Envista Holdings Corporation (NVST): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la tecnología dental, Envista Holdings Corporation (NVST) surge como un jugador fundamental, transformando cómo los profesionales dentales diagnostican, tratan y apoyan la atención al paciente. Al aprovechar estratégicamente un lienzo de modelo comercial integral, esta compañía innovadora une los avances tecnológicos de vanguardia con soluciones prácticas y rentables en los mercados dentales globales. Desde equipos de imágenes de precisión hasta tecnologías de tratamiento avanzadas, el enfoque único de Envista demuestra cómo las asociaciones estratégicas, la innovación implacable y las estrategias centradas en el cliente pueden revolucionar todo un ecosistema de atención médica.

Envista Holdings Corporation (NVST) - Modelo de negocios: asociaciones clave

Asociaciones estratégicas con fabricantes de equipos dentales

Envista Holdings mantiene asociaciones estratégicas con los siguientes fabricantes de equipos dentales clave:

Pareja	Enfoque de asociación	Año establecido
Corporación danaher	Tecnologías avanzadas de imágenes dentales	2019
Alinear la tecnología	Soluciones dentales digitales	2020
Grupo Straumann	Tecnologías de implantes y odontología digital	2021

Colaboración con innovadores de tecnología dental

Las asociaciones de colaboración de tecnología clave incluyen:

• Asociación de tecnología de diagnóstico impulsada por IA con Google Health
• Colaboración de soluciones dentales de impresión 3D con FormLabs
• Integración de flujo de trabajo digital con Carestream Dental

Redes de distribuidores en los mercados dentales globales

Estadísticas de asociación de distribución global:

Región	Número de distribuidores	Cobertura del mercado
América del norte	157	85% de penetración del mercado dental
Europa	123	72% de penetración del mercado dental
Asia-Pacífico	98	65% de penetración del mercado dental

Investigue alianzas con instituciones académicas dentales

Asociaciones actuales de investigación académica:

• Harvard School of Dental Medicine - Digital Dentistry Research
• Universidad de California, Escuela de Odental de San Francisco - Innovación clínica
• Facultad de Odontología de la Universidad de Michigan - Investigación de materiales avanzados

Inversión de investigación total en asociaciones: $ 12.3 millones anuales

Envista Holdings Corporation (NVST) - Modelo de negocio: actividades clave

Diseño y fabricación de equipos dentales

En 2023, Envista Holdings Corporation fabricó aproximadamente 2.7 millones de dispositivos dentales y unidades de equipo a nivel mundial. La compañía opera 12 instalaciones de fabricación primarias en América del Norte, Europa y Asia.

Ubicación de fabricación	Capacidad de producción anual	Líneas de productos primarias
Estados Unidos	1,2 millones de unidades	Sistemas de imágenes
Alemania	850,000 unidades	Tecnologías de tratamiento
Porcelana	650,000 unidades	Consumibles dentales

Investigación y desarrollo de tecnología dental

Envista invirtió $ 287 millones en I + D durante 2023, lo que representa el 8,4% de sus ingresos totales.

• El equipo de I + D comprende 672 ingenieros e investigadores especializados
• 3 Centros de investigación mundiales principales ubicados en California, Alemania y Países Bajos
• Archivó 42 nuevas patentes de tecnología dental en 2023

Innovación de productos en imágenes dentales y soluciones de tratamiento

En 2023, Envista lanzó 17 nuevos productos de tecnología dental en su cartera de marca.

Categoría de innovación	Número de nuevos productos	Segmento de mercado
Tecnologías de imágenes	8 productos	Radiografía digital
Soluciones de tratamiento	6 productos	Implantes dentales
Flujo de trabajo clínico	3 productos	Gestión de la práctica

Ventas globales y marketing de tecnologías dentales

Las ventas globales de Envista alcanzaron los $ 3.42 mil millones en 2023, con una distribución en 120 países.

• América del Norte: 45% de los ingresos totales
• Europa: 32% de los ingresos totales
• Asia-Pacífico: 18% de los ingresos totales
• Resto del mundo: 5% de los ingresos totales

Atención al cliente y servicio técnico

Envista mantuvo una red global de atención al cliente con 1,248 profesionales de servicios técnicos en 2023.

