NOVTU Novanta Inc. - Tangible Equity Units
NASDAQ · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$62.92
· of 52w range
· above low
· to high
$47.5752w low
$76.9552w high
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52W Range
$48–$77
Analyst Rating
STRONG BUY
Price Target
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P/E
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ROE
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Net Profit Margin
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NOVTU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$62.92
52W Range
$48–$77
NOVTU Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
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value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$3.25
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 31, 2026 | $0.81 | USD | ≈3.8% |
| Apr 30, 2026 | $0.81 | USD | ≈2.7% |
| Jan 30, 2026 | $0.71 | USD | ≈1.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.8%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | $0.89 | $0.85 | 5.1% | |
| March 31, 2026 | $0.81 | $0.79 | 2.2% | |
| Dec. 31, 2025 | $0.91 | $0.90 | 1.4% | |
| Sept. 30, 2025 | $0.87 | $0.83 | 4.4% | |
| June 30, 2025 | $0.76 | $0.75 | 1.6% | |
| March 31, 2025 | $0.74 | $0.69 | 7.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Balance Sheet
| Metric | Trend | 2025 |
|---|---|---|
| Cash & Equivalents | $381M | |
| Receivables | $185M | |
| Inventory | $188M | |
| Prepaid Expense | $19M | |
| Current Assets | $783M | |
| PP&E (Net) | $118M | |
| Goodwill | $647M | |
| Intangibles | $181M | |
| Other Non-current Assets | $9M | |
| Total Assets | $1.81B | |
| Accounts Payable | $95M | |
| Current Liabilities | $212M | |
| Capital Leases | $39M | |
| Deferred Tax | $18M | |
| Other Non-current Liabilities | $7M | |
| Total Liabilities | $493M | |
| Long-term Debt | $251M | |
| Common Stock | $424M | |
| Retained Earnings | $321M | |
| AOCI | $-3M | |
| Stockholders' Equity | $1.31B | |
| Liabilities + Equity | $1.81B | |
| Shares Outstanding | 35,671,000 |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | $266M | $258M | $241M | $233M | |
| Cost of Revenue | $145M | $144M | $134M | $129M | |
| Gross Profit | $121M | $114M | $107M | $104M | |
| R&D Expense | $24M | $23M | $25M | $23M | |
| SG&A Expense | $60M | $54M | $47M | $46M | |
| Operating Expenses | $103M | $86M | $92M | $72M | |
| Operating Income | $18M | $28M | $15M | $32M | |
| Other Non-op | $-256.0K | $-73.0K | $-563.0K | $9.0K | |
| Pretax Income | $16M | $26M | $6M | $26M | |
| Income Tax | $3M | $5M | $1M | $5M | |
| Net Income | $13M | $21M | $4M | $21M | |
| EPS (Basic) | $0.31 | $0.52 | $0.12 | $0.59 | |
| EPS (Diluted) | $0.30 | $0.51 | $0.12 | $0.59 | |
| Shares (Basic) | 41,009,000 | 40,425,000 | 36,022,000 | 36,024,000 | |
| Shares (Diluted) | 41,164,000 | 41,158,000 | 36,076,000 | 36,130,000 | |
| EBITDA | $33M | $42M | · | · |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $719M | $389M | · | · | |
| Receivables | $179M | $174M | · | · | |
| Inventory | $193M | $193M | · | · | |
| Prepaid Expense | $21M | $22M | · | · | |
| Current Assets | $1.12B | $787M | · | · | |
| PP&E (Net) | $120M | $117M | · | · | |
| Goodwill | $642M | $643M | · | · | |
| Intangibles | $160M | $170M | · | · | |
| Other Non-current Assets | $16M | $12M | · | · | |
| Total Assets | $2.14B | $1.80B | · | · | |
| Accounts Payable | $97M | $96M | · | · | |
| Current Liabilities | $246M | $221M | · | · | |
| Capital Leases | $43M | $37M | · | · | |
| Deferred Tax | $17M | $17M | · | · | |
| Other Non-current Liabilities | $24M | $7M | · | · | |
| Total Liabilities | $523M | $488M | · | · | |
