Earnings summaries and quarterly performance for Envista Holdings.
Executive leadership at Envista Holdings.
Paul Keel
Detailed
President and Chief Executive Officer
CEO
EH
Eric Hammes
Detailed
Senior Vice President and Chief Financial Officer
MN
Mark Nance
Detailed
Senior Vice President, General Counsel and Secretary
MR
Mischa Reis
Detailed
Senior Vice President, Strategy and Corporate Development
RB
Robert Befidi
Detailed
President, Diagnostics
SN
Stefan Nilsson
Detailed
President, Nobel Biocare
VA
Veronica Acurio
Detailed
President, Orthodontics
Board of directors at Envista Holdings.
Research analysts who have asked questions during Envista Holdings earnings calls.
Elizabeth Anderson
Evercore ISI
4 questions for NVST
Also covers: AGL, ALGN, CAH +23 more
EW
Erin Wright
Morgan Stanley
4 questions for NVST
Also covers: ALGN, BTSG, CAH +18 more
Jeffrey Johnson
Robert W. Baird & Co. Inc.
4 questions for NVST
Also covers: ALC, ALGN, BBNX +11 more
Jonathan Block
Stifel Financial Corp.
4 questions for NVST
Also covers: ALGN, COO, CUTR +11 more
Allen Lutz
Bank of America
3 questions for NVST
Also covers: ACCD, CAH, COR +14 more
Kevin Caliendo
UBS
3 questions for NVST
Also covers: AHCO, ALGN, AMWL +15 more
Michael Cherny
Leerink Partners
3 questions for NVST
Also covers: ACCD, ALGN, CAH +18 more
Steven Valiquette
Mizuho
3 questions for NVST
Also covers: ALGN, CAH, COR +12 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
2 questions for NVST
Also covers: ALGN, CBLL, CVRX +16 more
Jason Bednar
Piper Sandler Companies
2 questions for NVST
Also covers: ALGN, COO, EDAP +15 more
VC
Vikramjeet Chopra
Wells Fargo & Company
2 questions for NVST
Also covers: ALGN, ATEC, CNMD +9 more
BV
Brandon Vasquez
William Blair & Company
1 question for NVST
Also covers: HSIC, ZTS
Russell Yuen
William Blair & Company
1 question for NVST
Also covers: ALGN, ENOV
VC
Vik Chopra
Wells Fargo & Company
1 question for NVST
Also covers: ALGN, ATEC, CNMD +7 more
Recent press releases and 8-K filings for NVST.
Envista Highlights Strong Q3 2025 Performance and Market Leadership at J.P. Morgan Conference
NVST
Guidance Update
Revenue Acceleration/Inflection
Earnings
- Envista (NVST) presented at the J.P. Morgan Healthcare Conference 2026, highlighting its leadership in the dental market, which is expected to return to a 3-5% long-term growth rate.
- The company's Value Creation Plan, initiated last March, has led to encouraging financial performance, including year-to-date Q3 2025 organic growth of 5% and strong double-digit increases in adjusted EBITDA and EPS.
- For the third quarter of 2025, Envista reported 9.4% Core sales growth, Adjusted EBITDA of $97.1 million, and Free Cash Flow of $67.9 million with a 126% FCF to Adjusted Net Income Conversion Ratio.
2 days ago
Envista Highlights Strong Q3 2025 Performance and Strategic Progress
NVST
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- Envista reported 5% organic growth year-to-date through Q3 2025, surpassing its medium-term target of 2-4%. This was accompanied by strong double-digit growth in EBITDA and EPS and 100% cash flow conversion for the same period.
- The Spark Clear Aligner business, now approximately $300 million, has turned profitable and is expected to continue expanding margins towards the company's fleet average of around 14% for 2025, primarily driven by factory automation.
- The implants business, after contracting in 2023 and the first half of 2024, has achieved four consecutive quarters of positive growth through Q3 2025, supported by a $25 million investment in 2024.
