NYSE$NVST

Envista Holdings Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported sales increased, core sales saw growth, and adjusted EBITDA margin expanded.

Envista Holdings Corporation reported a 2.6% increase in sales to $662.4 million for Q2 2023. Core sales grew by 2.1%. Net income was $51.9 million, or $0.29 per diluted share, while adjusted net income was $76.2 million, or $0.43 per diluted share. The company reaffirmed its full-year guidance for 2023.

  • Delivered a solid quarter with core growth of 2.1% and an adjusted EBITDA margin of 19.1%.
  • Equipment & Consumables segment returned to growth, driven by strong performance in consumables and DEXIS IOS businesses.
  • Spark continues to deliver strong growth in the Specialty Products & Technologies segment, offsetting the impact of US sanctions on Russia and a slowdown in higher-end specialty procedures.
  • Adjusted EBITDA margin expanded sequentially by 90 bps and is expected to further expand in the second half of 2023.

Headline financials

Total Revenue

$662M

Previous: $646M+2.6%
EPS (adj)

$0.43

Previous: $0.48-10.4%
Total Core Sales Growth

2.1%

Previous: 4.0%-47.5%
Capital Expenditures

-$31.6M

Previous: -$31.9M+0.9%
Free Cash Flow

$20.3M

Previous: $15.2M+33.6%
Net Income

$51.9M

Previous: $47.1M+10.2%
Operating Income

$78.9M

Previous: $65.2M+21.0%
Gross Profit

$379M

Previous: $370M+2.4%
Cash & Equivalents

$652M

Previous: $523M+24.6%
Total Assets

$6.61B

Previous: $6.46B+2.3%
Stock-Based Comp

$5.2M

Previous: $8.3M-37.3%

Revenue & EPS history

Envista · Revenue · Quarterly

$662M

Q2 2023+2.6%vs Q2 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Envista · $662M total across 2 segments · Q2 2023

  • Specialty Products & Technologies
    $417M+2.3%
  • Equipment & Consumables
    $245M+3.1%

Forward guidance

Envista is positioned to deliver its full year guidance for 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

-0.8%

Avg return

30 days after

48%

16 / 33 earnings

Positive

+17.8%

Q4 2025

Best reaction

-9.7%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%-10.3%-14.7%
Q4 2025+17.8%+22.5%+8.7%
Q3 2025-0.2%+0.0%+3.8%
Q1 2025+3.8%+3.1%+11.8%
Q4 2024+5.9%+2.2%-10.4%
Q3 2024+11.6%+13.3%+18.6%
Q2 2024+4.7%+2.9%+10.7%
Q1 2024+0.7%-3.2%-1.6%
Q4 2023-8.5%-7.0%-13.4%
Q3 2023-8.7%-8.3%+2.7%
Q2 2023+0.8%+2.8%-4.8%
Q1 2023-6.4%-7.1%-12.0%
Q4 2022-3.0%-3.5%-9.8%
Q3 2022+2.8%+3.4%+4.0%
Q2 2022+1.3%+1.4%-11.3%
Q1 2022+7.5%+5.4%+6.2%
Q4 2021+8.7%+8.0%+3.9%
Q3 2021+5.4%+6.1%-3.9%
Q2 2021-7.5%-6.1%+0.3%
Q1 2021+2.1%+3.1%-4.1%
Q4 2020+2.2%+3.6%+4.7%
Q3 2020+7.8%+9.9%+20.4%
Q2 2020-3.8%+0.4%+5.2%
Q1 2019-9.7%-8.9%+10.7%
Q1 2020-9.7%-8.9%+10.7%
Q4 2019-6.5%-8.1%-19.8%
Q4 2018-3.2%+5.3%-5.9%
Q4 2017-3.2%+5.3%-5.9%
Q3 2018-3.2%+5.3%-5.9%
Q3 2019-3.2%+5.3%-5.9%
Q2 2019-3.2%+5.3%-5.9%
Q2 2018-3.2%+5.3%-5.9%
Q1 2018-3.2%+5.3%-5.9%

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