Región de apoyo	Número de personal de apoyo	Tiempo de respuesta promedio
América del norte	478 profesionales	4.2 horas
Europa	412 profesionales	5.1 horas
Asia-Pacífico	358 profesionales	6.3 horas

Envista Holdings Corporation (NVST) - Modelo de negocio: recursos clave

Instalaciones de fabricación avanzadas

A partir de 2024, Envista opera instalaciones de fabricación en múltiples ubicaciones globales:

Ubicación	Tipo de instalación	Capacidad de fabricación
Hatfield, Pensilvania	Equipo dental	350,000 unidades anualmente
Brea, California	Tecnologías de impresión 3D	250,000 unidades anualmente
Suzhou, China	Centro de fabricación global	275,000 unidades anualmente

Patentes de tecnología dental patentada

La cartera de propiedades intelectuales de Envista incluye:

• 87 Patentes de tecnología dental activa
• 23 solicitudes de patentes pendientes
• Inversión total de patentes: $ 42.3 millones en 2023

Equipos de Ingeniería e Investigación de Investigación

Composición del equipo	Número	Áreas de experiencia
Ingenieros de I + D	342	Tecnologías dentales avanzadas
Investigar científicos	124	Ciencia material, biomecánica
Desarrolladores de software	86	Soluciones dentales digitales

Infraestructura de distribución global

Cobertura de red de distribución:

• Operativo en 35 países
• 6 centros de distribución primarios
• Inversión anual de logística: $ 18.7 millones

Cartera de propiedad intelectual fuerte

Categoría de IP	Valor total	Costos de protección anual
Marcas registradas	$ 22.5 millones	$ 1.2 millones
Carteras de patentes	$ 67.3 millones	$ 3.6 millones
Secretos de comercio	$ 15.9 millones	$850,000

Envista Holdings Corporation (NVST) - Modelo de negocio: propuestas de valor

Equipo de diagnóstico dental de alta precisión

Envista Holdings ofrece tecnologías de diagnóstico avanzadas con las siguientes especificaciones:

Categoría de productos	Cuota de mercado	Rango de precios promedio
ESCANTERS CT DEL CONO	17.5%	$85,000 - $250,000
Sensores intraorales digitales	22.3%	$5,000 - $15,000

Tecnologías avanzadas de imágenes y tratamiento

Las ofertas tecnológicas clave incluyen:

• Sistemas de imágenes 3D con resolución de 20 micrones
• Plataformas de diagnóstico integradas en AI-AI
• Tecnologías de visualización del tratamiento en tiempo real

Soluciones dentales rentables para profesionales

Métricas financieras para soluciones dentales profesionales:

Tipo de solución	Ahorro anual de costos	Tasa de implementación
Sistemas de flujo de trabajo digital	$ 24,500 por práctica	68%
Manejo de pacientes basado en la nube	$ 18,200 por práctica	55%

Plataformas de tecnología dental innovadoras y confiables

Métricas de rendimiento de la plataforma de tecnología:

• 99.7% de confiabilidad del sistema
• Frecuencia de actualización de firmware: trimestralmente
• Ciclo de vida de tecnología promedio: 4-5 años

Soporte y servicio integral de productos

Estadísticas de servicio y soporte:

Categoría de apoyo	Tiempo de respuesta	Tasa de satisfacción del cliente
Apoyo técnico	<2 horas	94%
Cobertura de garantía	3-5 años	92%

Envista Holdings Corporation (NVST) - Modelo de negocios: relaciones con los clientes

Soporte de ventas directo para profesionales dentales

Envista Holdings Corporation mantiene un equipo de ventas dedicado de 423 representantes de ventas directas especializadas en equipos y tecnologías dentales. La fuerza de ventas cubre 42 países a nivel mundial, con una frecuencia promedio de interacción con el cliente de 14.6 puntos de contacto por año.

Canal de ventas	Número de representantes	Cobertura geográfica
Equipo de ventas directas	423	42 países
Ventas internas	186	América del norte

Servicios de consulta técnica

La compañía proporciona Servicios de consulta técnica especializada con 267 profesionales de soporte técnico dedicados en múltiples segmentos de tecnología dental.

