Envista Holdings Corporation (NVST): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique de la technologie dentaire, Envista Holdings Corporation (NVST) émerge comme un acteur charnière, transformant comment les professionnels dentaires diagnostiquent, traitent et soutiennent les soins aux patients. En tirant stratégiquement une toile complète du modèle commercial, cette entreprise innovante comble les progrès technologiques de pointe avec des solutions pratiques et rentables sur les marchés dentaires mondiaux. De l'équipement d'imagerie de précision aux technologies de traitement avancées, l'approche unique d'Envista montre comment les partenariats stratégiques, l'innovation incessante et les stratégies centrées sur le client peuvent révolutionner un écosystème de soins de santé entier.

Envista Holdings Corporation (NVST) - Modèle commercial: partenariats clés

Partenariats stratégiques avec les fabricants d'équipements dentaires

Envista Holdings maintient des partenariats stratégiques avec les principaux fabricants d'équipements dentaires suivants:

Partenaire	Focus de partenariat	Année établie
Danaher Corporation	Technologies d'imagerie dentaire avancés	2019
Aligner la technologie	Solutions dentaires numériques	2020
Groupe de Straumann	Technologies de dentisterie implantaire et numérique	2021

Collaboration avec les innovateurs de la technologie dentaire

Les partenariats clés de collaboration technologique comprennent:

• Partenariat technologique diagnostique basé sur l'AI avec Google Health
• Impression 3D Collaboration de solutions dentaires avec Formlabs
• Intégration du flux de travail numérique avec Carestream Dental

Réseaux de distributeurs sur les marchés dentaires mondiaux

Statistiques du partenariat mondial de distribution:

Région	Nombre de distributeurs	Couverture du marché
Amérique du Nord	157	85% de pénétration du marché dentaire
Europe	123	72% de pénétration du marché dentaire
Asie-Pacifique	98	65% de pénétration du marché dentaire

Alliances de recherche avec des établissements universitaires dentaires

Partenariats de recherche académique actuels:

• Harvard School of Dental Medicine - Recherche de dentisterie numérique
• Université de Californie, San Francisco Dental School - Innovation clinique
• École de dentisterie de l'Université du Michigan - Recherche de matériaux avancés

Investissement total de recherche dans les partenariats: 12,3 millions de dollars par an

Envista Holdings Corporation (NVST) - Modèle d'entreprise: Activités clés

Conception et fabrication de l'équipement dentaire

En 2023, Envista Holdings Corporation a fabriqué environ 2,7 millions de dispositifs dentaires et unités d'équipement dans le monde. La société exploite 12 installations de fabrication primaires en Amérique du Nord, en Europe et en Asie.

Emplacement de fabrication	Capacité de production annuelle	Lignes de produit primaires
États-Unis	1,2 million d'unités	Systèmes d'imagerie
Allemagne	850 000 unités	Technologies de traitement
Chine	650 000 unités	Consommables dentaires

Recherche et développement de la technologie dentaire

Envista a investi 287 millions de dollars en R&D en 2023, ce qui représente 8,4% de ses revenus totaux.

• L'équipe de R&D comprend 672 ingénieurs et chercheurs spécialisés
• 3 principaux centres de recherche mondiaux situés en Californie, en Allemagne et aux Pays-Bas
• Déposé 42 nouveaux brevets de technologie dentaire en 2023

Innovation de produit dans les solutions d'imagerie et de traitement dentaire

En 2023, Envista a lancé 17 nouveaux produits de technologie dentaire à travers son portefeuille de marque.

Catégorie d'innovation	Nombre de nouveaux produits	Segment de marché
Technologies d'imagerie	8 produits	Radiographie numérique
Solutions de traitement	6 produits	Implants dentaires
Flux de travail clinique	3 produits	Gestion de la pratique

Ventes mondiales et marketing des technologies dentaires

Les ventes mondiales d'Envista ont atteint 3,42 milliards de dollars en 2023, avec une distribution dans 120 pays.

• Amérique du Nord: 45% des revenus totaux
• Europe: 32% des revenus totaux
• Asie-Pacifique: 18% des revenus totaux
• Reste du monde: 5% des revenus totaux

Support client et service technique

Envista a maintenu un réseau mondial de support client avec 1 248 professionnels des services techniques en 2023.

