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DENTSPLY SIRONA (XRAY) Q2 Earnings Beat, Revenues Fall Y/Y

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DENTSPLY SIRONA Inc. (XRAY - Free Report) reported adjusted earnings per share (EPS) of 66 cents in the second quarter of 2019, beating the Zacks Consensus Estimate of 62 cents. The bottom line rose 10% from the prior-year quarter.
 
The Zacks Rank #2 (Buy) company’s revenues declined 3.1% year over year to $1.01 billion and lagged the Zacks Consensus Estimate of $1.03 billion. Per management, internal sales growth was 3%.

Business Details
 
Net sales Excluding Precious Metal Content
 
Net sales, excluding precious metal content, came in at $1 billion, down 3.1% year over year.
 
For investors’ notice, DENTSPLY’s precious-metal dental alloy products — used by third parties to construct crown and bridge materials — are subject to certain risks of price fluctuations.
 
Technology & Equipment

Per management, Technology & Equipment revenues rose 0.9% year over year in the second quarter. Revenues in the segment totaled $558.4 million.
 
Consumables
 
DENTSPLY’s Consumable revenues declined 7.8% year over year to $451 million in the reported quarter.

DENTSPLY SIRONA Inc. Price, Consensus and EPS Surprise

 

DENTSPLY SIRONA Inc. Price, Consensus and EPS Surprise

DENTSPLY SIRONA Inc. price-consensus-eps-surprise-chart | DENTSPLY SIRONA Inc. Quote


Revenues by Geography
 
In the United States, revenues fell 2.6% and 1.5% on an internal basis. Rest of World revenues declined 6.9% on a reported basis but grew 2.4% on an internal sales growth basis. European revenues declined 1.1% with foreign exchange accounting for 6.9% of the European revenue decline. However, on an internal sales growth basis, European revenues increased 7.1%.
 
Margin Analysis
 
Gross profit in the reported quarter amounted to $540.8 million, down 2.2% on a year-over-year basis. Gross margin was 53.6%, up 60 basis points (bps).
 
Excluding precious metal content, gross margin came in at 54.1%, which also expanded 60 bps.
 
Operating income totaled $67.5 million, improving significantly from an operating loss in the year-ago quarter. Operating margin in the quarter was 0.7%.

Financial Condition
 
DENTSPLY exited the second quarter with cash and cash equivalents of $250.1 million.
 
Guidance
 
For 2019, DENTSPLY continues to expect revenues within $3.95-$4.05 billion. This represents internal sales growth of 4% and 5%. The Zacks Consensus Estimate is pegged at $4.01 billion, near the high end of the guided range.

However, portfolio shaping initiatives and continued acquisitions are expected to reduce 2019 revenues by $60 million.

The company also raised the 2019 guidance range for adjusted EPS to $2.35-$2.45 from the previous range of $2.30 to $2.40. The Zacks Consensus Estimate is pinned at $2.35, at the low end of the company’s projected range.

Adjusted operating margin is expected between 18% and 19%, up from the previously communicated range of 17-18%.

The company expects operating expenses below 2018 levels.

Conclusion

DENTSPLY ended the second quarter on a tepid note. The company gained from its core Technology & Equipment unit which witnessed a year-over-year upside in the quarter. Overall sales grew on an internal basis. Revenues in Europe surged on an internal basis. A raised guidance for EPS and operating margin for 2019 is indicative of bright prospects. Expansion in margins is an added positive.
 
Meanwhile, DENTSPLY’s Consumable revenues witnessed a year-over-year downside in the quarter. In fact, the company’s quarterly revenues declined in the quarter under review. U.S. and International revenues also deteriorated on a year-over-year basis. Additionally, unfavorable foreign currency exchange and restructuring costs are expected to mar DENTSPLY’s top line.

Earnings of Other MedTech Majors at a Glance

Other top-ranked companies, which posted solid results this earnings season, are Stryker Corporation (SYK - Free Report) , Baxter International Inc. (BAX - Free Report) and Intuitive Surgical, Inc. (ISRG - Free Report) .

Stryker delivered second-quarter 2019 adjusted EPS of $1.98, beating the Zacks Consensus Estimate by 2.6%. Its revenues of $3.65 billion surpassed the Zacks Consensus Estimate by 1.4%. The company currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Baxter delivered second-quarter 2019 adjusted EPS of 89 cents, which surpassed the Zacks Consensus Estimate of 81 cents by 9.9%. Its revenues of $2.84 billion outpaced the Zacks Consensus Estimate of $2.79 billion by 1.9%. The company currently has a Zacks Rank #2.

Intuitive Surgical reported second-quarter 2019 adjusted EPS of $3.25, which beat the Zacks Consensus Estimate of $2.85. Its revenues of $1.1 billion surpassed the Zacks Consensus Estimate of $1.03 billion. The company sports a Zacks Rank #1 at present.

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