NOVT at a glance
NOVANTA INC (NOVT, SEC CIK 1076930) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NOVANTA INC (NOVT) reported revenue of $980.6 million (up 3.3% from FY2024) and net income of $53.8 million. Diluted EPS was $1.47.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding NOVANTA INC (NOVT) shares worth $2.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Secor Thomas N on September 11, 2026 of 663 shares at $147.60 per share.
- In the last 90 days, NOVT insiders reported 0 open-market purchases ($0) and 1 open-market sale ($98K) on Form 4, a net sale of $98K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $980.6M
- +3.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$98K
- 13F holders
- 36 funds
- $2.9B · +5 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Supplier of proprietary technology solutions for medical, life science, and advanced industrial OEMs focused on precision and performance
- New emphasis on RFID solutions through acquisition of Keonn Technologies for €64.8M ($71.0M), included in Medical Solutions segment
- Strategic shift: Increased focus on growing medical sales percentage, targeting minimally invasive and robotic surgery, ophthalmology, and life science applications
- Key metric: Consolidated backlog increased to $481.2M from $445.5M, signaling stronger demand pipeline
- Noteworthy event: Issued 12.65M tangible equity units raising net proceeds of $613.1M for growth and capital deployment
Risk Factors
- Regulatory/legal risk: Restrictions on dividends and asset transfers from foreign subsidiaries under local laws impacting funding for parent operations
- Geopolitical/macro risk: $67.6M cash and $74M debt held by non-North American subsidiaries, limiting capital repatriation flexibility
- Operational/supply chain risk: Higher inventory levels due to regionalized manufacturing strategy reducing 2025 operating cash flow to $64.1M from $158.5M in 2024
- Competitive/market disruption risk: Share repurchase plans open to market fluctuations, with $200M authorization in 2025 but no repurchases yet, risking shareholder dilution management
- Financial/structural risk: $632.5M tangible equity units issued with $110.6M amortizing notes outstanding, bearing 6.30% interest and $33.6M estimated future interest on senior credit facilities
AI summary of the NOVT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Risk Factors
- Newly added geopolitical risk triggered by February 2026 U.S.-Israel-Iran conflict, threatening energy prices, supply chains, cyberattacks, and demand
- Riverpoint Medical integration risk heightened by $1.2 billion upfront consideration and $250 million milestone payment due January 8, 2027
- Rare-earth supply disruption from China export-license delays, causing customer-order delays and higher manufacturing costs
- Acquisition-driven leverage risk, with gross debt rising from $238.8 million to $854.8 million after Riverpoint Medical
- End-market cyclicality risk, with microelectronics and industrial capital equipment downturns potentially reducing customer capital expenditures
AI summary of the NOVT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 3, 2026 results announced
- Exhibit 99.1 contains Novanta’s detailed financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 10.3% to $265.8M, with organic growth of 9.3%, indicating broad-based underlying demand
- Adjusted EBITDA increased 16.4% to $60.7M, expanding margin to 22.8% from 21.6%
Item 2.03: Creation of a Direct Financial Obligation
- $616.0 million borrowed under revolving and delayed-draw term facilities to fund the Transaction
- Borrowings mature in June 2030 and allow repayment without prepayment penalty
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 receives Regulation FD disclosure status but is excluded from Section 18 liability
- Exhibit 99.1 is not incorporated by reference into Novanta filings under the Securities Act or Exchange Act
Item 2.01: Completion of Acquisition or Disposition of Assets
- Novanta completed the Runway Buyer acquisition on July 23, 2026
- Approximately $1.2 billion paid in cash, subject to customary closing adjustments
Item EX-99.1: Item EX-99.1
- Acquisition of Riverpoint Medical completed July 27, 2026; Riverpoint will join Novanta’s Medical Solutions segment
- Recurring medical consumables revenue expected to double to roughly $300 million
AI summaries of NOVT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NOVT
Don't miss the next NOVT filing
- Alerts as it files. A push when NOVT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NOVT, by share count.
