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Nordson's Earnings Surpass Estimates in Q1, Revenues Up Y/Y
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Key Takeaways
Nordson's Q1 fiscal 2026 EPS rose 15% to $2.37, beating estimates as revenues grew 8.8% year over year.
NDSN's Advanced Technology Solutions sales jumped 23.1%, with organic growth of 20.7% in the quarter.
Nordson raised fiscal 2026 guidance, projecting sales of $2.86-$2.96B and EPS of $11-$11.60.
Nordson Corporation’s (NDSN - Free Report) first-quarter fiscal 2026 (ended Jan. 31, 2026) adjusted earnings of $2.37 per share surpassed the Zacks Consensus Estimate of $2.36. The bottom line increased 15% year over year.
Quarterly Results of NDSN
Nordson’s revenues were $669 million, up 8.8% from the year-ago fiscal quarter’s number, driven by strength in the Industrial Precision Solutions segment and contributions from acquired assets. However, revenues missed the consensus estimate of $651 million.
While organic sales increased 6.5% year over year, acquisitions/divestitures had a negative impact of 1.4% on sales. Foreign currency translation had a favorable impact of 3.7%.
On a regional basis, revenues from the Asia Pacific region were $225.1 million, up 25.2% year over year. Revenues generated from Europe increased 8.8% to $182.5 million, while the metric in the Americas decreased 2.2% to $261.9 million.
Nordson reports revenues under three segments. The segments are Industrial Precision Solutions, Medical and Fluid Solutions and Advanced Technology Solutions. A brief snapshot of the segmental sales is provided below:
Revenues from Industrial Precision Solutions amounted to $326.9 million, up 8.8% from the year-ago fiscal quarter’s level. The segment contributed 48.8% to NDSN’s top line in the quarter.
Organic sales decreased 3.2% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 5.6%.
Revenues from Medical and Fluid Solutions amounted to $193.2 million, down 0.2% from the year-ago fiscal quarter’s level. The segment contributed 28.9% to NDSN’s top line.
Organic sales increased 2.7% from the year-ago fiscal quarter’s level. Acquisitions/divestitures decreased sales by 4.3% while foreign currency translation had a positive impact of 1.4%.
Advanced Technology Solutions’ sales were $149.4 million, up 23.1% from the year-ago fiscal quarter’s figure. The metric represented 22.3% of Nordson’s revenues in the period.
Organic sales increased 20.7% from the year-ago fiscal quarter’s level. Foreign currency translation had a positive impact of 2.4%.
Nordson Corporation Price, Consensus and EPS Surprise
Nordson’s cost of sales increased 8.5% from the year-ago fiscal quarter’s level to $303.3 million. Gross profit was $366.1 million, up 9% from the year-ago fiscal quarter’s level. The gross margin increased 10 basis points (bps) to 54.7%.
Selling and administrative expenses increased 2.4% year over year to $199.7 million. Adjusted EBITDA was $203 million (up 7.9% year over year), the margin being 30%. Operating income was $166.4 million, up 18.1% year over year. Operating margin of 24.9% was up 200 basis points from the year-ago quarter.
Net interest expenses totaled $22.7 million, reflecting a 11.1% decrease from the year-ago fiscal quarter’s level.
Nordson’s Balance Sheet & Cash Flow
At the time of exiting the first quarter of fiscal 2026, Nordson’s cash and cash equivalents were $120.4 million compared with $108.4 million recorded at the end of fiscal 2025. Long-term debt was $1.94 billion compared with $1.68 billion recorded at the end of fiscal 2025.
In the first three months of fiscal 2026, NDSN generated net cash of $140.4 million from operating activities, down 11.7% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $17.5 million, down 18.2% from the year-ago fiscal period.
NDSN’s Dividends/Share Buyback
In the first three months of fiscal 2026, Nordson paid out dividends of $45.8 million, up 2.7% from $44.6 million in the previous fiscal year period.
Treasury purchase shares amounted to $86 million, up from $43.1 million in the year-ago period.
NDSN’s Outlook
For fiscal 2026 (ending October 2026), NDSN has increased its guidance. The company now projects sales to be in the range of $2.86-$2.96 billion compared with of $2.83-$2.95 billion expected earlier. Nordson expects adjusted earnings of $11-$11.60 per share compared with $10.80-$11.50 anticipated before.
For second-quarter fiscal 2026 (ending April 2026), it expects to generate sales in the band of $710-$740 million, with adjusted earnings of $2.70-$2.90 per share.
Graco Inc. (GGG - Free Report) posted quarterly earnings of 77 cents per share in the fourth quarter of 2025, in line with the Zacks Consensus Estimate. This compares with earnings of $0.64 per share a year ago.
Graco posted revenues of $593.2 million for the quarter, surpassing the Zacks Consensus Estimate by 1.39%. This compares with year-ago revenues of $548.67 million.
Baker Hughes Company (BKR - Free Report) reported fourth-quarter 2025 adjusted earnings of 78 cents per share, which beat the Zacks Consensus Estimate of 67 cents. The bottom line also increased from the year-ago level of 70 cents.
Total quarterly revenues of $7,386 million beat the Zacks Consensus Estimate of $7,056 million. The top line also increased from the year-ago quarter’s $7,364 million.
3M Company (MMM - Free Report) delivered adjusted earnings of $1.83 per share in the fourth quarter of 2025, which surpassed the Zacks Consensus Estimate of $1.82. The company reported earnings of $1.68 per share in the year-ago quarter.