| Long-term Debt | $230M | $241M | · | · | |
| Common Stock | $424M | $424M | · | · | |
| Retained Earnings | $355M | $342M | · | · | |
| AOCI | $-11M | $-12M | · | · | |
| Stockholders' Equity | $1.62B | $1.31B | · | · | |
| Liabilities + Equity | $2.14B | $1.80B | · | · | |
| Shares Outstanding | 37,816,000 | 35,611,000 | · | · |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| D&A | $15M | $14M | $16M | $14M | |
| Stock-based Comp | · | $10M | · | $7M | |
| Deferred Tax | · | $-3M | · | $-2M | |
| Amort. of Intangibles | $6M | $6M | $7M | $6M | |
| Restructuring | · | $2M | · | · | |
| Other Non-cash | · | $9M | · | · | |
| Operating Cash Flow | · | $52M | · | $32M | |
| CapEx | · | $4M | · | $4M | |
| Investing Cash Flow | · | $-4M | · | $1M | |
| Stock Repurchased | · | $19M | · | $6M | |
| Net Stock Activity | · | $-19M | · | · | |
| Financing Cash Flow | · | $-40M | · | $-43M | |
| Net Change in Cash | · | $8M | · | $-8M | |
| Free Cash Flow | · | $47M | · | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Gross Margin | 45.5% | 44.1% | · | · | |
| Operating Margin | 6.8% | 10.7% | · | · | |
| Net Margin | 4.7% | 8.2% | · | · | |
| Pretax Margin | 6.0% | 10.2% | · | · | |
| EBITDA Margin | 12.3% | 16.2% | · | · |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue / Share | $6.46 | $6.26 | · | · | |
| Cash Flow / Share | · | $1.25 | · | · | |
| EPS (TTM) | $1.57 | $1.39 | $1.69 | $1.95 |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue TTM | $1.03B | $1.00B | $957M | $952M | |
| Net Income TTM | $62M | $54M | $61M | $71M | |
| P/E | 43.0 | 38.2 | · | · | |
| P/S | 2.5 | 1.9 | · | · | |
| EV / Revenue | 2.0 | 1.7 | · | · | |
| Earnings Yield | 2.3% | 2.6% | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 44 filers · $777.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
44
Value held
$777.0M
New positions
10
Exited positions
2
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 10 (+4 vs prior Q) | 2 (-8 vs prior Q) | 14 (+2 vs prior Q) | 11 (0 vs prior Q) | +20.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Aequim Alternative Investments LP | $95,585,000 | 1,400,000 | 12.30% | Shares |
| Walleye Capital LLC | $84,450,991 | 1,240,000 | 10.87% | Shares |
| BlackRock, Inc. | $52,475,820 | 778,573 | 6.75% | Shares |
| TWO SIGMA INVESTMENTS, LP | $49,092,205 | 728,371 | 6.32% | Shares |
| Magnetar Financial LLC | $47,837,297 | 700,563 | 6.16% | Shares |
| TPG GP A, LLC | $41,703,456 | 611,667 | 5.37% | Shares |
| ANGELO GORDON & CO., L.P. | $35,994,685 | 661,667 | 4.63% | Shares |
| D. E. Shaw & Co., Inc. | $33,444,398 | 490,000 | 4.30% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $29,266,099 | 428,610 | 3.77% | Shares |
| Sculptor Capital LP | $29,249,842 | 428,789 | 3.76% | Shares |
| MILLENNIUM MANAGEMENT LLC | $26,698,790 | 391,120 | 3.44% | Shares |
| WELLS FARGO & COMPANY/MN | $24,473,614 | 363,110 | 3.15% | Shares |
| VAN ECK ASSOCIATES CORP | $21,329,539 | 316,462 | 2.75% | Shares |
| Parallax Volatility Advisers, L.P. | $20,144,242 | 298,876 | 2.59% | Shares |
| SOROS FUND MANAGEMENT LLC | $17,070,992 | 250,000 | 2.20% | Shares |
| MORGAN STANLEY | $15,131,300 | 224,500 | 1.95% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $14,935,975 | 221,602 | 1.92% | Shares |
| Portman Square Capital LLP | $14,302,184 | 210,000 | 1.84% | Shares |
| Capula Management Ltd | $13,642,973 | 20,000,000 | 1.76% | Shares |
| BlueCrest Capital Management Ltd | $13,496,783 | 200,249 | 1.74% | Shares |
| TUDOR INVESTMENT CORP ET AL | $13,480,000 | 200,000 | 1.73% | Shares |
| STATE STREET CORP | $11,863,320 | 174,000 | 1.53% | Shares |
| CITADEL ADVISORS LLC | $11,608,323 | 170,090 | 1.49% | Shares |
