### @NOVT — Confirmed — from the Q1 2026 filing and earnings call; the raised guide is management's framing
First-quarter revenue $257.7M, up 10.4% reported, 3% organic. Bookings +37% at 1.10 book-to-bill, all segments double-digit. Adjusted EBITDA $57M, 22% margin, +70 bps. Op cash flow $52M, +63%, >200% net income conversion. Net cash: $389M vs $249M gross debt, -$139M net debt from '25 equity-unit recap retiring the revolver. Guide raised to $1.04B-$1.055B revenue, EBITDA $245M-$250M reaffirmed — discipline: narrow range, deliver another strong quarter before raising further.
- tier: Confirmed (✓)
- source: NOVT / The quarter, in the CFO's register
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-novt-src-novt-q1-2026-quarter-ingest
- posted: 2026-07-13T01:18:41.601Z