Slide 1: 1Q Fiscal 2026 Webcast
1Q Fiscal 2026 Webcast February 19, 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 1Q 2026 Webcast – February 19, 2026 ▪ 1st Quarter Highlights ▪ Enterprise Performance ▪ Sales & Earnings Performance ▪ 2026 Guidance Update ▪ Balance Sheet and Cash Flow ▪ Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President & Executive Vice President & Vice President, 3 Chief Executive
Slide 4: 1Q 2026 Highlights
Record 1Q sales of $669M, a 9% increase over prior year, including 7% organic growth Organic growth in all segments, as end markets continue to inflect and stabilize 1Q 2026 Record 1Q EBITDA of $203M, or 30% of sales Highlights Record 1Q adjusted EPS of $2.37, a 15% increase over prior year Strong o
Slide 5: Total Company – 1Q 2026
Total Company – 1Q 2026 Sales 1Q 2026 Sales Bridge** $23 $669 $40 ▪ Reported sales of $669M, an increase of 9% $(9) compared to the prior year, inclusive of previously $615 divested medical contract manufacturing business ▪ 7% organic sales increase driven by growth in all segments ▪ Favorable curre
Slide 6: Industrial Precision Solutions – 1Q 2026
Industrial Precision Solutions – 1Q 2026 Sales 1Q 2026 IPS Sales Bridge* $17 $327 ▪ Sales of $327 million, a 9% increase $10 $300 ▪ Organic sales increased 3% compared to 1Q 2025 driven by growth across most product lines with particular strength in Asia Pacific markets ▪ Favorable currency impact o
Slide 7: Medical and Fluid Solutions – 1Q 2026
Medical and Fluid Solutions – 1Q 2026 Sales 1Q 2026 MFS Sales Bridge* $194 $5 $3 $193 ▪ Sales of $193 million, relatively flat compared to prior $(8) year inclusive of the divested sales impact of (4)% ▪ Organic sales increase of 3% from growth in engineered fluid solutions product lines 1Q 2025 Org
Slide 8: Advanced Technology Solutions – 1Q 2026
Advanced Technology Solutions – 1Q 2026 1Q 2026 ATS Sales Bridge* Sales $25 $3 $149 ▪ Sales were $149 million, an increase of 23% $121 ▪ 21% organic sales increase driven by ongoing strength in electronics dispense systems and recovering demand for x-ray systems ▪ Favorable currency impact of 2% 1Q
Slide 9: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow Balanced Capital Deployment Returning Value to Shareholders Net Debt Free Cash Flow* ▪ Cash totaled $120 million ▪ Free cash flow of $123 million, which is a conversion rate of 105% excluding the non-cash ▪ 2.1x net debt leverage ratio based on trailing gain (third consec
Slide 10: Strategic Capital Allocation
Invested $18M in capital investments to fuel new capabilities and future growth Paid $46M in dividends Strategic Completed $82M in share repurchases Capital Entered a $1.2B new credit agreement Allocation ▪ Term debt converted with no change in total debt outstanding ▪ Increased flexibility to pursu
Slide 11: End Market Visibility
End Market Visibility Industrial Precision Solutions Medical and Fluid Solutions Advanced Technology Solutions ▪ Sustaining investments in packaging and ▪ Supply chain normalized in interventional ▪ Global production shifts in manufacturing product assembly end markets product lines, returning to ma
Slide 12: Why Nordson Wins in Advanced Electronics
Why Nordson Wins in Advanced Electronics ▪ Broad and market leading technology portfolio The Nordson Vantage system enhances automation, precision, and ▪ Market-leading Nordson® Vantage ® and Spectrum® dispense accuracy for S2 systems enable underfill and encapsulation which advanced packaging, allo
Slide 13: 2Q Fiscal 2026 Guidance
2Q Fiscal 2026 Guidance Momentum in electronic end 2Q FY2026 Revenue Guidance $710 - $740 markets while industrial and $683 $651 medical end markets experience stable demand ▪ 2Q FY2026 revenue of $710 - $740 million ▪ 2Q FY2026 adjusted earnings per share in the range 2Q 2024 2Q 2025 2Q 2026 of $2.
Slide 14: 2026 Fiscal Full Year Guidance
2026 Fiscal Full Year Guidance Increasing Our Full Year Outlook after Strong 1Q Result ▪ Backlog grew approximately 4% YOY and ▪ Assumes FX rates hold at current levels and order entry trends encouraging other assumptions remain unchanged ▪ Fiscal 2026 sales growth now expected in ▪ Adjusted earning
Slide 15: Questions?
CNordson Questions?
Slide 16: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Net Income to EBITDA (Dollars in thousands) 16
Slide 17: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Net Income and Earnings Per Share (Dollars in thousands) 17
Slide 18: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 18