Nordson Corporation (NDSN) Earnings Call Transcripts

Nordson Corporation's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, Nordson Corporation reported record sales of $818 million, a 10% increase year-over-year, driven by strong organic growth of 12%. Adjusted earnings per share reached $3.25, exceeding guidance by $0.10 and reflecting a 19% increase from the prior year. Management raised full-year guidance, now expecting sales between $3.035 billion and $3.075 billion and adjusted earnings per share of $11.80 to $12, indicating robust order momentum and a strong backlog growth of 35%.

Reported metrics

Guidance from management

Management raised full-year guidance, now expecting sales between $3.035 billion and $3.075 billion and adjusted earnings per share of $11.80 to $12, reflecting strong order momentum and backlog growth.

What management said

But put all of it together, still the company delivering 32% EBITDA, each of the segments delivering best-in-class margins. So we are managing through all of these different pressure points, but continuing to stay focused on what is the best value creation opportunity for Nordson, which is really profitable growth. And that's what you're seeing play out in the first 9 months of the year as well as in the quarter.

I was just going to say the context I would give you on it is -- I think it was kind of what Naga is articulating. There's lots of opportunities, but these -- I'll use some baseball analogies. These tend to be more like singles, not home runs, lots of singles, not -- it's not like there's a big home run out there.

What analysts pressed on

Analysts expressed concerns about the sustainability of growth in the Advanced Technology Solutions segment and the impact of inflation on margins. There were questions regarding the visibility of backlog into 2027 and how lead times may affect future orders.

Main topics on the call

• Record Sales and Earnings — Nordson achieved record sales of $818 million in Q3, a 10% increase from the prior year, with adjusted EPS of $3.25, marking a 19% year-over-year growth. Management stated, "We achieved record sales of $818 million... in...
• Strong Backlog Growth — The company's backlog increased by 35% year-over-year, with all segments contributing to this growth. Management noted, "Order entry momentum continued to accelerate, driving backlog up 35% compared to the prior year."
• Segment Performance — All three business segments contributed to organic growth, with Advanced Technology Solutions (ATS) achieving a 28% sales increase. Management highlighted, "ATS was significantly higher than our long term [growth targets...
• Increased Full-Year Guidance — Management raised full-year guidance, expecting sales between $3.035 billion and $3.075 billion and adjusted EPS of $11.80 to $12. This reflects sustained order strength and confidence in future performance.

Read the full Nordson Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 34 Nordson Corporation earnings call transcripts on record, spanning February 20, 2020 to August 20, 2026. Based on this history, Nordson Corporation reports quarterly. The most recent call on file is dated August 20, 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

34

First call

February 20, 2020

Most recent

August 20, 2026

Reporting cadence

quarterly