Nordson Corporation Q1 2026 Earnings Recap

Nordson Corporation reported a strong first quarter of fiscal 2026, with record sales of $669 million, marking a 9% increase year-over-year, driven by robust organic growth and significant strength in the semiconductor market.

Key Takeaways

• Achieved record sales of $669 million, with 7% organic growth driven by demand in Asia and particularly strong performance in the ATS segment.
• EBITDA increased by 8% to a first-quarter record of $203 million, maintaining EBITDA margins at 30%.
• Adjusted EPS of $2.37 marked a 15% year-over-year increase, surpassing guidance by $0.02.
• Free cash flow reached $123 million, enabling strategic share repurchases, dividends, and ongoing investments.
• Maintained a robust balance sheet with net interest expense down by $3 million due to reduced debt levels.