Let’s dig into the relative performance of Envista (NYSE: NVST) and its peers as we unravel the now-completed Q1 dental equipment & technology earnings season.

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 Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 5.6% on average since the latest earnings results.

Best Q1: 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 $705.5 million, up 14.4% year on year. This print exceeded analysts’ expectations by 4.5%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS estimates.

"We delivered a good start to 2026, with first quarter results reflecting continued strong execution and progress in support of our strategic priorities," said Paul Keel, CEO.

Envista achieved the fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 4.2% since reporting and currently trades at $25.93.

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 $1.04 billion, up 6.2% year on year, outperforming analysts’ expectations by 1.8%. The business had a strong quarter with a beat of analysts’ EPS estimates.

The market seems content with the results as the stock is up 1.6% since reporting. It currently trades at $181.31.

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

Weakest Q1: 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 $3.37 billion, up 6.3% year on year, exceeding analysts’ expectations by 0.8%. Still, it was a mixed quarter as it posted full-year EPS guidance in line with analysts’ estimates.

Henry Schein delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 17.2% since the results and currently trades at $84.40.

Read our full analysis of Henry Schein’s results here.

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 $880 million, flat year on year. This print beat analysts’ expectations by 4.8%. Zooming out, it was a satisfactory quarter as it also logged a decent beat of analysts’ full-year EPS guidance estimates but EPS in line with analysts’ estimates.

Dentsply Sirona pulled off the biggest analyst estimate beat but had the slowest revenue growth among its peers. The stock is up 7.7% since reporting and currently trades at $12.24.

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

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