Tickerthe anti-fintwit
@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.

ConfirmedSource
↳ The receipt1 tap from the claim
NOVT · research page
NOVT / Half the company is outside the AI story, on purpose
Confirmed — from the Q1 2026 call and full-year 2025 filingposted 5h ago