EarningsQ3 2026 Earnings Report
MX:NDSN Q3 2026 EPS Results
Actual EPS$59.02
Consensus EPS$56.19
Beat/MissBeat by +$2.83
One Year Ago EPS$49.58
MX:NDSN Q3 2026 Revenue Results
Actual Revenue$14.85B
Expected Revenue$14.16B
Beat/MissBeat by +$693.39M
YoY Revenue Growth+10.27%
Earnings Announcement Details
QuarterQ3 2026
Date08/19/2026
TimeAfter Close
Conference CallWednesday, August 19, 2026
MX:NDSN Upcoming Earnings
Nordson's next earnings date is estimated for December 16, 2026, based on past reporting schedules.
Q3 2026 Earnings Call Audio
MX:NDSN Q3 2026 Earnings Call
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Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: the company reported record sales, record EBITDA and adjusted EPS, strong free cash flow and a materially increased backlog, and it raised full-year guidance. Segment performance was strong across the board with exceptional outperformance in Advanced Technology Solutions and solid showings in Medical & Fluid Solutions. Headwinds include a noncash mark-to-market charge, ongoing inflationary pressures, a divestiture that reduced comparable medical sales, and concentration of upside in a cyclical segment (ATS) that may face tougher comparables next year. Overall financial strength (cash generation, deleveraging, margins) and constructive guidance outweighed the limited headwinds.Company Guidance
Record Quarterly Sales
Third-quarter sales of $818 million, a 10% increase year-over-year (prior year $742 million); included 12% overall organic growth and effectively neutral currency impact.
All-Time Record Profitability
EBITDA of $262 million (all-time record), up 10% year-over-year, representing 32% of sales; adjusted operating profit of $226 million (28% of sales).
Record Adjusted EPS and Strong GAAP Results
Adjusted earnings per share of $3.25 (all-time record), up 19% year-over-year and $0.10 above the high end of guidance; GAAP net income of $153 million or $2.73 per share.
Robust Cash Generation and Deleveraging
Free cash flow of $237 million in the quarter, representing 144% conversion of net income (quarter); cash on hand $113 million and net debt approximately $1.6 billion with leverage ratio reduced to 1.7x.
Backlog and Order Momentum
Backlog up 35% year-over-year, broadly based across all three segments; management notes normal turnover (~6 months) and no elongation of lead times.
Segment Outperformance — Advanced Technology Solutions (ATS)
ATS achieved an all-time quarterly record: sales $220 million, up 28% year-over-year (31% organic); EBITDA $66 million, up 58% year-over-year with a 30% EBITDA margin (improved from 24%).
Strong Medical & Fluid Solutions (MFS) Performance
MFS sales of $231 million (quarterly record), up 5% year-over-year and ~11% organic growth (divestiture of medical contract manufacturing reduced comparable sales by ~6%); EBITDA $88 million (38% margin), up 6% year-over-year and improved sequential margins.
Industrial Precision Solutions (IPS) Stability
IPS sales $367 million, up 5% year-over-year (3% organic); EBITDA $130 million (35% margin) demonstrating stability while management prioritizes growth and margin protection.
Upgraded Full-Year Guidance
Full-year fiscal 2026 sales guidance raised to $3.035 billion–$3.075 billion and adjusted EPS guidance to $11.80–$12.00, based on sustained order strength and backlog.
Lower Net Interest Expense
Net interest expense of $20 million in the quarter, a decrease of over $5 million year-over-year due to deleveraging and lower borrowing costs.
MX:NDSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed