Yeah, no, I understand. That's helpful. Thanks, Glenn. Maybe then looking at one other deviation, at least relative to how we were thinking about things for the quarter, but maybe on the other side, T&E operating margin in the quarter, it does look like it's stepped down. It was a little bit lower than what we were thinking.

May 3, 2023 / receipt, needs a key / Glenn, other | earnings call 2023-05-03 | transcript eab06dc4-d7c2-460f-8d42-209c57c27b2c | chars 45493-45819 | segment 46

Yeah, no, I think certainly the profitability was impacted by VBP, so that did have an impact. There were also some other, I'll call them non-recurring charges that are reflected in our numbers. in the T&E segment. So we're able to absorb those and still deliver really good performance. I do expect we'll see better performance in the T&E segment, although we're going to be changing our segments to your point, but that part of our business should show improvements.

May 3, 2023 / receipt, needs a key / Glenn, other | earnings call 2023-05-03 | transcript eab06dc4-d7c2-460f-8d42-209c57c27b2c | chars 46361-46829 | segment 47

Glenn, maybe this is for you, but How should we be thinking about T&E and consumables organic growth, I guess, relative to the total company guidance of down one to up two?

Feb 28, 2023 / receipt, needs a key / Tom Stefano, other | earnings call 2023-02-28 | transcript 5756846c-35b4-4e90-9144-9bd6fb75ebbd | chars 46864-47036 | segment 47

You know, Tom, thanks for the question. We're not going to give too much specifics on our segment guidance. I would just say we are expecting T&E to grow faster than consumables as part of our guidance range. But that's all we're going to comment on at this point in time.

Feb 28, 2023 / receipt, needs a key / Glenn, CFO | earnings call 2023-02-28 | transcript 5756846c-35b4-4e90-9144-9bd6fb75ebbd | chars 47377-47649 | segment 47

T&E segment organic sales expansion was led by double-digit growth in clear aligners, CAD, CAM, and implants. The T&E segment posted a strong growth despite difficult supply chain conditions.

Feb 28, 2022 / receipt, needs a key / Jorge Gomez, CFO | earnings call 2022-02-28 | transcript 105e2194-1b92-4290-973b-c2cb2834c040 | chars 6854-7045 | segment 7

European sales were $437 million with organic growth of 1.8% and product category performance similar to the U.S. Rest of the world sales were $266 million representing organic growth of 4% with growth across consumables and T&E.

Feb 28, 2022 / receipt, needs a key / Jorge Gomez, CFO | earnings call 2022-02-28 | transcript 105e2194-1b92-4290-973b-c2cb2834c040 | chars 8355-8584 | segment 8

In the third quarter, we deliver strong revenue growth across the business in both consumables and T&E.

Nov 4, 2021 / receipt, needs a key / Jorge Gomez, CFO | earnings call 2021-11-04 | transcript 04aa2d99-2cae-408f-9da0-5ccc1188f76a | chars 4075-4178 | segment 4

Yeah. What we're seeing for T&E going into the fourth quarter is along the lines of what we said in our prepared remarks, which is we have great momentum. There is great demand for PrimeScan, great demand for Axios and Imogen in general. The timing of sales relative to Diaz World, most of those sales actually happened in the fourth quarter. There was a lot of great excitement. And so in our guidance for the fourth quarter, we are including pretty substantial growth for CAD CAM, for imaging in general. So the performance in that business, that part of the business continues to be strong.

Nov 4, 2021 / receipt, needs a key / Company Representative, other | earnings call 2021-11-04 | transcript 04aa2d99-2cae-408f-9da0-5ccc1188f76a | chars 23398-23991 | segment 24

You know, look, I'd summarize by saying we feel really good about our quarter. It's been doing this a long time. It's rare that you get to talk about a 20% plus organic with a beat and raise. You know, and there's some stuff that we're very, very excited about. Jeff really appreciated the question on implants, and when you're seeing double-digit implant growth, something we haven't seen in a long time, you know, we feel there's tremendous momentum on our T&E business.

Nov 4, 2021 / receipt, needs a key / Don Casey, CEO | earnings call 2021-11-04 | transcript 04aa2d99-2cae-408f-9da0-5ccc1188f76a | chars 51086-51558 | segment 52

In Q2, we deliver sequential quarterly revenue growth in both consumables and T&E.

Aug 5, 2021 / receipt, needs a key / Jorge, CFO | earnings call 2021-08-05 | transcript 9c0e7d53-a999-434f-afe3-c25661fc33dd | chars 4593-4675 | segment 4

I think there's typical expenses that we used to incur because people are not traveling and events are very limited. None of that spend is happening yet.

May 6, 2021 / receipt, needs a key / Jorge, CFO | earnings call 2021-05-06 | transcript 3a1676b9-2454-4bb3-952b-632263b112ee | chars 36152-36305 | segment 37

Examples of volume-related expenses include travel, commissions, advertising, and promotions.

Mar 1, 2021 / receipt, needs a key / Jorge Mancilla, other | earnings call 2021-03-01 | transcript 518d2ca3-4b96-4122-b745-1b075bf77768 | chars 6280-6373 | segment 6