Nordson Corporation (NDSN)
NASDAQ:NDSN
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Earnings Data
Report Date
Aug 24, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
3.1Last Year’s EPS
2.73Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong, broad-based operational and financial results: record sales, EBITDA, adjusted EPS, robust backlog (+18%), and exceptional cash generation and balance sheet improvement. All three segments posted record quarters, with ATS showing particularly strong momentum tied to semiconductor and electronics demand. Management raised full-year guidance and emphasized disciplined capital deployment including a strategic bolt-on acquisition. Headwinds were manageable and largely one-time or noncash (pension settlement charge, mark-to-market adjustments), and the company noted short-term margin pressure from a regulatory-driven medical product change and inflationary input costs. Given the weight and quality of the positive operating and financial achievements relative to the contained challenges, the overall tone is confident and growth-oriented.Company Guidance
Record Quarterly Sales
Second quarter record sales of $741 million, up 8% year-over-year, including 7% organic growth and a 3% favorable currency translation impact.
Strong Order Momentum and Backlog Growth
Backlog increased 18% organically year-over-year, with order entry momentum broad-based across all three segments, supporting confidence in near-term demand.
Record EBITDA and Margin Performance
EBITDA reached a second-quarter record of $235 million (32% of sales), up 8% year-over-year; adjusted operating profit was $199 million (27% of sales), up 11% year-over-year.
Record Adjusted Earnings Per Share
Adjusted EPS of $2.86 was a second-quarter record and rose 18% year-over-year (from $2.42); GAAP net income was $117 million, or $2.09 per share.
Exceptional Cash Generation and Conversion
Free cash flow of $170 million in the quarter with conversion of ~119% of net income (excluding noncash losses); enabled dividends of $46 million, $43 million of share repurchases, $10 million of capex, and $93 million net debt reduction.
Healthy Balance Sheet and Lower Leverage
Cash on hand of $102 million and net debt of ~$1.8 billion; net leverage ratio improved to 1.9x, now below the low end of the company's long-term target range.
Strategic Small Acquisition — CapstanAG
Acquired CapstanAG (precision agriculture) for ~9x adjusted EBITDA to expand North American precision agriculture capabilities and strengthen mid-tier OEM presence; acquisition is bolt-on strategic fit.
Segment Records and Broad-Based Growth
All three segments posted second-quarter records: Industrial Precision Solutions sales $350M (+10% YoY; organic +5%), Medical & Fluid Solutions $213M (+5% YoY; organic +8%), Advanced Technology Solutions $178M (+10% YoY; organic +8%).
Outstanding ATS Performance
Advanced Technology Solutions set an all-time quarterly record: EBITDA $48M (27% margin), a 22% increase versus prior-year EBITDA of $40M, driven by electronics dispense strength and semiconductor demand.
Improved Interest and Tax Outlook
Net interest expense decreased to $22 million (down $4 million YoY); adjusted effective tax rate of ~18% with full-year adjusted tax guidance narrowed to 18%–19%, slightly better than prior expectations.
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 |
|---|---|---|---|
May 20, 2026 | $276.20 | $286.77 | +3.83% |
Feb 18, 2026 | $298.37 | $293.03 | -1.79% |
Dec 10, 2025 | $234.78 | $232.90 | -0.80% |
Aug 18, 2025 | $211.92 | $215.29 | +1.59% |
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 Aug 24, 2026, TBA (Confirmed).
What is Nordson Corporation (NDSN) earnings time?
Nordson Corporation (NDSN) earnings time is at Aug 24, 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 (Q3) is 3.1.
