Dentsply Sirona stock (US24906P1093): Updates FY 2026 guidance after Q1 results

Dentsply Sirona issued FY 2026 earnings guidance of $1.40-$1.50 per share and revenue of $3.5-$3.6 billion on May 5, slightly below consensus estimates, following Q1 revenue of $880 million.

Dentsply Sirona Inc. updated its fiscal year 2026 guidance on May 5, 2026, projecting earnings per share of $1.40 to $1.50, compared to the consensus estimate of $1.43, according to MarketBeat as of 05/12/2026. The company also forecasted revenue between $3.5 billion and $3.6 billion, against expectations of $3.6 billion. This follows first-quarter results where revenue rose 0.1% year-over-year to $880 million, beating the $841.8 million consensus.

The stock closed at $11.00 on May 12, 2026, on Nasdaq, up 0.82%, with extended trading at $11.01 as of May 14, 2026, per MarketBeat as of 05/12/2026. Over the last four quarters, Dentsply Sirona reported net income of -$598 million and EPS of -$3.15. Annual revenue stood at $3.68 billion, with net income at -$598 million for the period ending in the latest report.

As of: 14.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: Dentsply Sirona Inc
• Sector/industry: Dental Equipment & Technology
• Headquarters/country: United States
• Core markets: North America, Europe
• Key revenue drivers: Dental consumables, equipment
• Home exchange/listing venue: Nasdaq (XRAY)
• Trading currency: USD

Dentsply Sirona: core business model

Dentsply Sirona develops, manufactures, and markets dental and oral health products, including consumables, equipment, and technology solutions for dental professionals worldwide. The company offers a comprehensive portfolio spanning preventive, restorative, and orthodontic care. Its business model focuses on recurring revenue from consumables alongside higher-margin equipment sales.

Headquartered in Charlotte, North Carolina, Dentsply Sirona serves dentists, labs, and specialists through direct sales and distributors. The firm resulted from the 2016 merger of Dentsply International and Sirona Dental Systems in a $13.3 billion deal, creating a dental market leader with global reach.

Main revenue and product drivers for Dentsply Sirona

Key revenue streams include dental consumables like composites, sealants, and impression materials, which provide stable, high-volume sales. Equipment such as CAD/CAM systems, imaging devices, and chairs contribute to growth through innovation and upgrades. In Q1 2026, revenue reached $880 million for the quarter ended March 31, 2026, up 0.1% from the prior year, as reported on May 5, 2026.

Technologies like the Primescan intraoral scanner and CEREC systems drive adoption in digital dentistry. The company generates significant exposure to the US market, its largest, where dental procedures tie into broader healthcare spending trends relevant to American investors.

Industry trends and competitive position

The dental equipment sector benefits from aging populations and rising cosmetic dentistry demand in the US. Dentsply Sirona holds a leading position with approximately 15-20% global market share in key segments, competing with Envista, Align Technology, and Henry Schein. Digital transformation, including AI-assisted diagnostics, shapes industry growth.

Why Dentsply Sirona matters for US investors

Listed on Nasdaq as XRAY, Dentsply Sirona offers US investors direct access to the $150+ billion global dental market, with over 40% of revenue from North America. Its products support essential healthcare services amid US dental expenditure exceeding $150 billion annually, per sector data.

Conclusion

Dentsply Sirona's recent FY 2026 guidance reflects cautious optimism amid steady Q1 revenue growth, with EPS projections slightly below consensus. The company's strong position in dental consumables and equipment supports its role in a resilient healthcare subsector. Investors tracking US-listed healthcare names will note its exposure to digital dentistry trends and North American demand.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.