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Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Filed after the FY2026 Q1 call day (Feb 19, 2026) through the next call day (May 21, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
Quarter in detail
· FY2026 Q1
Macro signals
↑AI & Tech↑Enterprise Spending↑FX
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.
Key themes
7
positive📊 company
Record First Quarter Sales With 7% Organic Growth
Achieved record first quarter sales of $669 million up 9% with 7% organic growth broad-based across all segments, driven by particular strength in ATS semiconductor applications growing over 20%.
CompanyFiscal year ends OctMost recent earnings call: Aug 20, 2026 (FY2026 Q3)Est. next earnings call: Dec 9, 2026
9/ 10
FY2026 Q1Positive+2.0 vs FY2025 Q4
Calendar quarter Q1 2026Earnings call Feb 19, 2026
FY2026 Q1 in brief
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.
PositiveRecord First Quarter Sales With 7% Organic Growth
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
4%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
Sources.Tellvest earnings-call sentiment score for Nordson Corporation (NDSN), FY2026 Q1: 9/10. Scores: Nordson Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: NDSN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Key financials
FY2026 Q1 selectedReported GAAP figures from SEC filings
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Quarter
Revenue
Rev YoY
EPS
EPS YoY
Op margin
Net margin
FCF
FY2024 Q4
$744M
+3.5%
$2.12
-4.5%
24.0%
16.4%
$76M
FY2025 Q1
$615M
-2.8%
$1.65
-13.2%
22.9%
15.4%
$138M
FY2025 Q2
$683M
+5.0%
$1.97
-3.9%
24.7%
16.5%
$103M
FY2025 Q3
$742M
+12.1%
$2.22
+8.8%
25.3%
17.0%
$226M
FY2025 Q4
$752M
+1.0%
$2.69
+26.9%
28.5%
20.2%
$194M
FY2026 Q1Selected
$669M
+8.8%
$2.38
+44.2%
24.9%
19.9%
$123M
FY2026 Q2
$741M
+8.5%
$2.09
+6.1%
26.6%
15.8%
$170M
FY2026 Q3
$818M
+10.3%
$2.73
+23.0%
27.3%
18.7%
$237M
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
EPS
“adjusted earnings per share totaled a first quarter record of $2.37 per share, $0.02 above the midpoint of our quarterly guidance and a 15% increase from prior year adjusted earnings per share of $2.06”
Revenue
“first quarter fiscal 2026 sales were a first quarter record of $669 million, up 9% from the prior year first quarter sales of $615 million”
Guidance
“Sales are now expected in the range of $2.860 billion to $2.980 billion, which is an increase of 4.5% at the midpoint. Adjusted earnings will be in the range of $11 to $11.60 per diluted share, which is an increase of 10% at the midpoint”
Key metric
“EBITDA was up 8% year-over-year at a first quarter record of $203 million”
ATS grew 23% total (21% organic) with double-digit electronics dispense growth from semiconductor applications and recovering X-ray systems demand, with EBITDA up 43% year-over-year.
Cloud & AIInnovation & R&D
positive📊 company
IPS Returns To Organic Growth As Headwinds Stabilize
IPS posted 3% organic growth with broad-based strength in packaging and precision agriculture, while polymer processing and automotive have stabilized and are no longer a drag on results.
DemandRevenue Growth
mixed📊 company
Medical Slower Start Partially Weather-Related
MFS organic growth of 3% was below the mid-single-digit target, with approximately 1% impact from late-January winter storms affecting East Coast production. Underlying demand remains healthy.
DemandSupply Chain
mixed📊 company
Geographic Mix Pressures EBITDA Incrementals
EBITDA margins held at 30% despite 9% sales growth as Asia-concentrated growth carried lower gross margins on system sales, plus lower FX translation incrementals of 25-30%.
MarginGeographic Expansion
positive📊 company
Full-Year Guidance Raised After Strong Start
Increased full-year guidance to $2.860-2.980 billion in sales (4.5% midpoint growth) and $11-11.60 adjusted EPS (10% midpoint growth) based on strong Q1 and continued order momentum.
Guidance ReliabilityRevenue Growth
neutral📊 company
Non-Cash Gain On Strategic Technology Investment
Recognized $22 million non-cash gain on a minority technology investment following its IPO on the Korean Stock Exchange in December 2025, excluded from adjusted earnings with mark-to-market treatment going forward.
GAAP revenue YoY +8.78% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base7Base 7GAAP revenue YoY +8.78% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean. No acquisition contribution (Atrion anniversaried in FY2025-Q4). CDMO divestiture netted against small remaining Atrion stub was immaterial.+EPS+1EPS +1GAAP EPS YoY +44.24% vs rev +8.78%, spread +35.46 percentage points (outside +5 percentage points → mechanical +1). GAAP EPS inflated because prior year included acquisition/restructuring charges depressing the base. operating income YoY +18.06%, spread +9.28 percentage points (outside +5 percentage points → +1). Both agree. Management adjusted EPS +15.05% YoY ($2.37 vs $2.06), spread +6.27 percentage points (outside +5 percentage points → +1). All three measures agree on +1.+Guidance+1Guidance +1Full-year guidance raised: sales from 1-6% to $2.860-2.980B, EPS from 6-12% to $11-11.60. Prior sales midpoint ~$2.898B, new ~$2.920B (+0.76%). Midpoint revision is positive.=Final9
How this score was built
Base7Base 7GAAP revenue YoY +8.78% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean. No acquisition contribution (Atrion anniversaried in FY2025-Q4). CDMO divestiture netted against small remaining Atrion stub was immaterial.+
334.70
226.69
7
9
9
Oct 25Oct 26
EPS
+1
EPS +1GAAP EPS YoY +44.24% vs rev +8.78%, spread +35.46 percentage points (outside +5 percentage points → mechanical +1). GAAP EPS inflated because prior year included acquisition/restructuring charges depressing the base. operating income YoY +18.06%, spread +9.28 percentage points (outside +5 percentage points → +1). Both agree. Management adjusted EPS +15.05% YoY ($2.37 vs $2.06), spread +6.27 percentage points (outside +5 percentage points → +1). All three measures agree on +1.
+
Guidance+1Guidance +1Full-year guidance raised: sales from 1-6% to $2.860-2.980B, EPS from 6-12% to $11-11.60. Prior sales midpoint ~$2.898B, new ~$2.920B (+0.76%). Midpoint revision is positive.
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss