Overview

* Dentsply Sirona ( XRAY ) Q3 net sales of $904 mln slightly beat analyst expectations

* Adjusted EPS for Q3 missed analyst expectations, reflecting operational challenges

* Company launches Return-to-Growth action plan to improve performance over 24 months

Outlook

* Company revises FY25 net sales outlook to $3.6 bln-$3.7 bln

* Dentsply Sirona ( XRAY ) expects FY25 adjusted EPS to be about $1.60

* Company anticipates constant currency sales to decline 4%-5% YoY in FY25

Result Drivers

* BYTE AND ERP IMPACT - Q3 sales decline partly due to Byte impact and ERP pre-buy activities

* LOWER VOLUMES - Impairment charges driven by lower-than-expected volumes in equipment, implants, and prosthetics, particularly in the U.S.

* FOREIGN CURRENCY IMPACT - Foreign currency changes positively impacted Q3 2025 net sales by $28 mln

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $904 mln $896.71

Revenue Beat* mln (14

Analysts

)

Q3 Miss $0.37 $0.45

Adjusted (15

EPS Analysts

)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 13 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

* Wall Street's median 12-month price target for DENTSPLY SIRONA Inc ( XRAY ) is $15.00, about 15.9% above its November 5 closing price of $12.62

* The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)