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NORDSON (NDSN)

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Earnings summaries and quarterly performance for NORDSON.

Research analysts who have asked questions during NORDSON earnings calls.

WL

Walter Liptak

Seaport Research Partners

8 questions for NDSN

Also covers: CMCO, FELE, FSS +13 more
AB

Andrew Buscaglia

BNP Paribas

7 questions for NDSN

Also covers: AME, APH, CGNX +12 more
MS

Matt Summerville

D.A. Davidson & Co.

6 questions for NDSN

Also covers: ALTG, AME, AOS +17 more
Brad Hewitt

Brad Hewitt

Wolfe Research, LLC

5 questions for NDSN

Also covers: GGG, ITT, SPXC +2 more
Christopher Glynn

Christopher Glynn

Oppenheimer & Co. Inc.

4 questions for NDSN

Also covers: AIT, AME, AYI +17 more
Robert Jamieson

Robert Jamieson

Vertical Research Partners

4 questions for NDSN

Also covers: AME, BDC, KEYS +4 more
Jeffrey Hammond

Jeffrey Hammond

KeyBanc Capital Markets

3 questions for NDSN

Also covers: AOS, ETN, GGG +19 more
MH

Michael Halloran

Baird

3 questions for NDSN

Also covers: AOS, CXT, DOV +19 more
MH

Mike Halloran

Robert W. Baird & Co. Incorporated

3 questions for NDSN

Also covers: ALH, AOS, CXT +14 more
SB

Saree Boroditsky

Jefferies

3 questions for NDSN

Also covers: AOS, APH, CSL +15 more
CD

Chris Dankert

Loop Capital

2 questions for NDSN

Also covers: AIT, ATKR, BDC +5 more
CG

Chris Glynn

Oppenheimer

2 questions for NDSN

Christopher Dankert

Christopher Dankert

Loop Capital Markets

2 questions for NDSN

Also covers: AIT, ATKR, BDC +10 more
JH

Jeff Hammond

KeyBanc Capital Markets Inc.

2 questions for NDSN

Also covers: GTES, MIDD, NPO +2 more
Mitch Moore

Mitch Moore

KeyBanc Capital Markets Inc.

2 questions for NDSN

Also covers: HI, RRX, WSO
EM

Edward Magi

BNP Paribas

1 question for NDSN

Also covers: ZBRA
MS

Matt Somerville

D.A. Davidson

1 question for NDSN

Michael Pesendorfer

Michael Pesendorfer

Baird

1 question for NDSN

Also covers: WTS
MH

Mike Holleran

Baird

1 question for NDSN

Recent press releases and 8-K filings for NDSN.

