Nordson Q3 revenue +10.3%, net income +21.5%, EPS +23.0% to $2.73

Filed August 20, 2026 · Period ending July 31, 2026 · Compared to 10-Q Aug 21, 2025 · ~2 min read

Key Changes

• high

  Operating profit surged 18.8% to $223.1M on 10.3% revenue growth, with gross margin expanding 70 bps to 55.5%. Advanced Technology Solutions organic sales accelerated to 30.9% growth (from 14.6% prior year), and ATS EBITDA margin expanded 560 bps to 29.9%.

  MD&A: Q3 Sales and Operating Profit verify on EDGAR →
• high

  The company repaid $258M of net debt in the nine months ended July 31, 2026, while funding $159M in share repurchases and $137M in dividends. Refinanced credit facility to $1.2B revolving line (maturing January 2031) with zero drawn; added $1.2B commercial paper program ($192M outstanding).

  MD&A: Debt Reduction and Liquidity verify on EDGAR →
• medium

  Completed a partial U.S. pension plan settlement in Q2 FY26, transferring $104.1M in plan assets to RGA via a group annuity contract. This triggered a one-time non-cash settlement charge of $24.0M, reducing nine-month pretax income but de-risking the pension obligation going forward.

  Notes: Pension Settlement Charge verify on EDGAR →