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DENTSPLY SIRONA Inc. (XRAY) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
DENTSPLY SIRONA reported Q4 2025 earnings with revenue of $961M, a 6.19% year-over-year increase, beating estimates by $34.63M despite macroeconomic challenges. EPS of $0.27 missed analyst expectations by $0.02, reflecting cost pressures and operational inefficiencies amid leadership transitions. CEO Dan Scavilla and interim CFO Mike Pomeroy highlighted restructuring efforts, including cost-cutting measures and portfolio optimization to improve 2026 margins. Analysts questioned growth strategies in emerging markets and digital dentistry adoption, with management emphasizing R&D investments in AI-driven diagnostics. The company projected cautious 2026 guidance, citing inflation and supply chain risks but reaffirmed long-term confidence in dental tech innovation.
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SA Transcripts158.68K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.27 misses by $0.02 | Revenue of $961.00M (6.19% Y/Y) beats by $34.63M DENTSPLY SIRONA Inc. (XRAY) Q4 2025 Earnings Call February 26, 2026 4:30 PM EST Company Participants Wade Moody - Senior Manager of Investor RelationsDaniel Scavilla - President, CEO, Interim Principal Financial Officer & DirectorMichael Pomeroy - Interim Chief Financial Officer Conference Call Participants Vikramjeet Chopra - Wells Fargo Securities, LLC, Research DivisionAllen Lutz - BofA Securities, Research DivisionElizabeth Anderson - Evercore ISI Institutional Equities, Research DivisionDaniel Christopher Clark - Leerink Partners LLC, Research DivisionJeffrey Johnson - Robert W. Baird & Co. Incorporated, Research DivisionJonathan Block - Stifel, Nicolaus & Company, Incorporated, Research DivisionMichael Sarcone - Jefferies LLC, Research DivisionBrandon Vazquez - William Blair & Company L.L.C., Research DivisionDavid Saxon - Needham & Company, LLC, Research DivisionLilia-Celine Lozada - JPMorgan Chase & Co, Research DivisionMichael Petusky - Barrington Research Associates, Inc., Research DivisionGlen Santangelo - Barclays Bank PLC, Research DivisionSteven Valiquette - Mizuho Securities USA LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Q4 2025 DENTSPLY SIRONA Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Wade Moody. Please go ahead. Wade MoodySenior Manager of Investor Relations Thank you, Shannon, and good afternoon, everyone. Welcome to the DENTSPLY SIRONA Fourth Quarter 2025 Earnings Call. Joining me for today's call are Dan Scavilla, President and Chief Executive Officer; and Mike Pomeroy, Interim Chief Financial Officer. I'd like to remind you that an earnings press release and slide presentation related to the call are available on the Investors section of our website at www.dentsplysirona.com. Before we begin, please take a moment to read the forward-looking statements in our earnings press release. During today's call, we may make certain forward-looking statements that reflect our current

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