NDSN
FY2026 Q2 · Calendar Q2 2026
Nordson Corporation
Nordson delivered its second consecutive quarter of record results, with Q2 FY2026 sales of $741 million (up 8% YoY, 7% organic) and record EBITDA of $235 million at a 32% margin. All three segments contributed to organic growth. The company raised full-year guidance for the second straight quarter, now pointing to $2.93–$3.01 billion in sales and $11.30–$11.80 in adjusted EPS. Backlog grew 18% organically, providing visibility into second-half demand. The CapstanAG acquisition expands precision agriculture, while a zero-cash pension annuitization de-risks the balance sheet. Management tone remained confident, though inflationary costs, tariff pressures, and a regulatory-driven medical product change pose near-term margin headwinds.
EPS surprise+1.4%
Market move+3.8%
