J.P. Morgan Healthcare Conference Amir Aghdaei President & CEO @ Envista Certain statements in this presentation are "forward-looking" statements within the meaning of the federal securities laws. There are a number of important factors that could cause actual results, developments and business decisions to differ materially from those suggested or indicated by such forward-looking statements and you should not place undue reliance on any such forward-looking statements. These factors include, among other t ...

Financial Data and Key Metrics Changes - Reported sales for Q3 2022 increased by 3.9% to $631.1 million, negatively impacted by 4.1% due to foreign currency exchange rates [34] - Core sales growth was 4.9% year-over-year, reflecting solid performance in Specialty Products & Technologies, offset by weakness in Equipment and Consumables [35] - Adjusted gross margin was 59.2%, a 40 basis point increase compared to the prior year, while adjusted EBITDA margin was 20.2%, approximately 60 basis points higher than Q3 2021 [37][38] Business Line Data and Key Metrics Changes - Specialty Products & Technologies segment core revenue increased by 11.3%, driven by strong growth in premium implants and the Spark business, which grew over 20% year-over-year [39] - Equipment and Consumables segment core sales decreased by 4.7%, primarily due to a slowdown in equipment business volumes, while consumables business saw solid growth [42] - The implant-based tooth replacement business grew mid-single digits, with premium implants showing high single-digit growth [40] Market Data and Key Metrics Changes - Western Europe delivered core sales growth of over 9%, while North America was flat due to higher exposure to traditional imaging equipment [35] - The business in China grew by 9.2% year-over-year, reflecting a ramp-up in activity post-lockdown [36] - Emerging markets continued to grow nicely, up over 15% compared to Q3 2021 [36] Company Strategy and Development Direction - The company aims to partner with dental professionals to improve quality of life through digitization and personalized oral care [11] - Focus on embedding sustainable environmental, social, and governance (ESG) principles into the strategy, with a recent sustainability report highlighting progress [29][32] - The company is committed to transforming its portfolio by investing in fast-growing specialty businesses and enhancing digital capabilities [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the dental market despite macroeconomic uncertainties, including inflation and geopolitical risks [16][51] - The company anticipates continued core growth and profitability, reiterating guidance for mid-single-digit core growth and an adjusted EBITDA margin of 20% for the full year 2022 [51] - Management highlighted the need for productivity improvements in the dental industry, indicating a strong demand for digital transformation [67] Other Important Information - The company generated $19.7 million in free cash flow in Q3 2022, with over $500 million in cash on hand [49][50] - Adjusted EPS for Q3 was $0.47, compared to $0.45 in the prior year [38] - The company is focused on optimizing its organizational structure to improve customer experience and deal with macro uncertainties [21] Q&A Session Summary Question: Current dynamics and outlook for Q4 and 2023 - Management noted that Q4 trends are consistent with Q3, with stable patient volumes and a focus on productivity improvements despite macro uncertainties [63][66] Question: VBP impact in China - Management indicated that while VBP is expected to reduce prices significantly in the public sector, they anticipate volume increases for winning bidders [72][73] Question: European core growth and normalization - Management acknowledged that growth in Europe has been influenced by easy comparisons from last year, but they remain optimistic about future performance [80][81] Question: Pricing strategy in the current environment - Management highlighted that pricing has improved, with over 150 basis points of growth coming from pricing actions, and they expect this trend to continue [85][86] Question: Spark business and customer engagement - Management reported double-digit growth in active Spark customers and emphasized their focus on specialists while also expanding to traditional orthodontists [95][96] Question: Traditional imaging outlook - Management noted that traditional imaging revenue is stable but facing challenges due to supply chain issues and macroeconomic factors, leading to a strategic deemphasis on certain geographies [120][124]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39054 ENVISTA HOLDINGS CORPORATION (Exact name of Registrant as specified in its chart ...

