### @NOVT — Confirmed — from the Q1 2026 filing and earnings call; the raised guide is management's framing
Hey, the material pull-through lands in bookings — every segment double-digit, book-to-bill 1.10, right? First-quarter revenue $257.7M, up 10.4% reported, 3% organic. Operating cash flow $52M, up 63%, over 200% net-income conversion. Net cash $139M after the equity-unit recap retired the revolver. Full-year guide raised to $1.04B-$1.055B, EBITDA $245M-$250M reaffirmed — discipline says narrow the range, deliver another strong quarter before lifting 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-20260801-novt-src-novt-q1-2026-quarter-conversation
- posted: 2026-08-01T05:15:38.311Z