Group 1: Envista (NVST) - Envista is a global family of over 30 dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr [1] - The company has a Zacks Rank of 1 (Strong Buy) and its current year earnings estimate increased by 8.8% over the last 60 days [1] - Envista's shares gained 45.1% over the last three months, significantly outperforming the S&P 500's gain of 1.3% [2] - The company possesses a Momentum Score of A [2] Group 2: Banco Bilbao Viscaya Argentaria (BBVA) - Banco Bilbao Viscaya Argentaria is engaged in a variety of banking and financial activities in Spain [2] - The company has a Zacks Rank of 1 and its current year earnings estimate increased by 17.7% over the last 60 days [2] - BBVA's shares gained 14.2% over the last three months, also outperforming the S&P 500's gain of 1.3% [3] - The company possesses a Momentum Score of A [3] Group 3: Plexus (PLXS) - Plexus is a leading provider of electronic contract manufacturing services to OEMs across various industries, including Healthcare/Life Sciences, Industrial, and Aerospace/Defense [4] - The company has a Zacks Rank of 1 and its current year earnings estimate increased by 1.6% over the last 60 days [4] - Plexus' shares gained 41.2% over the last three months, outperforming the S&P 500's gain of 1.3% [5] - The company possesses a Momentum Score of A [5]

BREA, Calif., Feb. 5, 2026 /PRNewswire/ -- Envista Holdings Corporation (NYSE: NVST) today announced results for the quarter ended December 31, 2025. "With our disciplined focus on Growth, Operations, and People, Q4 2025 marked another quarter of continued progress for Envista," said Paul Keel, CEO. "We delivered 10.8% core revenue growth and 22% adjusted EBITDA growth in Q425, and 6.5% core revenue growth and 26% EBITDA growth for the full-year 2025. In the process, we posted positive growth in all major b ...

Financial Results Announcement - Envista Holdings Corporation will report its financial results for the fourth quarter of 2025 on February 5, 2026 [1] - A conference call to discuss these results will take place on the same day at 2:00 PM PT, lasting approximately one hour [1] Webcast and Access Information - The conference call and accompanying slide presentation will be available via webcast on the "Investors" section of Envista's website [2] - A replay of the webcast will be accessible shortly after the presentation and will remain available for one year [2] - Access to the conference call can be made by dialing 1-800-836-8184 within the U.S. or 1-646-357-8785 outside the U.S. with Conference ID 54406 [2] Company Overview - Envista is a global leader in the dental industry, uniting over 30 trusted brands such as DEXIS, Kerr, Nobel Biocare, and Ormco [4] - The company focuses on partnering with dental professionals to improve patients' lives through a comprehensive portfolio of technologies, consumables, and services [4] - Envista's brands have a history of innovation, including the introduction of the first dental implant by Nobel Biocare and advancements in orthodontics by Ormco [4]

Core Viewpoint - Envista Holdings Corporation will present at the 44th Annual J.P. Morgan Healthcare Conference on January 12, 2026, from 3:45 to 4:25 pm PST [1]. Company Overview - Envista is a global leader in the dental industry, uniting over 30 trusted brands, including DEXIS, Kerr, Nobel Biocare, and Ormco, with a mission to partner with dental professionals to improve patients' lives [3]. - The company has a heritage of innovation, having introduced significant advancements in modern dentistry, such as the first dental implant by Nobel Biocare and pioneering efforts in orthodontics by Ormco [3]. - Envista's culture is supported by its CIRCLe Values and the Envista Business System, which guide the delivery of a comprehensive portfolio of technologies, consumables, and services for clinicians [3].

Summary of Envista's Conference Call Industry Overview - The dental market is characterized as "soft but stable," with low single-digit growth observed over the past four quarters [2][3] - The consumables market has shown the most consistency, with low single-digit growth [3] - Orthodontics is experiencing low to mid-single-digit growth, with brackets and wires performing well [3] - The implant market is growing steadily, with a focus on digitization and equipment sales [4] - Diagnostics have been a negative low single-digit market but are showing signs of improvement [4] Company Performance - Envista has achieved approximately 5% growth year-to-date, with trends continuing positively into the fourth quarter [6][7] - December is a significant month for purchasing, and a strong finish to the year is anticipated [7] - The Spark business is expected to grow, with a consistent global aligner market performance [9][10] Product Innovations and Strategies - Envista has focused on providing a full solution to orthodontists, combining aligners with brackets and wires [10][11] - New product introductions, such as Spark On Demand and BiteSync, are aimed at enhancing treatment options and efficiency [12][13] - Continuous innovation is a key strategy, with a focus on both line extensions and new product launches [15] Financial Insights - The Spark business had a $45 million revenue headwind last year, with a significant portion expected to return this year [18][19] - A 20% year-over-year cost reduction in aligner production has been achieved through automation [21][22] - Envista's G&A expenses have decreased by 12% year-to-date, with expectations to maintain flat spending going forward [55] Market Dynamics - North America is recovering positively, while Europe continues to perform well [4][5] - China remains uncertain, with ongoing questions about market dynamics [5] - The diagnostics market is expected to recover modestly, driven by interest rate reductions and consumer confidence [47] R&D and Acquisitions - Envista invested $25 million in R&D for implants, focusing on commercial and clinical improvements [28] - Two acquisitions were made to enhance geographic penetration and product offerings in the implant space [33] Capital Deployment and Future Outlook - Envista aims for organic growth as the primary capital deployment strategy, with M&A opportunities also being a priority [62] - A share repurchase program of $250 million over two years has been approved [63] - The company anticipates a lower tax rate in 2026 due to improved profitability and the resolution of intercompany loans [58][59] Conclusion - Envista is positioned for continued growth through innovation, strategic acquisitions, and a focus on operational efficiency, with a positive outlook for 2026 and beyond [64][65]

