Health Care·Health Care Supplies·$2.4B
DENTSPLY SIRONA INC (XRAY) is a leading manufacturer of dental products and technologies, serving dental professionals worldwide. As a key player in the Health Care Supplies sector, the company is vital for advancements in dental care and oral health solutions.
EPS
Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.
Revenue
Revenue figures will provide insight into overall sales performance and demand for DENTSPLY's products in the market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
50%
Avg EPS Surprise
-0.68%
Avg Stock Reaction
-5.23%
In Q4-2025, DENTSPLY reported an EPS of $0.27, slightly below the expected $0.28, resulting in a minor stock decline. The company continues to face challenges in meeting analyst expectations.
Management Promises & Guidance
Analysts are cautiously optimistic for Q1-2026, expecting DENTSPLY to report an EPS of $0.28 and revenue of $842M. The market is watching closely for any signs of recovery in sales.
Bull Case
If DENTSPLY can exceed EPS expectations and show strong revenue growth, it could signal a turnaround in demand and operational efficiency, boosting investor confidence.
Bear Case
Conversely, if the company misses on EPS or revenue, it may reinforce concerns about its ability to compete in the market, leading to further stock declines.
EPS
$0.28Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.
Revenue
$842MRevenue figures will provide insight into overall sales performance and demand for DENTSPLY's products in the market.
The print will turn on these two things.
Q1
Will DENTSPLY's EPS exceed the consensus estimate of $0.28?
A beat on EPS would indicate stronger profitability and could boost investor sentiment, especially after recent misses.
Q2
What is the revenue outlook relative to the expected $842M?
Revenue performance will be crucial in assessing demand for DENTSPLY's products and overall business health.
Why consensus could be wrong
The Street may be underestimating DENTSPLY's potential for a rebound in demand, particularly given recent product innovations that could drive sales.
Supporting Evidence
The company has historically shown strong recovery potential after earnings misses, as seen in Q1-2025.
Options pricing suggests a significant move, indicating that traders are anticipating a more volatile reaction than the consensus suggests.
Key Risk
If revenue exceeds $850M, it could shift the narrative around DENTSPLY's market position and growth prospects.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it follows a pattern of mixed results, and any significant deviation from expectations could lead to notable market reactions.
Bull Confirmed If
An EPS of $0.30 or higher, coupled with revenue exceeding $850M, would confirm the bull case.
Bear Confirmed If
An EPS below $0.25 or revenue falling short of $815M would confirm the bear case.
Implied Move
±8.49%
Historical Avg
±9.6%
The options market is pricing in an approximate 8.5% move in either direction following the earnings report, indicating uncertainty among investors.
Options are pricing ±8.5% while XRAY has averaged ±9.6% over the last 8 prints — setup is roughly in line with history.
Cross-company pattern from 30 similar setups.
Prior-quarter miss + options pricing in-line setup in Health Care
n=30Fade rate: 10 of 27 (37%)
This setup has occurred 30 times across Health Care in the last 2 years. 17 of 27 (63%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 6.7%, with a raw directional average of +3.8% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If DENTSPLY beats expectations, history suggests a potential stock increase of around 5% based on past performance.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss could lead to a decline of about 5% based on historical reactions to earnings misses.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026