What Nordson's latest 10-Q says: 7 signals
Nordson filed its latest 10-Q with the SEC on Aug 20, 2026. It discusses capacity constraint, digital transformation and divestiture.
Public (NDSN)Machinery Manufacturing10,000+ employeesnordson.comLinkedIn
- Filed
- Aug 20, 2026
- Filings
- 3
- Signals
- 30
10-Q · latest 10
What Nordson's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 7 signals
Company funding capital projects to drive organic growth, spending $40.3M YTD.
Nordson is actively using its strong cash flow to "fund capital projects to drive organic growth," indicating a need to expand capacity to meet demand.
$40.3M
Additions to property, plant and equipment (CapEx) for the nine months ended July 31, 2026
IPS segment EBITDA margin falls 170 bps due to inflation and innovation spending.
Despite higher sales, the Industrial Precision Solutions (IPS) segment's EBITDA margin compressed by 1.7 percentage points due to inflationary pressures and ongoing investments in innovation.
Advanced Technology Solutions segment sales surge 30.9% after operational improvements.
The ATS segment's explosive 30.9% organic sales growth and 560 basis point margin expansion are attributed to prior "actions taken to improve operations and footprint." This rapid growth creates pressure to further invest in and scale systems, automation, and processes to support the increased demand, particularly in the fast-growing Asia Pacific region.
30.9%
ATS organic sales increase for the quarter
IPS segment profitability down 170 basis points due to inflationary pressures.
Despite higher sales, the Industrial Precision Solutions (IPS) segment saw its EBITDA margin decline by 170 basis points, explicitly citing "select near-term inflationary pressures." This creates a need for cost-saving solutions, process efficiencies, or automation to protect margins.
Nordson generates $570M in operating cash, actively funding capital projects for organic growth
With $570.5 million in cash from operations over nine months, Nordson has significant capital to deploy and is explicitly funding projects to drive organic growth.
$570.5M
Net cash provided by operating activities for the nine months ended July 31, 2026
Enterprise Management Systems
Medical and Fluid Solutions segment facing 'product start-up headwinds'.
While the MFS segment is growing, it is experiencing "near-term product start-up headwinds" that are partially offsetting gains from higher sales.
Nordson benefits from divestiture of contract manufacturing business, refocusing MFS segment
The Medical and Fluid Solutions (MFS) segment experienced an improved profitability mix after divesting its contract manufacturing business.
90%
EBITDA margin point increase for Medical and Fluid Solutions (MFS) segment
- SEC EDGAR
10-Q
Filed · 12 signals
CEO Sundaram Nagarajan and EVP Joseph Kelley terminated their 10b5-1 trading plans in February 2026.
CEO Sundaram Nagarajan and EVP Joseph P. Kelley terminated their pre-scheduled stock selling plans in February 2026, well before their expiration dates.
Advanced Technology Solutions (ATS) segment posts exceptional 13.8% organic sales growth YTD.
The ATS segment's organic sales grew by an exceptional 13.8% in the first six months, driven by high demand for electronic dispense systems.
13.8%
Six-month organic sales growth for the Advanced Technology Solutions (ATS) segment
Medical segment profitability hit by 'product start-up headwinds'
Despite higher sales, the Medical and Fluid Solutions (MFS) segment EBITDA margin decreased by 50 basis points due to operational challenges in launching new products.
-50%
EBITDA margin change in basis points for the Medical and Fluid Solutions (MFS) segment
Earlier 10-Q filings
- 10-QFiled · 11 signalsSEC EDGAR
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Nordson earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Record Q3 sales hit $818M, up 10% YoY with 12% organic growthAchieved record sales of $818 million, a 10% increase over the prior year, driven by 12% overall organic growth across all three segments. This performance led to a record adjusted EPS of $3.25, a 19% increase, and record EBITDA of $262 million, representing a 32% margin. A strong backlog, up 35% YoY, provides confidence for future quarters. | |
| Record Q3 sales of $818M, up 10% YoY with 12% organic growthThe company achieved record sales of $818 million, a 10% increase year-over-year, driven by 12% organic growth across all three business segments. This strong performance surpassed the high end of guidance and indicates significant budget and market momentum. | |
| Anticipating future growth from North American chip manufacturing investmentsThe company sees a significant future growth opportunity from upcoming chip manufacturing infrastructure investments in North America. This demand has not yet materialized in orders, suggesting a new wave of growth for its dispense and test & inspection businesses is still to come, building on the current strength seen primarily in Asia. | |
| Advanced Technology segment sales soar 28% to record $220M on chip demandThe Advanced Technology Solutions (ATS) segment delivered all-time record sales of $220 million, a 28% increase YoY, with organic sales up 31%. Growth was broad-based across Electronics Dispense and Test & Inspection product lines, reflecting strong semiconductor and electronics demand. EBITDA margins hit a record 30%, up from 24% in the prior year. | |
| Raising full-year guidance on sustained order strength and 35% backlog growthBased on strong end-market momentum, the company is increasing its full-year guidance. Sales are now expected to be in the range of $3.035 billion to $3.075 billion, and adjusted earnings are projected to be between $11.80 and $12.00 per diluted share. This outlook is supported by a 35% year-over-year increase in backlog. | |
| Ascend Strategy and NBS Next framework driving operational improvementsThe company credits its Ascend Strategy and NBS Next growth framework for driving strong delivery execution and operational improvements. This has led to reduced lead times, improved on-time delivery (80-95%), and the ability to gain market share, positioning the company to maximize growth while maintaining strong margins. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .