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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Nordson
Nordson (NDSN) investor relations material
Nordson Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary19 Feb, 2026
Executive summary
Achieved record first quarter sales of $669.5 million, up 9% year-over-year, with 7% organic growth and broad-based segment contributions, especially from Advanced Technology Solutions (ATS) and strong Asia Pacific demand.
Net income rose to $133.4 million, or $2.38 per diluted share, a 44% increase year-over-year, benefiting from a non-cash gain on a minority technology investment.
Adjusted EPS reached $2.37, up 15% from the prior year, exceeding guidance midpoint.
EBITDA reached a record $203 million, representing 30% of sales, up 8% year-over-year, with strong cash flow performance.
Backlog increased approximately 4% year-over-year, supporting a positive outlook.
Financial highlights
Net sales: $669.5 million, up from $615.4 million year-over-year, with 7% organic growth and a 4% positive currency impact, partially offset by a small divestiture.
Adjusted operating profit grew 10% to $166.4 million; EBITDA margin held at 30% despite mix headwinds.
Net income was $133.4 million ($2.38 per share); adjusted EPS was $2.37, up 15% year-over-year.
Gross margin was 54.7%, nearly flat compared to 54.6% in the prior year.
Free cash flow was $123 million, with a conversion rate of 105% for the third consecutive quarter.
Outlook and guidance
Second quarter sales expected between $710 million and $740 million; adjusted EPS forecasted at $2.70–$2.90.
Full-year sales guidance raised to $2.86–$2.98 billion (up 4.5% at midpoint); adjusted EPS guidance increased to $11–$11.60 (up 10% at midpoint).
Backlog grew approximately 4% year-over-year, with strong order entry trends, especially in ATS.
Guidance assumes continued electronics momentum and modest improvement in industrial/automotive; lower end assumes potential demand pullback in H2.
Non-cash gain impact on Q1 EPS quality
Why did IPS EBITDA margin decline?
Details on 'inflecting end markets' beyond semi?
Future reporting of minority investment gains
IPS margin normalization timeline
ATS non-dispense semi growth drivers
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Next Nordson earnings date
Q2 202628 May, 2026
Nordson
Next Nordson earnings date
Q2 202628 May, 2026
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Frequently asked questions
Founded in 1935, Nordson Corporation is a highly diversified global corporation that engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids. The company's global sales network includes over 440 wholly owned subsidiaries and distributors in some 100 countries. With manufacturing facilities located in the United States and 16 other countries, Nordson has places of business in North America (Ann Arbor, Chicago, Cleveland and Cincinnati), Asia Pacific (Singapore and Taiwan), Latin America (Sao Paulo), Europe (Leipzig and Milan), and Mexico. Nordson Corporation is based in Westlake, Ohio.
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