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Nordson Gears Up to Report Q3 Earnings: What's in the Cards?

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Key Takeaways

  • Nordson's Q3 revenues are expected to rise 5.1%, while adjusted EPS is projected to increase 13.2%.
  • Industrial Precision Solutions may benefit from demand in coating, polymer processing and packaging.
  • Advanced Technology Solutions is expected to gain from healthy demand for electronics dispense systems.

Nordson Corporation (NDSN - Free Report) is scheduled to release third-quarter fiscal 2026 (ended July 31) results on Aug. 19, after market close.

The Zacks Consensus Estimate for fiscal third-quarter earnings has remained steady in the past 60 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 2.3%.

The consensus estimate for fiscal third-quarter revenues is pegged at $779 million, suggesting growth of 5.1% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $3.09 per share, indicating a 13.2% 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 Q3 Results

The Industrial Precision Solutions segment’s results are likely to benefit from growing demand for industrial coating and polymer processing systems. 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 $364 million, indicating a 3.7% increase from the year-ago figure.

The Advanced Technology Solutions segment is expected to have benefited on the back of healthy demand for electronics dispense systems. The consensus mark for the segment’s revenues is pegged at $191 million, indicating a 11.7% increase from the year-ago figure.

Increased demand for engineered fluid solutions and medical 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 $224 million, indicating a 2.3% increase from the year-ago figure.

In March 2026, Nordson acquired CapstanAG to strengthen its precision agriculture portfolio and expand its presence in North America. The buyout, which enhanced the company’s portfolio of advanced solutions for fluid management and precision spraying, is expected to have boosted its top line during the quarter.

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 margins 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, Consensus and EPS Surprise

Nordson Corporation Price, Consensus and EPS Surprise

Nordson Corporation price-consensus-eps-surprise-chart | 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 $3.09 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 3. 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 91 cents per share in the second quarter of 2026, beating the Zacks Consensus Estimate of 81 cents per share. This compares with earnings of 75 cents per share a year ago.

Graco posted revenues of $591 million for the quarter, missing the Zacks Consensus Estimate by 3%. This compares with year-ago revenues of $572 million.

Stanley Black & Decker, Inc. (SWK - Free Report) reported second-quarter 2026 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate of $1.20. The bottom line increased 45.4% year over year.

Stanley Black’s net sales of $3.96 billion beat the consensus estimate of $3.93 billion. The top line increased 0.4% from the year-ago quarter.

Ingersoll Rand Inc. (IR - Free Report) reported second-quarter 2026 adjusted earnings of 86 cents per share, which surpassed the Zacks Consensus Estimate of 83 cents. The bottom line increased 7.5% year over year.

Total revenues of $2.05 billion beat the consensus estimate of $1.96 billion. The top line increased 8.5% year over year.

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