Vik Chopra

Morici confirmed retail is currently a drag and a turn would lift volume, but did not size the benefit.

Morici gave direction and rationale but no quantified ceiling or payback period.

John confirmed 25% on volume basis. Expansion driven by shared digital orthodontic mindset, scanner deployments, visualization tools, and brand leverage. Also helping retail doctors adopt similar methods.

John described guidance as based on strategic priorities: grow internationally, drive ortho utilization (NOAA, comprehensive, First, MAOB), expand GP adoption, leverage brand. Will update quarterly as needed.

Joe reaffirmed the long-range plan growth targets without offering specific 2026 guidance. Did not directly confirm mid-single-digit growth is 'on the table.'

Joe described strong global positioning with China-for-China, USMCA-compliant Mexico, fully operational Poland plant, and plans to address Israel iTero shipments. Committed to holding margin targets.

Ron attributed the modest EPS raise to lower expected H2 FX benefit and reduced remeasurement gains (full-year $11 million, near the low end of the original range), not weaker operations.

Stanley detailed minimal Mexico exposure, no tariff on Canadian-sourced anesthetics, glove sourcing shifted from China to Malaysia. China exposure approximately $100M importer-of-record products, not material in a $12.5-13B business.

Ron confirmed no visible pullback in equipment orders, describing demand as healthy if not super robust, across both traditional and digital equipment categories.

Bryan would not call HIS the last portfolio move, saying he is always evaluating optimization, but framed RemainCo as a true MedTech company; declined to name which launches most move the WAMGR.

CFO explained tax matters agreement with 3M restricts use of asset sale proceeds for buybacks; proceeds going to debt paydown and positioning for M&A.

CFO detailed limited exposure: one plant in China, two in Mexico, one in Canada; HIS has zero manufacturing exposure; relatively less exposed than peers.

Arduini declined to rank, joking about choosing between children, but did single out MR, Photonova Spectra, ultrasound and vascular labs rather than naming two or three.

Arduini explicitly declined the hypothetical and the quantification, pointing to prior-year rates as the recovery benchmark tied to volume through fixed costs.

Strong qualitative feedback and a clear target segment, but no quantification of the 2026 ramp.

Preston declined to give specifics per element, pointing instead to the order book and the production ramp.

Ivan said he is in no hurry given a strong interim CFO in Paul Stellato, is also evaluating external candidates, and wants an operator-minded value-creation partner with credibility from a Street perspective.

Ivan gave a clear and concise answer: no Mexico/Canada manufacturing, two-thirds U.S. based. Some third-party supply from Mexico but impact embedded in guidance.