NVSTMEDIUM SIGNALFINANCIAL10-K

Envista's interest expense grew substantially while operating cash flow declined meaningfully, suggesting potential debt-related pressures despite solid balance sheet growth.

The substantial increase in interest expense paired with reduced operating cash flow generation indicates potential financing challenges or increased leverage costs that could pressure profitability. However, the company maintains strong liquidity with growing cash reserves and current assets, providing financial flexibility to navigate these headwinds.

Comparing 2026-02-12 vs 2025-02-13View on EDGAR →
FINANCIAL ANALYSIS

Envista showed mixed financial performance with operating cash flow declining to $275.7M while interest expense increased substantially to $63.4M, suggesting potential debt servicing pressures. The company invested meaningfully in growth with R&D spending rising 15% to $114.0M and capital expenditures growing 34% to $45.3M. Balance sheet strength remained solid with cash growing to $1.2B and current assets expanding 13% to $2.0B, while working capital components like inventory and receivables increased in line with business growth.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+65.1%
$38.4M$63.4M

Interest expense surged 65.1% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+34%
$33.8M$45.3M

Capital expenditure jumped 34% — major investment cycle underway; assess returns on deployment.

Inventory
Balance Sheet
+19.5%
$241.0M$288.1M

Inventory built 19.5% — monitor whether demand supports this build or if write-downs may follow.

Accounts Receivable
Balance Sheet
+18.3%
$363.0M$429.6M

Receivables grew 18.3% — monitor days sales outstanding for collection efficiency.

Operating Cash Flow
Cash Flow
-18.1%
$336.5M$275.7M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

R&D Expense
P&L
+15%
$99.1M$114.0M

R&D investment increased 15% — signals commitment to future product development, though near-term margin impact.

Cash & Equivalents
Balance Sheet
+13.3%
$1.1B$1.2B

Cash grew 13.3% — improving liquidity position supports investment and shareholder returns.

Current Assets
Balance Sheet
+13.3%
$1.8B$2.0B

Current assets grew 13.3% — improving short-term liquidity or inventory/receivables build.

LANGUAGE CHANGES
NEW — 2026-02-12
PRIOR — 2025-02-13
ADDED
The aggregate market value of the common stock of the Registrant held by non-affiliates on June 27, 2025, the last business day of the Registrant s most recently completed second fiscal quarter, was $ 2.5 billion (based upon the closing price of $19.67 of the Registrant's common stock as reported on the New York Stock Exchange on such date).
BUSINESS Overview Envista is a global family of more than 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, united by a shared purpose: to partner with professionals to improve lives.
We help our customers deliver the best possible patient care through industry-leading products, solutions, and technology.
Our comprehensive portfolio, including dental implants and treatment options, orthodontics, and digital imaging technologies, covers a wide range of dentists' clinical needs for diagnosing, treating, and preventing dental conditions as well as improving the human smile.
We were formed in 2018 as a wholly-owned subsidiary of Danaher Corporation.
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REMOVED
The aggregate market value of the common stock of the Registrant held by non-affiliates on June 28, 2024, the last business day of the Registrant s most recently completed second fiscal quarter, was $ 2.2 billion (based upon the closing price of $16.63 of the Registrant's common stock as reported on the New York Stock Exchange on such date).
BUSINESS Overview Envista is a global family of more than 30 trusted dental brands, including Nobel Biocare, Ormco, DEXIS, and Kerr, united by a shared purpose: to partner with professionals to improve lives by digitizing, personalizing and democratizing oral care.
We help our customers deliver the best possible patient care through industry-leading dental consumables, solutions, technologies, and services.
Our diversified portfolio of solutions covers a broad range of dentists' clinical needs for preventing, diagnosing, and treating dental conditions as well as improving the aesthetics of the human smile.
We offer comprehensive solutions to support implant-based tooth replacements, orthodontic treatments, and diagnostic solutions.
+7 more — sign up free →
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