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Nordson Gears Up to Report Q2 Earnings: What's in the Offing?

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Key Takeaways

  • NDSN is expected to post 7% revenue growth and 16.5% higher adjusted earnings in Q2.
  • Nordson may benefit from strong semiconductor, electronics dispense and automotive demand.
  • NDSN faces pressure from rising labor, raw material and foreign currency-related costs.

Nordson Corporation (NDSN - Free Report) is scheduled to release second-quarter fiscal 2026 (ended April 30) results on May 20, after market close.

The Zacks Consensus Estimate for fiscal second-quarter earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters. The average surprise was 2.5%.

The consensus estimate for fiscal second-quarter revenues is pegged at $731 million, suggesting growth of 7% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $2.82 per share, indicating a 16.5% increase from the year-ago quarter’s number.

Let’s see how things have shaped up for Nordson this earnings season.

Factors to Note Ahead of NDSN’s Q2 Results

The Industrial Precision Solutions segment’s results are likely to benefit from growing demand for industrial and automotive product lines. Continued investments in packaging, product assembly and precision agriculture end markets are expected to have boosted revenues. The consensus mark for the segment’s revenues is pegged at $337 million, indicating a 5.6% increase from the year-ago figure.

The Advanced Technology Solutions segment is expected to have benefited on the back of increased demand for semiconductor application products. Also, a rise in demand for electronics dispense systems is expected to support the segment’s results.  The consensus mark for the segment’s revenues is pegged at $190 million, indicating a 18.8% increase from the year-ago figure.

Increased demand for fluid solutions product lines is likely to have aided the Medical and Fluid Solutions segment in the to-be-reported quarter. The consensus mark for the segment’s revenues is pegged at $213 million, indicating a 4.9% increase from the year-ago figure.

However, rising costs and operating expenses have been concerns for Nordson for some time now. The impacts of high labor and raw material costs are likely to have affected its margin and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance.

Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability.

Nordson Corporation Price and EPS Surprise

Nordson Corporation Price and EPS Surprise

Nordson Corporation price-eps-surprise | Nordson Corporation Quote

Earnings Whispers for NDSN

Our proven model does not conclusively predict an earnings beat for NDSN this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.

Earnings ESP: NDSN has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $2.82 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Zacks Rank: NDSN presently carries a Zacks Rank of 2. 

You can see the complete list of today’s Zacks #1 Rank stocks here.

Performance of Other Companies

Graco Inc. (GGG - Free Report) posted quarterly earnings of 66 cents per share in the first quarter of 2026, missing the Zacks Consensus Estimate of 75 cents per share. This compares with earnings of 70 cents per share a year ago.

Graco posted revenues of $540.1 million for the quarter, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $528.3 million.

Stanley Black & Decker, Inc. (SWK - Free Report) reported first-quarter 2026 adjusted earnings of 80 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 6.7% year over year.

Stanley Black’s net sales of $3.85 billion beat the consensus estimate of $3.74 billion. The top line increased 2.7% from the year-ago quarter.

Ingersoll Rand Inc. (IR - Free Report) reported first-quarter 2026 adjusted earnings of 77 cents per share, which surpassed the Zacks Consensus Estimate of 74 cents. The bottom line increased 7% year over year.

Total revenues of $1.85 billion beat the consensus estimate of $1.83 billion. The top line increased 7.6% year over year.

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