Région de soutien	Nombre de personnel de soutien	Temps de réponse moyen
Amérique du Nord	478 professionnels	4,2 heures
Europe	412 professionnels	5,1 heures
Asie-Pacifique	358 professionnels	6,3 heures

Envista Holdings Corporation (NVST) - Modèle d'entreprise: Ressources clés

Installations de fabrication avancées

En 2024, Envista exploite des installations de fabrication sur plusieurs emplacements mondiaux:

Emplacement	Type d'installation	Capacité de fabrication
Hatfield, Pennsylvanie	Équipement dentaire	350 000 unités par an
Brea, Californie	Technologies d'impression 3D	250 000 unités par an
Suzhou, Chine	Côté manufacturier mondial	275 000 unités par an

Brevets de technologie dentaire propriétaire

Le portefeuille de propriétés intellectuels d'Envista comprend:

• 87 brevets de technologie dentaire active
• 23 demandes de brevet en instance
• Investissement total des brevets: 42,3 millions de dollars en 2023

Équipes d'ingénierie et de recherche qualifiées

Composition de l'équipe	Nombre	Domaines d'expertise
Ingénieurs de R&D	342	Technologies dentaires avancés
Chercheur	124	Science matérielle, biomécanique
Développeurs de logiciels	86	Solutions dentaires numériques

Infrastructure de distribution mondiale

Couverture du réseau de distribution:

• Opérationnel dans 35 pays
• 6 centres de distribution primaires
• Investissement logistique annuel: 18,7 millions de dollars

Portfolio de propriété intellectuelle solide

Catégorie IP	Valeur totale	Frais de protection annuels
Marques enregistrées	22,5 millions de dollars	1,2 million de dollars
Portefeuille de brevet	67,3 millions de dollars	3,6 millions de dollars
Secrets commerciaux	15,9 millions de dollars	$850,000

Envista Holdings Corporation (NVST) - Modèle d'entreprise: propositions de valeur

Équipement de diagnostic dentaire de haute précision

Envista Holdings propose des technologies de diagnostic avancées avec les spécifications suivantes:

Catégorie de produits	Part de marché	Fourchette de prix moyenne
Scanners CT à faisceau de cône	17.5%	$85,000 - $250,000
Capteurs intra-oraux numériques	22.3%	$5,000 - $15,000

Technologies d'imagerie et de traitement avancées

Les offres technologiques clés comprennent:

• Systèmes d'imagerie 3D avec une résolution de 20 microns
• Plates-formes de diagnostic intégrées en AI
• Technologies de visualisation de traitement en temps réel

Solutions dentaires rentables pour les professionnels

Mesures financières pour les solutions dentaires professionnelles:

Type de solution	Économies annuelles	Taux de mise en œuvre
Systèmes de flux de travail numériques	24 500 $ par entraînement	68%
Gestion des patients basés sur le cloud	18 200 $ par entraînement	55%

Plateformes de technologie dentaire innovante et fiable

Métriques de performance de la plate-forme technologique:

• Fiabilité du système à 99,7%
• Fréquence de mise à jour du micrologiciel: trimestriel
• Cycle de vie de la technologie moyenne: 4-5 ans

Support et service complet des produits

Statistiques de service et de soutien:

Catégorie de support	Temps de réponse	Taux de satisfaction client
Support technique	<2 heures	94%
Couverture de garantie	3-5 ans	92%

Envista Holdings Corporation (NVST) - Modèle d'entreprise: relations avec les clients

Assistance des ventes directes pour les professionnels dentaires

Envista Holdings Corporation maintient une équipe de vente dédiée de 423 représentants des ventes directes spécialisés dans les équipements et technologies dentaires. La force de vente couvre 42 pays dans le monde, avec une fréquence d'interaction client moyenne de 14,6 points de contact par an.

Canal de vente	Nombre de représentants	Couverture géographique
Équipe de vente directe	423	42 pays
Ventes intérieures	186	Amérique du Nord

Services de consultation technique

La société fournit Services de consultation technique spécialisés avec 267 professionnels du support technique dédié dans plusieurs segments de technologie dentaire.