Financial Data and Key Metrics Changes - In Q2 2022, reported sales increased by 1.3% to $645.8 million, negatively impacted by 3.6% due to foreign currency exchange rates, while acquisitions contributed 0.9% growth [30] - Core sales growth was 4% year-over-year, reflecting solid performance in the Specialty Products and Technology segment, offset by weakness in the equipment and consumables segment [31] - Adjusted gross margin was 58.7%, an increase of 40 basis points compared to the prior year, while adjusted EBITDA margin was 19.7%, also up 40 basis points year-over-year [34][20] Business Line Data and Key Metrics Changes - The Specialty Products and Technologies segment saw core revenue increase by 9.6%, driven by strong growth in implants and the Spark clear aligner business [37] - The combined orthodontic businesses grew 17% year-over-year, with Spark revenue accelerating significantly [38] - The equipment and consumables segment experienced a core sales decrease of 4.7% compared to Q2 2021, with declines in both developed and emerging markets [41] Market Data and Key Metrics Changes - Western Europe delivered core sales growth of 11%, while North America increased by 0.5%, impacted by higher exposure to infection prevention and modest destocking [32] - The business in China was down 0.3% year-over-year due to extended lockdowns, but activity ramped up quickly as Shanghai reopened [32] - Emerging markets outside of Russia and China grew approximately 20% compared to Q2 2021 [33] Company Strategy and Development Direction - The company aims to partner with dental professionals to improve patient quality of life through digitization and personalization of oral care [10] - Strategic priorities include accelerating growth, expanding operating margins, and transforming the portfolio through disciplined capital deployment [51][52] - The acquisition of Carestream Dental's iOS business has been successfully integrated, with plans to enhance the DEXIS scanner within the DTX platform [24] Management's Comments on Operating Environment and Future Outlook - Management acknowledges challenges from persistent inflation, supply chain issues, and geopolitical risks impacting the second half of 2022 [50] - Despite these challenges, management remains confident in the long-term resilience of the dental market and expects mid-single-digit core sales growth for the full year [51] - The company is focused on maintaining a strong balance sheet and ample liquidity to pursue additional growth opportunities [48] Other Important Information - The company generated $11.9 million of free cash flow in Q2 and ended the quarter with over $500 million in cash [48] - The DEXIS iOS solution received a 2022 Red Dot Design Award, highlighting its design and functionality [26] - The company signed a long-term agreement with dentalcorp, enhancing its position in the implant market in Canada [18] Q&A Session Summary Question: Market volumes outlook in different areas - Management sees a positive overall outlook, with strong patient traffic and continued investment from dental professionals despite macroeconomic concerns [58] Question: Distributor destocking impact - Distributor inventory has reduced by 25% to 30% as they prepare for an uncertain environment, impacting sales [65] Question: Updated guidance for the second half - Management expects mid-single-digit growth in the second half, driven by recovery in China and destocking normalization [71][72] Question: Trends throughout Q2 - Q2 was not linear due to the Shanghai lockdown, with a stronger performance in the last weeks of the quarter [80] Question: IOS business integration progress - The IOS business is expected to contribute $50 million to $60 million in sales for 2022, with strong growth potential anticipated [94]

Second Quarter 2022 Earnings Presentation August 3, 2022 Forward Looking Statements Certain statements in this presentation are "forward-looking" statements within the meaning of the federal securities laws. There are a number of important factors that could cause actual results, developments and business decisions to differ materially from those suggested or indicated by such forward-looking statements and you should not place undue reliance on any such forward-looking statements. These factors include, am ...

William Blair Emerging Technologies in Dental May 17, 2022 @ Envista Forward Looking Statements 2 Certain statements in this presentation are "forward-looking" statements within the meaning of the federal securities laws. There are a number of important factors that could cause actual results, developments and business decisions to differ materially from those suggested or indicated by such forward-looking statements and you should not place undue reliance on any such forward-looking statements. These facto ...

Envista Holdings Corp, Inc. (NYSE:NVST) Q1 2022 Earnings Conference Call May 4, 2022 5:00 PM ET Company Participants Stephen Keller - Vice President, Investor Relations Amir Aghdaei - President, CEO & Director Howard Yu - Senior VP & CFO Conference Call Participants Jeffrey Johnson - Robert W. Baird & Co. Elizabeth Anderson - Evercore ISI Erin Wright - Morgan Stanley Nathan Rich - Goldman Sachs Group Michael Cherny - Bank of America Merrill Lynch Jason Bednar - Piper Sandler & Co. Jonathan Block - Stifel, N ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39054 ENVISTA HOLDINGS CORPORATION (Exact name of registrant as specified in its charter) (Stat ...

