Novanta Inc.

Informe acción NasdaqGS:NOVT

Capitalización de mercado: US$5.4b

Novanta Dirección

Dirección controles de criterios 4/4

El CEO de Novanta es Matthijs Glastra , nombrado en Sep 2016, tiene una permanencia de 9.75 años. compensación anual total es $10.04M, compuesta por 8.6% salario y 91.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.25% de las acciones de la empresa, por valor de $13.78M. La antigüedad media del equipo directivo y de la junta directiva es de 3.4 años y 5.1 años, respectivamente.

Información clave

Matthijs Glastra

Chief Executive Officer (CEO)

US$10.0m

Compensación total

Porcentaje del salario del CEO8.59%
Permanencia del CEO9.8yrs
Participación del CEO0.3%
Permanencia media de la dirección3.4yrs
Promedio de permanencia en la Junta Directiva5.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 17

NOVT: Future Earnings Power Will Rely On Executing Riverpoint Acquisition Strategy

Analysts have adjusted their fair value estimate for Novanta to $175.0 from $171.5, citing updated models that incorporate recent Q1 results, accelerating bookings and growth momentum, along with a revised future P/E assumption of 34.67x. Analyst Commentary Recent Street commentary on Novanta focuses on how the latest Q1 results and updated models feed into valuation, execution risk and future growth assumptions for the stock.
Seeking Alpha Jun 11

Novanta: An Interesting Deal Accelerates Growth

Summary Novanta announced a substantial $1.45B acquisition of Riverpoint Medical, doubling recurring medical consumables revenue and increasing medical end-market concentration to 60%. Riverpoint brings high-margin, fast-growing consumables, with 12-15% organic growth and 40% EBITDA margins, enhancing Novanta's profitability profile. Pro forma leverage rises to 2.7x; a $300M equity raise at a discount offsets some debt but results in 3% dilution. Despite strong execution and growth momentum, Novanta trades at ~40x forward earnings, leading me to remain cautious and await better entry points. Read the full article on Seeking Alpha
Actualización de narrativa Jun 02

NOVT: Future Earnings Power Will Rely On Sustaining Bookings Strength And Margin Execution

Analysts have lifted their fair value estimate for Novanta stock from $157 to about $171.50, citing updated models that reflect Q1 results with accelerating bookings and ongoing growth momentum. Analyst Commentary Bullish Takeaways Bullish analysts point to accelerating Q1 bookings as a key support for a higher fair value range, seeing healthier near term demand feeding into updated models.
Artículo de análisis May 15

Novanta Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Novanta Inc. ( NASDAQ:NOVT ) shareholders, with its shares surging 14% to US$156 in...
Actualización de narrativa Apr 19

NOVT: Future Earnings Power Will Rely On Executing Stronger Margins

Narrative update on Novanta The consensus analyst price target for Novanta has been raised by $12 to $150. Analysts cite updated models after Q4 results that indicate potential for stronger sales and margin performance.
Actualización de narrativa Apr 05

NOVT: Future Earnings Power Will Rely On Accelerating Sales And Margins

Analysts have trimmed their fair value estimate for Novanta from $160 to $157, reflecting a slightly higher discount rate and a modestly lower future P/E assumption, while still pointing to expectations for improving sales and margins after recent model updates. Analyst Commentary Bullish Takeaways Bullish analysts see room for the shares to move toward their updated fair value range, supported by model revisions that assume improving sales trends and margin recovery after recent results.
Actualización de narrativa Mar 22

NOVT: Future Earnings Power Will Rely On Accelerating Margins

Analysts have lifted their price target on Novanta to $150 from $138, citing updated Q4 models that suggest the company may be positioned for faster sales growth and margin expansion. Analyst Commentary Bullish Takeaways Bullish analysts point to the raised price target to $150 as a sign that updated Q4 assumptions support a higher valuation range for the shares.
Actualización de narrativa Mar 06

NOVT: Future Earnings Power Will Rely On Accelerating Margins

Analysts have lifted their fair value estimate for Novanta to $160 from $154, supported by updated models that reflect expectations for accelerating sales and margins following recent Q4 results and a higher Street price target of $150 from $138. Analyst Commentary Recent commentary points to a more constructive view on Novanta following its Q4 results, with updated models feeding into a higher fair value framework and a Street price target of $150.
Actualización de narrativa Feb 20

NOVT: Stable Outlook Will Rely On Steady Margins And Earnings Multiple

Narrative Update: Novanta Analyst Price Target The analyst price target for Novanta is unchanged at $154, as analysts keep their assumptions for fair value, discount rate, revenue growth, profit margin and future P/E essentially steady. Valuation Changes Fair Value: $154.00 remains effectively unchanged compared with the prior estimate of $154.
Actualización de narrativa Feb 06