• Temps de réponse moyen: 2,3 heures
• Disponibilité du support technique: 16 heures par jour
• Support multilingue en 7 langues

Plateformes de support client en ligne

Envista exploite l'infrastructure de support client numérique avec les mesures suivantes:

Plate-forme	Utilisateurs mensuels	Taux de résolution
Portail d'assistance en ligne	12,547	94.3%
Support de chat en direct	3,876	89.7%

Ressources de formation et d'éducation

L'entreprise propose des programmes de formation complets aux professionnels dentaires avec les statistiques d'engagement suivantes:

• Webinaires de formation annuelle: 87
• Modules de formation en ligne: 143
• Participants à la formation certifiée: 6 342

Assistance à la mise en œuvre des produits personnalisés

Envista offre un support de mise en œuvre personnalisé avec 215 spécialistes de la mise en œuvre dédiés desservant des segments de marché clés.

Service de mise en œuvre	Nombre de spécialistes	Temps de mise en œuvre moyen
Intégration de la technologie clinique	127	3,4 jours
Prise en charge des solutions numériques	88	2,7 jours

Envista Holdings Corporation (NVST) - Modèle d'entreprise: canaux

Équipes de vente directes

Envista Holdings Corporation maintient une force de vente directe mondiale d'environ 1 200 représentants commerciaux à partir de 2023. L'équipe de vente génère environ 1,2 milliard de dollars de revenus de ventes directs par an.

Région de vente	Nombre de représentants	Couverture des ventes annuelle
Amérique du Nord	520	520 millions de dollars
Europe	280	340 millions de dollars
Asie-Pacifique	220	220 millions de dollars
Reste du monde	180	120 millions de dollars

Plateformes de commerce électronique en ligne

Envista exploite plusieurs canaux de vente numériques avec un chiffre d'affaires en ligne de 180 millions de dollars en 2023, ce qui représente 12% du total des ventes d'entreprises.

• Plateforme B2B primaire: envistapro.com
• Marché secondaire: MedicalEquipmentMarket.com
• Volume de transaction en ligne annuel: 78 500 commandes

Distributeurs d'équipements dentaires

La société collabore avec 247 distributeurs d'équipements dentaires autorisés dans le monde, générant 420 millions de dollars en ventes de canaux de distribution.

Catégorie de distributeur	Nombre de distributeurs	Volume des ventes
Distributeurs spécialisés dentaires	127	240 millions de dollars
Distributeurs généraux d'équipement médical	82	120 millions de dollars
Distributeurs internationaux	38	60 millions de dollars

Salons commerciaux et conférences de l'industrie

Envista participe à 38 salons internationaux chaque année, générant environ 95 millions de dollars en prospects et ventes directes.

Canaux de marketing numérique et de communication

Les investissements en marketing numérique totalisent 22 millions de dollars en 2023, avec la ventilation des canaux suivants:

• Marketing LinkedIn: 5,4 millions de dollars
• Plateforme Google Ads: 7,8 millions de dollars
• Campagnes par e-mail ciblées: 4,2 millions de dollars
• Publicité des médias sociaux: 4,6 millions de dollars

Envista Holdings Corporation (NVST) - Modèle d'entreprise: segments de clientèle

Pratiques dentaires et cliniques

En 2024, Envista Holdings sert environ 300 000 pratiques dentaires dans le monde. Le segment de la clientèle représente 45% du chiffre d'affaires total de l'entreprise, estimé à 1,2 milliard de dollars par an.

Type de pratique	Nombre de clients	Dépenses annuelles moyennes
Bureaux dentaires privés	237,000	$4,500
Pratiques dentaires de groupe	63,000	$12,000

Hôpitaux dentaires et centres médicaux

Envista dessert environ 12 500 hôpitaux dentaires et centres médicaux dans le monde, générant 350 millions de dollars de revenus annuels.

• Centres médicaux académiques: 2 500 institutions
• Hôpitaux dentaires publics: 5 000 installations
• Hôpitaux dentaires privés: 5 000 installations

Institutions universitaires et de recherche

La société soutient 1 750 établissements universitaires et de recherche, avec un chiffre d'affaires annuel de 175 millions de dollars.

Type d'institution	Nombre de clients	Investissement annuel moyen
Écoles dentaires	850	$75,000
Universités de recherche	900	$125,000

Fournisseurs d'équipements dentaires

Envista prend en charge 5 200 fournisseurs d'équipements dentaires dans le monde, générant 250 millions de dollars de revenus annuels.

