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Nordson (NDSN) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 20, 2026 · Nordson (NDSN) Q3 FY26 earnings results →

Q3 FY26 Revenue up 10% year over year to $818M · 19¢ of every $1 of revenue kept as net profit · operating margin 27.3%

Nordson made $818M in Q3 FY26 (+10% Y/Y). Operating margin 27.3%, net earnings $153M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 20, 2026.

Revenue$818M
Year over year+10%
Operating margin27.3%
Net earnings$153M
Operating cash flow$249M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $817.7M in Q3 FY26, up 10% year over year and up 10% from the previous quarter.

Operating profit was $223.1M, a 27.3% margin (up 2.0 points year over year). Of the extra revenue versus Q3 FY25, 46% reached operating profit, above the 25% margin then. Total costs grew 7% against revenue growth of 10%. The fastest-growing cost line was SG&A (+12%). Net earnings were $152.8M, up 22% year over year. The effective tax rate was 17.8%.

Operating cash flow was $249.4M (up 5% year over year), 163% of net earnings. Non-cash charges added back $36.5M of depreciation and amortization and $6.5M of share-based compensation. Working capital and other items added $53.5M. Capital expenditures of $12.6M left free cash flow of $236.8M.

Quarterly history

Nordson revenue by quarterNordson revenue by quarter$744MQ4 FY24$683MQ2 FY25$742MQ3 FY25$752MQ4 FY25$669MQ1 FY26$741MQ2 FY26$818MQ3 FY26
Nordson net earnings by quarterNordson net earnings by quarter$122MQ4 FY24$112MQ2 FY25$126MQ3 FY25$152MQ4 FY25$133MQ1 FY26$117MQ2 FY26$153MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 20, 2026$818M+10%27.3%$153M$249M
Q2 FY2610-QMay 21, 2026$741M+8%26.6%$117M$181M
Q1 FY2610-QFeb 19, 2026$669M+9%24.9%$133M$140M
Q4 FY2510-KDec 17, 2025$752M+1%28.5%$152M$203M
Q3 FY2510-QAug 21, 2025$742M+12%25.3%$126M$238M
Q2 FY2510-QMay 29, 2025$683M+5%24.7%$112M$119M
Q4 FY2410-KDec 18, 2024$744M+4%24.0%$122M$96.4M

Charts

Nordson: revenue growth, year over year and quarter over quarterNordson: revenue growth, year over year and quarter over quarterY/YQ/Q+4%Q4 FY24+5%-8%Q2 FY25+12%+9%Q3 FY25+1%+1%Q4 FY25+9%-11%Q1 FY26+8%+11%Q2 FY26+10%+10%Q3 FY26
Latest (Q3 FY26): Y/Y +10%, Q/Q +10%.
Nordson: where the cash came from (+) and went (−), TTM to Q3 FY26Nordson: where the cash came from (+) and went (−), TTM to Q3 FY26Operating cash flow$773MNet borrowing (+) / repaid (−)−$587MBuybacks−$247MOther financing$192MDividends−$183MShares issued$52.7MCapital spending−$49.4MCash drawn (+) / kept (−)$34.4MOther investing$10.8MExchange rates$2.3MAsset & business sales$1.1M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Nordson: profit against cash, quarter by quarterNordson: profit against cash, quarter by quarterNet incomeOperating cash flow$122M$96.4MQ4 FY24$94.7M$159MQ1 FY25$112M$119MQ2 FY25$126M$238MQ3 FY25$152M$203MQ4 FY25$133M$140MQ1 FY26$117M$181MQ2 FY26$153M$249MQ3 FY26
Latest (Q3 FY26): Net income $153M, Operating cash flow $249M.
Nordson: diluted shares by fiscal yearNordson: diluted shares by fiscal year58MFY2059MFY2158MFY2258MFY2358MFY2457MFY25
-2.7% since FY20: buybacks shrank the count.
Nordson: long-term debt falling due (FY25)Nordson: long-term debt falling due (FY25)$315M2026$10.0M2027$525M2028$620M2029$30.0M2030
Cash $108M, short-term investments —, long-term debt $2.0B at 2025-10-31.
Nordson in its industry: growth against margin (10 companies, SIC 3569)Nordson in its industry: growth against margin (10 companies, SIC 3569)revenue growth, year over year →↑ operating marginmedian +17%median 0%RRXESABSYMOUSTCHRNTAYDSERVRRKITTNDSN (+10%, 27%)
General Industrial Machinery & Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Nordson

Nordson is an innovative precision technology company that leverages a scalable growth framework to deliver top tier growth with leading margins and returns. We engineer, manufacture and market differentiated products and systems used for precision dispensing, applying and controlling of adhesives, coatings, polymers, sealants, biomaterials, and other fluids, to test and inspect for quality, and to treat and cure surfaces and various medical products such as: catheters, cannulas, medical balloons and medical tubing. These products are supported with extensive application expertise and direct global sales and service. We serve a wide variety of consumer non-durable, consumer durable and technology end markets including packaging, electronics, medical, appliances, energy, transportation, precision agriculture, building and construction, and general product assembly and finishing.

In its own words, from its 10-K, filed Dec 17, 2025.

Nordson against its General Industrial Machinery & Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +10% against the peers' median +17%. Operating margin: 27.3% against the peers' median 0.5%.

CompanyQuarterRevenueY/YOp. margin
NDSN NordsonQ3 FY26$818M+10%27.3%
RRX Regal RexnordQ3 2026$1.6B+6%5.1%
ESAB EsabQ3 2026$825M+13%11.1%
SYM SymboticQ3 FY26$721M+22%4.6%
OUST OusterQ3 2026$59.3M+50%-32.5%
CHRN ChronoScale HoldingsQ3 2026$41.5M+148%-60.0%
TAYD Taylor DevicesQ1 FY27$7.3M-26%0.5%
SERV Serve RoboticsQ3 2026$2.8M+313%n/m
RR Richtech RoboticsQ3 FY26$1.4M+17%-966.3%

Source: Nordson 10-Q on SEC EDGAR · CIK 72331 · General Industrial Machinery & Equipment, NEC

Guidance and outlook

Nordson Revenue: guidance against what was reportedNordson Revenue: guidance against what was reportedguided rangereported (above / within / below)Q3 FY24FY24$2.7BQ1 FY25Q2 FY25$683MQ3 FY25$742MQ4 FY25$752MQ1 FY26$669MFY26
Met or beat 5 of 5 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns NDSN and who is buying

Largest holders of NDSN (13F)Largest holders of NDSN (13F)Vanguard Group$1.5BBlackRock$1.2BVanguard Capital Management LLC$1.0BState Street$900MVanguard Portfolio Management LLC$712MGeode Capital Management, LLC$573MKayne Anderson Rudnick Investment…$517MMorgan Stanley$428MInvesco$398MFMR LLC$254M
Funds' net buying of NDSN by quarter (13F)Funds' net buying of NDSN by quarter (13F)−$15.1M2024-09$74.6M2024-12$92.4M2025-03$327M2025-06−$317M2025-09−$146M2025-12−$126M2026-03$209M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on NDSN

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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