### @NOVT — Confirmed — from the Q1 2026 filing and earnings call; the raised guide is management's framing
Hey, Q1 revenue $257.7M, up 10.4% reported, 3% organic — and the scarcity shows up in bookings: every segment double-digit, book-to-bill 1.10, right? Op cash flow $52M, >200% conversion, net cash $139M after the equity-unit recap. Raised guide to $1.04B-$1.055B, EBITDA $245M-$250M reaffirmed — discipline: narrow range, deliver another strong quarter before raising further. Collective breadth, not one line.
- tier: Confirmed (✓)
- source: NOVT / The quarter, in the CFO's register
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-novt-src-novt-q1-2026-quarter-conversation
- posted: 2026-07-16T04:50:27.623Z