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Are you comfortable saying demand is returning to normal across China?
The U.S. market seems like maybe it's had some green shoots at least in some of the data that we look at, maybe more focused on the orthodontic channel.
are there scenarios where you see that 100 basis points at risk
How much is China impacting that? And then are you similarly making assumptions around the volume up uptick post to VBP implementation?
any updated perspective on the competitive landscape and anticipated VBP in that market as well as how or whether you plan to adjust your go-to-market and pricing strategy in light of VBP.
how much effort do you put behind defending that business, especially at a time when you're really committed to delivering on margin expansion targets next year?
how would you split the volumes across those 2 buckets?
are you seeing any dislocation with doctor customers? Is that happening where you're now, call it, relatively more favorable from a cost perspective
We saw higher rates, credit denials were an issue over the past year or so. You've got a new preferred financing partner in HFD
is there a way to reduce frictions within the teen channel and really address what has been maybe a bit of a challenge or sluggish ortho environment?
it really seems like industry pricing dynamics have calmed down, at least relative to where we were last year.
talk about, Al, new fit activity across the quarter. Just what are you seeing in the data when you look at your performance versus peers
if you could discuss how you landed on Colleen as the next chairman for the business.
there aren't any repurchases assumed in earnings guidance for fiscal twenty six. But I thought you referenced in the supplementary PR today that you're allocating free cash entirely to to repurchase
I don't recall ever a situation like this where you run into, like, the big expected drawdown in demand, for one lens ahead of the buildup for other lenses.
it seems like the first time today where you're acknowledging that pricing industry pricing may be moderating ever so slightly
you posted your best month of the year in April. So where's the disconnect? Because you obviously didn't see it in April.
Al, I wanted to start on the MyDay, MySite reference. You think you commented you are doing early launch planning. I know it is early, but what exactly does this entail?
you did institute a price increase that took effect, I think, November 1. Can you talk about when you communicated those price increases
What's coming out of the pipeline here over the next 12 to 18 months that we can look for
Have your interactions with the FDA changed at all? And maybe sorry to pack in a couple here
Are the actions you're taking to mitigate tariffs, these are probably more in the 26 variety
what really stood out to me was that gross margin result, a really nice start to the year. Can you unpack maybe a bit some of the drivers there
do you sense the market is getting its foot back or putting back in terms of the patient traffic through offices
that $200 million benefit is pretty large. I think it's larger than a lot of us were expecting today. Shouldn't that program alone get you in that EPS CAGR range
anything you can talk about with the current state of the engagement and review with the outside consulting firms
Maybe you can give a bit more color on what you're seeing with respect to patient traffic, spending the dental office and just the confidence you have on the sustainability of these better trends
How does tariff uncertainty from the past couple of months back up? And even if you're not seeing foot traffic changes in the office
are there any adjustments to the inputs into your guidance that you're making today, even though the output isn't changing
how you want us thinking about, under your new reporting structure, the global distribution, U.S. versus international
is there something you're seeing today that gives you kind of, call it, better relative comfort on the market outlook
What does this big U.S. ERP change mean for your OpEx savings plans? When do you begin realizing cost savings from this switch
Can you break out by segment, cadence of launch activity, contribution to growth, and whether these are brand-new products versus relaunches
should we be considering any headwinds tied to just some of the weather dynamics that may or may not have impacted volumes
Can you give us a sense as to some of the things you're more excited about or expected to be more impactful
why is the tariff impact range still as wide as it is. I mean isn't all of that effectively capitalizing the balance sheet at this point
was there any benefit in your results there for dental from tariff-related price uplift
Maybe talk about the trajectory that you're seeing in that part of the business? What's driving some of that upside?
You beat it almost by a quarter. We're picking up a dime on updated tariff assumptions, but you've got FX as a tailwind
how does that compare to what you were internally expecting? It sounds like it's nicely above -- nicely above most of our models
I don't think I heard, Bryan or Wayde, a buildup or a construction of the organic growth by segment
the free cash flow guidance was a little bit lighter than we were thinking
Can you talk about what you're seeing on that front? Do you have supply visibility on chips and other critical components?
Would you be open to moving above that upper bound of $300 million if the stock remains under pressure
Is there a reason you wouldn't be able to maintain your typical 7% to 11% growth algorithm beyond fiscal '26
I got to follow the frog to some comment here. I'm going to start with cash flow guidance here. You left that unchanged
Wondering if you're willing to give maybe a similar perspective on the outlook for some of those Healthcare subsegments
you're already at $530 million in free cash flow this year. Really impressive so far
Can you talk about the capital demand environment you're seeing out there and how this order book and backlog contributes
The balance there -- the cash balance there is, I think, the highest it's been in a few years
it looks like share repo was a little lighter in the fourth quarter compared to the prior few quarters
break down, maybe again how much exposure you have here around like China-related tariffs and how much on the non-China side
Does the timing here of this trial, the retrial, affect other cases that were in line to be tried
can you talk about maybe the sustainability of these margins, especially in healthcare, as we think through some of the moving parts
Is that exclusively bioprocessing related? Are there any adjustments that you're seeing or moderation, I should probably better say on pricing
Can you specify whether -- what you've disclosed in the 10-Q this morning, whether you're a codefendent or sole defendant