v3.26.1
Debt
3 Months Ended
Apr. 03, 2026
Debt Disclosure [Abstract]  
Debt

10. Debt

Outstanding debt consisted of the following (in thousands):

 

April 3,

 

 

December 31,

 

 

2026

 

 

2025

 

Senior Credit Facilities – term loans

$

6,615

 

 

$

6,242

 

Tangible Equity Units – Amortizing Notes

 

35,447

 

 

 

33,870

 

Less: unamortized debt issuance costs

 

(1,646

)

 

 

(1,821

)

Total current portion of long-term debt

$

40,416

 

 

$

38,291

 

 

 

 

 

 

 

Senior Credit Facilities – term loans

$

139,746

 

 

$

142,752

 

Tangible Equity Units – Amortizing Notes

 

67,621

 

 

 

76,691

 

Less: unamortized debt issuance costs

 

(6,362

)

 

 

(6,905

)

Total long-term debt

$

201,005

 

 

$

212,538

 

 

 

 

 

 

 

Total debt

$

241,421

 

 

$

250,829

 

Senior Credit Facilities

On June 27, 2025, the Company entered into an amended and restated credit agreement (the “Fourth Amended and Restated Credit Agreement”) with existing and new lenders for an aggregate credit facility of approximately $1.0 billion, consisting of a €65.3 million euro-denominated 5-year term loan facility (the “Euro Term Loans”), a $75.0 million U.S. Dollar denominated 5-year term loan facility (the “U.S. Term Loans” and together with the Euro Term Loans, the “Term Loans”), and an $850.0 million 5-year revolving credit facility (the “Revolving Facility”, and together with the Euro Term Loans and the U.S. Term Loans, collectively, the “Senior Credit Facilities”). The Senior Credit Facilities mature in June 2030 and include an uncommitted “accordion” feature pursuant to which the commitments thereunder may be increased by an additional $350.0 million in aggregate, subject to the satisfaction of certain customary conditions. In connection with the Fourth Amended and Restated Credit Agreement, the Company capitalized $4.7 million deferred financing costs and recorded a $0.4 million loss from the write-off of a portion of the unamortized deferred financing costs.

On November 5, 2025, the Company entered into an amendment (the “First Amendment”) to the Fourth Amended and Restated Credit Agreement. The First Amendment increases the maximum consolidated leverage ratio permitted thereunder to 3.75:1.00, with a step-up to 4.25:1.00 following a designated acquisition and revised the Company's consolidated leverage ratio definition (as defined in the Fourth Amended and Restated Credit Agreement) allowing for the use of up to $100 million unrestricted cash and cash equivalents as a reduction to consolidated funded indebtedness (as defined in the Fourth Amended and Restated Credit Agreement).

The outstanding principal balance under the Euro Term Loans is payable in quarterly installments of1.1 million (approximately $1.3 million), that began in September 2025, with the remaining balance due upon maturity. The U.S. Term Loans require quarterly installment payments of $0.5 million starting in September 2026, increasing to $0.9 million beginning in September 2027, with the remaining balance also due upon maturity. The Company may make additional principal payments at any time, which will reduce the next scheduled installment. The Company made principal payments of €1.1 million ($1.3 million) towards the Term Loans during the three months ended April 3, 2026. Borrowings under the revolving credit facility may be repaid at any time prior to maturity.

The Company is required to satisfy certain financial and non-financial covenants under the Fourth Amended and Restated Credit Agreement. The Fourth Amended and Restated Credit Agreement also contains customary events of default. The Company was in compliance with these covenants as of April 3, 2026.

Liens

The Company’s obligations under the Senior Credit Facilities are secured, on a senior basis, by a lien on substantially all of the assets of Novanta Inc.

Fair Value of Debt

As of April 3, 2026 and December 31, 2025, the outstanding balance of the Company’s debt approximated its fair value based on current rates available to the Company for debt of similar maturities. The fair value of the Company’s debt is classified as Level 2 under the fair value hierarchy.