NOVT: Equity Units Offering Will Support Balance Sheet And Future Deals

Analysts have nudged their price target on Novanta slightly higher to reflect modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, framing the move as fine tuning rather than a major reset in expectations. What's in the News Novanta plans to look for acquisitions and investments, signaling an interest in adding to its portfolio of businesses (Key Developments).
Actualización de narrativa Jan 22

NOVT: Equity Units And Share Repurchases Will Support Balance Sheet And Future Deals

Analysts now keep their price target for Novanta effectively unchanged at about $154.00. They point to steady assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of their view.
Actualización de narrativa Jan 08

NOVT: Equity Units Offering Will Strengthen Balance Sheet And Support Future Deals

Analysts have maintained their fair value estimate for Novanta at approximately $154. They cite only marginal adjustments to the discount rate, long term revenue growth, profit margin assumptions, and future P/E, which do not materially change their overall outlook.
Actualización de narrativa Dec 24

NOVT: New Equity Raise Will Strengthen Balance Sheet And Support Future Deals

Analysts have maintained their price target for Novanta at approximately $154 per share. This reflects a steady outlook, as incremental adjustments to discount rate assumptions and long term growth and profitability estimates are viewed as too minor to warrant a change in fair value.
Actualización de narrativa Dec 10

NOVT: Expanded Equity Offering And Buybacks Will Drive Long Term Shareholder Value

Analysts have nudged their price target for Novanta slightly higher to align with its updated fair value of $154.00, reflecting modestly stronger confidence in the company’s steady growth and margin profile. What's in the News Novanta completed a $550 million composite tangible equity units offering, issuing 11 million units priced at $50 each, with a $1.375 discount per unit (Key Developments).
Actualización de narrativa Nov 26

NOVT: Expanded Buyback Authorization Will Increase Shareholder Value Going Forward

Narrative Update on Novanta: Analyst Price Target Change Analysts have maintained Novanta's fair value estimate at $154. They cited improved profitability metrics, which offset slight adjustments in the discount rate and growth projections.
Actualización de narrativa Nov 10

NOVT: Equity Buyback Expansion And Profit Margin Gains Will Drive Upside

Analysts have raised their fair value estimate for Novanta from $141.50 to $154.00 per share, citing expectations for stronger future revenue growth and improved profit margins, even though the discount rate is slightly higher. What's in the News Novanta Inc.
Artículo de análisis Oct 28

Novanta Inc. (NASDAQ:NOVT) Looks Just Right With A 30% Price Jump

Novanta Inc. ( NASDAQ:NOVT ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Artículo de análisis Oct 07

Is Now The Time To Look At Buying Novanta Inc. (NASDAQ:NOVT)?

Novanta Inc. ( NASDAQ:NOVT ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Sep 13

Novanta's (NASDAQ:NOVT) Returns Have Hit A Wall

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Actualización de narrativa Sep 05

Robotics And Healthcare Demand Will Expand Market Opportunities

Novanta’s fair value outlook remains unchanged, as both the discount rate and future P/E shifted only marginally, leaving the consensus analyst price target steady at $141.50. What's in the News Novanta projects third quarter 2025 GAAP revenue of $244 million to $247 million and full year 2025 GAAP revenue of $970 million to $985 million.
Artículo de análisis Aug 29

Novanta Inc.'s (NASDAQ:NOVT) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 69.2x Novanta Inc. ( NASDAQ:NOVT ) may be sending very bearish signals at...
Seeking Alpha Apr 06

Novanta: A Trusted Yet Premium Technology Partner

Summary Novanta has shown solid growth over the past decade, but growth has been a bit sluggish in recent years. The company is a key technology partner for global OEMs, with balanced revenue from advanced industrial and medical applications, boasting strong EBITDA margins. Despite a recent acquisition and increased sales, competitive dynamics, and macroeconomic challenges have pressured growth; shares are now trading at a lower, yet still premium, multiple. With debt reduced and growth returning, shares deserve a premium, but need to fall below $100 for a more attractive valuation. Read the full article on Seeking Alpha
Seeking Alpha Jan 01

Novanta: Delayed Recovery And Prolonged Struggles Ahead, Downgrade To Sell

Summary Novanta's Q3 results show revenue growth but a decline in gross margin and shipment deferrals, indicating prolonged challenges. Macroeconomic pressures, including weak demand and high interest rates, are hindering recovery in the life sciences sector. The company's book-to-bill ratio below 1 signals weakening demand, and its high debt levels add to the risk. Novanta’s valuation is too high given its low growth prospects, especially compared to more promising peers. As a result of these factors, Novanta is downgraded from a hold to a sell, as its current price does not justify the risks. Read the full article on Seeking Alpha
Seeking Alpha Sep 02

Novanta Inc.: Overpriced In A Weak Demand Market. Here's Why It's A Hold

Summary Novanta Inc. is a leading tech provider facing macroeconomic headwinds and a soft demand climate, which have pressured its revenue and profitability. Despite strong fundamentals and a solid market position, its current high valuation makes it a risky investment. NOVT has managed modest revenue growth but struggles with significant inflationary challenges. For now, a Hold rating is recommended as the stock's valuation does not align with its performance amidst ongoing market uncertainties. Read the full article on Seeking Alpha
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Nueva narrativa Aug 28