• Tiempo de respuesta promedio: 2.3 horas
• Disponibilidad de soporte técnico: 16 horas diarias
• Soporte multilingüe en 7 idiomas

Plataformas de atención al cliente en línea

Envista opera infraestructura de atención al cliente digital con las siguientes métricas:

Plataforma	Usuarios mensuales	Tasa de resolución
Portal de soporte en línea	12,547	94.3%
Soporte de chat en vivo	3,876	89.7%

Capacitación y recursos educativos

La compañía proporciona programas de capacitación integrales para profesionales dentales con las siguientes estadísticas de participación:

• Webinarios web de capacitación anual: 87
• Módulos de capacitación en línea: 143
• Participantes de capacitación certificada: 6.342

Asistencia de implementación de productos personalizada

Envista ofrece soporte de implementación personalizado con 215 especialistas de implementación dedicados que sirven segmentos clave del mercado.

Servicio de implementación	Número de especialistas	Tiempo de implementación promedio
Integración de tecnología clínica	127	3.4 días
Soporte de soluciones digitales	88	2.7 días

Envista Holdings Corporation (NVST) - Modelo de negocios: canales

Equipos de ventas directos

Envista Holdings Corporation mantiene una fuerza de ventas directa global de aproximadamente 1,200 representantes de ventas a partir de 2023. El equipo de ventas genera aproximadamente $ 1.2 mil millones en ingresos de ventas directas anualmente.

Región de ventas	Número de representantes	Cobertura de ventas anual
América del norte	520	$ 520 millones
Europa	280	$ 340 millones
Asia Pacífico	220	$ 220 millones
Resto del mundo	180	$ 120 millones

Plataformas de comercio electrónico en línea

Envista opera múltiples canales de ventas digitales con un ingreso en línea de $ 180 millones en 2023, lo que representa el 12% de las ventas totales de la compañía.

• Plataforma B2B primaria: Envistapro.com
• Mercado secundario: MedicalEquipmentMarket.com
• Volumen de transacción en línea anual: 78,500 pedidos

Distribuidores de equipos dentales

La compañía colabora con 247 distribuidores de equipos dentales autorizados a nivel mundial, generando $ 420 millones en ventas de canales de distribuidores.

Categoría de distribuidor	Número de distribuidores	Volumen de ventas
Distribuidores de especialidades dentales	127	$ 240 millones
Distribuidores generales de equipos médicos	82	$ 120 millones
Distribuidores internacionales	38	$ 60 millones

Ferias comerciales y conferencias de la industria

Envista participa anualmente en 38 ferias comerciales internacionales, generando aproximadamente $ 95 millones en clientes potenciales de ventas y ventas directas.

Canales de marketing digital y comunicación

Las inversiones de marketing digital totalizan $ 22 millones en 2023, con el siguiente desglose del canal:

• Marketing de LinkedIn: $ 5.4 millones
• Plataforma de anuncios de Google: $ 7.8 millones
• Campañas de correo electrónico específicas: $ 4.2 millones
• Publicidad en las redes sociales: $ 4.6 millones

Envista Holdings Corporation (NVST) - Modelo de negocios: segmentos de clientes

Prácticas y clínicas dentales

A partir de 2024, Envista Holdings sirve aproximadamente 300,000 prácticas dentales a nivel mundial. El segmento del cliente representa el 45% de los ingresos totales de la compañía, estimados en $ 1.2 mil millones anuales.

Tipo de práctica	Número de clientes	Gasto anual promedio
Oficinas dentales privadas	237,000	$4,500
Prácticas dentales grupales	63,000	$12,000

Hospitales dentales y centros médicos

Envista atiende a aproximadamente 12,500 hospitales dentales y centros médicos en todo el mundo, generando $ 350 millones en ingresos anuales.

• Centros médicos académicos: 2.500 instituciones
• Hospitales dentales públicos: 5,000 instalaciones
• Hospitales dentales privados: 5,000 instalaciones

Instituciones académicas e de investigación

La compañía apoya a 1,750 instituciones académicas y de investigación, con un ingreso anual de $ 175 millones.

Tipo de institución	Número de clientes	Inversión anual promedio
Escuelas de odontología	850	$75,000
Universidades de investigación	900	$125,000

Proveedores de equipos dentales

Envista admite 5,200 proveedores de equipos dentales a nivel mundial, generando $ 250 millones en ingresos anuales.

