| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 817.67 | 10.4% | 10.3% |
| Total Income | 817.67 | 10.4% | 10.3% |
| Expenditure | 594.58 | 9.4% | 7.4% |
| PBT | 185.94 | 31.7% | 16.9% |
| Net Profit | 152.85 | 30.3% | 21.5% |
| OPM | 27.28% | 0.66pp | 1.96pp |
| NPM | 18.69% | 2.86pp | 1.73pp |
| EPS | 2.74 | 30.5% | 22.9% |
Nordson Reports Record Third Quarter Fiscal 2026 Results and Increases Full Year Guidance
20 Aug 2026 · 20 Aug, 2:08 am
Summary
Nordson Corporation announced record-breaking results for the third quarter of fiscal 2026, with sales reaching $818 million, a 10% increase year-over-year. The company also achieved record earnings per diluted share of $2.73 (up 23% YoY) and adjusted earnings per diluted share of $3.25 (up 19% YoY). EBITDA hit an all-time quarterly record of $262 million, maintaining a 32% margin. Driven by strong demand and a backlog up 35% YoY, Nordson is increasing its full-year guidance for sales to $3,035-$3,075 million and adjusted earnings per diluted share to $11.80-$12.00.
Key Highlights
- 1
Nordson Corporation reported a record third quarter fiscal 2026 with sales reaching $818 million, an increase of 10% year-over-year.
- 2
Earnings per diluted share reached a record $2.73, up 23% year-over-year, with adjusted earnings per diluted share at a record $3.25, up 19% year-over-year.
- 3
Third quarter EBITDA achieved an all-time quarterly record of $262 million, representing 32% of sales and a 10% increase compared to the prior year.
- 4
The company experienced continued strength in demand, with backlog up 35% compared to the prior year.
- 5
Advanced Technology Solutions segment reported record quarterly sales of $220 million, an increase of 28% compared to the prior year.
- 6
Nordson is increasing its full year guidance for sales, now expected to be in the range of $3,035 to $3,075 million, and adjusted earnings per diluted share between $11.80 and $12.00.
- 7
Medical and Fluid Solutions segment also achieved a record quarterly sales of $231 million, an increase of 5% year-over-year.
Management Comments
Sundaram Nagarajan
The strong momentum of the first half continued through the third quarter, delivering results above the high-end of our most recent earnings guidance. The team’s strong execution of the Ascend Strategy, combined with our diversified portfolio, differentiated precision technology and operational excellence, positioned us to deliver record sales in all three segments while maintaining our best-in-class margin performance. In addition, strong free cash flow generation enabled us to further strengthen our balance sheet, return capital to shareholders, and continue investing in the business to support future growth. I want to thank our global employees for delivering on the needs of our customers and achieving another outstanding quarter. Based on backlog and order entry momentum, we expect the strong sales of the first nine months to continue through the fourth quarter. This puts us on track to achieve over $3 billion in annual revenue for the full year. We are delivering above-market organic growth through accelerating demand in key end markets. Our differentiated technology, close to the customer business model and the execution of the NBS Next growth framework have positioned us well to compound profitable growth this year and into the future.
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