A week ago, Envista Holdings Corporation (NYSE:NVST) came out with a strong set of second-quarter numbers that could potentially lead to a re-rate of the stock. The company beat forecasts, with revenue of US$682m, some 6.5% above estimates, and statutory earnings per share (EPS) coming in at US$0.16, 32% ahead of expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following the latest results, Envista Holdings' 14 analysts are now forecasting revenues of US$2.62b in 2025. This would be a satisfactory 2.7% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 64% to US$0.53. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$2.55b and earnings per share (EPS) of US$0.58 in 2025. So it's pretty clear consensus is mixed on Envista Holdings after the latest results; whilethe analysts lifted revenue numbers, they also administered a small dip in per-share earnings expectations.

Check out our latest analysis for Envista Holdings

The analysts also upgraded Envista Holdings' price target 9.1% to US$21.42, implying that the higher revenue expected to generate enough value to offset the forecast decline in earnings. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Envista Holdings, with the most bullish analyst valuing it at US$25.00 and the most bearish at US$17.00 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Envista Holdings' rate of growth is expected to accelerate meaningfully, with the forecast 5.5% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 3.9% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 8.2% annually. So it's clear that despite the acceleration in growth, Envista Holdings is expected to grow meaningfully slower than the industry average.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Envista Holdings. Fortunately, they also upgraded their revenue estimates, although our data indicates it is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Envista Holdings going out to 2027, and you can see them free on our platform here..

However, before you get too enthused, we've discovered 1 warning sign for Envista Holdings that you should be aware of.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.