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DENTSPLY SIRONA
DENTSPLY SIRONA (XRAY) investor relations material
DENTSPLY SIRONA 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Leadership and Strategic Vision
New CEO with extensive medtech experience is driving a turnaround, supported by new leadership appointments including a Chief Commercial Officer, US commercial head, interim CFO, and board members with dental market expertise.
Focus on brand strength, customer loyalty, and an integrated portfolio to shape the future of connected dentistry.
Creation of a Growth and Value (Creation) Committee/Board to guide long-term strategy, capital allocation, and potential portfolio moves.
Emphasis on urgent execution, operational change, and embedded accountability to address underperformance and drive growth.
Ongoing commitment to provide updates as milestones are achieved.
Market Position and Portfolio
Operates in over 100 countries, reaching 400,000+ practitioners annually through training, and serves a $33 billion total addressable market growing 3%-4% annually.
Holds leading positions in chairside, imaging, endodontics, and preventive dental solutions, with over 50 new products launched in four years.
Integrated portfolio spans essential dental, orthodontic, implant, and connected technology solutions, with DS Core platform central to connected dentistry strategy.
Wellspect business retained for its cash flow contribution and is now managed independently.
Connected dentistry strategy leverages technology to streamline workflows and enhance patient-centered care.
Customer-Centric and Innovation Initiatives
Shift to a customer-centric mindset, including KOL boards for each segment and doubling clinical education investment to $40 million.
Enhanced dentist engagement in R&D, increased sales force education, and expanded dealer networks to improve product fit and market engagement.
Accelerated R&D investment, targeting a rise from 4% to 6% of sales, with double-digit R&D growth over 24 months focused on DS Core, implants, and orthodontics.
AI and data analytics initiatives to drive efficiency, faster decision-making, and predictive business moves.
DS Core platform enables integration with third-party labs and equipment, supporting comprehensive workflows.
U.S. turnaround: Q4 '26 positive sales?
Portfolio strategy: Future beyond dental acquisitions?
Funding growth: $100M P&L/COGS source details
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Next DENTSPLY SIRONA earnings date
Q4 20252 Mar, 2026
DENTSPLY SIRONA
Next DENTSPLY SIRONA earnings date
Q4 20252 Mar, 2026
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Frequently asked questions
DENTSPLY SIRONA Inc. designs, develops, manufactures, distributes and sells various dental products and technologies for professional dental market. The Company's segments include North America, Europe, Latin America and Asia Pacific. The North America segment is engaged in the research, development and clinical trial activities; manufacturing dental products; distributing dental products; and providing technical application services to dentists and dental laboratories within the United States. DENTSPLY SIRONA Inc. is based in Charlotte, North Carolina.
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