DENTSPLY SIRONA Inc. (XRAY) Earnings Call Transcripts

DENTSPLY SIRONA Inc.'s Latest Earnings Call - May 27, 2026

In the first quarter of fiscal year 2026, DENTSPLY SIRONA Inc. reported a revenue decline of 6.7%, attributed to inventory adjustments and a challenging market environment. The company is undergoing a significant turnaround under CEO Dan Scavilla, who emphasized the need for improved execution and customer focus. Management maintained a cautious outlook, aiming for sequential improvement to exit Q4 2026 with flat year-over-year revenue. The restructuring initiative is expected to free up $120 million, which will be reinvested into clinical education and R&D, signaling a commitment to long-term growth despite current challenges.

Reported metrics

Guidance from management

Management aims for sequential revenue improvement, targeting a flat year-over-year revenue exit in Q4 2026. The restructuring initiative is expected to support long-term growth through reinvestment in key areas.

What management said

Yes. Listen, from what we've seen so far, there's a stable market. As you know, it's been suppressed for a couple of years anyway. And does it look like it remains stable with a little bit of improvement. I'd say, yes, I'm going to give you the [ bot ] here. Given where we are as a company, it doesn't matter if the market's up or down, we have to actually execute better than we are. And I can't use the market as a re...

I doubt you see 15-plus type of thing. I think you need the right national and regional coverage and not only for the sale but for technical service coverage. And that's really the balance we're doing now.

What analysts pressed on

Analysts expressed concerns about the revenue decline and the effectiveness of the restructuring plan. There were questions regarding the sustainability of growth in light of competitive pressures in the orthodontics segment and the need for improved sales training and execution.

Main topics on the call

• Turnaround Strategy — CEO Dan Scavilla highlighted the importance of execution and customer focus, stating, "If you want to grow this company, you make the customer the center of all you do." This reflects a strategic pivot aimed at improving...
• Restructuring and Cost Savings — The company is implementing a restructuring plan expected to yield $120 million in savings, which will be reinvested into clinical education and R&D. Scavilla noted, "The restructuring is one way to free up capital to in...
• Market Stability and Growth Prospects — Despite a weak first quarter, Scavilla expressed optimism about the U.S. market, stating, "I still remain bullish on the fact that the U.S. has a great runway here." This suggests potential for recovery in the latter hal...
• Distributor Agreements — DENTSPLY SIRONA has expanded its distributor agreements to enhance product visibility, with Scavilla mentioning, "You need to actually be on those contracts in order to have your products displayed." This is expected to ...

Read the full DENTSPLY SIRONA Inc. transcript (May 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 74 DENTSPLY SIRONA Inc. earnings call transcripts on record, spanning January 15, 2020 to May 27, 2026. Based on this history, DENTSPLY SIRONA Inc. reports quarterly. The most recent call on file is dated May 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

XRAY

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

74

First call

January 15, 2020

Most recent

May 27, 2026

Reporting cadence

quarterly