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Source document· February 19, 2026

Nordson Q1 Earnings Call Highlights

View original at finance.yahoo.com

Nordson Q1 Earnings Call Highlights Nordson logo Key Points Record quarter: Nordson posted Q1 sales of $669 million (up 9% year-over-year, 7% organic), adjusted EPS of $2.37 (up 15%), and free cash flow of $123 million with cash conversion above 100%, and management raised full-year guidance to $2.86–$2.98 billion in s…

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There is no fundamental change in the margin outlook and approximately 40% incremental margins are a normal ongoing expectation
80% confidence
AMI (acoustic/optical inspection) followed two really strong years of growth and is expected to grow again this year
80% confidence
Semiconductor applications represent approximately 50% of ATS revenue
80% confidence
Organic growth was driven by robust demand in Asia across most of our end markets
80% confidence
Winter storms at the end of January temporarily impacted production and certain medical supply chain activity, estimated at about 1% sales impact
80% confidence
The company entered fiscal 2026 optimistic about end market demand trends
80% confidence
X-ray test and inspection systems are beginning to inflect after being down last year
80% confidence
Nordson is positioned across the semiconductor supply chain both technologically and geographically
80% confidence
The low end of guidance assumes a broader pullback in demand in the second half, which the company does not currently see but views as prudent to plan for
80% confidence
Backlog entering Q2 was up approximately 4% year-over-year with broad-based order momentum and strength in ATS
80% confidence
The high end of full-year sales range assumes continued momentum from electronics end markets and modest improvement in industrial and automotive product lines
80% confidence
Quality control needs are expanding opportunities for test and inspection in semiconductor advanced packaging
80% confidence
Without the late-quarter storm-related disruption, medical organic performance would have been about 4%
80% confidence