Envista Holdings Corp
Q2 2026 Earnings
Market Reaction
Did NVST Beat Earnings? Q2 2026 Results
Envista Holdings Corp delivered a standout second quarter of fiscal 2026, beating Wall Street on both the top and bottom lines and extending its streak of consensus EPS beats to four consecutive quarters. The dental technology company posted adjusted diluted EPS of $0.41, clearing the $0.34 consensus estimate by 22.13%, while revenue of $730.50 million edged past the $716.08 million forecast by 2.01% and grew 7.1% year over year. The primary engine behind the outperformance was disciplined execution through the Envista Business System, which drove adjusted EBITDA up 28% to $107.70 million and expanded adjusted EBITDA margin by 230 basis points to 14.7%. Growth was broad-based, with Equipment & Consumables delivering 8.5% core growth and Specialty Products & Technologies adding 3.1%, even as investors had been watching closely whether the company could sustain momentum from its strong first quarter. Encouraged by the results, management raised full-year 2026 guidance, lifting adjusted diluted EPS to a range of $1.50 to $1.55 and core sales growth to 3.5% to 4.5%, signaling confidence in the company's trajectory through year-end.
- 5.0% consolidated core sales growth driven by both reporting segments
- Envista Business System (EBS) contributed to 70 bps adjusted gross margin expansion and 230 bps adjusted EBITDA margin expansion
- Equipment & Consumables delivered 8.5% core sales growth
- Specialty Products & Technologies delivered 3.1% core sales growth
- Growth across all major geographies
“We built on our fast start in Q1 with continued good performance in Q2. We delivered growth across both our reporting segments and all major geographies. Our focus on operational excellence, underpinned by the Envista Business System, contributed to further margin expansion. Based on our strong first-half performance and continued momentum, we are raising our full year outlook for core sales growth, adjusted EBITDA, and adjusted EPS. We are well-positioned to deliver another year of progress and performance.”
Envista CEO, on the earnings call
Forward Guidance & Outlook
Envista raised its full-year 2026 guidance: core sales growth of 3.5% to 4.5% (up from 2% to 4%), adjusted EBITDA growth of 11% to 14% (up from 7% to 13%), adjusted diluted EPS of $1.50 to $1.55 (up from $1.35 to $1.45), and free cash flow conversion of approximately 100% (unchanged).
NVST YoY Financials
NVST Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.