10-Q · May 21, 2026
Nordson Corporation reported strong Q2 2026 results with revenue of $740.8 million, a 8.5% increase year-over-year. Diluted EPS rose to $2.86, exceeding estimates, and management expects continued growth driven by…
Earnings analysis · 10-Q
NDSN earnings analysis
Filed August 20, 2026 · Our reading of the company's report
The latest report
Nordson delivered record third-quarter revenue of $817.667 million, beating consensus by 4.9%, while adjusted EPS of $3.25 exceeded the $3.09 estimate. GAAP diluted EPS was lower at $2.73, but management raised…
Read full summary
Nordson delivered record third-quarter revenue of $817.667 million, beating consensus by 4.9%, while adjusted EPS of $3.25 exceeded the $3.09 estimate. GAAP diluted EPS was lower at $2.73, but management raised full-year sales guidance to $3.035-$3.075 billion and adjusted EPS guidance to $11.80-$12.00. Backlog growth of 35% year over year provides positive demand visibility, although the adjusted-to-GAAP earnings gap and repurchase funding through cash and borrowings remain considerations.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $2.73
What stood out
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Record revenue beat estimates
Third-quarter revenue reached a record $817.667 million, up from $741 million in the prior quarter and $742 million in the prior-year quarter. Revenue exceeded the $779.354 million consensus estimate by 4.9%.
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Adjusted EPS beat; GAAP EPS lower
Adjusted EPS was a record $3.25, 5.2% above the $3.09 consensus estimate. GAAP diluted EPS was $2.73, reflecting a $0.52 difference from adjusted EPS.
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Full-year guidance raised
Full-year sales guidance was raised to $3.035-$3.075 billion, while adjusted EPS guidance was raised to $11.80-$12.00.
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Backlog growth improved visibility
Backlog increased 35% year over year, supporting continued demand visibility into future periods.
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Share repurchases continued
The company repurchased 101,401 shares under announced programs during the quarter, at an average price of $287.34 per share; $569,444 remained available under existing authorizations.
What to watch
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Adjusted-to-GAAP earnings gap
GAAP diluted EPS of $2.73 was below the $3.09 consensus estimate, despite adjusted EPS of $3.25; the $0.52 adjusted-to-GAAP gap indicates material non-operating or non-cash items affecting reported earnings.
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Capital returns use cash and borrowings
The company repurchased 102,153 shares during the quarter and states that the program will be funded with cash from operations and proceeds from borrowings under its credit facilities; $569,444 remained available for repurchases at July 31, 2026.
Management's outlook
Full-year adjusted EPS guidance was raised to $11.80-$12.00 and full-year sales guidance to $3.035-$3.075 billion. The 10-Q extract does not provide separate quarterly numeric guidance.
Earlier filings 4
10-Q · February 19, 2026
Nordson reported Q1 sales of $669,461,000 (vs. $615,420,000 a year earlier) and diluted EPS of $2.38 (vs. $1.65). Gross margin was 54.7% and operating profit was $166,405,000, supported by a $20,837,000 other‑income…
10-Q · May 29, 2025
Nordson reported quarterly sales of $682,938,000 and diluted EPS of $1.97 for the three months ended April 30, 2025. Revenue rose versus the prior-year quarter while operating profit was essentially flat; higher…
10-K · December 20, 2023
Nordson positions itself as a precision-technology company executing its Ascend strategy (launched in 2021) to drive top-tier revenue growth and leading margins via the NBS Next framework, Owner Mindset and Winning…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.