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    Dylan Finley • UBS Group AG

    Dylan Finley's questions to DENTSPLY SIRONA Inc (XRAY) leadership

    Dylan Finley's questions to DENTSPLY SIRONA Inc (XRAY) leadership • Q2 2025

    Question

    Dylan Finley of UBS Group, on behalf of Kevin Caliendo, asked for an update on tariff cost assumptions and mitigation efforts. He also inquired about any financial adjustments related to BiTE and the performance of SureSmile in the U.S. market.

    Answer

    CFO Matt Garth clarified that the annualized tariff impact estimate has increased from $50 million to approximately $80 million, though the 2025 impact remains around $25 million. He noted a $4 million adjustment for BiTE in Q2 but anticipates no further changes. Regarding SureSmile, he reported 3.3% overall growth but acknowledged some softness in the U.S., which is being addressed through new education programs.

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    Dylan Finley's questions to DENTSPLY SIRONA Inc (XRAY) leadership • Q1 2025

    Question

    Dylan Finley, on for Kevin Caliendo, questioned the sustainability of the Orthodontic and Implant Solutions (OIS) segment's EBIT margin and asked for context on the second-quarter EPS guidance, which seems to imply a softer back half of the year.

    Answer

    CEO Simon Campion indicated that the Q1 adjusted EBITDA margin performance is a reasonable indicator for the rest of the year, driven by disciplined SG&A management. He attributed the Q2 EPS outlook to normal seasonality and noted that a larger portion of the tariff impact is expected in the second half of the year.

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