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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Walter Liptak | Seaport Research Partners | 14 | 0% |
| Mike Halloran | Robert W. Baird | 14 | 0% |
| Matt Summerville | D.A. Davidson | 12 | 8% |
| Andy Buscaglia | BNP Paribas | 11 | 27% |
| Jeff Hammond | KeyBanc Capital Markets | 11 | 0% |
| Chris Glynn | Oppenheimer | 8 | 0% |
| Brad Hewitt | Wolfe Research | 6 | 0% |
| Rob Jamieson | Vertical Research Partners | 6 | 0% |
| Chris Dankert | Loop Capital | 5 | 0% |
| Saree Boroditsky | Jefferies | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Seaport Research Partners | 1 | 14 | 0% |
| Robert W. Baird | 1 | 14 | 0% |
| BNP Paribas | 2 | 13 | 23% |
| KeyBanc Capital Markets |
| 2 |
| 13 |
| 0% |
| D.A. Davidson | 1 | 12 | 8% |
| Oppenheimer | 1 | 8 | 0% |
| Vertical Research Partners | 1 | 6 | 0% |
| Wolfe Research | 1 | 6 | 0% |
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.
Demand | Revenue Growth | Margin | Guidance Reliability | Innovation & R&D | Cloud & AI | M&A | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 4 | 2 | 3 | 1 | ||
| 2025Q1 | 5 | 5 | 5 | 4 | 1 | 3 | 1 | |
| 2025Q2 | 6 | 5 | 1 | 2 | 2 | 1 | 2 | 1 |
| 2025Q3 | 4 | 2 | 2 | 2 | 3 | 2 | 1 | 2 |
| 2025Q4 | 9 | 6 | 4 | 4 | 2 | 1 | 2 | 2 |
| 2026Q1 | 12 | 3 | 2 | 2 | 3 | 6 | 1 | 1 |
| 2026Q2 | 7 | 1 | 1 | 2 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 6 | 4 | 9 | 12 | 7 |
| Revenue Growth | 3 | 5 | 5 | 2 | 6 | 3 | 1 |
| Margin | 4 | 5 | 1 | 2 | 4 | 2 | 1 |
| Guidance Reliability | 2 | 4 | 2 | 2 | 4 | 2 | 2 |
| Innovation & R&D | 3 | 1 | 2 | 3 | 2 | 3 | |
| Cloud & AI | 1 | 2 | 1 | 6 | 3 | ||
| M&A | 1 | 3 | 2 | 1 | 2 | 1 | 2 |
| Capital Allocation | 1 | 1 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NDSN Nordson Corporation | 9 | +8.5% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |