Novanta Inc.

NasdaqGS:NOVT 株式レポート

時価総額:US$5.7b

Novanta マネジメント

マネジメント 基準チェック /44

Novantaの CEO はMatthijs Glastraで、 Sep2016年に任命され、 の在任期間は 9.67年です。 の年間総報酬は$ 10.04Mで、 8.6%給与と91.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.27%を直接所有しており、その価値は$ 15.48M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と5年です。

主要情報

Matthijs Glastra

最高経営責任者

US$10.0m

報酬総額

CEO給与比率8.59%
CEO在任期間9.7yrs
CEOの所有権0.3%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
Seeking Alpha Sep 29

Novanta: The Solution To Elevated Expectations Is Lower Prices

Summary Novanta Inc. remains a trusted technology partner for OEMs, but recent growth has been modest and organic performance underwhelming. Despite a strong track record and niche positioning, Novanta trades at a demanding 30x earnings multiple, currently posting quite flattish growth. Recent results show minimal sales and earnings growth, while NOVT leverage is set to rise due to a $200 million buyback program. I remain on the sidelines, seeking a lower entry point and a higher earnings yield to justify NOVT stock's premium and ensure a margin of safety. Read the full article on Seeking Alpha
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 Jun 16

Are Novanta Inc. (NASDAQ:NOVT) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Novanta is US$95.22 based on 2 Stage Free Cash Flow to Equity Novanta is...
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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新しいナラティブ 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.

CEO報酬分析

Novanta の収益と比較して、Matthijs Glastra の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Matthijsの 総報酬 ($USD 10.04M ) は、 US市場 ($USD 8.38M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Matthijsの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Matthijs Glastra (56 yo)

9.7yrs
在職期間
US$10,042,292
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Matthijs Glastra
CEO & Chairman of the Board9.7yrsUS$10.04m0.27%
$ 15.5m
Robert Buckley
Chief Financial Officer15.2yrsUS$4.76m0.37%
$ 21.2m
Alexander Manganiello
General Counsel & Corporate Secretaryless than a yearUS$237.83kデータなし
Charles Ravetto
Co-Chief Operating Officer of Automation Enabling Technologies4.1yrsUS$2.26m0.045%
$ 2.6m
John Lesica
Co-Chief Operating Officer of Medical Solutions1.3yrsUS$3.94m0.0059%
$ 334.2k
John Burke
Chief Accounting Officer & Corporate Controller1.8yrsデータなし0.025%
$ 1.4m
Ray Nash
Corporate Finance Leader & IRno dataデータなしデータなし
Sarah Betadam
Chief Information Officer & Chief Information Security Officer5.3yrsデータなしデータなし
Nissia Sabri
Senior Vice President of Corporate Development2.5yrsデータなしデータなし
Liam Weston
Chief Human Resources Officer1yrデータなしデータなし
Heinrich Dreyer
Group President of Medical Solutions8.1yrsデータなしデータなし
3.3yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: NOVTの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Matthijs Glastra
CEO & Chairman of the Board9.7yrsUS$10.04m0.27%
$ 15.5m
Stephen Bershad
Chairman Emeritus5yrsUS$233.48kデータなし
Matthew Farrell
Independent Directorless than a yearUS$45.38kデータなし
Mary Ladone
Independent Director1.8yrsUS$267.48k0.0053%
$ 302.4k
Darlene J. Solomon
Independent Director3.9yrsUS$278.30k0.0099%
$ 564.0k
Lonny Carpenter
Independent Lead Director8yrsUS$317.48k0.016%
$ 931.7k
Frank Wilson
Independent Director5yrsUS$302.48k0.011%
$ 628.7k
Thomas Secor
Independent Director13.9yrsUS$279.98k0.0037%
$ 211.1k
Robert Johnson
Independent Director2yrsUS$269.98k0.0060%
$ 341.6k
Maxine Mauricio
Independent Director6yrsUS$282.48k0.013%
$ 724.6k
5.0yrs
平均在職期間
59.5yo
平均年齢

経験豊富なボード: NOVTの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 04:05
終値2026/05/29 00:00
収益2026/04/03
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Novanta Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Robert MasonBaird
Quinn FredricksonBaird
Andrew BuscagliaBerenberg