The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how dental equipment & technology stocks fared in Q4, starting with Dentsply Sirona (NASDAQ: XRAY).

The dental equipment and technology industry encompasses companies that manufacture orthodontic products, dental implants, imaging systems, and digital tools for dental professionals. These companies benefit from recurring revenue streams tied to consumables, ongoing maintenance, and growing demand for aesthetic and restorative dentistry. However, high R&D costs, significant capital investment requirements, and reliance on discretionary spending make them vulnerable to economic cycles. Over the next few years, tailwinds for the sector include innovation in digital workflows, such as 3D printing and AI-driven diagnostics, which enhance the efficiency and precision of dental care. However, headwinds include economic uncertainty, which could reduce patient spending on elective procedures, regulatory challenges, and potential pricing pressures from consolidated dental service organizations (DSOs).

The 4 dental equipment & technology stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 4.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 3.9% on average since the latest earnings results.

Dentsply Sirona (NASDAQ: XRAY)

With roots dating back to 1877 when it introduced the first dental electric drill, Dentsply Sirona (NASDAQ: XRAY) manufactures and sells professional dental equipment, technologies, and consumable products used by dentists and specialists worldwide.

Dentsply Sirona reported revenues of $961 million, up 6.2% year on year. This print exceeded analysts’ expectations by 4.2%. Despite the top-line beat, it was still a softer quarter for the company with full-year revenue guidance missing analysts’ expectations and a significant miss of analysts’ full-year EPS guidance estimates.

“We delivered results in line with our expectations this quarter while making meaningful progress against our clear, focused priorities and strengthening execution across the business,” said Dan Scavilla, President and Chief Executive Officer.

The stock is down 5.1% since reporting and currently trades at $12.06.

Read our full report on Dentsply Sirona here, it’s free.

Best Q4: Envista (NYSE: NVST)

Uniting more than 30 trusted brands including Nobel Biocare, Ormco, and DEXIS under one corporate umbrella, Envista Holdings (NYSE: NVST) is a global dental products company that provides equipment, consumables, and specialized technologies for dental professionals.

Envista reported revenues of $750.6 million, up 15% year on year, outperforming analysts’ expectations by 10.6%. The business had a stunning quarter with a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ full-year EPS guidance estimates.

Envista scored the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 7.6% since reporting. It currently trades at $26.60.

Is now the time to buy Envista? Access our full analysis of the earnings results here, it’s free.

Align Technology (NASDAQ: ALGN)

Pioneering an alternative to traditional metal braces with nearly invisible plastic aligners, Align Technology (NASDAQ: ALGN) designs and manufactures Invisalign clear aligners, iTero intraoral scanners, and dental CAD/CAM software for orthodontic and restorative treatments.

Align Technology reported revenues of $1.05 billion, up 5.3% year on year, exceeding analysts’ expectations by 1.2%. It may have had the worst quarter among its peers, but its results were still good as it also locked in a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.

Align Technology delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 16.9% since the results and currently trades at $188.59.

Read our full analysis of Align Technology’s results here.

Henry Schein (NASDAQ: HSIC)

With a vast inventory of over 300,000 products stocked in distribution centers spanning more than 5.3 million square feet worldwide, Henry Schein (NASDAQ: HSIC) is a global distributor of healthcare products and services primarily to dental practices, medical offices, and other healthcare facilities.

Henry Schein reported revenues of $3.44 billion, up 7.7% year on year. This number topped analysts’ expectations by 2.8%. It was a strong quarter as it also produced a solid beat of analysts’ revenue estimates.

The stock is down 3.8% since reporting and currently trades at $77.54.

Read our full, actionable report on Henry Schein here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.