Equity Profile

XRAY

DENTSPLY SIRONA Inc.

Health CareHealth Care Supplies$2.1B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) is a leading manufacturer of dental products and technologies, playing a crucial role in the health care supplies sector....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for long-term success.

N/A

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

XRAY Q2-2026 Earnings Preview

Context

Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) is a leading manufacturer of dental products and technologies, playing a crucial role in the health care supplies sector. The company focuses on providing innovative solutions for dental professionals, which is significant as oral health continues to gain attention in overall health care.

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 Q1-2026, DENTSPLY SIRONA reported an EPS of $0.27, slightly missing expectations. The stock reacted positively, increasing by 1.52% the following day despite the earnings miss.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for DENTSPLY SIRONA's upcoming earnings are mixed, with no consensus estimates available. Investors are looking for signs of recovery after recent earnings misses.

Bull Case

The optimistic view hinges on a strong rebound in EPS and revenue growth, indicating effective management and a recovering market.

Bear Case

The pessimistic view suggests continued struggles with profitability and market share, leading to further earnings misses.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.

How does management plan to address recent revenue growth challenges?

Understanding management's strategy for improving revenue is essential for assessing the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a turnaround in profitability, as recent operational changes could lead to improved margins.

Supporting Evidence

The options market is pricing an 8.7% move, suggesting higher volatility than historical averages.

DENTSPLY SIRONA has a history of surprising on the upside when least expected, with a notable EPS beat in Q1-2025.

Recent insider activity has indicated confidence in the company's direction, which may not be reflected in current market sentiment.

Key Risk

If EPS exceeds $0.35, it could significantly shift market perception towards a more positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether DENTSPLY SIRONA can overcome recent earnings misses and demonstrate a path to profitability.

Bull Confirmed If

An EPS of $0.35 or higher would confirm the bull case, indicating a strong recovery.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case, suggesting ongoing financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±8.69%

Historical Avg

±9.1%

In line with history

The options market is pricing in an expected move of about 8.7%, indicating uncertainty around the earnings report.

Options are pricing ±8.7% while XRAY has averaged ±9.1% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.5%

30d HV

36.7%

Calls (31K)P/C Ratio: 0.45Puts (11K)

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: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.6%, with a raw directional average of -1.3% (modestly negative 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 by around 5%, confirming a recovery narrative.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in management's outlook.

Miss

A miss could lead to a decline of about 3.9%, reinforcing concerns about the company's financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on margins.
2Details on new product launches and their expected contribution to revenue.
3Management's outlook on market conditions and competitive landscape.
4Insights into customer demand trends and how they are affecting sales.
5Any commentary on strategic partnerships or acquisitions.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) is a leading manufacturer of dental products and technologies, playing a crucial role in the health care supplies sector....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for long-term success.

N/A

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

XRAY Q2-2026 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 Q1-2026, DENTSPLY SIRONA reported an EPS of $0.27, slightly missing expectations. The stock reacted positively, increasing by 1.52% the following day despite the earnings miss.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for DENTSPLY SIRONA's upcoming earnings are mixed, with no consensus estimates available. Investors are looking for signs of recovery after recent earnings misses.

Bull Case

The optimistic view hinges on a strong rebound in EPS and revenue growth, indicating effective management and a recovering market.

Bear Case

The pessimistic view suggests continued struggles with profitability and market share, leading to further earnings misses.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.

How does management plan to address recent revenue growth challenges?

Understanding management's strategy for improving revenue is essential for assessing the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a turnaround in profitability, as recent operational changes could lead to improved margins.

Supporting Evidence

The options market is pricing an 8.7% move, suggesting higher volatility than historical averages.

DENTSPLY SIRONA has a history of surprising on the upside when least expected, with a notable EPS beat in Q1-2025.

Recent insider activity has indicated confidence in the company's direction, which may not be reflected in current market sentiment.

Key Risk

If EPS exceeds $0.35, it could significantly shift market perception towards a more positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether DENTSPLY SIRONA can overcome recent earnings misses and demonstrate a path to profitability.

Bull Confirmed If

An EPS of $0.35 or higher would confirm the bull case, indicating a strong recovery.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case, suggesting ongoing financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±8.69%

Historical Avg

±9.1%

In line with history

The options market is pricing in an expected move of about 8.7%, indicating uncertainty around the earnings report.

Options are pricing ±8.7% while XRAY has averaged ±9.1% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.5%

30d HV

36.7%

Calls (31K)P/C Ratio: 0.45Puts (11K)

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: 13 of 29 (45%)

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 by around 5%, confirming a recovery narrative.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in management's outlook.

Miss

A miss could lead to a decline of about 3.9%, reinforcing concerns about the company's financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on margins.
2Details on new product launches and their expected contribution to revenue.
3Management's outlook on market conditions and competitive landscape.
4Insights into customer demand trends and how they are affecting sales.
5Any commentary on strategic partnerships or acquisitions.