Nordson Corporation (NDSN) Earnings Call Transcripts

Nordson Corporation's Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, Nordson Corporation reported record sales of $741 million, an 8% increase year-over-year, driven by strong organic growth across all segments. Adjusted earnings per share reached $2.86, exceeding guidance by $0.06 and marking an 18% increase from the prior year. Management raised full-year guidance, now expecting sales between $2.930 billion and $3.010 billion and adjusted earnings per share between $11.30 and $11.80, reflecting confidence in ongoing demand momentum and backlog growth of 18%.

Reported metrics

Guidance from management

Management raised its full-year sales guidance to between $2.930 billion and $3.010 billion and adjusted earnings per share guidance to between $11.30 and $11.80, reflecting confidence in demand momentum and backlog growth.

What management said

Yes. Just to add to that, Matt, what I would tell you is the medical business order entry and backlog buildup allows us to have this confidence that we are returning to normalized growth in this segment.

I think additionally, what I would tell you, if you look at our backlog and where these components are coming from, all segments are contributing. And that is, for us, probably the most exciting part is that our -- all of our businesses are contributing. And so the momentum across the company is strong, and that's why you see us increasing guidance. .

What analysts pressed on

Analysts expressed concerns regarding the inflationary environment impacting margins, particularly in the Industrial Precision Solutions segment. There were also inquiries about the sustainability of growth in the medical segment and the potential for macroeconomic factors to affect order activity in the second half of the year.

Main topics on the call

• Record Sales and Earnings — Nordson achieved record sales of $741 million in Q2 2026, an 8% increase from $683 million in Q2 2025. Adjusted EPS of $2.86 was an 18% increase year-over-year, with management stating, "We built upon the momentum of the...
• Strong Order Backlog — The company reported an 18% increase in backlog compared to the prior year, indicating robust order entry momentum across all segments. Management noted, "Order entry momentum continued throughout the quarter with accele...
• Acquisition of CapstanAG — Nordson acquired CapstanAG, a precision agriculture technology company, for 9x adjusted EBITDA. This acquisition is expected to enhance Nordson's precision agriculture portfolio and was described as a strategic move to g...
• Improved Cash Flow Generation — The company reported free cash flow of $170 million, achieving a conversion rate of over 100% of net income. This strong cash flow allows for shareholder returns and reinvestment in growth, with management stating, "Our ...

Read the full Nordson Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 Nordson Corporation earnings call transcripts on record, spanning February 20, 2020 to May 21, 2026. Based on this history, Nordson Corporation reports quarterly. The most recent call on file is dated May 21, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NDSN

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

32

First call

February 20, 2020

Most recent

May 21, 2026

Reporting cadence

quarterly