- Envista anticipates the dental market will return to its long-term 3%-5% growth rate, citing positive indicators such as mid-single digit U.S. clinic revenue growth in Q3 2025, low unemployment, and lowering interest rates.
- The company reduced G&A spending by 12% in the first three quarters of 2025 and deployed just over half of its $250 million share purchase program authorized at the beginning of 2025. A meaningful reduction in the effective tax rate is expected for 2026, with a target of the mid-20s%.
2 days ago
Envista Provides Update on Value Creation Plan and Market Outlook
NVST
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- Envista reported strong financial performance through Q3 2025, with 5% organic growth and double-digit growth in EBITDA and EPS, aligning with its medium-term objectives of 2%-4% organic revenue growth, 4%-7% EBITDA growth, and 7%-10% EPS growth.
- The dental market is showing signs of returning to its historical 3%-5% growth rate in 2026, supported by favorable macro indicators, while Envista's Spark clear aligner business has become profitable and its implants business achieved four consecutive quarters of positive growth.
- The company reduced G&A spending by 12% through Q3 2025 and expects a meaningful reduction in its effective tax rate for 2026, aiming for the mid-20s%, following the resolution of an intercompany loan.
- Envista authorized a $250 million share purchase program, deploying over half of it in the first three quarters of 2025, and increased R&D and sales & marketing investments to accelerate growth.
2 days ago
Envista Highlights Strong Q1-Q3 2025 Performance and Positive Dental Market Outlook
NVST
Revenue Acceleration/Inflection
Share Buyback
Product Launch
- Envista reported strong financial performance for the first three quarters of 2025, achieving 5% organic growth, double-digit growth in EBITDA and EPS, and approximately 100% free cash flow conversion.
- The company's Spark Clear Aligner business has become profitable and is now a $300 million business, with underlying primary case start growth in the mid-to-high single digits. Its profitability expansion is primarily driven by factory automation.
- Envista is observing positive momentum in the dental market, with signs of returning to its long-term 3%-5% growth rate, supported by stabilized patient demand, new clinic openings, low unemployment, and lowering interest rates. The diagnostics category also returned to growth in the second half of 2025.
- The implants business achieved four consecutive quarters of positive growth after a period of contraction, following a $25 million investment in 2024 focused on commercial execution, customer education, and new products.
- Envista reduced G&A spending by 12% in the first three quarters of 2025 and expects a meaningful reduction in its tax rate in 2026, aiming for the mid-20s%. The company also deployed over half of its $250 million share purchase program in the first three quarters of 2025.
2 days ago
Envista Provides Market Outlook and Updates on Performance, Margins, and Capital Deployment
NVST
Guidance Update
Share Buyback
New Projects/Investments
- Envista characterizes the overall dental market as soft but stable, with low single-digit growth, and anticipates a strong finish to the year.
- The company has achieved approximately 5% year-to-date growth, with its Spark aligner business growing above market share driven by product innovation and a comprehensive solution strategy.
- Margin expansion efforts include a 20% year-over-year cost reduction per aligner for Spark and a 12% year-to-date reduction in G&A (in dollars).
- Envista updated its tax rate guidance from 37% to 33% mid-year, expecting a significant tailwind in 2026 due to the resolution of an intercompany loan, bringing the rate "much below 33%".
- Capital deployment priorities focus on organic growth and accretive M&A, alongside a $250 million share purchase program over two years approved earlier this year.
Dec 3, 2025, 5:30 PM
Envista Holdings CFO Discusses Market Trends, Spark Profitability, and Capital Deployment
NVST
Guidance Update
Product Launch
Share Buyback
- Envista's CFO, Eric Hammes, characterized the overall dental market as "soft but stable" with low single-digit growth, noting positive trends in North America and Europe, while diagnostics are improving after a negative year-to-date performance.
- The Spark aligner business achieved operating profitability in Q3 2025 and is growing above market, supported by new product launches and a 20% year-over-year reduction in aligner cost.
- The company anticipates a significant tax rate tailwind in 2026, projected to be "much below 33%", due to the resolution of a large intercompany loan.
