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NVNVST

Envista Holdings Corp

$NVST·$4.4B·Medical - Instruments & Supplies·Healthcare
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Mentions · last 7 days
2026-08-29: 1 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts2026-09-02: 0 posts2026-09-03: 11 posts2026-09-04: 2 posts14
X counts updated 10h ago
NVNVST
$NVSTEnvista Holdings Corp
——14 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NVST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-05

The move is getting stronger, with heavier trading behind it.

Envista has strung together four straight double-digit EPS beats on 7-15% revenue growth, with Canada Pension Plan taking a new stake — dental capex demand is quietly recovering.

NVST is a dental-instruments spinoff finally converting margin discipline into steady EPS beats, and institutional money is starting to notice.

  • Q2 revenue $730.5M up 7.1% YoY, EPS $0.41 beat $0.34 estimate by 22% — four straight quarters of 16-22% EPS surprises.
  • Gross margin holding 55.5% with op margin 11% and Q2 FCF $88.5M — the leverage exists, guidance implies more.
  • Consensus $2.88B FY26 revenue and $1.53 EPS puts shares at 22x forward earnings, 13x EV/EBITDA; sits at 73rd percentile of 52-week range.

August 19 8-K around leadership (Item 5.02 plus Form 3 filing) reset the C-suite; November 4 print is the first read on the new team's cadence.

What to watch: Q3 earnings November 4 — organic revenue growth by segment (Specialty Products & Technologies vs Equipment & Consumables) and any updated FY26 guide from the new leadership.

On the calendar: 2026-11-04 — Q3 2026 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Envista Holdings Corporation is an enterprise dedicated to the development and distribution of a comprehensive range of dental solutions. These offerings are crucial for the identification, therapeutic intervention, and preventative care of diverse oral health issues, specifically addressing the teeth, gingiva (gums), and their supporting bone structures. The company's principal location is in Brea, California, and it maintains a workforce comprising 12,800 full-time personnel. The firm organizes its business activities into two main divisions: "Specialty Products & Technologies" and "Equipment & Consumables." The Specialty Products & Technologies division concentrates on the creation, fabrication, and promotion of sophisticated dental implant systems, advanced prosthetic devices, and their associated digital treatment software and technological advancements. This segment also provides orthodontic remedies, including bracket systems, clear aligners, and various items for dental laboratories. Conversely, the Equipment & Consumables division is responsible for conceptualizing, producing, and bringing to market a wide array of dental apparatus and vital supplies intended for professional dental clinics. This extensive catalog includes digital imaging instruments, specialized software, and visual or magnification systems; patient treatment units and other essential fixtures for dental practices; complete endodontic kits along with their complementary consumable items; materials and tools for restorative dentistry; rotary cutting tools (burs); impression-making compounds; adhesive agents and dental cements; and products designed for infection control.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $NVST.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

Industry benchmark

6-name peer basket
-2.5%YTD
+0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
46.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23820%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.41$0.34+22.3%
Q1 2026May 6, 2026$0.36$0.31+16.1%
Q4 2025Feb 5, 2026$0.38$0.32+18.8%
Q3 2025Oct 29, 2025$0.32$0.27+18.5%
Next earningsWed, Nov 4·consensus EPS $0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$730.5M+7.1%55.7%11.0%$0.33$88.5M
Q1 FY26$705.5M+14.4%55.3%8.9%$0.24$-15.8M
Q4 FY25$750.6M+15.0%55.0%10.1%$0.20$91.7M
Q3 FY25$669.9M+11.5%56.0%9.7%$-0.18$67.9M

Forward consensus

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B$1.53$1.51 – $1.5412
FY27$3.0B$2.9B – $3.0B$1.67$1.62 – $1.7312
FY28$3.1B$3.0B – $3.2B$1.82$1.39 – $2.1313
FY29$3.2B$3.1B – $3.2B$1.98$1.95 – $2.0211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 162.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change · Item 8.01: Other event
3New insider — initial holdingsAug 133
8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (3 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Envista (NVST) Up 0.8% Since Last Earnings Report: Can It Continue?zacks.com·20h agoHere Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, Deere & Company, Dell Technologies, Devon Energy, Moderna, Permian Resources, PG&E, Thermo Fisher, Viper Energy, and More247wallst.com·2d agoCanada Pension Plan Investment Board Takes Position in Envista Holdings Corporation $NVSTdefenseworld.net·5d ago4 PEG-Based Value Stocks to Buy as Investors Look Beyond AIzacks.com·8d agoBest Momentum Stocks to Buy for August 27thzacks.com·9d ago

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