Nordson reports Q1 2026 earnings and raises guidance
NDSN
Earnings
Guidance Update
Share Buyback
  • Nordson delivered a record Q1 2026 with $669 million in sales (+9% y-o-y; +7% organic) and a record EBITDA of $203 million (30% margin).
  • Adjusted EPS was $2.37 (+15% y-o-y) on net income of $133 million, and free cash flow reached $123 million (>100% conversion).
  • Segment results: Industrial Precision Solutions sales of $327 million (+9%; +3% organic); Medical & Fluid Solutions $193 million (flat; +3% organic); Advanced Technology Solutions $149 million (+23%; +21% organic).
  • Q2 guidance of $710 million–$740 million in sales and raised FY sales to $2.86 billion–$2.98 billion with adjusted EPS of $11.00–$11.60; returned $46 million in dividends and repurchased $82 million shares.
Feb 19, 2026, 1:30 PM
Nordson reports Q1 FY2026 results
NDSN
Earnings
Guidance Update
Share Buyback
  • Sales: record Q1 sales of $669 million, up 9% YoY (organic +7%).
  • Profitability: EBITDA of $203 million (30% margin) and adjusted EPS of $2.37, up 15% YoY.
  • Segment performance: IPS sales of $327 million (+9%), MFS sales $193 million (flat), ATS sales $149 million (+23%) led by semiconductor demand.
  • Cash & capital deployment: free cash flow of $123 million (>100% net income conversion), cash on hand $120 million, net debt $1.9 billion, with $82 million share buybacks and $46 million dividends.
  • Guidance update: Q2 sales of $710–740 million and EPS $2.70–2.90; FY sales raised to $2.86–2.98 billion (+4.5%) and EPS $11.00–11.60 (+10%).
Feb 19, 2026, 1:30 PM
Nordson reports Q1 FY2026 results
NDSN
Earnings
Guidance Update
Share Buyback
  • Q1 sales reached $669 million, up 9% YoY with 7% organic growth, driven by strength across all segments, especially in Asia (ATS +21% organic).
  • Record EBITDA of $203 million (30% margin) and adjusted EPS of $2.37, a 15% increase YoY, reflecting operating leverage and divestiture benefits.
  • Generated $123 million of free cash flow (>100% net income conversion), deploying $82 million to share repurchases and $46 million in dividends.
  • Issued Q2 guidance of $710–$740 million in sales and reaffirmed FY26 outlook of $2.86–$2.98 billion revenue with $11.00–$11.60 adjusted EPS.
Feb 19, 2026, 1:30 PM
Nordson beats Q1 estimates, raises guidance
NDSN
Earnings
Guidance Update
  • Nordson reported Q1 non-GAAP EPS of $2.37 and revenue of $669.46 million, up 8.8% year-over-year and $16.7 million above forecasts.
  • Management guided Q2 sales to $710 million–$740 million with adjusted EPS of $2.70–$2.90, and raised full-year revenue to $2.86 billion–$2.98 billion with EPS of $11.00–$11.60.
  • Operating margin expanded to 24.9%, while free-cash-flow margin declined to 18.4%, reflecting improved profitability but softer cash conversion.
  • Trailing twelve-month revenue is $2.79 billion, with a current ratio of 1.64 and debt-to-equity of 0.69, underscoring a solid balance sheet.
Feb 18, 2026, 9:44 PM
Nordson reports record Q1 FY2026 results and raises full year outlook
NDSN
Earnings
Guidance Update
  • Record Q1 sales of $669 million, up 9% year-over-year, with diluted EPS of $2.38, a 44% increase.
  • Adjusted EPS of $2.37, a first-quarter record, up 15% year-over-year.
  • Backlog grew approximately 4%, driven by broad-based order momentum and strength in Advanced Technology Solutions.
  • Full year guidance increased: sales forecast of $2,860–$2,980 million and adjusted EPS of $11.00–$11.60.
Feb 18, 2026, 9:31 PM
Nordson reports record Q1 FY2026 results and raises full-year guidance
NDSN
Earnings
Guidance Update
  • Nordson delivered a Q1 record of $669 million in sales, up 9% year-over-year.
  • Diluted EPS were $2.38, a 44% increase, with adjusted EPS at $2.37, up 15%.
  • EBITDA reached a first-quarter record of $203 million (30% of sales), an 8% increase.
  • Backlog grew 4%, underpinning Q2 sales guidance of $710 million to $740 million.
  • Full-year sales guidance was raised to $2,860 million–$2,980 million with adjusted EPS of $11.00–$11.60.
Feb 18, 2026, 9:30 PM
Nordson Amends and Restates $1.2 Billion Revolving Credit Agreement
NDSN
Debt Issuance
  • On January 30, 2026, Nordson Corporation, Nordson Engineering GmbH and certain subsidiaries entered into an Amended and Restated Credit Agreement establishing a $1.2 billion revolving credit facility maturing January 30, 2031.
  • Wells Fargo Bank, National Association serves as Administrative Agent; Wells Fargo Securities, LLC, BofA Securities, Inc., BNP Paribas Securities Corp., JPMorgan Chase Bank, Morgan Stanley Senior Funding, Inc., and PNC Capital Markets LLC are Joint Lead Arrangers and Joint Bookrunners.
  • The facility replaces existing credit arrangements and includes covenants on financial reporting, use of proceeds for working capital and permitted acquisitions.
  • Exhibit 10.1 to the Form 8-K contains the full Amended and Restated Credit Agreement.
Feb 2, 2026, 9:28 PM
Nordson reports fiscal 2025 Q4 and full year results
NDSN
Earnings
Guidance Update
Share Buyback
  • Nordson’s Q4 2025 sales were $752 million, up 1% year-over-year, with record EBITDA of $256 million and a 34% margin.
  • The company generated a record $194 million in cash flow in Q4, achieving a 128% conversion of net income.
  • For fiscal 2025, Nordson delivered record sales of $2.8 billion (up 4%), adjusted EPS of $10.24, and EBITDA of $900 million.
  • Free cash flow conversion was 136%, enabling share repurchases of about $300 million, the 62nd consecutive annual dividend increase, and reduction of net debt to a 2.1× leverage ratio.
  • Fiscal 2026 guidance calls for full-year sales growth of 1%–6% over 2025 and adjusted EPS growth of 6%–12%.
Dec 11, 2025, 1:30 PM
Nordson reports Q4 2025 earnings and issues FY 2026 guidance
NDSN
Earnings
Guidance Update
Share Buyback
  • Q4 sales of $752 million (+1% YOY; organic −1%), with record EBITDA of $256 million (34% margin) and cash flow of $194 million (128% net income conversion).
  • FY 2025 record results: sales $2.8 billion (+4%), adjusted EPS $10.24, EBITDA $900 million, and free cash flow conversion 136%.
  • Capital allocation: repurchased $300 million of shares, increased dividends for the 62nd consecutive year, and reduced net debt by $224 million to a 2.1× leverage ratio.
  • FY 2026 outlook: sales growth 1–6% (midpoint 3.5%), adjusted EPS growth 6–12% (midpoint 9%); Q1 guidance of $630–670 million in sales and $2.25–2.45 EPS.
Dec 11, 2025, 1:30 PM
Nordson reports Q4 2025 results
NDSN
Earnings
Guidance Update
Share Buyback
  • Q4 2025 sales were $752 million, up 1% yoy (organic –1%, FX +2%); EBITDA was $256 million (+6% yoy) with a 34% margin, and adjusted EPS was $3.03 (+9% yoy).
  • FY 2025 delivered record sales of $2.8 billion (+4% yoy), adjusted EPS of $10.24 (+5%), and EBITDA of $900 million (32% margin); free cash flow was $661 million (136% conversion) with net debt at a 2.1x leverage.
  • Strong cash generation funded $300 million in share repurchases, the 62nd consecutive dividend increase, and reduced net debt by $224 million.
  • Fiscal 2026 guidance calls for full-year sales growth of 1%-6% (midpoint 3.5%) and adjusted EPS growth of 6%-12% (midpoint 9%); Q1 sales are forecast at $630 million–$670 million and EPS at $2.25–$2.45.
Dec 11, 2025, 1:30 PM