Nordson Corporation · NASDAQ:NDSN
Nordson — Q3 2026 Earnings Presentation
17 slides from Nordson's earnings presentation, Aug 20, 2026
Slide 1: 3Q Fiscal 2026 Webcast
3Q Fiscal 2026 Webcast August 20, 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as
Slide 3: Agenda
Agenda 3Q 2026 Webcast – August 20, 2026 ▪ 3rd Quarter Highlights ▪ Enterprise Performance ▪ Sales & Earnings Performance ▪ 2026 Guidance Update ▪ Balance Sheet and Cash Flow ▪ Q&A Sundaram Nagarajan Dan Hopgood Matthew Matejka President & Executive Vice President & Senior Director, 3 Chief Executiv
Slide 4: 3Q 2026 Highlights
Record Q3 sales of $818M, a 10% increase over prior year, up 12% organically Record Q3 sales in all segments 3Q 2026 Order entry momentum continues, backlog up 35% compared to prior year Highlights Record Q3 EBITDA of $262M, or 32% of sales Strong sales and earnings performance, including organic gr
Slide 5: Total Company – 3Q 2026
Total Company – 3Q 2026 3Q 2026 Sales Bridge** Sales $87 $818 $(9) $(2) ▪ Reported record sales of $818M, an increase of 10% compared to the prior year $742 ▪ 12% organic sales increase driven by growth in all segments ▪ Currency essentially neutral and unfavorable net impact of 1% from prior year d
Slide 6: Industrial Precision Solutions – 3Q 2026
Industrial Precision Solutions – 3Q 2026 3Q 2026 IPS Sales Bridge* Sales $11 $3 $2 $367 $351 ▪ Third quarter record sales of $367 million, a 5% increase, including a favorable currency impact of 1% and a 1% contribution from the Capstan AG acquisition ▪ Organic sales increased 3% driven by industria
Slide 7: Medical and Fluid Solutions – 3Q 2026
Medical and Fluid Solutions – 3Q 2026 3Q 2026 MFS Sales Bridge* Sales $23 ▪ Record quarterly sales of $231 million, a 5% increase, $231 inclusive of the divested sales impact of (6)% $(12) $219 ▪ Organic sales increased 11% driven by growth in engineered fluid solutions and medical product lines EBI
Slide 8: Advanced Technology Solutions – 3Q 2026
Advanced Technology Solutions – 3Q 2026 3Q 2026 ATS Sales Bridge* Sales $53 $220 ▪ Record quarterly sales of $220 million, $(4) an increase of 28% $171 ▪ 31% organic sales increase driven by growth in electronics dispense and test and inspection applications ▪ Unfavorable currency impact of 3% 3Q 20
Slide 9: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow Balanced Capital Deployment Returning Value to Shareholders Net Debt Net Debt 2.5x ▪ Cash totaled $113 million 2.1x ▪ 1.7x net debt leverage ratio based on trailing 1.7x $2,089 12-month EBITDA, a 0.4x improvement from year end $1,888 $1,618 ▪ $1.1 billion in capacity avai
Slide 10: Strategic Capital Allocation
Year-to-date capital allocation driving value Invested $40M in capital investments to fuel new capabilities and future growth Acquired CapstanAG, a strategic add to Precision Ag portfolio Strategic Reduced net debt by $270M leverage Capital ratio down 2.1x to 1.7x Allocation Completed $159M in share
Slide 11: Growth Compounder
Growth Compounder Growth fueled by strong competitive advantages Differentiated Close to Diversified, Niche Products Customer End Markets High Recurring NBS Next Growth Strong Growth Revenue Framework Portfolio Leadership position in niche end markets 11 with differentiated products
Slide 12: Portfolio Driving Accelerated Growth
Portfolio Driving Accelerated Growth 2014 (FY Revenue $1.7B) 2025 (FY Revenue $2.8B) 39% Systems 40% Systems Parts / Service Parts / Service 61% 60% Information is for directional purposes only. Growth Growth 29% End Markets 52% End Markets 12% 24% 23% 27% Electronics 13% Electronics 6% Medical Medi
Slide 13: 2026 Fiscal Full Year Guidance Progression
2026 Fiscal Full Year Guidance Progression Strong Performance through Nine Months… …Raising Full Year Guidance ▪ Q3 record performance exceeded expectations for ▪ Fiscal 2026 sales growth now expected in the range revenue and earnings of 9% to 10% ▪ Order entry strength continued during the quarter
Slide 14: Questions?
Cordson Questions?
Slide 15: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Net Income to EBITDA (Dollars in thousands) 15
Slide 16: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Net Income and Earnings Per Share (Dollars in thousands) 16
Slide 17: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 17