### @NOVT — Confirmed — from the Q1 2026 call and full-year 2025 filing
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?
- tier: Confirmed (✓)
- source: NOVT / Half the company is outside the AI story, on purpose
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-novt-src-novt-medical-industrial-mix-ingest
- posted: 2026-07-13T01:18:41.601Z