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    Russell Yuen • William Blair & Company

    Russell Yuen's questions to Enovis Corp (ENOV) leadership

    Russell Yuen's questions to Enovis Corp (ENOV) leadership • Q2 2025

    Question

    Russell Yuen from William Blair sought to clarify if the ARVIS impact on the Recon segment was due to lower ARVIS sales or a resulting impact on implant procedures. He also asked about management's confidence in sustaining Recon's growth and the key drivers for future growth.

    Answer

    CFO Ben Berry explained the ARVIS impact was twofold: lower year-over-year capital sales of the current device and customers delaying purchases while awaiting the next-generation system. CEO Damien McDonald expressed confidence in sustaining growth through the expanded Lima portfolio, a strong new product cadence including Nebula hip and ARG shoulder, and disciplined commercial execution.

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    Russell Yuen's questions to Enovis Corp (ENOV) leadership • Q1 2025

    Question

    Russell Yuen, on for Brandon Vazquez, asked about the current pricing environment and the potential for price increases, as well as the durability of the strong international growth in the Recon segment.

    Answer

    CEO Matthew Trerotola described P&R pricing as 'flattish' while noting the Recon market has seen a 'downward price environment,' though this is offset by a richer product mix. He characterized international growth as 'tremendous' and above-market, driven by a strong commercial channel and product portfolio, expressing confidence in its durability as cross-selling opportunities are still in the early stages.

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    Russell Yuen's questions to Envista Holdings Corp (NVST) leadership

    Russell Yuen's questions to Envista Holdings Corp (NVST) leadership • Q2 2025

    Question

    Russell Yuen, on for Brandon Vasquez, requested an update on Envista's tariff mitigation strategies and timelines. He also asked about the drivers behind the Challenger implant brand's return to growth and for commentary on the overall implant market.

    Answer

    CFO Eric Hammes explained that the company expects to offset $15-20 million in H2 tariff costs through supply chain actions, cost reductions like G&A, and price. CEO Paul Keel clarified that the Challenger brand's return to growth in Q2 was expected, attributing the Q1 dip to fewer billing days rather than a fundamental change in the business.

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    Russell Yuen's questions to Align Technology Inc (ALGN) leadership

    Russell Yuen's questions to Align Technology Inc (ALGN) leadership • Q2 2025

    Question

    Russell Yuen of William Blair, on behalf of Brandon Vasquez, asked for feedback on the iTero Lumina scanner launch amid a weak consumer environment and low willingness among dentists to purchase capital equipment.

    Answer

    President & CEO Joe Hogan acknowledged that Align missed its sales goals for full Lumina systems but noted the segment still grew nearly 14%. He explained that the majority of sales were wand upgrades for existing iTero 5D+ systems, reflecting capital spending caution from doctors. Despite this, he stated the company felt good about the product's overall uptake and market excitement.

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