Novanta Förvaltning
Förvaltning kriterier kontrolleras 4/4
Novanta VD är Matthijs Glastra, utsedd i Sep 2016, har en mandatperiod på 9.75 år. totala årliga ersättningen är $ 10.04M, bestående av 8.6% lön 91.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.25% av företagets aktier, värda $ 13.78M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.4 år respektive 5.1 år.
Viktig information
Matthijs Glastra
Verkställande direktör
US$10.0m
Total ersättning
| VD-lön i procent | 8.59% |
| Anställning som VD | 9.8yrs |
| Ägande av VD | 0.3% |
| Ledningens genomsnittliga anställningstid | 3.4yrs |
| Styrelsens genomsnittliga mandatperiod | 5.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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
Ny berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$41m |
Ersättning vs marknad: Matthijs s total kompensation ($USD 10.04M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 8.37M ).
Ersättning vs inkomst: Ersättningen från Matthijs har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Matthijs Glastra (57 yo)
9.8yrs
Anställning
US$10,042,292
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.8yrs | US$10.04m | 0.25% $ 13.8m | |
| Chief Financial Officer | 15.3yrs | US$4.76m | 0.37% $ 20.2m | |
| General Counsel & Corporate Secretary | less than a year | US$237.83k | inga uppgifter | |
| Co-Chief Operating Officer of Automation Enabling Technologies | 4.2yrs | US$2.26m | 0.045% $ 2.4m | |
| Co-Chief Operating Officer of Medical Solutions | 1.4yrs | US$3.94m | 0.0059% $ 318.8k | |
| Chief Accounting Officer & Corporate Controller | 1.8yrs | inga uppgifter | 0.025% $ 1.4m | |
| Corporate Finance Leader & IR | no data | inga uppgifter | inga uppgifter | |
| Chief Information Officer & Chief Information Security Officer | 5.4yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Corporate Development | 2.6yrs | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 1.1yrs | inga uppgifter | inga uppgifter | |
| Group President of Medical Solutions | 8.2yrs | inga uppgifter | inga uppgifter |
3.4yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder
Erfaren ledning: NOVT s ledningsgrupp anses vara erfaren ( 3.4 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.8yrs | US$10.04m | 0.25% $ 13.8m | |
| Chairman Emeritus | 5.1yrs | US$233.48k | inga uppgifter | |
| Independent Director | less than a year | US$45.38k | inga uppgifter | |
| Independent Director | 1.9yrs | US$267.48k | 0.0053% $ 288.5k | |
| Independent Director | 4yrs | US$278.30k | 0.0099% $ 538.1k | |
| Independent Lead Director | 8.1yrs | US$317.48k | 0.016% $ 888.8k | |
| Independent Director | 5.1yrs | US$302.48k | 0.011% $ 599.8k | |
| Independent Director | 14yrs | US$279.98k | 0.0037% $ 201.4k | |
| Independent Director | 2.1yrs | US$269.98k | 0.0060% $ 325.9k | |
| Independent Director | 6.1yrs | US$282.48k | 0.013% $ 691.2k |
5.1yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: NOVT s styrelse anses vara erfaren ( 5.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/25 23:34 |
| Aktiekurs vid dagens slut | 2026/06/25 00:00 |
| Intäkter | 2026/04/03 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Novanta Inc. bevakas av 8 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Andrew Buscaglia | Berenberg |