Dentsply Sirona 2026 Q3: Orthodontic and Implant Solutions Revenue of USD 171 Million, Net Profit Attributable to Shareholders of the Parent Company Turns Positive in First Three Quarters

Source: Dentsply Sirona Q3 2026 Earnings Report

Q3 Net Sales of $836 Million / Net Profit Attributable to Shareholders of the Parent Company Turned Positive from Loss in First Three Quarters / Q3 Orthodontic and Implant Solutions Net Sales of $171 Million

DentalGoodNews｜On November 5, 2026, Dentsply Sirona reported its third-quarter 2026 results. The company's quarterly net sales were $836 million (approximately RMB 5.576 billion), compared with $904 million (approximately RMB 6.030 billion) in the prior-year period, down 7.6% year over year, or down 7.0% on a constant currency basis; Net Profit Attributable to Shareholders of the Parent Company was -$2 million (approximately -RMB 13.34 million), compared with -$427 million (approximately -RMB 2.848 billion) in the prior-year period, a year-over-year loss reduction of $425 million (marked by the company as NM, not meaningful).

For the first three quarters of 2026, the company achieved cumulative net sales of $2.614 billion (approximately RMB 17.435 billion), compared with $2.719 billion (approximately RMB 18.136 billion) in the prior-year period, down 3.9% year over year, or down 6.6% on a constant currency basis; Net Profit Attributable to Shareholders of the Parent Company was $25 million (approximately RMB 167 million), compared with -$452 million (approximately -RMB 3.015 billion) in the prior-year period, turning positive from a loss, an increase of $477 million year over year. Management stated on the earnings call that excluding the Byte business, planned distributor destocking of approximately $10 million (approximately RMB 66.70 million), and other individual one-time items, third-quarter revenue would have declined 3.8% year over year on a constant currency basis.

Source: Dentsply Sirona Q3 2026 Earnings Report

Orthodontic and Implant Solutions third-quarter net sales were $171 million (approximately RMB 1.141 billion), compared with $205 million (approximately RMB 1.367 billion) in the prior-year period, down 16.6% year over year; for the first three quarters, net sales were $567 million (approximately RMB 3.782 billion), compared with $648 million (approximately RMB 4.322 billion) in the prior-year period, down 12.5% year over year.

Within this segment, Orthodontics third-quarter revenue was $39 million (approximately RMB 260 million), compared with $53 million (approximately RMB 354 million) in the prior-year period; for the first three quarters, revenue was $124 million (approximately RMB 827 million), compared with $175 million (approximately RMB 1.167 billion) in the prior-year period. Implants and prosthetics third-quarter revenue was $132 million (approximately RMB 880 million), compared with $152 million (approximately RMB 1.014 billion) in the prior-year period; for the first three quarters, revenue was $443 million (approximately RMB 2.955 billion), compared with $473 million (approximately RMB 3.155 billion) in the prior-year period. Management stated that the Byte business exit had a negative impact of approximately 6 percentage points on third-quarter revenue growth for this segment year over year.

Connected Technology Solutions third-quarter net sales were $230 million (approximately RMB 1.534 billion), compared with $259 million (approximately RMB 1.728 billion) in the prior-year period, down 11.0% year over year; for the first three quarters, net sales were $715 million (approximately RMB 4.769 billion), compared with $737 million (approximately RMB 4.916 billion) in the prior-year period, down 2.9% year over year.

Among these, Equipment and Instruments third-quarter revenue was $137 million (approximately RMB 914 million), compared with $148 million (approximately RMB 987 million) in the prior-year period; for the first three quarters, revenue was $409 million (approximately RMB 2.728 billion), compared with $418 million (approximately RMB 2.788 billion) in the prior-year period. CAD/CAM third-quarter revenue was $93 million (approximately RMB 620 million), compared with $111 million (approximately RMB 740 million) in the prior-year period; for the first three quarters, revenue was $306 million (approximately RMB 2.041 billion), compared with $319 million (approximately RMB 2.128 billion) in the prior-year period.

