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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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  • 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

  • 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 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

  • 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

  • X-ray test and inspection systems are beginning to inflect after being down last year

    80% confidence

  • The company entered fiscal 2026 optimistic about end market demand trends

    80% confidence

  • Backlog entering Q2 was up approximately 4% year-over-year with broad-based order momentum and strength in ATS

    80% confidence

  • Semiconductor applications represent approximately 50% of ATS revenue

    80% confidence

  • Nordson is positioned across the semiconductor supply chain both technologically and geographically

    80% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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