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 ...

Summary of Envista's Conference Call Company Overview - **Company**: Envista Holdings Corporation - **Industry**: Dental MedTech - **Market Size**: Approximately $400 billion in annual spend, making it a significant healthcare category [4][12] Core Points and Arguments Growth and Financial Performance - **Organic Growth**: Envista reported a 5% organic growth year-to-date through Q3 2025, with all major businesses showing two consecutive quarters of positive growth [3][19] - **EBITDA and EPS Growth**: Strong double-digit growth in both EBITDA and EPS was noted, indicating robust financial health [4][22] - **Value Creation Plan**: The plan focuses on three priority areas: growth, operations, and people, with medium-term financial objectives of 2-4% organic revenue growth, 4-7% EBITDA growth, and 7-10% EPS growth [16][17] Market Dynamics - **Demand vs. Supply**: Demand for dental services is high, but supply constraints, such as the number of licensed clinicians, limit long-term market growth [5][6] - **Market Resilience**: The dental market has shown resilience, consistently outpacing GDP growth, even during economic downturns [12][14] - **Post-COVID Recovery**: After a significant contraction during COVID-19, the dental market is expected to return to a consistent growth rate of 3-5% [14][24] Strategic Focus Areas - **Product Innovation**: Envista has a strong focus on new product development, holding over 1,500 patents and having introduced significant innovations in dental technology [9][10] - **Specialty Categories**: The company emphasizes specialty categories that are sold directly to clinicians, which typically yield better margins and growth rates [11][12] - **Geographic Distribution**: Approximately half of Envista's sales come from the U.S., with the remainder spread across Europe and developing markets [9] Operational Efficiency - **Envista Business System**: The company employs a continuous improvement methodology focusing on safety, quality, and customer service, which contributes to operational efficiency [3][18] - **Cost Management**: G&A spending was reduced by 12% in the first quarters of last year, contributing to improved profitability [20][45] Employee Engagement and Community Investment - **Talent Development**: The company has renewed its focus on promoting from within, with over 50% of management promotions going to existing employees [21] - **Community Engagement**: The Envista Smile Project provided care to 19,000 underserved patients and donated over $2 million last year [21] Additional Important Insights - **Interest Rates Impact**: Lowering interest rates are expected to support dental market growth, particularly for multi-site operators and equipment purchases [27][28] - **Revenue Recognition Changes**: Changes in revenue recognition for the Spark business impacted reported revenues but are expected to normalize by Q2 2026 [30][32] - **Value-Based Pricing (VBP) in China**: The Chinese government is expected to implement further rounds of VBP, which could significantly impact Envista's market share and unit sales in the region [39][40] Conclusion - Envista is positioned as a leader in the dental MedTech market, with a solid growth strategy and operational efficiencies. The company is optimistic about returning to pre-COVID growth rates and is actively investing in innovation and community engagement to drive future success [24][49]

ABOUT ENVISTA HOLDINGS CORPORATION Envista is a global leader in the dental industry, uniting more than 30 trusted brands—including DEXIS, Kerr, Nobel Biocare, and Ormco—under one mission: partnering with dental professionals to improve patients' lives. With a heritage of category-defining innovation, our brands have shaped modern dentistry: Nobel Biocare introduced the first dental implant, Ormco is a pioneer in both traditional and digital orthodontics, DEXIS has long been at the forefront of 2D, 3D and i ...

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].

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]