| AMERIPRISE FINANCIAL INC | $10,110,000 | 150,000 | 1.30% | Shares |
| FMR LLC | $8,932,422 | 131,300 | 1.15% | Shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | $8,782,800 | 130,000 | 1.13% | Shares |
| Context Capital Management, LLC | $6,740,000 | 100,000 | 0.87% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,537,382 | 82,157 | 0.71% | Shares |
| JPMORGAN CHASE & CO | $4,255,422 | 79,333 | 0.55% | Shares |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $3,073,117 | 45,000 | 0.40% | Shares |
| TD Asset Management Inc | $2,723,230 | 40,404 | 0.35% | Shares |
| JANE STREET GROUP, LLC | $2,490,834 | 36,956 | 0.32% | Shares |
| JANUS HENDERSON GROUP PLC | $2,468,743 | 46,020 | 0.32% | Shares |
| Elequin Capital, LP | $1,385,049 | 20,314 | 0.18% | Shares |
| Invesco Ltd. | $1,011,000 | 15,000 | 0.13% | Shares |
| AMERICAN CAPITAL MANAGEMENT INC | $945,959 | 14,035 | 0.12% | Shares |
| UBS Group AG | $764,923 | 11,349 | 0.10% | Shares |
| BLAIR WILLIAM & CO/IL | $159,468 | 2,366 | 0.02% | Shares |
| ANGELES WEALTH MANAGEMENT, LLC | $152,661 | 2,265 | 0.02% | Shares |
| T. Rowe Price Investment Management, Inc. | $80,558 | 1,195,216 | 0.01% | Shares |
| Tower Research Capital LLC (TRC) | $49,135 | 729 | 0.01% | Shares |
| ROYAL BANK OF CANADA | $15,000 | 221 | 0.00% | Shares |
| Virtu Financial LLC | $948 | 14,066 | 0.00% | Shares |
| HRT FINANCIAL LP | $284 | 4,228 | 0.00% | Shares |
Activists & 5%+ owners 11 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Highbridge Capital Management, LLC, Highbridge International LLC, Glenn Dubin | Nov. 24, 2010 | · | Initial filing | · | SEC |
| Undisclosed reporting person | May 18, 2010 | · | Initial filing | · | SEC |
| Undisclosed reporting person | March 19, 2010 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | March 19, 2010 | · | Initial filing | · | SEC |
| Undisclosed reporting person | March 16, 2010 | · | Initial filing | · | SEC |
| Undisclosed reporting person | March 3, 2010 | · | Initial filing | · | SEC |
| Stephen W. Bershad, Robert G. Deuster, R. Douglas Norby, Robert G. Stevens, Eliot M. Fried ×4 filings | Dec. 3, 2009 | · | Initial filing | Passive investment | SEC |
| JEC II Associates, LLC (2), K. Peter Heiland (2), Heidi S. Shippell-Heiland (2) | Nov. 25, 2009 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 2, 2009 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | July 2, 2009 | · | Initial filing | Passive investment | SEC |
| Howson Tattersall Investment Counsel Limited | Sept. 24, 2008 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 2 insiders · 1 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Matthijs Glastra | Chief Executive Officer | July 2, 2026 S | 29,761 | 0 | 5 | $-1,047,340 |
| Thomas N Secor | Director | Sept. 11, 2026 S | 662 | 0 | 1 | $-97,859 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
NOVTU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 9 analysts
BUY
4 44.4%
Strong Buy
4 44.4%
Buy
1 11.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| NOVTU | · | · | · | · | · | · |
| TDY | $23.89B | 27.4 | 7.9% | 14.6% | 8.6% | · |
| ZBRA | $12.04B | 29.7 | 8.3% | 7.8% | 11.6% | 48.0% |
| AEIS | $7.91B | 54.5 | 21.4% | 8.2% | 11.3% | 37.7% |
| CGNX | $6.01B | 52.9 | 8.7% | 11.5% | 7.6% | 66.9% |
| RAL | $5.75B | -4.7 | -4.0% | -59.1% | -52.3% | 50.3% |
| NOVT | $4.24B | 80.9 | 3.3% | 5.5% | 5.2% | 44.4% |
| VNT | $5.29B | 13.5 | 3.2% | 13.2% | 35.4% | · |
| ITRI | $4.17B | 14.3 | -3.0% | 12.7% | 19.4% | 37.7% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
| MIR | · | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
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Source: SEC 10-Q filed Aug 5, 2026