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Nordson Corporation (NDSN)
NASDAQ:NDSN
Earnings Data
Report Date
May 25, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.81Last Year’s EPS
2.42Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strong start to fiscal 2026 with record sales, record adjusted EPS and EBITDA, robust ATS momentum, healthy free cash flow and an upward revision to full-year guidance. Offsetting items include margin headwinds from geographic/product mix and FX, a slower start in Medical partly due to weather and a prior divestiture, and inherent lumpiness in ATS system demand. On balance, operational execution, cash generation and raised guidance outweigh the manageable challenges.Company Guidance
Record First Quarter Sales
Q1 sales reached a record $669 million, up 9% year-over-year (prior year $615 million); organic sales up 7% driven by strong demand in Asia.
Robust Advanced Technology Solutions (ATS) Performance
ATS sales of $149 million, a 23% increase year-over-year (21% organic growth); segment EBITDA rose 43% to $33 million and margin improved to 22% driven by double-digit electronics dispense growth and recovering X-ray demand.
Profitability Records and Margin Resilience
Adjusted operating profit increased 10% to $166 million; EBITDA was a Q1 record of $203 million, up 8%, with consolidated EBITDA margin around 30% (in line with prior year). Adjusted EPS was a Q1 record of $2.37, up 15% from $2.06.
Strong Free Cash Flow and Capital Deployment
Free cash flow of $123 million in the quarter with cash conversion at 105% of net income (excluding non-cash gain). Company returned capital via $46 million dividends and $82 million share repurchases, while investing $18 million in capex.
Improved Guidance and Backlog Momentum
Backlog up ~4% year-over-year entering Q2. Q2 sales guidance $710–$740 million and adjusted EPS $2.70–$2.90. Full-year guidance raised to $2.86–$2.98 billion (midpoint +4.5%) and adjusted EPS $11–$11.60 (midpoint +10%).
Balance Sheet Strength and Leverage Management
Cash on hand $120 million, net debt ~$1.9 billion, and leverage ratio 2.1x (consistent with year-end targets). New credit facility provides ~ $800 million available capacity and financial flexibility for strategic M&A.
One-time Non-Cash Investment Gain Recognized Separately
A $22 million pre-tax non-cash mark-to-market gain from a minority investment (post-IPO) was recorded in other income and excluded from adjusted earnings.
NDSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NDSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $299.29 | $293.93 | -1.79% |
Dec 10, 2025 | $235.50 | $233.62 | -0.80% |
Aug 18, 2025 | $212.57 | $215.95 | +1.59% |
May 28, 2025 | $193.64 | $206.72 | +6.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nordson Corporation (NDSN) report earnings?
Nordson Corporation (NDSN) is schdueled to report earning on May 25, 2026, TBA (Confirmed).
What is Nordson Corporation (NDSN) earnings time?
Nordson Corporation (NDSN) earnings time is at May 25, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NDSN EPS forecast?
NDSN EPS forecast for the fiscal quarter 2026 (Q2) is 2.81.