Essential Dental Solutions third-quarter revenue was $343 million (approximately RMB 2.288 billion), compared with $357 million (approximately RMB 2.381 billion) in the prior-year period, down 4.0% year over year; for the first three quarters, revenue was $1.069 billion (approximately RMB 7.130 billion), compared with $1.107 billion (approximately RMB 7.384 billion) in the prior-year period, down 2.5% year over year.

Source: Dentsply Sirona Q3 2026 Earnings Report

By region, third-quarter net sales in the Americas were $319 million (approximately RMB 2.128 billion), compared with $352 million (approximately RMB 2.348 billion) in the prior-year period, down 9.4% year over year; Europe, Middle East and Africa (EMEA) were $397 million (approximately RMB 2.648 billion), compared with $426 million (approximately RMB 2.841 billion) in the prior-year period, down 6.7% year over year; Asia-Pacific (APAC) was $120 million (approximately RMB 800 million), compared with $126 million (approximately RMB 840 million) in the prior-year period, down 5.2% year over year.

For the first three quarters, net sales in the Americas were $965 million (approximately RMB 6.437 billion), compared with $1.070 billion (approximately RMB 7.137 billion) in the prior-year period, down 9.8% year over year; EMEA was $1.284 billion (approximately RMB 8.564 billion), compared with $1.283 billion (approximately RMB 8.558 billion) in the prior-year period, essentially flat; APAC was $365 million (approximately RMB 2.435 billion), compared with $366 million (approximately RMB 2.441 billion) in the prior-year period, down 0.3% year over year.

Regional data have been reported under a new segmentation since January 1, 2026, and the 10-Q has restated prior-year comparable data; the aforementioned year-over-year comparisons are all based on the restated comparable basis.

Regarding the China market, in the "Recent Tariff Policies" section of the 10-Q management discussion, the company only disclosed that the financial statements do not separately present China market quarterly or first-three-quarter sales, and the earnings call did not separately mention the China market.

Source: Dentsply Sirona Q3 2026 Earnings Report

In terms of profitability, third-quarter gross profit was $443 million (approximately RMB 2.955 billion), compared with $441 million (approximately RMB 2.941 billion) in the prior-year period; Gross Margin rose to 52.9% from 48.8% in the prior-year period. The company also disclosed that in the process of preparing for a new financial consolidation system during the quarter, it revised its estimate of the elimination of unrealized profit arising from intra-group inventory transfers, which increased third-quarter gross profit and pre-tax profit by approximately $39 million (approximately RMB 260 million), with an after-tax impact of approximately $30 million (approximately RMB 200 million).

Source: Dentsply Sirona Q3 2026 Earnings Report

In terms of cash flow, third-quarter Net Cash Flow from Operating Activities was $32 million (approximately RMB 213 million), compared with $79 million (approximately RMB 527 million) in the prior-year period, which the company said was mainly affected by changes in working capital; for the first three quarters, Net Cash Flow from Operating Activities was $171 million (approximately RMB 1.141 billion), compared with $134 million (approximately RMB 894 million) in the prior-year period. As of September 30, 2026, the company held cash and cash equivalents of $195 million (approximately RMB 1.301 billion), down from $326 million (approximately RMB 2.174 billion) at the end of 2025; management disclosed that the ratio of net debt to EBITDA in the third quarter was 3.4x.

In terms of expenses, selling, general and administrative expenses for the first three quarters were $1.078 billion (approximately RMB 7.190 billion), compared with $1.055 billion (approximately RMB 7.037 billion) in the prior-year period; research and development expenses were $131 million (approximately RMB 874 million), compared with $110 million (approximately RMB 734 million) in the prior-year period.

For the full year 2026, the company expects net sales of approximately $3.5 billion (approximately RMB 23.345 billion) and Adjusted Earnings Per Share of $1.20 to $1.30 (approximately RMB 8.00 to 8.67), with this EPS guidance excluding a one-time gain of $0.17 (approximately RMB 1.13) from tariff refunds. Previously, the company expected full-year net sales of $3.5 billion to $3.6 billion (approximately RMB 23.345 billion to 24.012 billion) and Adjusted Earnings Per Share of $1.40 to $1.50 (approximately RMB 9.34 to 10.01).