- Ask anything. An AI agent that reads every NOVT filing and answers with sources.
NOVT alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Secor Thomas N | Sell | Sep 11, 2026 | 663 | $147.60 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 437 | $163.71 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 1,672 | $161.28 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 3,024 | $160.13 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 1,167 | $162.01 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 1,167 | $162.01 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 200 | $164.20 |
| Glastra Matthijs | Sell | Jul 2, 2026 | 437 | $163.71 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $949.2M | $980.6M |
| Gross Profit | - | $421.5M | $435.3M |
| Operating Income | - | $110.6M | $94.0M |
| Net Income | - | $64.1M | $53.8M |
| Gross Margin | - | 44.4% | 44.4% |
| Op. Margin | - | 11.6% | 9.6% |
| Net Margin | - | 6.8% | 5.5% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.4B | $1.8B |
| Equity | $673.5M | $745.7M | $1.3B |
| ROE | - | 8.6% | 4.1% |
| Per Share | |||
| EPS | - | $1.77 | $1.47 |
| Cash Flow | |||
| Operating CF | - | $158.5M | $64.1M |
| CapEx | - | $17.2M | $15.6M |
Source: XBRL data in NOVANTA INC (NOVT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NOVT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $2.90B |
| Q1 2026 | 31 | $1.90B |
| Q4 2025 | 29 | $1.81B |
| Q3 2025 | 30 | $1.63B |
| Q2 2025 | 30 | $2.11B |
| Q1 2025 | 26 | $1.23B |
| Q4 2024 | 24 | $1.21B |
| Q3 2024 | 21 | $716.6M |
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- Vanguard Portfolio Management LLC−81.2K (-3%)
- Goldman Sachs Group−65.5K (-15%)
- AQR Capital Management−22.9K (-19%)
- Truist Financial−22.4K (-62%)
- D.E. Shaw & Co−7.5K (-49%)
- Franklin Resources+219.1K
- Bridgewater Associates LP+90.1K
- Blackstone Group+60.0K
- Marex Group plc+3.1K
- PARK NATIONAL CORP /OH/+1.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 227 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NOVT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 21, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
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NOVT SEC filings: frequently asked questions
Are NOVT insiders buying or selling?
In the last 90 days, NOVANTA INC (NOVT) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $97,859 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NOVT stock?
As of June 30, 2026, the largest NOVANTA INC (NOVT) holders among the 13F filers tracked by SignalX were BlackRock ($778.4 million), Vanguard Portfolio Management LLC ($388.7 million), T. Rowe Price Group ($360.6 million), Vanguard Capital Management LLC ($260.7 million), State Street Corp ($233.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NOVT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NOVANTA INC (NOVT) reported revenue of $980.6 million (up 3.3% from FY2024) and net income of $53.8 million. Diluted EPS was $1.47. The figures come from the XBRL data in the 10-K.
What are the main risks in NOVT's latest 10-K?
In the 10-K filed February 23, 2026, NOVANTA INC (NOVT) flagged: Regulatory/legal risk: Restrictions on dividends and asset transfers from foreign subsidiaries under local laws impacting funding for parent operations. Geopolitical/macro risk: $67.6M cash and $74M debt held by non-North American subsidiaries, limiting capital repatriation flexibility. (AI summary of the Risk Factors section.)
What did NOVT report in its latest 8-K?
NOVANTA INC (NOVT) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended July 3, 2026 results announced.
What are the latest NOVT SEC filings?
NOVANTA INC (NOVT) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 15, 2026.
What is NOVT's SEC CIK number?
NOVANTA INC (NOVT)'s SEC Central Index Key (CIK) is 1076930. EDGAR lists every NOVT filing under that number.
Ask anything about NOVT
The research agent reads NOVT's filings, financials, insider trades and 13F holders, then answers with sources.