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DENTSPLY SIRONA to Post Q1 Earnings: What's in Store for the Stock?
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Key Takeaways
XRAY is set to report Q1 2026 results on May 5, with revenue seen near $840.1M.
XRAY faces U.S. demand softness, tariffs and inventory shifts impacting volumes and margins.
XRAY sees resilience abroad, while transformation investments pressure near-term earnings.
DENTSPLY SIRONA Inc. (XRAY - Free Report) is scheduled to release first-quarter 2026 results on May 5, after market close.
In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 3.57%. It delivered an average earnings surprise of 7.73% for the trailing four quarters.
XRAY’s Q1 Estimates
The Zacks Consensus Estimate for revenues is pegged at $840.1 million. The consensus mark for earnings is pinned at 28 cents per share.
Our model estimates for revenues and adjusted earnings per share (EPS) are pinned at $846.2 million and 32 cents, respectively.
Factors to Note Ahead of XRAY’s Q1 Results
DENTSPLY SIRONA’s first-quarter 2026 performance is likely have to reflected continued softness in the United States, along with lingering tariff-related pressures. The company remains in the early phase of executing its multi-year “Return-to-Growth” transformation plan, which is expected to weigh on near-term earnings due to elevated investments in innovation, commercial reorganization and clinical education. While these actions are aimed at restoring sustainable growth, they are likely to have kept margins under pressure in the to-be-reported quarter.
Tariffs and softer demand trends in key categories like equipment, implants and CAD/CAM solutions are expected to continue in the U.S. market. Management also highlighted a headwind from dealer inventory adjustments, particularly tied to a shift toward a drop-ship model, with roughly $30 million of inventory expected to be worked down in the first half of 2026. These dynamics are likely to have weighed on volumes and revenue visibility in the quarter to be reported.
From a segmental standpoint, ongoing weakness in Connected Technology Solutions, implants and orthodontics is likely to have persisted, given competitive pressures and lower procedural volumes. However, relatively stable trends in Essential Dental Solutions, along with continued strength in Wellspect Healthcare, may have provided some support. Distributor inventory levels for equipment and CAD/CAM remained below historical averages exiting 2025, indicating that any recovery is likely to be gradual and dependent on dealer reengagement efforts.
On the geographic front, while the U.S. business is expected to have remained under pressure, international markets — particularly Europe — likely continued to demonstrate resilience. Management previously indicated stable end-market conditions outside the United States, which may have helped partially offset domestic weakness in the quarter.
Investors are likely to closely monitor signs of stabilization in the U.S. market, progress on dealer partnerships, execution in the implants business and early traction from commercial restructuring initiatives. Although management expects sequential improvement in the second half of 2026, the first quarter is likely to have reflected a transition phase, with benefits from strategic initiatives yet to fully materialize.
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 +1.98%. 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
Here are some medical product stocks worth considering, as these have the right combination of elements to post an earnings beat this reporting cycle.
Microbot Medical (MBOT - Free Report) has an Earnings ESP of +8.70% and a Zacks Rank of 2 at present.
MBOT’s earnings surpassed estimates in two of the trailing four quarters and missed twice, with the average surprise being 7.53%. The Zacks Consensus Estimate for MBOT’s first-quarter loss per share implies no change from the year-ago reported figure.
Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.28% and a Zacks Rank #3 at present. The company is slated to release first-quarter 2026 results on May 5.
HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 2.14%. The Zacks Consensus Estimate for HSIC’s first-quarter EPS indicates an improvement of 4.4% from the year-ago reported figure.
IDEXX Laboratories (IDXX - Free Report) has an Earnings ESP of +0.77% and a Zacks Rank of 3 at present. The company is slated to release first-quarter 2026 results on May 5.
IDXX’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 6.11%. The Zacks Consensus Estimate for IDXX’s first-quarter EPS indicates a gain 15.5% from the year-ago reported figure.
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DENTSPLY SIRONA to Post Q1 Earnings: What's in Store for the Stock?
Key Takeaways
DENTSPLY SIRONA Inc. (XRAY - Free Report) is scheduled to release first-quarter 2026 results on May 5, after market close.
In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 3.57%. It delivered an average earnings surprise of 7.73% for the trailing four quarters.
XRAY’s Q1 Estimates
The Zacks Consensus Estimate for revenues is pegged at $840.1 million. The consensus mark for earnings is pinned at 28 cents per share.
Our model estimates for revenues and adjusted earnings per share (EPS) are pinned at $846.2 million and 32 cents, respectively.
Factors to Note Ahead of XRAY’s Q1 Results
DENTSPLY SIRONA’s first-quarter 2026 performance is likely have to reflected continued softness in the United States, along with lingering tariff-related pressures. The company remains in the early phase of executing its multi-year “Return-to-Growth” transformation plan, which is expected to weigh on near-term earnings due to elevated investments in innovation, commercial reorganization and clinical education. While these actions are aimed at restoring sustainable growth, they are likely to have kept margins under pressure in the to-be-reported quarter.
Tariffs and softer demand trends in key categories like equipment, implants and CAD/CAM solutions are expected to continue in the U.S. market. Management also highlighted a headwind from dealer inventory adjustments, particularly tied to a shift toward a drop-ship model, with roughly $30 million of inventory expected to be worked down in the first half of 2026. These dynamics are likely to have weighed on volumes and revenue visibility in the quarter to be reported.
From a segmental standpoint, ongoing weakness in Connected Technology Solutions, implants and orthodontics is likely to have persisted, given competitive pressures and lower procedural volumes. However, relatively stable trends in Essential Dental Solutions, along with continued strength in Wellspect Healthcare, may have provided some support. Distributor inventory levels for equipment and CAD/CAM remained below historical averages exiting 2025, indicating that any recovery is likely to be gradual and dependent on dealer reengagement efforts.
On the geographic front, while the U.S. business is expected to have remained under pressure, international markets — particularly Europe — likely continued to demonstrate resilience. Management previously indicated stable end-market conditions outside the United States, which may have helped partially offset domestic weakness in the quarter.
Investors are likely to closely monitor signs of stabilization in the U.S. market, progress on dealer partnerships, execution in the implants business and early traction from commercial restructuring initiatives. Although management expects sequential improvement in the second half of 2026, the first quarter is likely to have reflected a transition phase, with benefits from strategic initiatives yet to fully materialize.
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 +1.98%. 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
Here are some medical product stocks worth considering, as these have the right combination of elements to post an earnings beat this reporting cycle.
Microbot Medical (MBOT - Free Report) has an Earnings ESP of +8.70% and a Zacks Rank of 2 at present.
MBOT’s earnings surpassed estimates in two of the trailing four quarters and missed twice, with the average surprise being 7.53%. The Zacks Consensus Estimate for MBOT’s first-quarter loss per share implies no change from the year-ago reported figure.
Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.28% and a Zacks Rank #3 at present. The company is slated to release first-quarter 2026 results on May 5.
HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 2.14%. The Zacks Consensus Estimate for HSIC’s first-quarter EPS indicates an improvement of 4.4% from the year-ago reported figure.
IDEXX Laboratories (IDXX - Free Report) has an Earnings ESP of +0.77% and a Zacks Rank of 3 at present. The company is slated to release first-quarter 2026 results on May 5.
IDXX’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 6.11%. The Zacks Consensus Estimate for IDXX’s first-quarter EPS indicates a gain 15.5% from the year-ago reported figure.