Novanta (NOVT): Selling Muscles To Humanoid Makers | Aug 18, 2026
Novanta Inc. (NASDAQ: NOVT) sits at Layer 3 of the robotics stack — actuation and precision motion. It doesn't sell robots; it sells the encoders, precision motors, servo drives, force-torque sensors and robotic tool changers that go inside other companies' machines. Founded in Massachusetts in 1968 as General Scanning and renamed Novanta in 2016, it's the kind of company you've never heard of that ships inside the ones you have.
On its August 6 earnings call, Novanta disclosed its first significant servo-drive orders supporting the deployment of hundreds of humanoid robots in customer…
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