• Distribuidores nacionales: 350 empresas
• Proveedores regionales: 2.850 empresas
• Distribuidores de equipos locales: 2,000 entidades

Proveedores de atención dental especializadas

La compañía atiende a 8,750 proveedores de atención dental especializadas, con un ingreso anual de $ 275 millones.

Tipo especializado	Número de proveedores	Gasto anual promedio
Clínicas de ortodoncia	2,500	$45,000
Prácticas periodontales	2,250	$35,000
Centros de cirugía oral	2,000	$55,000
Clínicas de odontología cosmética	2,000	$40,000

Envista Holdings Corporation (NVST) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2023, Envista Holdings Corporation reportó gastos de I + D de $ 98.4 millones, lo que representa el 4.3% de los ingresos totales.

Año	Gastos de I + D	Porcentaje de ingresos
2023	$ 98.4 millones	4.3%
2022	$ 91.2 millones	4.1%

Gastos de fabricación y producción

Los costos totales de fabricación para Envista en 2023 fueron de $ 512.6 millones, con un desglose clave de la siguiente manera:

• Costos laborales directos: $ 187.3 millones
• Gastos de materia prima: $ 226.5 millones
• Sobre de fábrica: $ 98.8 millones

Operaciones globales de ventas y marketing

Los gastos de ventas y marketing para 2023 totalizaron $ 345.2 millones, lo que representa el 15.1% de los ingresos totales.

Región	Gasto de marketing	Porcentaje del presupuesto total de marketing
América del norte	$ 189.7 millones	54.9%
Europa	$ 98.4 millones	28.5%
Asia Pacífico	$ 57.1 millones	16.6%

Mantenimiento de la infraestructura tecnológica

Los costos de mantenimiento de la tecnología y la infraestructura de TI para 2023 fueron de $ 76.5 millones.

• Infraestructura en la nube: $ 28.3 millones
• Inversiones de ciberseguridad: $ 22.7 millones
• Licencias de software: $ 15.9 millones
• Actualizaciones de hardware: $ 9.6 millones

Soporte de productos y costos de servicio

El soporte de productos y los gastos de servicio en 2023 ascendieron a $ 142.6 millones.

Categoría de servicio	Gastos	Porcentaje de presupuesto de apoyo
Apoyo técnico	$ 62.3 millones	43.7%
Servicios de garantía	$ 47.9 millones	33.6%
Capacitación del cliente	$ 32.4 millones	22.7%

Envista Holdings Corporation (NVST) - Modelo de negocios: flujos de ingresos

Ventas de equipos dentales

En el año fiscal 2023, Envista Holdings reportó ingresos por ventas de equipos dentales de $ 1.38 mil millones, lo que representa aproximadamente el 45% de los ingresos totales de la compañía.

Categoría de productos	Ingresos anuales	Porcentaje de ventas
Sistemas de imágenes digitales	$ 487 millones	35.3%
Unidades de tratamiento	$ 342 millones	24.8%
Instrumentos dentales	$ 551 millones	39.9%

Tarifas de licencia de tecnología

La licencia de tecnología generó $ 42.6 millones en ingresos para 2023, lo que representa aproximadamente el 3.1% de los ingresos totales de la compañía.

Contratos de servicio y mantenimiento

Los contratos de servicio y mantenimiento contribuyeron con $ 215.7 millones al flujo de ingresos de Envista en 2023.

Tipo de contrato	Ingresos anuales
Mantenimiento del equipo	$ 147.3 millones
Soporte de software	$ 68.4 millones

Soluciones de imagen de diagnóstico

Las soluciones de diagnóstico de imágenes generaron $ 612 millones en ingresos durante 2023, lo que representa el 44.4% de las ventas de equipos dentales.

• Sistemas de imágenes 3D: $ 276 millones
• Escáneres intraorales: $ 224 millones
• Equipo de radiografía: $ 112 millones

Soporte del producto del mercado de accesorios

Los ingresos por soporte del producto del mercado de accesorios alcanzaron los $ 87.5 millones en 2023.

Categoría de apoyo	Ingresos anuales
Piezas de repuesto	$ 52.3 millones
Apoyo técnico	$ 35.2 millones

Envista Holdings Corporation (NVST) - Canvas Business Model: Value Propositions

You're looking at the core reasons why a dental professional would choose Envista Holdings Corporation's offerings over competitors. It's about delivering a full spectrum of tools, from the initial scan to the final restoration, backed by real operational gains.

