NYSE$NVST

Envista Holdings Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Envista's financial performance for Q3 2021 reflected sales growth and profitability.

Envista Holdings Corporation reported an 11% increase in sales to $607.3 million and a core sales growth of 10.2% for the third quarter of 2021. Net income was $80.2 million, or $0.45 per diluted share, while adjusted earnings per diluted share was $0.45. The company raised its financial guidance for the year, projecting sales between $2.475 and $2.500 billion and adjusted EBITDA between $480 and $495 million.

  • Sales increased by 11% to $607.3 million with core sales growth of 10.2% over Q3 2020.
  • Net income for the third quarter was $80.2 million, or $0.45 per diluted share.
  • Adjusted earnings per diluted share was $0.45, compared to $0.40 in the same period in 2020.
  • The company raised its full-year sales guidance to $2.475 - $2.500 Billion and adjusted EBITDA to $480 - $495 Million.

Headline financials

Total Revenue

$607M

Previous: $641M-5.2%
EPS (adj)

$0.45

Previous: $0.48-6.2%
Total Core Sales Growth

10.2%

Previous: -1.2%+950.0%
Capital Expenditures

-$46M

Previous: -$34.6M-32.9%
Free Cash Flow

$46.9M

Previous: $1M+4590.0%
Net Income

$92.9M

Previous: $35.6M+161.0%
Operating Income

$81.7M

Previous: $69.4M+17.7%
Gross Profit

$356M

Previous: $341M+4.6%
Cash & Equivalents

$639M

Previous: $701M-8.8%
Total Assets

$6.56B

Previous: $6.61B-0.7%
Stock-Based Comp

$7.3M

No prior period

Revenue & EPS history

Envista · Revenue · Quarterly

$607M

Q3 2021-5.2%vs Q3 2020
Beat estimate in 10 of 12 quarters(83%)
ActualEstimate

Revenue by segment

Envista · $607M total across 2 segments · Q3 2021

  • Specialty Products & Technologies
    $363M+14.7%
  • Equipment & Consumables
    $244M-24.6%

Forward guidance

Envista is raising its financial guidance for continuing operations for the year.

Tailwinds

  • Sales are expected to be between $2.475 and $2.500 Billion.
  • Adjusted EBITDA is projected to be between $480 and $495 Million.

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 Q3 2021

Historical avgQ3 2021

-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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