DENTSPLY SIRONA to Post Q2 Earnings: What's in Store for the Stock?

XRAY’s Q2 Estimates

The Zacks Consensus Estimate for revenues is pegged at $883.9 million. The consensus mark for earnings is pinned at 36 cents per share.

Our model estimates for revenues and adjusted earnings per share (EPS) are $884.8 million and 36 cents, respectively.

Factors to Note Ahead of XRAY’s Q2 Results

DENTSPLY SIRONA's second-quarter 2026 performance is likely to have reflected continued execution of its Return-to-Growth action plan. The company remains focused on commercial restructuring, clinical education, innovation and cost optimization during the second quarter. While these initiatives are expected to strengthen long-term growth, they are likely to have weighed on near-term profitability due to higher investments. Per the first-quarter earnings call, management also indicated that meaningful benefits from the transformation plan are expected to build gradually, with a larger impact in the second half of 2026.

The second quarter is also likely to have been affected by dealer inventory adjustments linked to the transition toward a drop-ship model. Management expects this inventory burn to occur primarily from the second quarter through the remainder of the year. This dynamic is likely to have created a revenue headwind, particularly across equipment and connected technology products. Tariff-related costs, softer implant demand and continued weakness in certain European markets are also expected to have remained pressure points during the quarter.

From a segmental standpoint, Connected Technology Solutions is likely to have remained under pressure due to softer equipment demand and dealer inventory normalization. Orthodontic and implant sales may also have stayed weak as the company continues to rebuild commercial execution in these businesses. However, Wellspect Healthcare is expected to have maintained healthy growth, supported by new product adoption. Essential Dental Solutions could also have benefited if dealer destocking trends in Europe began to moderate, as management expects.

Geographically, the U.S. business is likely to have remained the company's primary focus. Management has been expanding distributor partnerships, strengthening its sales organization and increasing customer engagement to restore growth. International markets, particularly APAC, are expected to have remained relatively resilient, while Europe is likely to have faced some pressure from inventory destocking and macro uncertainty in the to-be-reported quarter.

Investors are likely to closely watch management's commentary on the pace of U.S. recovery, dealer inventory normalization and traction from new distribution agreements. Updates on the implants turnaround, commercial execution and early adoption of recently launched products will also be in focus. Any indication that restructuring savings and revenue initiatives are beginning to contribute meaningfully in the second half of 2026 could improve investor sentiment.

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 0.00%. 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 #3.

Stocks to Consider

Here are some stocks worth considering from the broader medical sector, as these have the right combination of elements to post an earnings beat this reporting cycle.

Cardinal Health CAH has an Earnings ESP of +1.24% and a Zacks Rank #2 at present. The company is set to release fourth-quarter fiscal 2026 results on Aug. 11. You can see the complete list of today’s Zacks #1 Rank stocks here.

CAH’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 10.27%. The Zacks Consensus Estimate for CAH’s fourth-quarter EPS indicates an improvement of 16.4% from the year-ago reported figure.

Cencora COR has an Earnings ESP of +1.49% and a Zacks Rank of 2 at present. The company is scheduled to release third-quarter fiscal 2026 results on Aug. 5.

COR’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 1.59%. The Zacks Consensus Estimate for COR’s fiscal third-quarter EPS implies an improvement of 9.3% from the year-ago reported figure.

Agilent Technologies A has an Earnings ESP of +1.02% and a Zacks Rank #2 at present.

A’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 1.61%. The Zacks Consensus Estimate for A’s third-quarter fiscal 2026 EPS calls for an improvement of 8% from the year-ago reported figure.

Research Chief Names "Single Best Pick to Double"

From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.

This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research