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Novanta (NOVT) investor relations material
Novanta Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue rose 2.2% year-over-year to $241M, driven by Automation Enabling Technologies and acquisition growth, while Medical Solutions was flat.
Adjusted EBITDA was $52M (22% margin), up 2% year-over-year; adjusted EPS was $0.76, up 4% year-over-year.
Net income was $4.5M, down from $13.8M in Q2 2024, due to higher restructuring, acquisition, and SG&A costs.
Bookings grew 10% year-over-year, with a book-to-bill ratio of 1.02; major design wins in medical device and warehouse robotics.
Acquisition of Keonn Technologies completed and included in Medical Solutions segment.
Financial highlights
Adjusted gross profit was $111M (46.1% margin); GAAP gross margin was 44.3%.
Operating income was $14.9M, down 42% year-over-year; adjusted operating income was $40.7M, nearly flat year-over-year.
Operating cash flow was $15M, down from $41M last year due to tax timing, inventory, and acquisition effects.
Ended Q2 with $465M gross debt (2.2x leverage), $355M net debt (1.7x net leverage); cash and cash equivalents at $110M.
$63M spent on acquisitions in Q2; $6M in share repurchases in H1 2025.
Outlook and guidance
Full-year 2025 GAAP revenue expected at $970M–$985M (2–4% growth); adjusted gross margin ~46%.
Adjusted EBITDA guidance: $225M–$230M (23% margin, 7–10% growth); adjusted EPS $3.22–$3.36 (5–9% growth).
Q3 2025 revenue expected at $244M–$247M; adjusted EPS $0.78–$0.85.
Restructuring program to be completed by end of 2026, with total charges of $20M–$25M.
Cash flow conversion expected to rebound in Q3; strong cash flow for full year anticipated.
What drove the decrease in operating cash flow?
What is the expected full year 2025 GAAP revenue?
Explain the strategic focus on growth markets.
Detail 2026 organic growth drivers.
Assess China tariff impact on guidance.
Elaborate on warehouse robotics use case.
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Q3 20254 Nov, 2025
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Frequently asked questions
Novanta Inc. is a technology company specializing in precision motion, vision, and photonics solutions for industrial and healthcare applications. The company designs and manufactures components and sub-systems used in medical and advanced industrial equipment, including laser-based systems, precision motion control, and imaging technologies. Its products serve industries such as medical diagnostics, robotics, and semiconductor manufacturing. The company is headquartered in Bedford, Massachusetts, and its shares are listed on the NASDAQ.
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