NOVTU Novanta Inc. - Tangible Equity Units
$64.16
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$48–$77
56% of range
Analyst Rating
STRONG BUY
9 analysts
Price Target
—
P/E (TTM)
—
ROE
—
Net Profit Margin
—
NOVTU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$64.16
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$48 – $77
NOVTU Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
—
Free Cash Flow
—
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
NOVTU
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
NOVTU
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
NOVTU
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
NOVTU
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
NOVTU
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| July 31, 2026 | $0.8130 |
| April 30, 2026 | $0.8130 |
| Jan. 30, 2026 | $0.7130 |
NOVTU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
9 analysts
- Strong Buy 4 44.4%
- Buy 4 44.4%
- Hold 1 11.1%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.03%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.89 | $0.85 | 0.04% |
| March 31, 2026 | $0.81 | $0.79 | 0.02% |
| Dec. 31, 2025 | $0.91 | $0.90 | 0.01% |
| Sept. 30, 2025 | $0.87 | $0.83 | 0.04% |
| June 30, 2025 | $0.76 | $0.75 | 0.01% |
| March 31, 2025 | $0.74 | $0.69 | 0.05% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| 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% |
| MIR | — | 212.9 | 7.5% | 3.1% | 1.7% | 47.4% |
| BMI | $6.49B | 36.4 | 10.9% | 15.4% | 20.4% | 41.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Balance Sheet 23
| 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 16
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2025 |
|---|---|---|---|---|
| Revenue | $266M | $258M | $233M | |
| Cost of Revenue | $145M | $144M | $129M | |
| Gross Profit | $121M | $114M | $104M | |
| R&D Expense | $24M | $23M | $23M | |
| SG&A Expense | $60M | $54M | $46M | |
| Operating Expenses | $103M | $86M | $72M | |
| Operating Income | $18M | $28M | $32M | |
| Other Non-op | $-256.0K | $-73.0K | $9.0K | |
| Pretax Income | $16M | $26M | $26M | |
| Income Tax | $3M | $5M | $5M | |
| Net Income | $13M | $21M | $21M | |
| EPS (Basic) | $0.31 | $0.52 | $0.59 | |
| EPS (Diluted) | $0.30 | $0.51 | $0.59 | |
| Shares (Basic) | 41,009,000 | 40,425,000 | 36,024,000 | |
| Shares (Diluted) | 41,164,000 | 41,158,000 | 36,130,000 | |
| EBITDA | $33M | $42M | · |
Balance Sheet 23
| Metric | Trend | Q3 2026 | Q2 2026 | 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 14
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2025 |
|---|---|---|---|---|
| D&A | $15M | $14M | $14M | |
| Stock-based Comp | · | $10M | $7M | |
| Deferred Tax | · | $-3M | $-2M | |
| Amort. of Intangibles | $6M | $6M | $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 5
| Metric | Trend | Q3 2026 | Q2 2026 | 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% | · |
Valuation (TTM) 4
| Metric | Trend | Q3 2026 | Q2 2026 | Q1 2025 |
|---|---|---|---|---|
| Revenue TTM | $1.01B | $980M | · | |
| Net Income TTM | $49M | $57M | · | |
| P/E | 54.9 | 35.0 | · | |
| Earnings Yield | 1.8% | 2.9% | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 45 filers · $753.6M 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 11 (+5 vs prior Q) | 2 (-8 vs prior Q) | 14 (+2 vs prior Q) | 11 (0 vs prior Q) | +19.9M |
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 | 12.68% | Shares |
| Walleye Capital LLC | $84,450,991 | 1,240,000 | 11.21% | Shares |
| BlackRock, Inc. | $52,475,820 | 778,573 | 6.96% | Shares |
| TWO SIGMA INVESTMENTS, LP | $49,092,205 | 728,371 | 6.51% | Shares |
| TPG GP A, LLC | $41,703,456 | 611,667 | 5.53% | Shares |
| ANGELO GORDON & CO., L.P. | $35,994,685 | 661,667 | 4.78% | Shares |
| D. E. Shaw & Co., Inc. | $33,444,398 | 490,000 | 4.44% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $29,266,099 | 428,610 | 3.88% | Shares |
| Sculptor Capital LP | $29,249,842 | 428,789 | 3.88% | Shares |
| MILLENNIUM MANAGEMENT LLC | $26,698,790 | 391,120 | 3.54% | Shares |
| Magnetar Financial LLC | $25,359,886 | 371,388 | 3.37% | Shares |
| WELLS FARGO & COMPANY/MN | $24,139,984 | 358,160 | 3.20% | Shares |
| VAN ECK ASSOCIATES CORP | $21,329,539 | 316,462 | 2.83% | Shares |
| Parallax Volatility Advisers, L.P. | $20,144,242 | 298,876 | 2.67% | Shares |
| SOROS FUND MANAGEMENT LLC | $17,070,992 | 250,000 | 2.27% | Shares |
| MORGAN STANLEY | $15,131,300 | 224,500 | 2.01% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $14,935,975 | 221,602 | 1.98% | Shares |
| Portman Square Capital LLP | $14,302,184 | 210,000 | 1.90% | Shares |
| Capula Management Ltd | $13,642,973 | 20,000,000 | 1.81% | Shares |
| BlueCrest Capital Management Ltd | $13,496,783 | 200,249 | 1.79% | Shares |
| TUDOR INVESTMENT CORP ET AL | $13,480,000 | 200,000 | 1.79% | Shares |
| STATE STREET CORP | $11,863,320 | 174,000 | 1.57% | Shares |
| CITADEL ADVISORS LLC | $11,602,257 | 170,000 | 1.54% | Shares |
| AMERIPRISE FINANCIAL INC | $10,110,000 | 150,000 | 1.34% | Shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | $8,782,800 | 130,000 | 1.17% | Shares |
| FMR LLC | $8,680,709 | 127,600 | 1.15% | Shares |
| Context Capital Management, LLC | $6,740,000 | 100,000 | 0.89% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,537,382 | 82,157 | 0.73% | Shares |
| JPMORGAN CHASE & CO | $4,255,422 | 79,333 | 0.56% | Shares |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $3,073,117 | 45,000 | 0.41% | Shares |
| TD Asset Management Inc | $2,723,230 | 40,404 | 0.36% | Shares |
| JANE STREET GROUP, LLC | $2,490,834 | 36,956 | 0.33% | Shares |
| JANUS HENDERSON GROUP PLC | $2,468,743 | 46,020 | 0.33% | 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 | 0.13% | Shares |
| UBS Group AG | $451,580 | 6,700 | 0.06% | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $55,268 | 820 | 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 |
Company insiders 1 insider · 1 officers · 1 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 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
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.
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PFFD · Global X Funds | 0.68% | 219,942 NS | May 31, 2026 | N-PORT |