Nordson Q1 Earnings Call Highlights

2 days ago 4

MarketBeat

Thu, February 19, 2026 astatine 9:27 AM CST 8 min read

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Record quarter: Nordson posted Q1 income of $669 cardinal (up 9% year-over-year, 7% organic), adjusted EPS of $2.37 (up 15%), and escaped currency travel of $123 cardinal with currency conversion supra 100%, and absorption raised full-year guidance to $2.86–$2.98 billion successful income and $11.00–$11.60 adjusted EPS.
Advanced Technology Solutions led growth: ATS income were $149 million, up 23% (21% organic), driven mostly by semiconductor-related electronics dispense and recovering test/inspection demand, with semiconductors representing astir fractional of ATS revenue.
Profitability and superior deployment: EBITDA deed a grounds $203 cardinal (30% margin) though margins were pressured by Asia-heavy premix successful IPS, and the institution returned superior via $82 cardinal successful buybacks and $46 cardinal successful dividends portion carrying astir $1.9 cardinal nett indebtedness (2.1x leverage).
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Nordson (NASDAQ:NDSN) reported fiscal 2026 first-quarter results that absorption said reflected broad-based request trends, including peculiar spot tied to semiconductor-related products successful its Advanced Technology Solutions segment. The institution posted grounds first-quarter income of $669 million, up 9% from $615 cardinal a twelvemonth earlier, with 7% wide integrated growth.

President and CEO Sundaram Nagarajan said the institution entered fiscal 2026 “optimistic astir extremity marketplace request trends” and highlighted grounds first-quarter sales, grounds adjusted net per share, and escaped currency travel of $123 million. Management besides pointed to currency travel conversion “over 100% of nett income” and said currency was utilized to repurchase shares, wage dividends, support leverage, and proceed investing successful the business.

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Executive Vice President and CFO Daniel Hopgood said integrated maturation was “driven by robust request successful Asia crossed astir of our extremity markets,” with notable spot successful precocious exertion merchandise lines tied to semiconductor demand. Currency translation contributed an further 4% to income and was partially offset by a tiny divestiture completed successful the 4th fourth of fiscal 2025.

Adjusted operating nett accrued 10% year-over-year to $166 million. EBITDA roseate 8% to a first-quarter grounds $203 million, and EBITDA borderline was 30%, successful enactment with the anterior year. Hopgood said margins were influenced by the geographic and merchandise premix of income growth, noting that maturation was concentrated successful Asia wherever gross margins are mostly lower, peculiarly connected strategy sales, resulting successful little incremental margins that absorption expects to normalize implicit time.

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