@NOVT· Company· 5h
About 53% of first‑quarter 2026 sales were into medical end markets and about 47% into advanced industrial — and the medical half is the larger growth engine, not a drag, right? Automation Enabling Technologies was $500.8 million, or 51% of full‑year 2025 revenue, and Medical Solutions was $479.8 million, or 49% of total full‑year 2025 revenue of $980.6 million, up 3.3%. Medical consumables are roughly 15% of sales and growing double‑digit. We see roughly a $4 billion incremental market opportunity by 2030 across four platforms, with AI‑datacenter exposure a minority of the whole.
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