Comprehensive Portfolio Coverage

Envista Holdings Corporation positions its portfolio, which includes brands like Nobel Biocare, Ormco, DEXIS, and Kerr, as covering a wide array of dentists' clinical needs for diagnosing, treating, and preventing dental conditions, as well as improving smile aesthetics. You see this breadth reflected in the growth across segments.

• Positive growth in Nobel Biocare implants in North America during Q2 2025.
• Spark clear aligners showed continued gross margin improvement.
• Equipment & Consumables segment sales grew roughly 7% in Q2 2025.
• Specialty Products segment saw growth of nearly 5% in Q2 2025.

Industry-Leading Digital Workflows

The value proposition here is predictability and efficiency driven by digital integration. The DTX Studio Clinic software acts as the central imaging hub, consolidating all image types for diagnosis, patient education, and treatment planning. This is powered by continuous innovation.

The platform processes over 7 million images every month in clinics globally. Furthermore, Envista increased its R&D investments by 14% in the first half of 2025 to fuel these digital advancements. The next release of DTX Studio Clinic is expected to include additional AI features.

Premium Products Driving Financial Results

The performance of key product lines directly validates the value of their premium offerings. The operational improvements driven by the Envista Business System (EBS) are clearly showing up on the income statement. For example, the Spark product line is anticipated to reach operating profitability in the second half of 2025.

This operational focus culminated in a strong margin performance for the second quarter of 2025.

Metric	Period Ended June 27, 2025 (Q2 2025)	Year-over-Year Change
Sales	$682 million	Core Sales Growth of 5.6%
Adjusted Gross Margin	54.4%	Increase of 20 basis points
Adjusted EBITDA Margin	12.4%	Increase of 240 basis points
Adjusted EPS	$0.26	Increase of 136%

Continuous Innovation and AI Integration

Envista Holdings Corporation is embedding artificial intelligence into its core processes to simplify complex tasks for clinicians. This is not just future talk; it's happening now. The DTX Studio Clinic platform already features an FDA-cleared AI-assisted mandibular nerve tracing function.

• AI features simplify case presentations and save time.
• New features automate segmentation of the maxilla and mandible.
• Users can generate software-suggested implant positions automatically.
• Automated surgical template creation in under 3 minutes is possible.

Finance: draft 13-week cash view by Friday.

Envista Holdings Corporation (NVST) - Canvas Business Model: Customer Relationships

You're looking at how Envista Holdings Corporation keeps its professional partners-the dentists, specialists, and large groups-coming back for more. It's not just about shipping products; it's about deep integration into their practice workflow.

The foundation for these relationships rests on operational discipline. Envista Holdings Corporation emphasizes its commitment to service excellence, which was noted in the Q1 2025 operational highlights as continued high customer service levels. This builds on the prior year's performance where on-time customer service was reported consistently above 95%, driven by the Envista Business System (EBS) methodology. That kind of reliability is what keeps a practice running smoothly.

For high-value segments, the approach is highly personalized. Envista Holdings Corporation supports its professional partners with dedicated sales and support teams. This structure is crucial for complex product lines like those from Nobel Biocare, which captured 22% market share in premium and aesthetic segments, achieving 24% growth through digital workflow integration in the 2024-2025 period. This growth is directly tied to how well they support the adoption of these advanced systems.

Clinical education is a major relationship builder. Envista Holdings Corporation offers clinical education and mentorship programs for dentists and specialists. These programs are described as offering career-spanning professional growth, helping clinicians master new techniques and technologies, which solidifies the bond beyond the initial sale. Honestly, when you invest in a professional's skill set, you earn loyalty.

When dealing with scale, the focus shifts to strategic alliances. Envista Holdings Corporation cultivates long-term strategic partnerships with large dental groups (DSOs). The company's engagement, such as becoming a Platinum Industry partner with Women in DSO® in early 2024, signals a deep commitment to this sector. To give you a sense of scale from past activity, one partnership expansion involved a Canadian DSO with more than 500 supported practices. These large-scale relationships often involve more integrated supply and service agreements.