Financial Data and Key Metrics Changes - For the full year 2021, core revenue growth was 29% over 2020 and 8.9% over 2019 [11] - Adjusted EBITDA margin for 2021 was 19.7%, representing a greater than 650 basis point improvement over 2020 and over 400 basis points improvement versus 2019 [12][24] - Fourth quarter sales increased 5.8% to $651.8 million, with core sales growth of 6.6% compared to Q4 2020 [28][29] - Adjusted gross margin for Q4 2021 was 57.1%, increasing by 60 basis points compared to the prior year [30] Business Line Data and Key Metrics Changes - Specialty Products & Technologies segment core revenue increased 14.5% compared to Q4 2020, driven by strong growth in premium implants and Spark [31] - Orthodontics business grew over 20% in Q4 2021, with Spark achieving a $100 million run rate [32][19] - Implant business delivered over 30% core growth in 2021, with double-digit growth in Q4 [20] - Equipment & Consumables segment core sales decreased by 3.3% compared to Q4 2020, with strong demand in imaging but a decline in Infection Prevention solutions [33] Market Data and Key Metrics Changes - Western Europe grew 15%, while North America grew 1.8%, impacted by greater exposure to Infection Prevention [29] - Emerging markets grew 12.8% despite weakness in China due to localized pandemic lockdowns [29] Company Strategy and Development Direction - The company aims to transform its portfolio towards higher growth, higher margin segments of the dental industry [13] - Plans to triple the Spark business in the next three years while expanding its orthodontic offerings [41] - Focus on leveraging premium implant franchises and enhancing digital capabilities [42] - The acquisition of Carestream Dental's intraoral scanner business is expected to close in Q2 2022, aligning with the company's strategy to support dental digitization [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of patient volumes post-Omicron peak, with limited loss of demand anticipated [10][50] - Guidance for 2022 includes core growth of 6% to 8% and adjusted EBITDA margin greater than 20% [36][37] - Confidence in achieving mid-single-digit growth in Infection Prevention solutions by the second half of 2022 [86] Other Important Information - The divestiture of the KaVo Treatment Unit and Instrument business has shifted the business mix to a more favorable 60:40 split in favor of the Specialty Products & Technologies segment [13] - Free cash flow for Q4 was $157.1 million, with over $1 billion in cash at the end of the quarter [35] Q&A Session Summary Question: Impact of Omicron on business - Management noted a significant slowdown in patient volumes due to increased infections and staff shortages, but expects a return to normal demand as infections peak [49][50] Question: Demand profile and growth expectations - Management anticipates mid-single-digit growth in Q1, with improvements expected throughout the year [51][52] Question: Pricing power and increases - Management confirmed selective price increases across various segments, including consumables and implants, to protect margins [56][58] Question: Spark business growth expectations - Management confirmed a goal to triple Spark's revenue over the next three years, with strong growth in the number of dentists using the product [59][61] Question: Carestream acquisition strategy - The Carestream acquisition is expected to enhance the company's market presence and integration with existing products, with significant growth potential [66][68] Question: N1 rollout and training - Management outlined a phased approach for N1 training in the U.S., similar to the successful Spark rollout [75][78] Question: Infection Prevention long-term growth - Management expressed confidence in returning to mid-single-digit growth in Infection Prevention by addressing overstock inventory and focusing on market share [86][87] Question: Spark traction in international markets - Management highlighted strong international growth and ongoing efforts to integrate Spark into DSO relationships [91][95] Question: M&A pipeline and focus - The company is actively pursuing opportunities in the implant and orthodontic spaces, focusing on digital capabilities and differentiated solutions [97][99]

Envista Holdings Corporation (NYSE:NVST) Q3 2021 Results Earnings Conference Call November 3, 2021 5:00 AM ET Company Participants Stephen Keller - Vice President of Investor Relations Amir Aghdaei - President, Chief Executive Officer Howard Yu - Senior Vice President, Chief Financial Officer Conference Call Participants Elizabeth Anderson - Evercore Jeff Johnson - Baird Jon Block - Stifel Casey Woodring - JPMorgan Michael Cherny - Bank of America John Kreger - William Blair Nathan Rich - Goldman Sachs Kori ...