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Source document· February 19, 2026

Nordson Q1 Earnings Call Highlights

View original at finance.yahoo.com
Nordson Q1 Earnings Call Highlights Nordson logo Key Points Record quarter: Nordson posted Q1 sales of $669 million (up 9% year-over-year, 7% organic), adjusted EPS of $2.37 (up 15%), and free cash flow of $123 million with cash conversion above 100%, and management raised full-year guidance to $2.86–$2.98 billion in s…
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  • There is no fundamental change in the margin outlook and approximately 40% incremental margins are a normal ongoing expectation

    80% confidence

  • Organic growth was driven by robust demand in Asia across most of our end markets

    80% confidence

  • Winter storms at the end of January temporarily impacted production and certain medical supply chain activity, estimated at about 1% sales impact

    80% confidence

  • The company entered fiscal 2026 optimistic about end market demand trends

    80% confidence

  • Without the late-quarter storm-related disruption, medical organic performance would have been about 4%

    80% confidence

  • Backlog entering Q2 was up approximately 4% year-over-year with broad-based order momentum and strength in ATS

    80% confidence

  • Semiconductor applications represent approximately 50% of ATS revenue

    80% confidence

  • Quality control needs are expanding opportunities for test and inspection in semiconductor advanced packaging

    80% confidence

  • Nordson is positioned across the semiconductor supply chain both technologically and geographically

    80% confidence

  • AMI (acoustic/optical inspection) followed two really strong years of growth and is expected to grow again this year

    80% confidence

  • The low end of guidance assumes a broader pullback in demand in the second half, which the company does not currently see but views as prudent to plan for

    80% confidence

  • X-ray test and inspection systems are beginning to inflect after being down last year

    80% confidence

  • The high end of full-year sales range assumes continued momentum from electronics end markets and modest improvement in industrial and automotive product lines

    80% confidence
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What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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