Novanta Inc.

NasdaqGS:NOVT 주식 리포트

시가총액: US$5.7b

Novanta 경영진

경영진 기준 점검 4/4

Novanta CEO는 Matthijs Glastra, Sep2016 에 임명되었습니다 의 임기는 9.67 년입니다. 총 연간 보상은 $10.04M, 8.6% 급여 및 91.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $16.66M 가치에 해당하는 회사 주식의 0.29% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 5 년입니다.

핵심 정보

Matthijs Glastra

최고경영자

US$10.0m

총 보수

CEO 급여 비율8.59%
CEO 재임 기간9.7yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 May 20

Returns At Novanta (NASDAQ:NOVT) Appear To Be Weighed Down

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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
User avatar
새로운 내러티브 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 보수 분석

Matthijs Glastra의 보수는 Novanta의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Matthijs의 총 보수(USD10.04M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.46M) 수준입니다.

보상과 수익: Matthijs의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Matthijs Glastra (56 yo)

9.7yrs
재임 기간
US$10,042,292
보수

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...


리더십 팀

이름직위재임 기간보수지분
Matthijs Glastra
CEO & Chairman of the Board9.7yrsUS$10.04m0.29%
$ 16.7m
Robert Buckley
Chief Financial Officer15.2yrsUS$4.76m0.37%
$ 21.1m
Alexander Manganiello
General Counsel & Corporate Secretaryless than a yearUS$237.83k데이터 없음
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%
$ 333.9k
John Burke
Chief Accounting Officer & Corporate Controller1.8yrs데이터 없음0.025%
$ 1.4m
Ray Nash
Corporate Finance Leader & IRno data데이터 없음데이터 없음
Sarah Betadam
Chief Information Officer & Chief Information Security Officer5.3yrs데이터 없음데이터 없음
Nissia Sabri
Senior Vice President of Corporate Development2.5yrs데이터 없음데이터 없음
Liam Weston
Chief Human Resources Officer1yr데이터 없음데이터 없음
Heinrich Dreyer
Group President of Medical Solutions8.1yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
52.5yo
평균 나이

경험이 풍부한 관리: NOVT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Matthijs Glastra
CEO & Chairman of the Board9.7yrsUS$10.04m0.29%
$ 16.7m
Stephen Bershad
Chairman Emeritus5yrsUS$233.48k데이터 없음
Matthew Farrell
Independent Directorless than a yearUS$45.38k데이터 없음
Mary Ladone
Independent Director1.8yrsUS$267.48k0.0053%
$ 302.2k
Darlene J. Solomon
Independent Director3.9yrsUS$278.30k0.0099%
$ 563.5k
Lonny Carpenter
Independent Lead Director8yrsUS$317.48k0.016%
$ 930.9k
Frank Wilson
Independent Director5yrsUS$302.48k0.011%
$ 628.1k
Thomas Secor
Independent Director13.9yrsUS$279.98k0.0037%
$ 210.9k
Robert Johnson
Independent Director2yrsUS$269.98k0.0060%
$ 341.3k
Maxine Mauricio
Independent Director6yrsUS$282.48k0.013%
$ 723.9k
5.0yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: NOVT의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/13 05:02
종가2026/05/13 00:00
수익2026/04/03
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Novanta Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Quinn FredricksonBaird
Andrew BuscagliaBerenberg