)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Envista
Envista (NVST) investor relations material
Envista 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Market overview and industry trends
Dental market is valued at $400 billion annually, with consistent 3%-5% CAGR and over 4 billion people affected by tooth loss and 5 billion with malocclusions.
Demand is driven by aging populations, aesthetics, rising middle class, and new clinics opening, but clinician supply remains a constraint.
Dental market outpaces GDP growth, is resilient in recessions due to insurance, and is rebounding post-COVID, with patient demand stabilizing.
Recent data shows U.S. clinic revenues and public players reporting mid-single digit growth, with momentum expected to continue into 2026.
Key macro indicators like unemployment, interest rates, and consumer confidence are supportive, with increased investor interest and clinician optimism.
Strategic priorities and financial objectives
Value creation plan focuses on growth, operations, and people, aiming for 2%-4% organic/core revenue growth, 4%-7% EBITDA growth, and 7%-10% EPS growth.
Emphasis on commercial execution, innovation, portfolio management, and operational excellence, especially in implants and orthodontics.
Operations prioritize manufacturing excellence, capital efficiency, and maintaining high safety and quality standards.
Talent development and employee engagement are central, with increased internal promotions, engagement scores, and leadership stability.
Charitable initiatives expanded, reaching 19,000 underserved patients, donating over $2 million, and hosting training for over 300,000 clinicians.
Business performance and segment highlights
Achieved 5% organic/core growth through Q3 2025, with all major businesses showing positive growth.
Double-digit growth in EBITDA and EPS, with cash flow conversion at 100%.
Spark (clear aligners) has reached profitability, driven by AI and automation, and is gaining share.
Implants business returned to growth after contraction, with four consecutive quarters of gains and investments in sales, marketing, and new products.
Diagnostics and consumables businesses launched new products, including OP 3D CBCT and DEXIS Imprevo scanner, both gaining market traction.
Impact of lowering interest rates on dental market
What drives Spark's future margin expansion
Implant business strategy to regain market share
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Envista earnings date
Q4 20255 Feb, 2026
Envista
Next Envista earnings date
Q4 20255 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Envista
Envista Holdings Corporation is an American company that owns a global group of more than 30 dental brands. These subsidiaries provide a comprehensive range of products and solutions for dentists and dental professionals. Their focus extends to diverse areas like implants, orthodontics, and digital imaging technologies. Envista's approach is to operate with a decentralized model, empowering individual brands to maintain their entrepreneurial spirit and brand identity while benefiting from the parent company’s resources. Envista is headquartered in Brea, California, and its shares are listed on the NYSE.
Spin-off from Danaher
Just like Fortive was created through a spin-off from Danaher, Envista Holdings was spun off in 2019 to enable a more focused and strategic approach in the dental sector. This move allowed Envista to concentrate exclusively on dental products and services, a distinct market with unique demands and opportunities and is something that Danaher does consistently.
By operating independently, Envista could pursue more targeted growth strategies, innovation, and customer engagement specific to its area of operations. The spin-off was part of Danaher's broader strategy to streamline its operations and create more value for shareholders by establishing standalone companies with dedicated resources and specialized market approaches.
Products and Services
Envista Holdings, through its subsidiaries, supplies the dental industry by offering a broad spectrum of products and services. Their subsidiaries specialize in things such as advanced dental implant technology, cutting-edge orthodontic products, consumables, and other equipment used in modern dentistry. It also offers technologies in digital imaging and diagnostics, which are crucial for modern dental care. Envista's subsidiaries also engage in developing CAD/CAM systems, used for complicated dental restorations where precision is incredibly important.
The Approach
As previously mentioned, Envista Holdings employs a decentralized approach that allows its subsidiaries such as Nobel Biocare, Ormco, and Kerr to operate with a degree of autonomy. This model enables these companies to retain their unique brand identities and encourages innovation that is specifically tailored to their individual market segments.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage