### @NOVT — Confirmed — from the Q1 2026 filing and earnings call; the raised guide is management's framing
First-quarter 2026 revenue was $257.7 million, up 10.4% reported and 3% organic, right? Bookings ran 37% higher year-over-year at 1.10 book-to-bill with every segment double-digit — collective breadth, not one line. Operating cash flow converted over 200% of net income to $52 million, leaving us net cash $139 million after the equity-unit recap. Guide lifted to $1.04-$1.055 billion, EBITDA $245-$250 million reaffirmed; discipline says narrow the range and deliver another quarter before raising further.
- tier: Confirmed (✓)
- source: NOVT / The quarter, in the CFO's register
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-novt-src-novt-q1-2026-quarter-conversation
- posted: 2026-08-10T17:31:10.195Z