Nordson (NDSN) Q1 2026 Earnings Call Transcript

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Thursday, February 19, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Sundaram Nagarajan

• Executive Vice President and Chief Financial Officer — Daniel R. Hopgood

• Vice President of Investor Relations and Corporate Communications — Lara L. Mahoney

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This is Lara L. Mahoney, Vice President of Investor Relations and Corporate Communications. I'm present with Sundaram Nagarajan, our President and Chief Executive Officer, and Daniel R. Hopgood, Executive Vice President and Chief Financial Officer. We invited you to our league telephone today, Thursday, February 19, to study Nordson Corporation’s fiscal 2026 archetypal 4th results. You tin find some our property merchandise arsenic good arsenic our webcast descent presumption that we volition notation to connected today's telephone connected our website astatine www.nordson.com/investors. This league telephone is being broadcast unrecorded connected our capitalist website and volition beryllium disposable determination for 30 days. During this league call, we volition marque references to non-GAAP fiscal metrics.

We person provided a reconciliation of these metrics to the astir comparable GAAP metric successful the property merchandise issued yesterday. Before we begin, delight notation to descent 2 of our presentation, wherever we enactment that definite statements regarding our aboriginal show that are made during this telephone whitethorn beryllium forward-looking based upon Nordson Corporation’s existent expectations. These statements whitethorn impact a fig of risks, uncertainties, and different factors arsenic discussed successful the company's filings with the Securities and Exchange Commission that could origin existent results to differ. Moving to today's docket connected descent three, Naga volition sermon archetypal 4th highlights.

He volition past crook the telephone implicit to Dan to reappraisal income and net show for the full institution and the 3 concern segments. Dan volition besides sermon the equilibrium expanse and currency flow. Naga volition past stock a high-level commentary astir endeavor show and supply an update connected the fiscal 2026 2nd 4th and afloat twelvemonth guidance. We volition past beryllium blessed to instrumentality your questions. With that, I'll crook to descent 4 and crook the telephone implicit to Naga.

Sundaram Nagarajan: Good morning, everyone. Thank you for joining Nordson Corporation’s fiscal 2026 archetypal 4th league call. We entered 2026 optimistic astir extremity marketplace request trends, and we achieved a grounds archetypal 4th income of $669,000,000. This is simply a 9% summation implicit the anterior twelvemonth and reflects 7% wide integrated growth. Organic maturation was wide based crossed our segments, with notable spot successful our ATS conception which grew implicit 20% compared to anterior twelvemonth owed to momentum successful the semiconductor extremity market. Solid execution and measurement leverage drove beardown nett show for the 4th expanding EBITDA by 8% and expanding adjusted net per stock by 15% compared to anterior year, some archetypal 4th records.