DENTSPLY SIRONA (DY2) AI Stock Analysis

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DENTSPLY SIRONA

(Frankfurt:DY2)

Rating:―N/A

Action:N/A

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Positive Factors

Wellspect GrowthWellspect’s record sales and double-digit growth provide evidence of product-market traction within a focused healthcare business. Continued volume gains, new-product adoption, and expanded Medicare coverage could support a more durable growth engine and diversify performance beyond pressured dental segments.

Negative Factors

Declining Revenue and LossesPersistent revenue contraction across a multi-year period indicates that the recovery has not yet translated into broad-based demand improvement. Continued net losses limit internal reinvestment capacity and make future earnings more dependent on successful execution of restructuring and growth initiatives.

DENTSPLY SIRONA (DY2) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 1.95B
Dividend Yield: 6.50%
Average Volume (3M): 511
Price to Earnings (P/E): -16.0
Beta (1Y): 0.68
Revenue Growth: -6.28%
EPS Growth: 86.86%
Country: Germany
Employees: 14,000
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Instruments & Supplies

DENTSPLY SIRONA Business Overview & Revenue Model

Company Description

DENTSPLY SIRONA Inc. develops, manufactures, and markets dental equipment supported by cloud-enabled solutions, dental products, and healthcare consumable products in urology and enterology worldwide. It operates through four segments: Connected Tech...

DENTSPLY SIRONA Earnings Call Summary

Earnings Call Date:Nov 05, 2026(Q3-2026)|% Change Since:-9.72%|Next Earnings Date:Mar 04, 2027

Earnings Call SentimentNeutral

The call was mixed but leaned positive on operational progress. The company reported significant momentum at Wellspect and in selected U.S. businesses, along with stronger commercial coverage, increased clinical education, product approvals, and cost-saving initiatives. However, these developments were outweighed in the near term by a 7.6% reported revenue decline, lower adjusted EPS, reduced full-year guidance, weaker cash flow, and continued pressure across several dental segments and international markets.

Positive Updates

Progress on Return-to-Growth Action Plan

DENTSPLY SIRONA expanded customer access, strengthened its commercial organization, and increased investment in clinical education and innovation during the third quarter. Management said it is seeing early gains in parts of the U.S. dental business and is focused on converting them into broader, sustained improvement.

Negative Updates

Lowered Full-Year Revenue and EPS Outlook

DENTSPLY SIRONA now expects full-year net sales of approximately $3.5 billion, compared with its previous range of $3.5 billion to $3.6 billion. Adjusted EPS guidance was reduced to $1.20-$1.30 from $1.40-$1.50, excluding the $0.17 one-time gain from tariff refunds.

Company Guidance

For 2026, DENTSPLY SIRONA now expects full-year net sales of approximately $3.5 billion, versus the previous range of $3.5 billion-$3.6 billion, and adjusted EPS of $1.20-$1.30, versus $1.40-$1.50, excluding the $0.17 one-time gain from tariff refunds; the $39 million pre-tax, $30 million post-tax inventory benefit is included in guidance. Management said the Q4 outlook is “fairly doable” with “certain upticks” in some markets and “a little bit of” mix shift, and Dan said he is “looking for even a 0.1 or a 0.2” in the U.S. and retains the “aspiration of getting a plus sign by the fourth quarter,” while noting it is “a stretch”; the company is advancing an approximately $120 million 2026 savings initiative, and management is “not giving 2027 guidance.”

DENTSPLY SIRONA Risk Analysis

DENTSPLY SIRONA disclosed 26 risk factors in its most recent earnings report. DENTSPLY SIRONA reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

DENTSPLY SIRONA Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

DE:DY2 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ISRG	84Outperform	$156.00B	53.71	17.03%	―	20.45%	8.75%
RMD	81Outperform	$32.93B	21.70	25.14%	1.06%	9.04%	12.22%
BDX	63Neutral	$57.91B	51.69	3.67%	1.85%	-7.40%	-28.89%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
BAX	46Neutral	$13.67B	-19.09	-11.62%	0.15%	5.33%	-164.67%

* Healthcare Sector Average

Performance Comparison

DE:DY2 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:DY2	DENTSPLY SIRONA	8.29	-0.87	-9.45%
BAX	Baxter International Inc	26.34	7.68	41.13%
BDX	Becton, Dickinson and Co	214.52	66.52	44.95%
ISRG	Intuitive Surgical	449.53	-115.98	-20.51%
RMD	Resmed Inc	238.53	-11.53	-4.61%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

DENTSPLY SIRONA AI Stock Analysis