PM EDT

DENTSPLY SIRONA Inc. Misses on EPS, Stock Up 1.52%

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.28	-3.91%
Revenue	N/A	$842M	N/A

management commentary, guidance changes, and full analysis available with Pro.

DENTSPLY SIRONA Inc. Misses on EPS, Stock Up 1.52%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.28	-3.91%
Revenue	N/A	$842M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

DENTSPLY SIRONA's earnings report showed a slight miss on EPS expectations, which typically raises concerns among investors. However, the stock reacted positively, increasing by 1.52%. This could indicate that investors are optimistic about the company's future despite the earnings miss.

Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) operates in the health care sector, focusing on dental products and technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$0.28

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$842M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) operates in the health care sector, focusing on dental products and technologies. As a major player in health care supplies, the company is crucial for dental professionals and impacts patient care through its innovative solutions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-1.32%

Avg Stock Reaction

-4.29%

Last Quarter Recap

In Q4-2025, DENTSPLY SIRONA reported an EPS of $0.27, slightly below the consensus estimate of $0.28. The stock reacted negatively, declining 0.70% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect DENTSPLY SIRONA to report modest earnings growth this quarter, with a consensus EPS of $0.28. Investors will be closely watching for any signs of improvement in revenue.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could signal a recovery in demand for dental products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses on earnings or revenue, it may indicate ongoing challenges in the market, potentially leading to a further decline in stock price.

Key Metrics to Watch

EPS

$0.28

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$842M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will DENTSPLY SIRONA achieve an EPS of $0.28 or higher?

This specific EPS target is critical as it reflects the company's ability to meet or exceed market expectations, which could significantly influence investor sentiment.

What is the revenue outlook for this quarter?

Understanding the revenue performance will provide insights into market demand and the company's growth trajectory, which are crucial for future forecasts.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for a rebound in demand for dental products, especially given recent trends in the health care sector.

Supporting Evidence

The stock has historically reacted positively to earnings beats, suggesting that a strong performance could lead to significant upward movement.

Options pricing indicates a higher expected move, which may reflect investor sentiment that the company could surprise to the upside.

Key Risk

If the EPS comes in above $0.30, it could challenge the current bearish sentiment and shift expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate centers around whether DENTSPLY SIRONA can recover from recent earnings misses and demonstrate growth in a competitive market.

Bull Confirmed If

An EPS of $0.30 or higher, coupled with revenue exceeding $850M, would confirm a bullish outlook.

Bear Confirmed If

An EPS below $0.22 or revenue falling short of $815M would support a bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.17%

Historical Avg

±9.1%

Pricing rich

The options market is pricing in a significant move of over 10%, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±19.6% while XRAY has averaged ±9.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

37.8%

Calls (123K)P/C Ratio: 0.25Puts (30K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing in-line setup in Health Care

n=30

Fade rate: 6 of 19 (32%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 19 (68%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 6.5%, with a raw directional average of +3.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DENTSPLY SIRONA beats expectations, history suggests the stock could rise around 16.3%, confirming a positive turnaround.

In-Line / Cautious

An in-line report may lead to a muted response, as investors weigh cautious management commentary against historical performance.

Miss

If the company misses on earnings, history suggests a potential decline of about 5.2%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into market demand trends for dental products.
3Management's commentary on cost management and efficiency improvements.
4Details on any challenges faced in supply chain or production.
5Guidance on future quarters and expected growth rates.

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Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) operates in the health care sector, focusing on dental products and technologies....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$0.28

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$842M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-1.32%

Avg Stock Reaction

-4.29%

Last Quarter Recap

In Q4-2025, DENTSPLY SIRONA reported an EPS of $0.27, slightly below the consensus estimate of $0.28. The stock reacted negatively, declining 0.70% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect DENTSPLY SIRONA to report modest earnings growth this quarter, with a consensus EPS of $0.28. Investors will be closely watching for any signs of improvement in revenue.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could signal a recovery in demand for dental products, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses on earnings or revenue, it may indicate ongoing challenges in the market, potentially leading to a further decline in stock price.

Key Metrics to Watch

EPS

$0.28

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$842M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will DENTSPLY SIRONA achieve an EPS of $0.28 or higher?

This specific EPS target is critical as it reflects the company's ability to meet or exceed market expectations, which could significantly influence investor sentiment.

What is the revenue outlook for this quarter?

Understanding the revenue performance will provide insights into market demand and the company's growth trajectory, which are crucial for future forecasts.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for a rebound in demand for dental products, especially given recent trends in the health care sector.

Supporting Evidence

The stock has historically reacted positively to earnings beats, suggesting that a strong performance could lead to significant upward movement.

Options pricing indicates a higher expected move, which may reflect investor sentiment that the company could surprise to the upside.

Key Risk

If the EPS comes in above $0.30, it could challenge the current bearish sentiment and shift expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate centers around whether DENTSPLY SIRONA can recover from recent earnings misses and demonstrate growth in a competitive market.

Bull Confirmed If

An EPS of $0.30 or higher, coupled with revenue exceeding $850M, would confirm a bullish outlook.

Bear Confirmed If

An EPS below $0.22 or revenue falling short of $815M would support a bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.17%

Historical Avg

±9.1%

Pricing rich

The options market is pricing in a significant move of over 10%, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±19.6% while XRAY has averaged ±9.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

37.8%

Calls (123K)P/C Ratio: 0.25Puts (30K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing in-line setup in Health Care

n=30

Fade rate: 6 of 19 (32%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DENTSPLY SIRONA beats expectations, history suggests the stock could rise around 16.3%, confirming a positive turnaround.

In-Line / Cautious

An in-line report may lead to a muted response, as investors weigh cautious management commentary against historical performance.

Miss

If the company misses on earnings, history suggests a potential decline of about 5.2%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Insights into market demand trends for dental products.
3Management's commentary on cost management and efficiency improvements.
4Details on any challenges faced in supply chain or production.
5Guidance on future quarters and expected growth rates.