Innovative Medical Devices And Tactical Acquisitions Poised To Accelerate Company Growth

Focusing on medical devices with new products might significantly boost future revenue through innovation, aiming for notable revenue from new launches by 2025.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Matthijs Glastra en comparación con los beneficios de Novanta?
FechaCompensación totalSalarioIngresos de la empresa
Apr 03 2026n/an/a

US$54m

Dec 31 2025US$10mUS$863k

US$54m

Sep 26 2025n/an/a

US$53m

Jun 27 2025n/an/a

US$61m

Mar 28 2025n/an/a

US$71m

Dec 31 2024US$9mUS$826k

US$64m

Sep 27 2024n/an/a

US$60m

Jun 28 2024n/an/a

US$62m

Mar 29 2024n/an/a

US$69m

Dec 31 2023US$8mUS$784k

US$73m

Sep 29 2023n/an/a

US$76m

Jun 30 2023n/an/a

US$77m

Mar 31 2023n/an/a

US$73m

Dec 31 2022US$7mUS$731k

US$74m

Sep 30 2022n/an/a

US$73m

Jul 01 2022n/an/a

US$64m

Apr 01 2022n/an/a

US$58m

Dec 31 2021US$12mUS$690k

US$50m

Oct 01 2021n/an/a

US$49m

Jul 02 2021n/an/a

US$44m

Apr 02 2021n/an/a

US$44m

Dec 31 2020US$5mUS$625k

US$45m

Oct 02 2020n/an/a

US$41m

Jul 03 2020n/an/a

US$42m

Apr 03 2020n/an/a

US$40m

Dec 31 2019US$4mUS$640k

US$41m

Compensación vs. Mercado: La compensación total ($USD10.04M) de Matthijs está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.37M).

Compensación vs. Ingresos: La compensación de Matthijs ha sido consistente con los resultados de la empresa en el último año.


CEO

Matthijs Glastra (57 yo)

9.8yrs
Permanencia
US$10,042,292
Compensación

Mr. Matthijs Glastra serves as Independent Director at IDEX Corporation from February 21, 2025. He has been the Chief Executive Officer and Director of Novanta Inc. since September 1, 2016 and serves as it...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Matthijs Glastra
CEO & Chairman of the Board9.8yrsUS$10.04m0.25%
$ 13.8m
Robert Buckley
Chief Financial Officer15.3yrsUS$4.76m0.37%
$ 20.2m
Alexander Manganiello
General Counsel & Corporate Secretaryless than a yearUS$237.83ksin datos
Charles Ravetto
Co-Chief Operating Officer of Automation Enabling Technologies4.2yrsUS$2.26m0.045%
$ 2.4m
John Lesica
Co-Chief Operating Officer of Medical Solutions1.4yrsUS$3.94m0.0059%
$ 318.8k
John Burke
Chief Accounting Officer & Corporate Controller1.8yrssin datos0.025%
$ 1.4m
Ray Nash
Corporate Finance Leader & IRno datasin datossin datos
Sarah Betadam
Chief Information Officer & Chief Information Security Officer5.4yrssin datossin datos
Nissia Sabri
Senior Vice President of Corporate Development2.6yrssin datossin datos
Liam Weston
Chief Human Resources Officer1.1yrssin datossin datos
Heinrich Dreyer
Group President of Medical Solutions8.2yrssin datossin datos
3.4yrs
Permanencia media
53.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de NOVT se considera experimentado (3.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Matthijs Glastra
CEO & Chairman of the Board9.8yrsUS$10.04m0.25%
$ 13.8m
Stephen Bershad
Chairman Emeritus5.1yrsUS$233.48ksin datos
Matthew Farrell
Independent Directorless than a yearUS$45.38ksin datos
Mary Ladone
Independent Director1.9yrsUS$267.48k0.0053%
$ 288.5k
Darlene J. Solomon
Independent Director4yrsUS$278.30k0.0099%
$ 538.1k
Lonny Carpenter
Independent Lead Director8.1yrsUS$317.48k0.016%
$ 888.8k
Frank Wilson
Independent Director5.1yrsUS$302.48k0.011%
$ 599.8k
Thomas Secor
Independent Director14yrsUS$279.98k0.0037%
$ 201.4k
Robert Johnson
Independent Director2.1yrsUS$269.98k0.0060%
$ 325.9k
Maxine Mauricio
Independent Director6.1yrsUS$282.48k0.013%
$ 691.2k
5.1yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de NOVT se considera experimentada (5.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/25 00:09
Precio de las acciones al final del día2026/06/25 00:00
Beneficios2026/04/03
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Novanta Inc. está cubierta por 8 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert MasonBaird
Quinn FredricksonBaird
Andrew BuscagliaBerenberg