Accessibility StatementSkip Navigation BREA, Calif., Sept. 30, 2025 /PRNewswire/ -- Envista Holdings Corporation (NYSE: NVST) ("Envista") will report financial results for its third quarter 2025 on Thursday, October 30, 2025. Envista will discuss these results on a conference call on the same day beginning at 2:00 PM PT and lasting approximately one hour. The call and the accompanying slide presentation will be webcast on the "Investors" section of Envista's website, www.envistaco.com. A replay of the web ...

Core Insights - Zacks Premium offers various tools to help investors make informed decisions and enhance their confidence in the stock market [1] - The Zacks Style Scores are designed to assist investors in selecting stocks with the highest potential to outperform the market within a 30-day timeframe [2] Zacks Style Scores Overview - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score evaluates a company's financial health and future growth potential [4] - Momentum Score helps investors capitalize on price trends and earnings outlook [5] - VGM Score combines all three styles to provide a comprehensive assessment of stocks [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to facilitate portfolio building [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.64% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] Stock Highlight: Envista Holdings Corporation - Envista Holdings Corporation, established in 2018 as a subsidiary of Danaher Corporation, focuses on the dental platform [11] - The company holds a Zacks Rank of 2 (Buy) and a VGM Score of B, indicating strong investment potential [11] - Envista's Value Style Score is B, supported by a forward P/E ratio of 19.25, making it attractive to value investors [12] - Recent analyst revisions have positively impacted earnings estimates for fiscal 2025, with the Zacks Consensus Estimate rising by $0.09 to $1.12 per share [12] - The company has demonstrated an average earnings surprise of +16.5%, further solidifying its position as a strong investment candidate [12]

Core Insights - Envista Holdings Corp. (NVST) is positioned for robust future growth through global commercial expansion and deeper market penetration [1][4] - The company is actively assessing strategic acquisitions to complement its portfolio and enter new economic sectors [1][5] - Strong solvency is highlighted by significant cash reserves and no current debt, although currency fluctuations pose operational challenges [1][7][10] Financial Performance - Over the past year, NVST stock has gained 17.8%, outperforming the industry growth of 2.6% and the S&P 500's 19.4% [2] - The company has a market capitalization of $3.45 billion and an earnings yield of 5.3%, significantly higher than the industry's 0.2% [2] - NVST has consistently surpassed earnings estimates, achieving an average surprise of 16.50% over the last four quarters [2] Market Expansion - Envista is focusing on international market expansion, with key markets in Europe, Asia, the Middle East, and Latin America [3] - The company reported double-digit growth in emerging markets, particularly in Latin America, Indo-Pacific, and the Middle East and Africa during Q2 2025 [4][9] Strategic Acquisitions - Recent acquisitions include Carestream Dental's Intraoral Scanner business and Osteogenics Biomedical Inc., enhancing Envista's product offerings and market reach [6][9] Solvency and Financial Strength - As of Q2 2025, Envista had cash and cash equivalents of $1.11 billion and no current debt, indicating strong financial flexibility [7][9] - Long-term debt increased to $1.45 billion, with a net debt to adjusted EBITDA ratio of approximately 1X, reflecting stability [8] Currency Impact - A significant portion of Envista's sales and costs are affected by foreign exchange rates, which can impact net income [10] - In Q2 2025, unfavorable foreign exchange rates partially offset the company's operating profit [10] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings per share (EPS) remains at $1.12, with revenues projected at $2.61 billion, indicating a 4% increase from the previous year [11]

Group 1 - Rush Street Interactive (RSI) has seen a 12.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Udemy (UDMY) has experienced a 9.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Envista (NVST) has reported an 8.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 2 - Dorman Products (DORM) has seen a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - CF Bankshares (CFBK) has experienced a 6.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Viewpoint - Envista (NVST) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is effective for individual investors as it focuses on earnings estimate revisions, which are strongly correlated with near-term stock price movements [2][3]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Business Improvement Indicators - The upgrade in Zacks rating for Envista suggests an improvement in the company's underlying business, which is expected to drive the stock price higher [4]. - Over the past three months, the Zacks Consensus Estimate for Envista has increased by 7.9%, reflecting analysts' positive revisions [7]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [8][9].

Core Viewpoint - Envista (NVST) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - The rising trend in earnings estimate revisions reflects growing analyst optimism regarding Envista's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, the earnings estimate is $0.27 per share, indicating a year-over-year increase of +125.0%. Over the last 30 days, five estimates have been revised upward, resulting in a 9.5% increase in the Zacks Consensus Estimate [5]. - For the full year, Envista is projected to earn $1.12 per share, representing a year-over-year change of +53.4%. Seven estimates have been raised in the past month, with no negative revisions, contributing to a favorable consensus [6]. Zacks Rank and Performance - Envista has achieved a Zacks Rank 1 (Strong Buy) due to the positive estimate revisions, which historically correlate with strong stock performance [7]. - Stocks with a Zacks Rank 1 and 2 (Buy) have shown significant outperformance compared to the S&P 500 [7]. Recent Stock Performance - Envista shares have increased by 5.5% over the past four weeks, indicating investor confidence in the company's earnings growth prospects [8].