For day-to-day interactions with software and equipment, the model leans toward efficiency. Envista Holdings Corporation supports self-service and digital support for software and equipment. This is supported by ongoing investment in productivity tools, such as the launch of StageRx, a tool designed to give clinicians a faster, more efficient, persona-based way to design treatment plans. The goal here is to make routine support quick so the specialized teams can focus on complex needs.

Here's a quick view of how some operational and market performance metrics relate to customer engagement as of the first half of 2025:

Metric Category	Specific Data Point (Latest Available)	Value/Amount
Operational Performance	On-Time Customer Service (2024 Benchmark)	Consistently above 95%
Market Segment Relationship	Nobel Biocare Market Share (Premium/Aesthetic)	22%
Growth Tied to Support	Nobel Biocare Digital Workflow Growth (2024-2025)	24%
Financial Context	Full Year 2025 Adjusted EBITDA Margin Guidance	Approximately 14%
Scale Example	Practices Supported by Historical DSO Partner (Dentalcorp)	More than 500

The relationship strategy is clearly segmented, moving from high-touch mentorship for individuals to strategic, integrated supply for large organizations. You see this reflected in the focus areas:

• Dedicated support for complex implant systems.
• Clinical education for skill advancement.
• High service levels, targeting over 95% on-time delivery.
• Platinum partnerships with DSO industry groups.
• Digital tools for efficient self-service case design.

If onboarding takes 14+ days, churn risk rises. Finance: draft 13-week cash view by Friday.

Envista Holdings Corporation (NVST) - Canvas Business Model: Channels

You're looking at how Envista Holdings Corporation gets its products-from implants to software-into the hands of dental professionals. It's a multi-pronged approach, blending traditional sales muscle with digital evolution.

Direct Sales Force to Dental Professionals and Specialists

The direct sales component is significant, especially within the Specialty Products & Technologies segment. For that segment in 2024, 84% of sales were generated through direct sales channels. This indicates a heavy reliance on dedicated internal teams for high-value or specialized product lines, such as those under Nobel Biocare.

Envista Holdings Corporation actively invested in expanding this reach. In 2024, the company put an incremental $25 million toward commercial coverage, which directly supports these direct sales efforts and clinical education. This investment helped them train more than 120,000 clinicians through individual sessions and major events like the Envista Summit in Europe during that year.

The company is also focusing on a digital sales force approach to encourage the setup of digital workflows from imaging through guided surgery, aiming to build brand awareness with general practitioners similarly to how they maintain it with specialists.

Global Network of Third-Party Distributors and Dealers

The breadth of Envista Holdings Corporation's market penetration is substantial. Their products and solutions are found in an astonishing 90% of all dental clinics around the world. The company operates in more than 120 countries.

This global footprint is supported by a network of third-party distributors and dealers, especially in markets where a direct presence is less efficient. In 2024, 52% of total sales came from markets outside of the U.S., showing the importance of these channel partners internationally.

Here is a look at the geographic sales distribution for the Specialty Products & Technologies segment in 2024:

Geography	Percentage of Segment Sales (2024)
North America	42%
Western Europe	27%
Emerging Markets	26%
Other Developed Markets	5%

Furthermore, emerging markets represented 21% of Envista Holdings Corporation's total sales in 2024, a segment where dedicated local resources support the distributor network to capture additional share.

Digital Platforms for Software, Training, and Case Submission

Digital channels are evolving to become a core part of the delivery mechanism, particularly for software and workflow solutions. The company has a software platform, such as DTX Studio, used upfront between imaging and the procedure. They are advancing this with features like the next release of DTX Studio Clinic, which includes additional AI features.

The focus is on creating a digital treatment selection platform that integrates offerings across the portfolio. This includes specific digital treatment plans like the Spark DTX Portal and various Combo Tx Plans. The company noted that investments in R&D in 2024 supported new launches, including software enhancements.

The training efforts mentioned earlier are also delivered through these digital and event-based channels:

• Training of more than 120,000 clinicians in 2024.
• Major events like the Envista Summit in Europe.
• The Ormco Summit in the US.
• A DSO congress in China.

E-commerce and Online Portals for Consumables and Small Equipment

The Consumables Solutions business, which markets a broad offering of general dental products, relies on efficient distribution, which often includes e-commerce and online portals for routine ordering. While specific e-commerce revenue percentages aren't public, the segment's performance is a key indicator of channel effectiveness.

