DENTSPLY SIRONA (XRAY) 44th Annual J.P. Morgan Healthcare Conference summary

Executive Leadership and Strategic Vision

• New CEO with extensive medtech experience is driving a turnaround focused on sustainable, profitable growth and leveraging best-in-class business models.

• Emphasis on brand strength, customer loyalty, and an integrated portfolio to shape the future of connected dentistry via the DS Core platform.

• CEO is implementing a return-to-growth plan with measurable actions, aiming for operational urgency and improved execution.

• Action plan initiated in November 2025 focuses on customer-centricity, sustainable growth, and performance empowerment.

Market Position and Portfolio

• Operates in a $33 billion global dental market with 3%-4% CAGR, serving over 100 countries and training 400,000+ dental professionals 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.

• Connected dentistry strategy leverages technology to streamline workflows and enhance patient-centered care.

Innovation and Digital Transformation

• DS Core platform enables connected dentistry, integrating AI-driven diagnostics and streamlined workflows for faster, single-visit treatments.

• R&D investment to increase from 4% to 6% of sales over 24 months, focusing on implants, orthodontics, and enhancing DS Core applications.

• AI and data analytics are being deployed for operational efficiency and predictive decision-making.

• AI-driven workflows and simplified platforms lower barriers to digital adoption and improve efficiency.

• DS Core platform enables integration with third-party labs and equipment, supporting comprehensive workflows.