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum characteristics, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] - Each stock is rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score assesses a company's financial health and future outlook based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and positive momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8] Stock to Watch: Envista Holdings Corporation - Envista Holdings Corporation, formed in 2018 as a subsidiary of Danaher Corporation, focuses on the dental platform and has integrated over 25 dental businesses [11] - Envista is rated 1 (Strong Buy) with a VGM Score of A and a Momentum Style Score of A, indicating strong investment potential [11][12] - The stock has seen a 0.7% increase over the past four weeks, with analysts revising earnings estimates higher for fiscal 2025, raising the consensus estimate by $0.09 to $1.12 per share [12]

Core Insights - Envista surpassed Wall Street estimates for Q2 2025 in both revenue and adjusted EPS, raising its full-year outlook for core sales growth and adjusted EPS for FY2025 [1][10] - Revenue for Q2 2025 reached $682 million, exceeding the expected $640.01 million, while adjusted EPS was $0.26 compared to the consensus estimate of $0.23 [1][2] Financial Performance - Q2 2025 adjusted EPS (non-GAAP) was $0.26, a 136% increase year-over-year from $0.11 in Q2 2024 [2] - GAAP revenue for Q2 2025 was $682 million, reflecting a 7.7% increase from $633 million in Q2 2024 [2] - Adjusted EBITDA rose to $84 million, a 33% increase from $63 million in Q2 2024 [2] - Free cash flow (non-GAAP) decreased to $76 million from $86 million in Q2 2024, marking an 11.6% decline [2] Business Overview - Envista specializes in dental equipment, implants, orthodontic solutions, and diagnostic tools, supporting various dental practices and specialists [3] - The company’s product offerings range from consumable supplies to advanced digital treatments, emphasizing innovation and product leadership [3][4] Growth Drivers - Key growth factors include innovation, operational excellence, and ongoing investment in R&D, with a focus on managing regulatory risks and expanding in emerging markets [4] - Emerging markets accounted for 21% of total sales in 2024, highlighting the importance of continued expansion in these regions [4] Segment Performance - Core sales growth for Q2 2025 was 5.6%, with both Specialty Products & Technologies (SP&T) and Equipment & Consumables (E&C) segments showing positive trends [5] - SP&T reported revenue of $445 million, up 7.2% year-over-year, while E&C revenue rose to $237 million, an 8.7% increase [5] Profitability Metrics - Adjusted EBITDA margin increased by 2.4 percentage points to 12.4%, with adjusted operating margin rising to 10.4% from 8.1% in the previous year [7] - In SP&T, adjusted operating margin improved to 13.5% from 9.1% in Q2 2024, while E&C saw an increase to 17.5% from 16.1% [7] Cost Management - Improvements in cost structure were noted, particularly in lower general and administrative expenses due to restructuring and productivity gains [8] - Management highlighted supply chain flexibility and proactive pricing as strategies to mitigate tariff and regulatory risks [8] Shareholder Returns - Envista executed $82 million in share repurchases, retiring approximately 4.8 million shares, with $150 million remaining on its current repurchase program [9] Future Outlook - The company revised its full-year 2025 guidance, expecting core sales growth between 3% and 4% and adjusted EPS of $1.05 to $1.15 [10] - Key areas to monitor include cash conversion, margin maintenance, and profitability improvements in the Spark clear aligner business [10]

Group 1 - The article discusses the author's previous coverage of Envista (NYSE: NVST) and the recommendation of a hold rating due to a lack of catalysts for share price increase [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets rather than just low multiples [1] - The author acknowledges the risks of investing in successful companies, particularly the potential to overpay, while also noting that in some cases, the development runway can diminish the importance of price in the short term [1]

Core Insights - Envista (NVST) reported revenue of $682.1 million for the quarter ended June 2025, marking a year-over-year increase of 7.7% and an EPS of $0.26 compared to $0.11 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surprise was +6.34% over the consensus estimate of $641.45 million, while the EPS surprise was +8.33% against the consensus estimate of $0.24 [1] Financial Performance - Envista's shares have returned -1% over the past month, while the Zacks S&P 500 composite increased by +2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near term [3] Geographic Sales Breakdown - North America: $347.9 million, +7% year-over-year, exceeding the estimate of $328.41 million [4] - Western Europe: $154.1 million, +12.1% year-over-year, surpassing the estimate of $139.68 million [4] - Emerging Markets: $150.4 million, +6.1% year-over-year, above the estimate of $136.77 million [4] - Other Developed Markets: $29.7 million, +3.5% year-over-year, slightly above the estimate of $29.05 million [4] Specialty Products & Technologies Sales - Specialty Products & Technologies in North America: $181.9 million, +4.2% year-over-year, exceeding the estimate of $176.35 million [4] - Specialty Products & Technologies in Emerging Markets: $116.9 million, +9.2% year-over-year, surpassing the estimate of $102.19 million [4] - Specialty Products & Technologies total sales: $445.1 million, +7.2% year-over-year, above the estimate of $418 million [4] Equipment & Consumables Sales - Equipment & Consumables in North America: $166 million, +10.3% year-over-year, exceeding the estimate of $152.06 million [4] - Equipment & Consumables in Western Europe: $29.7 million, +18.3% year-over-year, surpassing the estimate of $25.02 million [4] - Total Equipment & Consumables sales: $237 million, +8.7% year-over-year, above the estimate of $221.21 million [4]