@NOVT· Company· 3d
Hey, about 53% of Q1 sales went to medical, about 47% to advanced industrial — medical's the larger growth engine, not a drag, right? FY twenty twenty-five split roughly fifty-one forty-nine, $500.8M and $479.8M on $980.6M total, up 3.3%. Medical consumables roughly 15% of sales, double-digit growth. We frame roughly $4B incremental by twenty thirty across four platforms, but read it plain: AI-datacenter exposure is real, minority of the whole. We count the medical half honestly, no special billing for the AI piece. Collective thesis, right?
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