Core Viewpoint - Envista Holdings Corporation reported strong financial results for Q3 2025, exceeding expectations in core growth, adjusted EBITDA, and adjusted EPS, with positive growth across all major business segments [2][6]. Financial Highlights - Q3 2025 sales reached $670 million, reflecting a core sales growth of 9.4% compared to Q3 2024 [6]. - The company reported a GAAP net loss of $30 million, attributed to a tax charge from restructuring intercompany loans, while adjusted net income was $54 million [3][6]. - Adjusted EBITDA for the quarter was $97 million, representing a 77% increase year-on-year, with an adjusted EBITDA margin of 14.5%, up 540 basis points from the previous year [6]. - For the first nine months of 2025, sales totaled $1,969 million, with a core sales growth of 5.0% compared to the same period in 2024 [6]. Cash Flow and Share Repurchases - Operating cash flow for Q3 2025 was $79 million, and free cash flow was $68 million, compared to $71 million and $63 million in Q3 2024, respectively [4]. - During the quarter, the company repurchased 2.1 million shares for approximately $41 million, with $108 million remaining under its stock repurchase program [4]. Outlook - Envista updated its full-year 2025 guidance, projecting core sales growth of approximately 4%, an adjusted EBITDA margin of around 14%, and adjusted diluted earnings per share between $1.10 and $1.15 [5][6]. Business Segment Performance - Specialty Products & Technologies segment sales were $431.5 million, up from $381.7 million in Q3 2024, while Equipment & Consumables segment sales increased to $238.4 million from $219.3 million [15]. - Operating profit for the Specialty Products & Technologies segment was $48.1 million, significantly higher than $12.3 million in the prior year [15].

Core Insights - Envista Holdings Corporation will report its financial results for the third quarter of 2025 on October 30, 2025, with a conference call scheduled for 2:00 PM PT [1] - The earnings press release and related materials will be available on the "Investors" section of Envista's website prior to the conference call [2] Company Overview - Envista is a global family of over 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, focused on improving lives through dental care [3] - The company offers a comprehensive portfolio that includes dental implants, orthodontics, and digital imaging technologies, addressing a wide range of clinical needs for dental professionals [3] - Envista is recognized as one of the largest global dental products companies, holding significant market positions in attractive segments of the dental products industry [3]

Core Viewpoint - Envista Holdings Corporation will report its financial results for the second quarter of 2025 on July 31, 2025, with a conference call scheduled for 2:00 PM PT to discuss these results [1]. Company Overview - Envista is a global family of over 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, focused on improving lives through dental care [4]. - The company offers a comprehensive portfolio that includes dental implants, orthodontics, and digital imaging technologies, addressing a wide range of clinical needs for dental professionals [4]. - Envista is recognized as one of the largest global dental products companies, holding significant market positions in attractive segments of the dental products industry [4]. Conference Call Details - The conference call will be accessible via a dial-in number, with a U.S. number of 1-800-836-8184 and an international number of +1 646-357-8785, starting a few minutes before the call [2]. - A replay of the webcast will be available shortly after the presentation concludes, and related materials will be posted on the "Investors" section of Envista's website [3].

Core Insights - Envista Holdings Corporation will participate in the Stifel 2025 Jaws & Paws Conference on May 28, 2025, from 1:50 – 2:20 pm ET, with a live audio webcast available on its website [1] Company Overview - Envista is a global family of over 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, focused on improving lives through dental care [2] - The company offers a comprehensive portfolio that includes dental implants, orthodontics, and digital imaging technologies, addressing a wide range of clinical needs for dental professionals [2] - Envista is recognized as one of the largest global dental products companies, holding significant market positions in attractive segments of the dental products industry [2]