Envista Holdings Corp. (NVST)

Envista reported Q1 2025 sales of $617 million, with core sales increasing 0.2% year-over-year. Envista reported strong Q3 2025 results, with $670 million in sales and core sales growth of 9.4% year-over-year. China's Volume-Based Procurement is expected to decline Envista's revenue in Q4 2025. As of November 18, 2025, the share price was $19.13, a decline of 5.58% from November 19, 2024.

While specific overarching demand seasonality is not explicitly detailed, the Volume-Based Procurement in China is expected to lead to a deferral of dental procedures in Q4 2025. Demand for dental products and services can sometimes be influenced by factors such as patient insurance cycles, holiday periods, and economic conditions.

Envista Holdings Corp. is a global dental products company operating in the Healthcare sector, specifically the Medical Instruments & Supplies industry. The company has two segments: Specialty Products & Technologies, which focuses on dental implant systems and orthodontic products, and Equipment & Consumables, which provides dental equipment and supplies. Envista was established in 2018 as a spin-off from Danaher Corporation.

Envista Holdings Corp. has a global reach, with products in approximately 90% of dental clinics worldwide and operations in over 120 countries. North America accounts for 45% of total revenue, Europe for 32%, and Asia-Pacific for 18%. The company has 12 primary manufacturing facilities across North America, Europe, and Asia.

Envista Holdings Corp. maintains a strong brand reputation, built on a portfolio of over 30 trusted dental brands. The company increased investment in growth, gained market share in its Spark™ clear aligner product, and delivered growth for Implant Direct and Alpha-Bio Tec. Envista released its 2024 Sustainability Report and signed a five-year agreement with Hitachi Digital Services. DEXIS launched new tools to assist clinicians in critical workflow processes.

Envista Holdings Corp. is primarily owned by institutional shareholders, who hold approximately 113.53% of the stock, and Envista Holdings insiders, holding 64.50%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Ariel Investments, Llc. Lin Tan is the largest individual shareholder, owning 18.78% of the company.