10-Q · May 8, 2025
Dentsply Sirona reported net sales of $879 million for the three months ended March 31, 2025, down $74 million or 7.7% versus $953 million a year ago. Gross profit declined $40 million to $466 million (gross margin…
Earnings analysis · 10-Q
XRAY earnings analysis
Filed May 5, 2026 · Our reading of the company's report
The latest report
Dentsply Sirona reported Q1 2026 results featuring net sales of $880 million, surpassing estimates of $841 million, yet lagging on EPS at $0.27 against a forecasted $0.28. While revenue increased marginally…
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Dentsply Sirona reported Q1 2026 results featuring net sales of $880 million, surpassing estimates of $841 million, yet lagging on EPS at $0.27 against a forecasted $0.28. While revenue increased marginally year-over-year by 0.1%, the gross margin declined significantly to 48.5% from 53% a year prior, pointing to increasing cost pressures. The company reaffirmed guidance for 2026 net sales between $3.5 billion and $3.6 billion and adjusted EPS between $1.40 and $1.50.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.27
- Gross margin
- 48.5%
What stood out
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Revenue Beat Estimates
Actual Q1 2026 revenue reached $880 million, beating estimates of $841 million by 4.45%.
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EPS Below Expectations
Reported EPS was $0.27, missing the estimated $0.28 by -3.57%.
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Cash Flow Improvement
Operating cash flow improved to $40 million from $7 million year-over-year.
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Decline in Gross Margin
Gross margin declined to 48.5%, down from 53% in the prior year.
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Increased Capital Expenditures
Capex was $52 million, up from $19 million year-over-year.
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Revised Fiscal Year Guidance
Maintained full-year sales guidance at $3.5B-$3.6B and EPS at $1.40-$1.50.
What to watch
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Significant Gross Margin Decline
Gross margin decreased by 450 basis points to 48.5%, indicating rising cost pressures.
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Increased Restructuring Costs
Restructuring expenses rose to $67 million from $9 million year-over-year.
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Negative EPS and Net Income
Reported a net loss of $10 million compared to income of $20 million in the prior year.
Management's outlook
Maintained outlook for 2026 net sales and adjusted EPS.
Earlier filings 4
10-Q · May 2, 2024
Dentsply Sirona reported net sales of $953 million for the quarter ended March 31, 2024, down $25 million (2.6%) versus the prior-year period; gross profit was $506 million and gross margin was flat at 53.1%. Net income…
10-K · February 29, 2024
Dentsply Sirona reported 2023 net sales of $3,965 million (up from $3,922 million in 2022) and a reduced net loss of $132 million versus a $950 million loss in 2022. Management reports remediation of previously…
10-Q · August 7, 2023
DENTSPLY SIRONA reported Q2 net sales of $1,028 million, up $5 million (0.5%) versus the prior year, driven by price increases, new products and 2.3% organic sales growth. Gross profit fell to $550 million (53.5% of…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.