DENTSPLY SIRONA Inc.

dentsplysirona.com

What Do They Do?

Sells dental equipment and supplies to dental professionals, alongside continence-care products for people with urinary or bowel management needs.

How Do They Make Money?

Most money comes from selling dental equipment and dental and healthcare consumables, with sales counted when goods ship or arrive under destination terms. Support, maintenance and extended warranties bring in money over the contract period or as services are provided.

revenue

Segment	Share	How money arrives
Connected Technology Solutions Sold outright	28% FY2022: 31%	Sold outright
Essential Dental Solutions Sold outright	40% FY2022: 36%	Sold outright
Orthodontic and Implant Solutions Sold outright	23% FY2022: 26%	Sold outright
Wellspect Healthcare Sold outright	8.8% FY2022: 6.9%	Sold outright

Who Are Their Customers?

Dental equipment and consumables mostly go through third-party distributors; some endodontic, implant and orthodontic products are sold directly to dental laboratories or professionals. Continence products mainly go through medical-supply distributors, with some sold directly to patients and medical providers.

Customers above 10% of revenue, FY2025

of revenue from one customer

FY2024: no customer at 10% or more of revenue

Do Revenues Turn Into Profits?

Not on paper. It lost $598M in FY2025, but brought in more cash than it spent: $104M of free cash flow.

Operating income, FY2025

−11% of revenue

▼ −52% (Loss) vs FY2024 (−$879M, −23%)

Net income, FY2025

−16% of revenue

▼ −34% (Loss) vs FY2024 (−$910M, −24%)

Free cash flow, FY2025

3% of revenue

▼ −63% vs FY2024 ($281M, 7%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▼ −4%; vs $936M in Q2 FY2025
Net income: ▲ Now profitable; vs −$45M in Q2 FY2025

Essential Dental Solutions share of revenue vs 41.4% in Q2 FY2025

Jun 11, 2026 Appointed John C. Fortson as chief financial officer His appointment is effective July 20, 2026.
May 5, 2026 Maintained its 2026 sales and adjusted EPS outlook Net sales guidance is $3.5 billion to $3.6 billion and adjusted EPS guidance is $1.40 to $1.50.

Shrinking. Revenue fell 13% in 4 years, from $4.2B in FY2021 to $3.7B in FY2025, about 3% a year.

Byte aligners The older report described Byte as a direct-to-consumer aligner option; the latest report says it is no longer offered to new patients, though support continues for eligible patients still in treatment.

Broader continence care The older report described healthcare products mainly as urology catheters and other consumables; the latest also includes irrigation systems for bowel management.

Revenue over time

Connected Technology Solutions Essential Dental Solutions Orthodontic and Implant Solutions Wellspect Healthcare

$5B$2.5B$0

FY2021 FY2022 FY2023 FY2024 FY2025

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