Novanta Gestione
Criteri Gestione verificati 4/4
Novanta Il CEO è Matthijs Glastra, nominato in Sep2016, e ha un mandato di 9.75 anni. la retribuzione annua totale è $ 10.04M, composta da 8.6% di stipendio e 91.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.25% delle azioni della società, per un valore di $ 14.54M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.4 anni e 5.1 anni.
Informazioni chiave
Matthijs Glastra
Amministratore delegato
US$10.0m
Compenso totale
| Percentuale dello stipendio del CEO | 8.59% |
| Mandato del CEO | 9.8yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 3.4yrs |
| Durata media del Consiglio di amministrazione | 5.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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
Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$54m |
| Dec 31 2025 | US$10m | US$863k | US$54m |
| Sep 26 2025 | n/a | n/a | US$53m |
| Jun 27 2025 | n/a | n/a | US$61m |
| Mar 28 2025 | n/a | n/a | US$71m |
| Dec 31 2024 | US$9m | US$826k | US$64m |
| Sep 27 2024 | n/a | n/a | US$60m |
| Jun 28 2024 | n/a | n/a | US$62m |
| Mar 29 2024 | n/a | n/a | US$69m |
| Dec 31 2023 | US$8m | US$784k | US$73m |
| Sep 29 2023 | n/a | n/a | US$76m |
| Jun 30 2023 | n/a | n/a | US$77m |
| Mar 31 2023 | n/a | n/a | US$73m |
| Dec 31 2022 | US$7m | US$731k | US$74m |
| Sep 30 2022 | n/a | n/a | US$73m |
| Jul 01 2022 | n/a | n/a | US$64m |
| Apr 01 2022 | n/a | n/a | US$58m |
| Dec 31 2021 | US$12m | US$690k | US$50m |
| Oct 01 2021 | n/a | n/a | US$49m |
| Jul 02 2021 | n/a | n/a | US$44m |
| Apr 02 2021 | n/a | n/a | US$44m |
| Dec 31 2020 | US$5m | US$625k | US$45m |
| Oct 02 2020 | n/a | n/a | US$41m |
| Jul 03 2020 | n/a | n/a | US$42m |
| Apr 03 2020 | n/a | n/a | US$40m |
| Dec 31 2019 | US$4m | US$640k | US$41m |
Compensazione vs Mercato: La retribuzione totale di Matthijs ($USD 10.04M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.37M ).
Compensazione vs guadagni: La retribuzione di Matthijs è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Matthijs Glastra (57 yo)
9.8yrs
Mandato
US$10,042,292
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.8yrs | US$10.04m | 0.25% $ 14.5m | |
| Chief Financial Officer | 15.3yrs | US$4.76m | 0.37% $ 21.3m | |
| General Counsel & Corporate Secretary | less than a year | US$237.83k | Nessun dato | |
| Co-Chief Operating Officer of Automation Enabling Technologies | 4.2yrs | US$2.26m | 0.045% $ 2.6m | |
| Co-Chief Operating Officer of Medical Solutions | 1.4yrs | US$3.94m | 0.0059% $ 336.5k | |
| Chief Accounting Officer & Corporate Controller | 1.8yrs | Nessun dato | 0.025% $ 1.4m | |
| Corporate Finance Leader & IR | no data | Nessun dato | Nessun dato | |
| Chief Information Officer & Chief Information Security Officer | 5.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Corporate Development | 2.6yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 1.1yrs | Nessun dato | Nessun dato | |
| Group President of Medical Solutions | 8.2yrs | Nessun dato | Nessun dato |
3.4yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di NOVT è considerato esperto (durata media dell'incarico 3.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.8yrs | US$10.04m | 0.25% $ 14.5m | |
| Chairman Emeritus | 5.1yrs | US$233.48k | Nessun dato | |
| Independent Director | less than a year | US$45.38k | Nessun dato | |
| Independent Director | 1.9yrs | US$267.48k | 0.0053% $ 304.5k | |
| Independent Director | 4yrs | US$278.30k | 0.0099% $ 567.9k | |
| Independent Lead Director | 8.1yrs | US$317.48k | 0.016% $ 938.1k | |
| Independent Director | 5.1yrs | US$302.48k | 0.011% $ 633.0k | |
| Independent Director | 14yrs | US$279.98k | 0.0037% $ 212.5k | |
| Independent Director | 2.1yrs | US$269.98k | 0.0060% $ 343.9k | |
| Independent Director | 6.1yrs | US$282.48k | 0.013% $ 729.6k |
5.1yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NOVT sono considerati esperti (durata media dell'incarico 5.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/26 00:31 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/04/03 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Novanta Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Andrew Buscaglia | Berenberg |