
Overview
Dental industry leader's Q4 revenue grew 10.8%, beating analyst expectations
Adjusted EPS for Q4 rose 58% yr/yr, beating analyst expectations
Company returned $166 mln to shareholders via share repurchases in 2025
Outlook
Envista projects 2026 core sales growth between 2% and 4%
Company expects adjusted EBITDA growth of 7% to 13% for 2026
Envista forecasts adjusted EPS of $1.35 to $1.45 for 2026
Result Drivers
CORE SALES GROWTH - Envista reported 10.8% core sales growth in Q4 2025, driven by positive performance across all major businesses and geographies
CUSTOMER TRAINING & R&D - Co increased customer training by 30% in 2025 and made double-digit R&D investments to support innovation-led growth
OPERATIONAL IMPROVEMENTS - Envista Business System helped reduce G&A expenses by 10% in 2025 and improve Spark's operating margin
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $750.60 mln | $679.95 mln (13 Analysts) |
Q4 Adjusted EPS | Beat | $0.38 | $0.32 (15 Analysts) |
Q4 EPS |
| $0.20 |
|
Q4 Adjusted Net Income |
| $63 mln |
|
Q4 Net Income |
| $33 mln |
|
Q4 Adjusted EBITDA |
| $111 mln |
|
Q4 Gross Profit |
| $410.60 mln |
|
Q4 Operating Profit |
| $73.30 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Envista Holdings Corp is $24.00, about 1.4% above its February 4 closing price of $23.66
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago
Press Release: ID:nPn250QjXa
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