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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“While this Contract Manufacturing belongs within Quasar who's the buyer of this business and they are building this, it's a great home for our teams in that business and they will do fine.”
Nordson is divesting select Medical Contract Manufacturing product lines (roughly 4% of year-to-date Medical segment sales) to Quasar, expected to close in Q4 FY2025 and be margin-accretive to Nordson post-sale.
“In December, we received supplier awards, both from TSMC and Jabil, recognizing our product performance and support of critical underfill applications as well as our dedicated responsive and talented local Nordson teams.”
Jabil recognized Nordson with a supplier award for its underfill application products and local support teams, underscoring Nordson's role in Jabil's electronics manufacturing supply chain.
“In December, we received supplier awards, both from TSMC and Jabil, recognizing our product performance and support of critical underfill applications as well as our dedicated responsive and talented local Nordson teams.”
TSMC recognized Nordson with a supplier award for its underfill application products and local support teams, underscoring Nordson's role in TSMC's semiconductor packaging supply chain.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Halloran | Robert W. Baird | 14 (0%) |
| Walter Liptak | Seaport Research Partners | 14 (0%) |
| Matt Summerville | D.A. Davidson | 12 (8%) |
| Jeff Hammond | KeyBanc Capital Markets | 11 (0%) |
| Andy Buscaglia | BNP Paribas | 11 (27%) |
| 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 (Challenge)Percentage 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 record Q1 sales of $669 million, up 9% year-over-year, with adjusted EPS of $2.37 growing 15% as ATS semiconductor momentum drove double-digit growth and IPS returned to organic growth while the Ascend strategy continued delivering. Management raised full-year guidance to $2.860-2.980 billion in sales and $11.00-11.60 in adjusted EPS, reflecting the strong start while geographic mix pressured EBITDA incrementals and medical had a slower start partially from weather impacts.
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% |