MMM’s adjusted revenues of $6.00 billion missed the consensus estimate of $6.08 billion. On an adjusted basis, organic revenues increased 2.2% year over year.
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Nordson's Earnings Surpass Estimates in Q1, Revenues Up Y/Y
Key Takeaways
Nordson Corporation’s (NDSN - Free Report) first-quarter fiscal 2026 (ended Jan. 31, 2026) adjusted earnings of $2.37 per share surpassed the Zacks Consensus Estimate of $2.36. The bottom line increased 15% year over year.
Quarterly Results of NDSN
Nordson’s revenues were $669 million, up 8.8% from the year-ago fiscal quarter’s number, driven by strength in the Industrial Precision Solutions segment and contributions from acquired assets. However, revenues missed the consensus estimate of $651 million.
While organic sales increased 6.5% year over year, acquisitions/divestitures had a negative impact of 1.4% on sales. Foreign currency translation had a favorable impact of 3.7%.
On a regional basis, revenues from the Asia Pacific region were $225.1 million, up 25.2% year over year. Revenues generated from Europe increased 8.8% to $182.5 million, while the metric in the Americas decreased 2.2% to $261.9 million.
Nordson reports revenues under three segments. The segments are Industrial Precision Solutions, Medical and Fluid Solutions and Advanced Technology Solutions. A brief snapshot of the segmental sales is provided below:
Revenues from Industrial Precision Solutions amounted to $326.9 million, up 8.8% from the year-ago fiscal quarter’s level. The segment contributed 48.8% to NDSN’s top line in the quarter.
Organic sales decreased 3.2% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 5.6%.
Revenues from Medical and Fluid Solutions amounted to $193.2 million, down 0.2% from the year-ago fiscal quarter’s level. The segment contributed 28.9% to NDSN’s top line.
Organic sales increased 2.7% from the year-ago fiscal quarter’s level. Acquisitions/divestitures decreased sales by 4.3% while foreign currency translation had a positive impact of 1.4%.
Advanced Technology Solutions’ sales were $149.4 million, up 23.1% from the year-ago fiscal quarter’s figure. The metric represented 22.3% of Nordson’s revenues in the period.
Organic sales increased 20.7% from the year-ago fiscal quarter’s level. Foreign currency translation had a positive impact of 2.4%.
Nordson Corporation Price, Consensus and EPS Surprise
Nordson Corporation price-consensus-eps-surprise-chart | Nordson Corporation Quote
Nordson’s Margin Profile
Nordson’s cost of sales increased 8.5% from the year-ago fiscal quarter’s level to $303.3 million. Gross profit was $366.1 million, up 9% from the year-ago fiscal quarter’s level. The gross margin increased 10 basis points (bps) to 54.7%.
Selling and administrative expenses increased 2.4% year over year to $199.7 million. Adjusted EBITDA was $203 million (up 7.9% year over year), the margin being 30%. Operating income was $166.4 million, up 18.1% year over year. Operating margin of 24.9% was up 200 basis points from the year-ago quarter.
Net interest expenses totaled $22.7 million, reflecting a 11.1% decrease from the year-ago fiscal quarter’s level.
Nordson’s Balance Sheet & Cash Flow
At the time of exiting the first quarter of fiscal 2026, Nordson’s cash and cash equivalents were $120.4 million compared with $108.4 million recorded at the end of fiscal 2025. Long-term debt was $1.94 billion compared with $1.68 billion recorded at the end of fiscal 2025.
In the first three months of fiscal 2026, NDSN generated net cash of $140.4 million from operating activities, down 11.7% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $17.5 million, down 18.2% from the year-ago fiscal period.
NDSN’s Dividends/Share Buyback
In the first three months of fiscal 2026, Nordson paid out dividends of $45.8 million, up 2.7% from $44.6 million in the previous fiscal year period.
Treasury purchase shares amounted to $86 million, up from $43.1 million in the year-ago period.
NDSN’s Outlook
For fiscal 2026 (ending October 2026), NDSN has increased its guidance. The company now projects sales to be in the range of $2.86-$2.96 billion compared with of $2.83-$2.95 billion expected earlier. Nordson expects adjusted earnings of $11-$11.60 per share compared with $10.80-$11.50 anticipated before.
For second-quarter fiscal 2026 (ending April 2026), it expects to generate sales in the band of $710-$740 million, with adjusted earnings of $2.70-$2.90 per share.
NDSN Zacks Rank
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Companies
Graco Inc. (GGG - Free Report) posted quarterly earnings of 77 cents per share in the fourth quarter of 2025, in line with the Zacks Consensus Estimate. This compares with earnings of $0.64 per share a year ago.
Graco posted revenues of $593.2 million for the quarter, surpassing the Zacks Consensus Estimate by 1.39%. This compares with year-ago revenues of $548.67 million.
Baker Hughes Company (BKR - Free Report) reported fourth-quarter 2025 adjusted earnings of 78 cents per share, which beat the Zacks Consensus Estimate of 67 cents. The bottom line also increased from the year-ago level of 70 cents.
Total quarterly revenues of $7,386 million beat the Zacks Consensus Estimate of $7,056 million. The top line also increased from the year-ago quarter’s $7,364 million.
3M Company (MMM - Free Report) delivered adjusted earnings of $1.83 per share in the fourth quarter of 2025, which surpassed the Zacks Consensus Estimate of $1.82. The company reported earnings of $1.68 per share in the year-ago quarter.
MMM’s adjusted revenues of $6.00 billion missed the consensus estimate of $6.08 billion. On an adjusted basis, organic revenues increased 2.2% year over year.