NASDAQ$NDSN

Nordson Corporation · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Nordson Corporation reported record first quarter fiscal 2026 results with increased full year guidance.

Nordson Corporation achieved record first quarter sales of $669 million, a 9% increase year-over-year, driven by strong organic growth across all segments, particularly in the semiconductor space. Diluted earnings per share increased by 44% to $2.38, and adjusted diluted earnings per share rose by 15% to a record $2.37. The company also increased its full-year guidance for sales and earnings.

  • Sales reached a first quarter record of $669 million, marking a 9% increase year-over-year.
  • Diluted earnings per share were $2.38, a 44% increase from the prior year.
  • Adjusted earnings per diluted share set a first quarter record at $2.37, up 15% year-over-year.
  • Backlog grew approximately 4% year-over-year, contributing to increased full year guidance for sales and earnings.

Headline financials

Total Revenue

$669M

Previous: $615M+8.8%
EPS

$2.38

Previous: $2.06+15.5%
EBITDA

$203M

Previous: $188M+7.9%
EBITDA Margin

30.0%

Previous: 31.0%-3.2%
Gross Margin

54.7%

Previous: 54.6%+0.2%
Capital Expenditures

-$17.5M

Previous: -$21.4M+18.2%
Free Cash Flow

$116M

No prior period
Net Income

$133M

Previous: $94.7M+40.9%
Operating Income

$166M

Previous: $141M+18.1%
Gross Profit

$366M

Previous: $336M+9.0%
Cash & Equivalents

$120M

No prior period
Total Assets

$5.96B

No prior period

Revenue & EPS history

Nordson · Revenue · Quarterly

$669M

Q1 2026+8.8%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Nordson · $741M total across 3 segments · Q2 2026

  • Industrial Precision Solutions
    $350M
  • Medical and Fluid Solutions
    $213M
  • Advanced Technology Solutions
    $178M

Forward guidance

Nordson Corporation is increasing its full year fiscal 2026 guidance for sales and adjusted earnings per diluted share, reflecting a strong first quarter performance and increased backlog.

Tailwinds

  • Second quarter fiscal 2026 sales are forecasted to be in the range of $710 million to $740 million.
  • Second quarter adjusted earnings are forecasted to be in the range of $2.70 to $2.90 per diluted share.
  • Full year sales are now expected to be in the range of $2,860 million to $2,980 million.
  • Full year adjusted earnings are expected to be in the range of $11.00 to $11.60 per diluted share.
  • Increased backlog (up approximately 4% year-over-year) and broad-based order entry momentum, particularly in the ATS segment, position the company well for future growth.

Headwinds

  • No specific negative forward guidance points were explicitly stated in the provided text.
  • The company acknowledges potential risks including U.S. and international economic and political conditions.
  • Financial and market conditions, currency exchange rates, and devaluations could impact future results.
  • The ability to successfully integrate acquisitions or divest businesses could pose challenges.
  • Changes in U.S. trade policy, trade agreements, and geopolitical events (e.g., conflicts, natural disasters) are noted as potential risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.3%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-0.5%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+15.8%

Q4 2017

Best reaction

-14.8%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.8%
Q1 2026-1.7%-1.5%-12.2%
Q4 2025-0.3%+0.0%+10.5%
Q3 2025+2.9%+6.0%+5.4%
Q2 2025+6.8%+8.5%+9.9%
Q1 2025+0.3%-1.3%-6.4%
Q4 2024-9.4%-11.4%-20.9%
Q3 2024+6.9%+7.4%+6.7%
Q2 2024-10.5%-12.4%-14.5%
Q1 2024+3.5%+2.6%+1.7%
Q4 2023+5.1%+7.1%+5.8%
Q3 2023+1.5%+2.7%-2.0%
Q2 2023+1.1%+1.7%+8.8%
Q1 2023-13.9%-10.5%-15.6%
Q4 2022+1.5%-2.1%+2.3%
Q3 2022-2.1%-4.7%-10.4%
Q2 2022+2.7%+7.1%-3.8%
Q1 2022-3.5%-0.9%-1.1%
Q4 2021-5.9%-7.2%-9.9%
Q3 2021+2.2%+3.4%+4.0%
Q2 2021+7.4%+9.8%+8.0%
Q1 2021-0.0%+2.4%+6.3%
Q4 2020-2.9%-0.5%+1.2%
Q3 2020-7.1%-8.5%-6.6%
Q2 2020+1.7%+1.0%+12.4%
Q1 2020-0.3%-4.6%-37.9%
Q4 2019-1.6%-0.5%-1.2%
Q3 2019-3.0%-4.6%+5.9%
Q2 2019-1.0%-5.4%-1.6%
Q1 2019-3.0%-0.5%-8.1%
Q4 2018+7.7%+3.7%+10.9%
Q3 2018-0.9%+0.7%+7.1%
Q2 2018-4.2%-5.5%-3.3%
Q1 2018-2.0%-1.3%-3.9%
Q4 2017+15.8%+14.5%+19.5%
Q3 2017-10.2%-12.3%-5.3%
Q2 2017-5.9%-7.6%-8.2%
Q1 2017+0.1%+0.5%+2.0%
Q4 2016+5.2%+7.2%+7.0%
Q3 2016+10.6%+8.0%+7.1%
Q2 2016+15.7%+16.8%+12.2%
Q1 2016+9.1%
Q4 2015-8.1%
Q3 2015-14.8%
Q2 2015-1.4%
Q1 2015+0.0%
Q4 2014+2.3%
Q3 2014+0.8%
Q2 2014+9.2%
Q1 2014+2.0%
Q4 2013-2.3%
Q3 2013+0.1%
Q2 2013-7.4%
Q1 2013-9.8%
Q4 2012-1.4%
Q3 2012+10.6%
Q2 2012+10.5%
Q1 2012+5.0%
Q4 2011-1.9%
Q3 2011-3.0%
Q2 2011-1.1%
Q1 2010+1.5%
Q1 2011+3.3%
Q2 2010+2.1%
Q4 2010+2.1%
Q4 2008+2.1%
Q4 2009+0.2%
Q3 2009+0.2%
Q3 2010+0.2%

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