Throughout 2024, I've traveled to many of Nordstrom's sites, including Europe, China and India in October and November.

Dec 12, 2024 / receipt, needs a key / Sundaram Nagarajan, CEO | earnings call 2024-12-12 | transcript 3d1d415e-487f-4a41-863b-928f1848f827 | chars 15801-15920 | segment 15

As I travel to our sites, I have the privilege of witnessing the impact of a sense strategy in building a stronger Knotson that is delivering robust operating performance.

Feb 22, 2024 / receipt, needs a key / Sundaram Nagarajan, CEO | earnings call 2024-02-22 | transcript 8a1b069c-8386-43ef-a791-7ad4543a49e2 | chars 9824-9995 | segment 10

Throughout the first quarter, I had many opportunities to engage with our employees and travel to sites in North America and Europe.

Feb 21, 2023 / receipt, needs a key / Naga, CEO | earnings call 2023-02-21 | transcript 383dcf99-437b-4b86-9d2e-fd63ef279f79 | chars 11554-11686 | segment 11

You know, from our travel perspective, we continue to remain safe, but we can't continue to just stay in the bunkers, right? You know, so Joe and I have been very cautious in how we travel, where we travel, you know, but we're going to continue to travel in a very limited basis.

Aug 31, 2021 / receipt, needs a key / Naga, other | earnings call 2021-08-31 | transcript b8cae11b-cbae-437f-9e61-ae036578958f | chars 46628-46907 | segment 47

You know, it is by request of the customers, and it is in region. We do have some thoughts around trying to balance safety as well as trying to help our customers meet their business needs. It is still decided by senior leaders in the company who travels where we travel. We have started going to some shows on a very limited basis.

Aug 31, 2021 / receipt, needs a key / Naga, other | earnings call 2021-08-31 | transcript b8cae11b-cbae-437f-9e61-ae036578958f | chars 47363-47695 | segment 48

This 36% profit growth was driven by sales volume leverage associated with the 8% organic growth, favorable sales mix, improved manufacturing efficiencies, and lower year-over-year SG&A, including reduced travel expense that we continue to experience through the second quarter.

May 25, 2021 / receipt, needs a key / Joseph Kelly, CFO | earnings call 2021-05-25 | transcript 2982d8c3-2c9c-44ad-8b39-c0926b955844 | chars 8463-8741 | segment 8

Since being vaccinated, I have started to travel to our businesses. It is exciting to see the engagement of our teams deploying NBS Next to make data-driven decisions on how to delight our best customers or invest in the most innovative technology projects or prioritize top products in manufacturing operations.

May 25, 2021 / receipt, needs a key / Sundaram Nagarajan, CEO | earnings call 2021-05-25 | transcript 2982d8c3-2c9c-44ad-8b39-c0926b955844 | chars 13033-13345 | segment 13

With the travel and expense, T&E expense coming up, we'll begin to ramp a little bit more in the second half than we saw in the first half.

May 25, 2021 / receipt, needs a key / Joseph Kelly, CFO | earnings call 2021-05-25 | transcript 2982d8c3-2c9c-44ad-8b39-c0926b955844 | chars 19324-19463 | segment 20

Yeah, I would tell you if you just look at the first half year over year, it's about probably a $5 million benefit in terms of travel and entertainment expense, particularly on our commercial sales force, direct sales model. So a portion of that's going to start to come back.

May 25, 2021 / receipt, needs a key / Joe, other | earnings call 2021-05-25 | transcript 2982d8c3-2c9c-44ad-8b39-c0926b955844 | chars 22544-22820 | segment 23

This 47% profit growth was driven by sales volume leverage favorable sales mix, improved manufacturing efficiency, and lower year-over-year SG&A, including reduced travel expense.

Feb 23, 2021 / receipt, needs a key / Joseph Kelly, CFO | earnings call 2021-02-23 | transcript 02aa7cab-d9b9-4b20-a357-412cb6772fb1 | chars 7645-7824 | segment 7

And then the other thing is as volumes continue to recover, uh travel expense uh should come back as we continue to be invested in our direct sales model and so that'll near closer to historical levels so these headwinds i would tell you going forward uh is what has the incremental margins dropping uh from the 97 you just saw in q1 down to about the mid 40s to 55 is what the guidance would suggest And so these headwinds are being offset clearly by the divestiture of the screw and barrel business, which will improve margins, and the continued benefits as we deploy MBS next throughout the organization.

Feb 23, 2021 / receipt, needs a key / Joe, other | earnings call 2021-02-23 | transcript 02aa7cab-d9b9-4b20-a357-412cb6772fb1 | chars 16141-16748 | segment 16

I will tell you also on the cost side, we're benefiting on a year-over-year basis of about $6 million for lower T&E expense, as Q1 last year did not have the pandemic cost structure of no travel.

Feb 23, 2021 / receipt, needs a key / Collin, CEO | earnings call 2021-02-23 | transcript 02aa7cab-d9b9-4b20-a357-412cb6772fb1 | chars 35869-36064 | segment 37

Technologically and geographically well positioned as investments expand in other regions

ir_statement / Sep 17, 2026 / receipt

Increasing Our Full Year Outlook after Strong 1Q Result

ir_statement / Sep 17, 2026 / receipt

EBITDA was $110 million, or 34% of sales, down 2% over prior year related to product and geographic mix

ir_statement / Sep 17, 2026 / receipt

Organic sales increased 3% compared to 1Q 2025 driven by growth across most product lines with particular strength in Asia Pacific markets

ir_statement / Sep 17, 2026 / receipt

Expanded precision ag portfolio, completed small, strategic deal valued at 9X adjusted EBITDA

ir_statement / Sep 17, 2026 / receipt

total performance above the midpoint of 2Q 2026 guidance

ir_statement / Sep 17, 2026 / receipt

Adjusted earnings now expected in the range of 15% to 17%

ir_statement / Sep 17, 2026 / receipt

Fiscal 2026 sales growth now expected in the range of 9% to 10%

ir_statement / Sep 17, 2026 / receipt

Raising Full Year Guidance

ir_statement / Sep 17, 2026 / receipt

Capstan acquisition completed in Q2

ir_statement / Sep 17, 2026 / receipt

Deploy NBS Next to expand our margins and position us for growth

ir_statement / Sep 17, 2026 / receipt

Adjusted earnings now expected in the range of 15% to 17%

ir_statement / Sep 17, 2026 / receipt