$NOVT

Conestoga Capital Advisors’ Q2 2026 investor letter said small-cap leadership improved, citing Russell 2000 results and AI and semiconductors. The firm highlighted Novanta Inc. (NASDAQ:NOVT) as a performance contributor, noting Aug. 5 close at $153.12 and 37% YoY bookings growth. Conestoga said Novanta raised its revenue outlook due to improving demand across robotics, medical tech, semiconductors, and AI.

Novanta (NASDAQ: NOVT) reported Q2 CY2026 revenue of $265.8 million, up 10.3% year on year and 1.3% above estimates, according to the company. Non-GAAP EPS was $0.89, up from $0.76 and 7.2% above consensus. It guided next-quarter revenue to $302 million (midpoint) and expects full-year EPS to rise from $3.48 to $3.94, per sell-side forecasts.

Novanta Inc. (Nasdaq: NOVT) reported Q2 2026 GAAP revenue of $265.8 million, up 10.3% year over year, and GAAP net income of $12.5 million. Adjusted EBITDA rose 16.4% to $60.7 million and adjusted diluted EPS increased 17.1% to $0.89. The company also closed the Riverpoint Medical acquisition and raised Q3 and FY 2026 guidance.

NOVANTA INC (NOVT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 novt-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE August 5, 2026 Novanta Announces Financial Results for the Second Quarter 2026 • Second Quarter 2026 GAAP Revenue increased 10% to $266 million • Second Quarter 2026 GAAP Net Income was $13 million, and

Novanta Inc. (Nasdaq: NOVT) said it has completed its acquisition of Riverpoint Medical from Arlington Capital Partners. Novanta expects the deal to double recurring medical consumables revenue to about $300 million, raise medical end-market exposure to 60%, deliver high single-digit ROIC by year three, and add $0.18 to $0.25 of adjusted EPS in 2027.

NOVANTA INC (NOVT) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. 8-K false 0001076930 0001076930 novt:SixPointFiveZeroPercentTangibleEquityUnitsMember 2026-07-22 2026-07-22 0001076930 us-gaap:CommonStockMember 2026-07-22 2026-07-22 0001076930 2026-07-22 2026-07-22 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K

Glastra Matthijs (Chief Executive Officer) sold 6,500 shares of NOVANTA INC (NOVT) at an average of $161.13 ($160.13–$164.20, $1.05M total) across 5 trades on 2026-07-02 under a Rule 10b5-1 trading plan.

US stocks pared early gains as chipmakers and software firms fell. Marvell, Qualcomm, ARM and others dropped, while ServiceNow and Salesforce also declined. Treasury yields were pressured by a $58B 3-year auction and stronger May existing home sales. In Europe, Bund and gilt yields fell; swaps price a 100% chance of a 25 bp ECB hike. UNFI slid after Q3 sales missed; Nuvalent surged on a $10.6B GSK buyout.

NOVANTA INC (NOVT) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 novt-ex10_1.htm EX-10.1 EX-10.1 EXHIBIT 10.1 SECURITIES PURCHASE AGREEMENT This SECURITIES PURCHASE AGREEMENT (this “ Agreement ”) is dated as of June 8, 2026, by and among Novanta Inc., a company continued and existing under the laws of the Province of New Brunswick, C

NOVANTA INC (NOVT) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-2.1 2 novt-ex2_1.htm EX-2.1 EX-2.1 Exhibit 2.1 CERTAIN IDENTIFIED INFORMATION HAS BEEN EXCLUDED FROM THE EXHIBIT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) THE TYPE THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. [***] INDICATES THAT INFORMATION HAS BEEN REDACTED. EQU