Revenue Growth Driven by Operational Efficiency
The company achieved an 8.5% increase in revenue, attributed to enhanced operational efficiency and strategic market expansion.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
NDSN reported strong growth in Q2 FY2026 with an 8.5% increase in revenue and a 16.9% rise in operating income, driven by improved operational efficiency and cost management.
Revenue
$740.85M
+8.48% YoY
EPS (Diluted)
$2.09
+6.09% YoY
Operating Income
$197.2M
+16.86% YoY
Source: SEC XBRL
Nordson (NDSN) reported Q2 FY2026 revenue of $740.85M, up 8.5% year over year. Operating margin was 26.6%, up 1.9 points from 24.7% a year earlier. NDSN's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 2 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Sep 2026 | 3.25 | 3.17 | Beat +2.7% |
| Jun 2026This filing | 2.86 | 2.88 | Miss -0.5% |
| Mar 2026 | 2.37 | 2.42 | Miss -2.2% |
| Dec 2025 | 3.03 | 2.99 | Beat +1.4% |
Adjusted (non-GAAP) EPS of $2.86 versus the $2.88 analyst consensus — a -0.5% miss for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $2.09.
Compiled by AI from this SEC filing
The company achieved an 8.5% increase in revenue, attributed to enhanced operational efficiency and strategic market expansion.
Source: 10-Q Income Statement
Operating margin increased to 26.6% from 24.7%, reflecting better cost management and higher sales volume.
Source: 10-Q Key Ratios
Despite a reduction in share buybacks by 11.6%, the company remains committed to returning value to shareholders.
Source: 10-Q Cash Flow
Compiled by AI from this SEC filing · 0 high, 2 medium, 1 low
Cash and equivalents decreased by 21.6%, which could impact liquidity and the ability to fund operations or investments.
Source: 10-Q Balance Sheet
The cost of revenue rose by 9.0%, which may pressure margins if not offset by revenue growth.
Source: 10-Q Income Statement
A 5.8% reduction in long-term debt could limit future borrowing capacity, potentially affecting growth initiatives.
Source: 10-Q Balance Sheet
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $M | 740.85 $M | 682.94 $M | +8.48% |
Cost of Revenue $M | 336.77 $M | 309.03 $M | +8.98% |
Operating Income $M | 197.20 $M | 168.75 $M | +16.86% |
Net Income $M | 117.32 $M | 112.40 $M | +4.37% |
EPS (Basic) $ | 2.10 $ | 1.98 $ | +6.06% |
EPS (Diluted) $ | 2.09 $ | 1.97 $ | +6.09% |
SG&A Expense $M | 206.87 $M | 205.15 $M | +0.84% |
Answers draw on this SEC filing and the data on this page
Nordson's Q3 FY2026 delivered double-digit sales and net income growth with expanding gross margin, driven by Advanced Technology Solutions, while higher other expense and Industrial Precision Solutions margin pressure partially offset gains.
Nordson Corporation delivered strong Q1 FY2026 results with revenue up 8.8% YoY to $669.5M and net income surging 40.9% to $133.4M, driven by improved operating leverage and a significant reduction in non-operating costs.
Other companies in Industrial Machinery & Supplies & Components