• Distributeurs nationaux: 350 entreprises
• Fournisseurs régionaux: 2 850 entreprises
• Concessionnaires d'équipement locaux: 2 000 entités

Fournisseurs de soins dentaires spécialisés

La société dessert 8 750 prestataires de soins dentaires spécialisés, avec un chiffre d'affaires annuel de 275 millions de dollars.

Type de spécialité	Nombre de prestataires	Dépenses annuelles moyennes
Cliniques orthodontiques	2,500	$45,000
Pratiques parodontales	2,250	$35,000
Centres de chirurgie orale	2,000	$55,000
Cliniques de dentisterie esthétique	2,000	$40,000

Envista Holdings Corporation (NVST) - Modèle d'entreprise: Structure des coûts

Investissements de recherche et développement

Pour l'exercice 2023, Envista Holdings Corporation a déclaré des dépenses de R&D de 98,4 millions de dollars, ce qui représente 4,3% des revenus totaux.

Année	Dépenses de R&D	Pourcentage de revenus
2023	98,4 millions de dollars	4.3%
2022	91,2 millions de dollars	4.1%

Frais de fabrication et de production

Les coûts de fabrication totaux pour Envista en 2023 étaient de 512,6 millions de dollars, avec une ventilation clé comme suit:

• Coûts de main-d'œuvre directs: 187,3 millions de dollars
• Dépenses de matières premières: 226,5 millions de dollars
• Frais généraux d'usine: 98,8 millions de dollars

Opérations mondiales de vente et de marketing

Les dépenses de vente et de marketing pour 2023 ont totalisé 345,2 millions de dollars, ce qui représente 15,1% des revenus totaux.

Région	Dépenses marketing	Pourcentage du budget marketing total
Amérique du Nord	189,7 millions de dollars	54.9%
Europe	98,4 millions de dollars	28.5%
Asie-Pacifique	57,1 millions de dollars	16.6%

Maintenance des infrastructures technologiques

Les coûts de maintenance de la technologie et des infrastructures informatiques pour 2023 étaient de 76,5 millions de dollars.

• Infrastructure cloud: 28,3 millions de dollars
• Investissements en cybersécurité: 22,7 millions de dollars
• Licence de logiciel: 15,9 millions de dollars
• Mises à niveau matériel: 9,6 millions de dollars

Support des produits et frais de service

Le soutien aux produits et les dépenses de service en 2023 s'élevaient à 142,6 millions de dollars.

Catégorie de service	Dépenses	Pourcentage du budget de soutien
Support technique	62,3 millions de dollars	43.7%
Services de garantie	47,9 millions de dollars	33.6%
Formation client	32,4 millions de dollars	22.7%

Envista Holdings Corporation (NVST) - Modèle d'entreprise: Strots de revenus

Ventes d'équipements dentaires

Au cours de l'exercice 2023, Envista Holdings a déclaré des revenus de vente d'équipements dentaires de 1,38 milliard de dollars, ce qui représente environ 45% du total des revenus de l'entreprise.

Catégorie de produits	Revenus annuels	Pourcentage de ventes
Systèmes d'imagerie numérique	487 millions de dollars	35.3%
Unités de traitement	342 millions de dollars	24.8%
Instruments dentaires	551 millions de dollars	39.9%

Frais de licence de technologie

Les licences technologiques ont généré 42,6 millions de dollars de revenus pour 2023, représentant environ 3,1% du total des revenus de l'entreprise.

Contrats de service et de maintenance

Les contrats de service et de maintenance ont contribué 215,7 millions de dollars à la source de revenus d'Evista en 2023.

Type de contrat	Revenus annuels
Entretien de l'équipement	147,3 millions de dollars
Support logiciel	68,4 millions de dollars

Solutions d'imagerie diagnostique

Les solutions d'imagerie diagnostique ont généré 612 millions de dollars de revenus au cours de 2023, ce qui représente 44,4% des ventes d'équipements dentaires.

• Systèmes d'imagerie 3D: 276 millions de dollars
• Scanners intraoraux: 224 millions de dollars
• Équipement de radiographie: 112 millions de dollars

Support de produit du marché secondaire

Les revenus de soutien des produits du marché secondaire ont atteint 87,5 millions de dollars en 2023.

Catégorie de support	Revenus annuels
Pièces de rechange	52,3 millions de dollars
Support technique	35,2 millions de dollars

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.