DENTSPLY SIRONA INC (NASDAQ:XRAY) Stock Plummets Over 12% After Q3 Earnings Miss and Revenue Decline

DENTSPLY SIRONA INC (NASDAQ:XRAY) reported third-quarter financial results that presented investors with a mixed performance picture, triggering a significant negative market reaction despite some positive elements in the report.

Third Quarter Financial Results

The company's Q3 2025 financial performance revealed a divergence between top-line revenue and bottom-line profitability when measured against Wall Street's expectations. While the company managed to surpass revenue estimates, it fell notably short on earnings.

• Reported Revenue: $904 million
• Analyst Revenue Estimate: Approximately $914.6 million
• Reported Non-GAAP EPS: $0.37
• Analyst EPS Estimate: $0.46

The $904 million in sales represents a 4.9% decline compared to the same quarter last year. Although this figure came in above expectations, the year-over-year contraction highlights ongoing challenges. The earnings miss was more pronounced, with the reported $0.37 per share falling 17.7% below the consensus estimate, indicating significant pressure on profitability.

Market Reaction and Recent Performance

The market's response to the earnings release was decisively negative. The stock experienced a sharp decline in pre-market trading following the announcement. This sell-off suggests that investors focused more heavily on the earnings miss and the year-over-year sales decline than on the revenue beat. The pre-market drop of over 12% effectively erased the modest gains the stock had accumulated over the preceding month.

Company Outlook and Analyst Estimates

A key component of the earnings announcement was the introduction of a "Return-to-Growth" action plan, a comprehensive strategy aimed at improving performance over the next 24 months. Regarding financial guidance, the company stated it expects full-year 2025 revenue to be around $3.65 billion. This forecast sits close to, though slightly below, the current analyst consensus estimate of $3.73 billion for the full year. For the upcoming fourth quarter, analysts are projecting revenue of approximately $960 million.

Press Release Summary

Beyond the financial figures, the central theme of the press release was the unveiling of the new Return-to-Growth plan. This initiative is positioned as a multi-faceted strategy designed to streamline operations and reposition the company for sustained, profitable growth in the coming years. The announcement of this plan indicates that management acknowledges the current headwinds and is implementing a structured response.

For a detailed breakdown of historical earnings, future estimates, and analyst projections, you can review the data available on the Dentsply Sirona earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute financial advice or a recommendation to buy or sell any securities. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.