Equity Profile

XRAY

DENTSPLY SIRONA Inc.

Health CareHealth Care Supplies$2.6B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) is a leading manufacturer of dental and healthcare supplies, providing products and technologies that improve oral health....

Key Metrics to Watch

EPS

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

N/A

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 and healthcare supplies, providing products and technologies that improve oral health. As a key player in the healthcare sector, the company is influenced by trends in dental care demand and advancements in medical technology.

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 the estimate of $0.28. The stock reacted positively the next day, gaining 1.52%.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about DENTSPLY SIRONA's upcoming earnings, particularly given the company's recent performance trends. However, the lack of analyst estimates adds uncertainty to expectations.

Bull Case

If the company can exceed earnings expectations and demonstrate strong revenue growth, it may signal a recovery in demand for dental products, boosting investor confidence.

Bear Case

Conversely, if the company continues to miss earnings estimates, it could raise concerns about its market position and overall financial health, leading to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.28, indicating a potential turnaround in profitability?

A positive EPS could signal improved operational efficiency and market demand, which are crucial for investor confidence.

What is the outlook for revenue growth in dental supplies this quarter?

Understanding revenue trends will provide insight into market demand and the company's competitive position.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for a rebound in demand for dental products, given recent trends in healthcare spending.

Supporting Evidence

Despite recent misses, the stock has shown resilience with positive reactions following earnings.

Options pricing suggests a significant move, indicating that investors are anticipating volatility and potential surprises.

Key Risk

If the EPS exceeds $0.28, it could shift the narrative towards a recovery in profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

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

Bull Confirmed If

An EPS above $0.28 would confirm a positive shift in profitability and market confidence.

Bear Confirmed If

An EPS below $0.27 could reinforce concerns about the company's financial health and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±8.69%

Historical Avg

±9.09%

In line with history

The options market is pricing in a significant move around the earnings report, suggesting that investors expect volatility.

Options are pricing a move that aligns closely with the stock's historical average moves.

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 a potential stock increase of around 3.1% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline in stock price, with historical patterns indicating a potential drop of around 3.87%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on the outlook for dental product demand and market conditions.
2Updates on operational efficiencies and cost management strategies.
3Insights into competitive positioning within the healthcare supplies sector.
4Any changes in management's guidance regarding future revenue growth.
5Details on new product launches or innovations that could drive sales.

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Company Snapshot

DENTSPLY SIRONA Inc. (XRAY) is a leading manufacturer of dental and healthcare supplies, providing products and technologies that improve oral health....

Key Metrics to Watch

EPS

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand.

N/A

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 the estimate of $0.28. The stock reacted positively the next day, gaining 1.52%.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company can exceed earnings expectations and demonstrate strong revenue growth, it may signal a recovery in demand for dental products, boosting investor confidence.

Bear Case

Conversely, if the company continues to miss earnings estimates, it could raise concerns about its market position and overall financial health, leading to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed $0.28, indicating a potential turnaround in profitability?

A positive EPS could signal improved operational efficiency and market demand, which are crucial for investor confidence.

What is the outlook for revenue growth in dental supplies this quarter?

Understanding revenue trends will provide insight into market demand and the company's competitive position.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for a rebound in demand for dental products, given recent trends in healthcare spending.

Supporting Evidence

Despite recent misses, the stock has shown resilience with positive reactions following earnings.

Options pricing suggests a significant move, indicating that investors are anticipating volatility and potential surprises.

Key Risk

If the EPS exceeds $0.28, it could shift the narrative towards a recovery in profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

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

Bull Confirmed If

An EPS above $0.28 would confirm a positive shift in profitability and market confidence.

Bear Confirmed If

An EPS below $0.27 could reinforce concerns about the company's financial health and market position.

Pre-Earnings Positioning

Options Market

Implied Move

±8.69%

Historical Avg

±9.09%

In line with history

The options market is pricing in a significant move around the earnings report, suggesting that investors expect volatility.

Options are pricing a move that aligns closely with the stock's historical average moves.

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 a potential stock increase of around 3.1% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline in stock price, with historical patterns indicating a potential drop of around 3.87%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on the outlook for dental product demand and market conditions.
2Updates on operational efficiencies and cost management strategies.
3Insights into competitive positioning within the healthcare supplies sector.
4Any changes in management's guidance regarding future revenue growth.
5Details on new product launches or innovations that could drive sales.