Nordson Q3 FY2026: record $817.7 million sales, guidance raised
Nordson closed its fiscal third quarter with record sales of $817.7 million, up 10.3% year over year, record GAAP EPS of $2.73 and a raised full-year outlook. The growth was organic at 11.7% and every segment set a record, so this reads as a demand story rather than a currency or accounting one. Read the guidance and the balance sheet next.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $2.73 rose 23% from $2.22, and adjusted EPS of $3.25 rose 19% from $2.73 a year ago. The $0.52 gap between the two is the part to watch: it comes from $37.1 million of pre-tax adjustments, mostly $19.3 million of acquisition amortization plus a $14.9 million non-cash loss on minority investments. Adjusted EPS is the number management wants you to use, and the recurring amortization inside it is a permanent feature, not a one-off.
Sales of $817.7 million beat last year's $741.5 million by 10.3%, and management says organic growth was 11.7% with all three segments posting records. Advanced Technology Systems did the heavy lifting at $219.9 million, up 28.4%, while Industrial Precision Solutions grew 4.7% and Medical and Fluid Solutions grew 5.0%. Currency and a prior-year divestiture were a small drag, so the top line was earned, not translated.
Full-year sales guidance moved to $3.035 billion to $3.075 billion, with adjusted EPS of $11.80 to $12.00. That is a narrow band, only about 0.7% wide around the midpoint, which suggests management is not guessing. The prior quarter's $775 million sales guide was beaten by $42.7 million, so this raise follows a pattern of conservative targets.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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