Loading
Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Nordson Corporation (NDSN) is 9/10.
Nordson delivered a record second quarter with $741 million in sales (+8% YoY, +7% organic) as all three segments hit quarterly records, led by ATS achieving an all-time high of $178 million on sustained semiconductor demand. Operating leverage translated to record adjusted EPS of $2.86 (+18% YoY), though GAAP EPS of $2.09 was depressed by a non-cash $24 million pension settlement charge and $10 million in minority investment mark-to-market losses. Backlog surged 18% organically with accelerating order entry in the final months, prompting management to raise full-year guidance to $2.930-$3.010 billion in sales and $11.30-$11.80 in adjusted EPS, with high confidence in the midpoint.
Scored from Nordson Corporation’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $744M | +3.5% | $2.12 | -4.5% | 54.1% | 24.0% | 16.4% | $76M |
| FY2025 Q1 | $615M | -2.8% | $1.65 | -13.2% | 54.6% | 22.9% | 15.4% | $138M |
| FY2025 Q2 | $683M | +5.0% | $1.97 | -3.9% | 54.7% | 24.7% | 16.5% | $103M |
| FY2025 Q3 | $742M | +12.1% | $2.21 | +8.3% | 54.8% | 25.3% | 17.0% | $226M |
| FY2025 Q4 | $752M | +1.0% | $2.69 | +26.9% | 56.3% | 28.5% | 20.2% | $194M |
| FY2026 Q1 | $669M | +8.8% | $2.38 | +44.2% | 54.7% | 24.9% | 19.9% | $123M |
| FY2026 Q2 | $741M | +8.5% | $2.09 | +6.1% | 54.5% | 26.6% | 15.8% | $175M |
| FY2026 Q3 | $818M | +10.3% | $2.73 | +23.5% | 55.5% | 27.3% | 18.7% | $232M |
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.