NVST

Financial Performance: Envista Holdings Corporation reported Q3 2025 sales of $670 million, reflecting a 9.4% core sales growth year-over-year, with adjusted EBITDA of $97 million and adjusted EPS of $0.32, marking a 167% increase from the previous year.

Business Growth: All major business segments showed positive growth, driven by new product launches, and the Spark aligners business achieved profitability.

Cash Flow and Share Repurchases: The company generated $79 million in operating cash flow and repurchased 2.1 million shares for approximately $41 million during the quarter, with $108 million remaining under its stock repurchase program.

Updated Guidance: Envista updated its full-year 2025 guidance, projecting core sales growth of approximately 4% and adjusted diluted EPS between $1.10 and $1.15.

Tenet Healthcare Earnings Report: Tenet Healthcare Corporation is set to report its third-quarter 2025 results on October 28, with earnings estimated at $3.33 per share and revenues of $5.24 billion, reflecting a year-over-year earnings increase of 13.7%.

Revenue and Admission Estimates: The full-year revenue estimate for 2025 is $21.16 billion, indicating a 2.4% rise year-over-year, while adjusted patient admissions are expected to grow by 2.7%, although a decrease of 5.7% is projected for same-hospital admissions.

Earnings Beat Uncertainty: Despite Tenet's history of beating earnings estimates, the current model suggests uncertainty for this quarter, with an Earnings ESP of 0.00% and a Zacks Rank of #4 (Sell), indicating a lower likelihood of an earnings beat.

Alternative Investment Opportunities: Other companies in the medical sector, such as Select Medical Holdings and Erasca, show more favorable conditions for potential earnings beats, with positive Earnings ESPs and strong Zacks Ranks.