For context on the overall business health supporting these channels, Q3 2025 sales reached $670 million, and the company updated its full-year 2025 core sales growth guidance to 3% to 4%. The Equipment & Consumables segment showed strong growth, with core sales up roughly 7% in the first half of 2025.

Finance: draft 13-week cash view by Friday.

Envista Holdings Corporation (NVST) - Canvas Business Model: Customer Segments

You're looking at the core of Envista Holdings Corporation's market penetration-the sheer breadth of dental professionals who rely on their ecosystem. It's not just about selling a product; it's about embedding their technology into the daily workflow of the global dental community. This segment is massive and geographically diverse.

The foundation of this segment is the reach into general practice. Envista products and solutions are found in an astonishing 90% of dentists' offices globally. This level of penetration means that even if a practice doesn't buy the latest Nobel Biocare implant system, they are likely using a DEXIS scanner or Kerr restorative material. Furthermore, Envista operates in more than 120 countries, which is critical since 70% of revenue is generated outside the U.S..

The customer base is segmented by specialty, which aligns with Envista's operating structure. The Specialty Products & Technologies segment, which accounted for 49% of revenue in Q1 2025, directly targets specialists.

Here's a breakdown of the key customer groups:

• General dentists and specialists (orthodontists, implantologists) globally.
• Dental Service Organizations (DSOs) and large group practices.
• Dental laboratories utilizing digital prescription and manufacturing.
• Over 1 million professional partners rely on Envista technology every day.

For the specialists, particularly in the implant space, the reach is significant. Through brands like Nobel Biocare, Envista captured an estimated 22% market share in the premium and aesthetic segments as of late 2025. For orthodontists, the Ormco business has partnered with the community for over 60 years, with their Spark aligners being one of the fastest-growing brands in dental.

The engagement level with these customers is high, suggesting deep integration beyond simple transactions. For instance, in 2024, Envista invested in commercial coverage and education that allowed them to train more than 120,000 clinicians through major events and individual sessions. This training focus is essential for driving adoption of their digital solutions, which directly serve laboratories.

The digital workflow, supported by platforms like DTX Studio Clinic, is a key draw for laboratories. These labs rely on Envista's technology for digital prescription and manufacturing of everything from clear aligners to prosthetics. The company's overall portfolio, which spans more than 30 trusted brands, ensures they are a one-stop shop for many of these integrated partners.

You can see the scale of the customer base relative to the company's structure:

Customer Segment Indicator	Metric/Value	Source Context/Year
Global Office Penetration	90% of dentists' offices	2025 Context
Daily Technology Reliance	More than 1 million professional partners	As of late 2025
Geographic Footprint	Operating in more than 120 countries	As of late 2025
Implant Specialist Share (Nobel Biocare)	22% market share (Premium/Aesthetic)	Estimated late 2025
Segment Revenue Contribution (Specialists)	49% of revenue (Specialty Products & Technologies)	Q1 2025

The relationship with DSOs and large groups is often managed through dedicated commercial efforts and specific product lines that offer scale advantages, like the Spark clear aligners, which saw growth in Q2 2025. The company's focus on operational excellence, driven by the Envista Business System, is designed to serve these high-volume customers efficiently, which is why they maintain customer service levels consistently above 95%.

Envista Holdings Corporation (NVST) - Canvas Business Model: Cost Structure

You're looking at the expense side of Envista Holdings Corporation's operations as of late 2025, which is heavily influenced by manufacturing scale, global footprint management, and strategic investment in innovation. The cost structure reflects a business balancing high fixed costs with necessary variable spending to support its global dental technology and consumables portfolio.

High cost of goods sold (COGS) due to manufacturing and materials remains a primary cost component. This is inherent in a company that manufactures complex medical devices and high-volume consumables. For the third quarter ended September 26, 2025, the Cost of sales (GAAP COGS) was reported at $299.7 million on total sales of $670 million for the quarter. This translates to a COGS ratio of approximately 44.7% of quarterly revenue for Q3 2025.

The company is actively investing to improve this area, as evidenced by the gross margin performance. For the second quarter of 2025, the Adjusted gross margin stood at 54.4%, showing management's focus on operational efficiency to counter material and production costs.

