DENTSPLY SIRONA to Post Q4 Earnings: What's in Store for the Stock?

DENTSPLY SIRONA Inc. XRAY is scheduled to release fourth-quarter 2025 results on Feb. 26, after market close.

In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 17.78%. It delivered an average negative earnings surprise of 1.26% for the trailing four quarters.

XRAY’s Q4 Estimates

The Zacks Consensus Estimate for revenues is pegged at $920.1 million. The consensus mark for earnings is pinned at 25 cents per share.

Our model estimates for revenues and adjusted EPS are pinned at $918.5 million and 28 cents, respectively.

Factors to Note Ahead of XRAY’s Q4 Results

Dentsply Sirona’s fourth-quarter result is likely to reflect persistent U.S. weakness and tariff-related headwinds. The company’s earnings are likely to have been under pressure as management accelerates transformation efforts under its new CEO’s Return-to-Growth plan. However, stabilizing international markets may have provided a cushion amid ongoing challenges.

On its third-quarter earnings call, the company management stated that it expects full-year sales to decline 4-5% on a constant currency (cc) basis compared to the previous guidance of a 2-4% fall. The company also lowered its adjusted EPS guidance of $1.80-$2.00 to approximately $1.60. This implies a potential weakness in the soon-to-be-reported quarter.

Tariffs and softer projected volumes in equipment, implants and prosthetics are likely to have continued in the U.S. market, underscoring structural pressures in key product categories. This might have continued to weigh on sentiment and capital allocation decisions.

Weakness in the Essential Dental Solutions (“EDS”), CAD/CAM, Imaging and Implants is likely to have been potentially offset by strength in treatment centers and sustained growth in Wellspect Healthcare. Distributor inventory for CAD/CAM and imaging remained below historical averages during the third quarter, suggesting that any recovery could be gradual and tied to dealer reengagement efforts. Investors should focus on any potential increase in inventory for CAD/CAM and imaging during the fourth-quarter earnings call.

Although the U.S. market is likely to have been softer, international performance might have been driven by potential continuation of growth in European markets.On its third-quarter earnings call, management pointed to solid execution and stable end-market conditions, primarily in Connected Technology Solutions (“CTS”) and Labs businesses, trends that are likely to have continued in the fourth quarter.

During the fourth quarter, investors might have focused on signs of stabilization in the United States, progress in dealer partnerships, implant execution and the cadence of margin recovery. While international resilience and Wellspect growth must have offered support, the earnings trajectory is likely to have remained constrained until commercial reorganization and reinvestment efforts began translating into tangible top-line improvement.

DENTSPLY SIRONA Inc. Price and EPS Surprise

DENTSPLY SIRONA Inc. price-eps-surprise | DENTSPLY SIRONA Inc. Quote

What the Zacks Model Unveils for XRAY

Our proven model does not conclusively predict an earnings beat for XRAY this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here, as you will see below.

XRAY’s Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -6.40%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

XRAY’s Zacks Rank: DENTSPLY SIRONA currently carries a Zacks Rank #4 (Sell).

Stocks to Consider

The Cooper Companies COO has an Earnings ESP of +0.24% and a Zacks Rank #2 at present. The company is set to release first-quarter fiscal 2026 results on March 5.

COO’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 2.41%. According to the Zacks Consensus Estimate, COO’s first-quarter EPS is expected to improve 11.9% from the year-ago reported figure.

STAAR Surgical STAA has an Earnings ESP of +7.15% and a Zacks Rank #3 at present. The company is expected to release fourth-quarter 2025 results soon.

STAA’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average negative surprise being 586.27%. The Zacks Consensus Estimate for STAA’s fourth-quarter EPS implies a gain of 132% from the year-ago reported figure.

McKesson MCK has an Earnings ESP of +1.93% and a Zacks Rank #2 at present.

MCK’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 3.60%. The Zacks Consensus Estimate for MCK’s fourth-quarter fiscal 2026 EPS indicates a rise of 12.3% from the year-ago reported figure.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research