- Envista maintains a strong balance sheet with over $1 billion in cash and less than one times net debt to EBITDA, with capital deployment focused on organic growth, accretive M&A, and a $250 million share repurchase program.
Dec 3, 2025, 5:30 PM
Envista Holdings Discusses Market Trends, Product Innovation, and Financial Strategy
NVST
Product Launch
Guidance Update
Share Buyback
- The overall dental market is described as "soft but stable" with low single-digit growth, consistent over the last four quarters, while the diagnostics market, though still negative low single-digit year-to-date, shows a modestly improving trend.
- Envista's Spark aligner business is growing above market share, supported by new product introductions and expansion into new markets like Japan. The company has seen four consecutive quarters of implant growth following a $25 million investment last year, and new product launches are driving performance in diagnostics, with AI integration in DTX Studio reducing treatment planning time from 60 minutes to 5 minutes.
- Envista anticipates a significant tailwind to its tax rate in 2026, expecting it to be "much below" the current 33% guidance due to the resolution of an intercompany loan. The company maintains a strong balance sheet with slightly less than 1x net debt to EBITDA and prioritizes organic growth, accretive M&A, and returning cash to shareholders, including a $250 million share repurchase program over two years.
Dec 3, 2025, 5:30 PM
Envista Holdings Reports Strong Q3 2025 Results and Raises Full-Year Guidance
NVST
Earnings
Guidance Update
Share Buyback
- Envista Holdings reported strong Q3 2025 results, with core growth of 9% (approximately 5% excluding Spark deferral benefits) and adjusted EPS of $0.32, more than double the prior year.
- The company's adjusted EBITDA margin reached 14.5%, an increase of 500 basis points from Q3 2024, driven by good growth and productivity.
- Envista Holdings raised its full-year 2025 guidance, now expecting core revenue growth of approximately 4% (up from 3-4% previously) and adjusted EPS of $1.10 to $1.15 (up from $1.05 to $1.15 previously).
- The Spark business turned profitable in Q3 2025, contributing to the 15.5% adjusted operating margin for the Specialty Products and Technology segment, which saw core sales increase by 10.6%.
- In Q3 2025, the company generated $68 million in free cash flow and repurchased $40 million of stock (2.1 million shares), bringing year-to-date repurchases to $140 million (8 million shares).
Oct 30, 2025, 9:00 PM
NVST Reports Strong Q3 2025 Results and Raises Full-Year Guidance
NVST
Earnings
Guidance Update
Product Launch
- NVST reported Q3 2025 revenue of $669.9 million, with 9.4% core sales growth and an adjusted diluted EPS of $0.32, marking a 167% year-over-year increase.
- The company updated its full-year 2025 guidance, raising core growth to ~4% (from 3-4%) and adjusted EPS to $1.10 - $1.15 (from $1.05 - $1.15), while maintaining adjusted EBITDA margin guidance at ~14%.
- Operationally, NVST's Spark aligner business achieved profitability and shipped its 1 millionth case since launch, alongside several new product launches including Spark Jr. and DEXIS Imprevo IOS.
Oct 30, 2025, 9:00 PM
Envista Holdings Corporation (NVST) Reports Strong Q3 2025 Results and Raises Full-Year Guidance
NVST
Earnings
Guidance Update
Share Buyback
- Envista Holdings Corporation (NVST) reported Q3 2025 sales of $670 million, with core sales increasing 9.4% and adjusted EPS of $0.32, up $0.20 compared to the same quarter last year.
- The Spark aligner business achieved positive operating profit in Q3 2025 and shipped its one millionth case since launching in 2019, reaching nearly $300 million in revenue in under six years.
- The company updated its full-year 2025 guidance, expecting core sales growth of approximately 4% (up from 3% to 4% previously) and EPS between $1.10 and $1.15 (up from $1.05 to $1.15 previously).
- NVST generated $68 million in free cash flow in Q3 2025 and repurchased 2.1 million shares for approximately $40 million during the quarter.
Oct 30, 2025, 9:00 PM
Quarterly earnings call transcripts for Envista Holdings.
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