Significant investment in R&D, increasing 14% in H1 2025 is a clear indicator of where capital is being directed to secure future revenue streams. This investment supports the launch pipeline, including products like Spark Retainers and the next release of DTX Studio Clinic with AI features.

Sales, general, and administrative (SG&A) expenses for global operations are substantial given the worldwide reach of Envista Holdings Corporation's brands like Nobel Biocare and Kerr. While specific dollar amounts for total SG&A across the first nine months of 2025 aren't explicitly broken out against the $1,969 million in YTD sales, management noted positive trends in Q1 2025, specifically citing good G&A productivity and that G&A expenses were reduced.

Costs associated with managing and mitigating international tariffs are a recognized headwind, especially since approximately 70% of revenue is generated outside the U.S.. Envista Holdings Corporation has actively addressed this, with management reporting a specific tariff mitigation plan in place. For the full year 2025, the company expected its supply chain, pricing, and cost savings actions to offset the impact of increased tariffs.

Capital expenditures for property, plant, and equipment represent necessary ongoing investment in manufacturing capacity and technology infrastructure. For the third quarter of 2025 alone, Capital expenditures, net totaled $10.8 million. Year-to-date through Q3 2025, the cumulative net capital expenditures reached $29.0 million.

Here's a look at the key cost components based on the latest available GAAP figures for the third quarter of 2025 (in millions of US $):

Cost Component	Q3 2025 Amount (Millions USD)	YTD Q3 2025 Amount (Millions USD)
Sales (Revenue)	$670.0	$1,969.0
Cost of Sales (COGS)	$299.7	$892.8
Gross Profit	$370.2	$1,076.1
Capital Expenditure, net	$10.8	$29.0

The company's focus on operational execution is designed to drive down the relative cost of SG&A and COGS, which is crucial as they manage the 14% increase in R&D spending for the half.

You should review the Q4 2025 filings when available to see if the strong core growth seen in Q3 (9.4% year-over-year) helped further dilute the fixed cost base. Finance: draft 13-week cash view by Friday.

Envista Holdings Corporation (NVST) - Canvas Business Model: Revenue Streams

Envista Holdings Corporation's revenue streams are primarily driven by the sale of its diverse portfolio of dental equipment, consumables, and specialized technologies across its two main segments.

For the third quarter of 2025, Envista Holdings Corporation reported total sales of $\mathbf{\$670}$ million. The core sales growth for this period reached $\mathbf{9.4\%}$ over the third quarter of 2024. The company subsequently raised its full-year 2025 guidance for core revenue growth to approximately $\mathbf{4\%}$, up from a previous range of $\mathbf{3\%}$ to $\mathbf{4\%}$.

The revenue generation is split between two primary reporting segments, with the Q3 2025 figures showing the following contribution to the $\mathbf{\$670}$ million in sales:

Revenue Stream Category	Q3 2025 Revenue (Millions USD)	Q3 2025 Core Sales Growth YoY
Specialty Products & Technologies	$\mathbf{\$431.50}$	$\mathbf{10.6\%}$
Equipment & Consumables	$\mathbf{\$238.40}$	$\mathbf{7.3\%}$

Sales of Specialty Products & Technologies include revenue from key brands and product lines. For instance, the Spark clear aligner business is a significant contributor, having reached its $\mathbf{1}$ millionth case shipped and approaching $\mathbf{\$300}$ million in revenue since 2019. Furthermore, the Spark business achieved positive operating margin in the third quarter of 2025. This segment also encompasses the Nobel Biocare offerings.

The Equipment & Consumables segment revenue is generated through the sale of products under various brands. This includes products from Kerr and DEXIS. In the second quarter of 2025, this segment saw core sales growth of roughly $\mathbf{7\%}$.

Software and service subscriptions form another component of the revenue base, with product launches such as the next release of DTX Studio Clinic featuring additional AI features being supported by increased R&D investment.

Key revenue performance indicators for the segments in Q3 2025 included:

• Specialty Products and Technology revenue grew $\mathbf{13\%}$ year-on-year.
• Equipment and Consumables segment core sales increased $\mathbf{7.3\%}$ versus the prior year.
• The company noted positive growth in Consumables, Nobel Biocare, and Spark in the first quarter of 2025.