DENTSPLY SIRONA (XRAY) 43rd Annual J.P. Morgan Healthcare Conference 2025 summary

Business overview and strategic positioning

• End-to-end dental portfolio represents over 90% of revenue, with the rest from continence care; global reach includes over 100 countries and $3.9B in 2023 net sales.

• Europe is the largest geography, especially Germany, with 39% of sales; U.S. is a major growth opportunity at 36%.

• Focus on innovation, high-growth categories (aligners, continence care), and improved execution in implants.

• Data-driven decision-making, customer feedback, and leadership in clinical education guide strategy and product development.

• Digitalization and connected technologies are central to long-term growth plans.

Market dynamics and growth outlook

• Dental market is valued at over $30 billion globally, with balanced core segments and favorable demographics.

• Aging population and digital adoption drive demand for complex procedures and workflow efficiency.

• DSOs are expanding, especially in North America, increasing demand for integrated solutions.

• Macro challenges persist, but medium- and long-term market outlook remains attractive.

• Capital equipment sentiment is improving for 2025, while consumables remain stable.

Innovation and product development

• Integrated quality into new product development to address past issues.

• Launched Primescan 2, X-Smart Pro+, Lynx implants, LoFric Origo with sleeve, and DS Core Enterprise.

• DS Core platform expanded to 39 countries, with 85 new functions and over 37,000 user accounts by end of 2024.

• Byte aligner business refocused from direct-to-consumer teledentistry to dentist-planned, monitored treatments, leveraging Byte’s digital competencies across the aligner portfolio.

• R&D investment is about 4% of revenue, supporting innovation and digital workflow integration.