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    Edward Magi • BNP Paribas

    Edward Magi's questions to Nordson Corp (NDSN) leadership

    Edward Magi's questions to Nordson Corp (NDSN) leadership • Q3 2025

    Question

    Edward Magi of BNP Paribas questioned why the full-year sales guidance was not raised more significantly following a strong Q3 and asked for details on the Q3 divestiture charges and any expected future charges.

    Answer

    EVP & CFO Daniel Hopgood clarified that the updated guidance of 'slightly below the midpoint' is an improvement from the prior 'low end' guidance and incorporates the pending divestiture. President & CEO Sundaram Nagarajan added that the outlook remains prudent due to the dynamic and uncertain economic environment. Hopgood explained the ~$12.2M charge was a non-cash write-down of the business to fair value and that no further material charges are expected upon closing.

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    Edward Magi's questions to Zebra Technologies Corp (ZBRA) leadership

    Edward Magi's questions to Zebra Technologies Corp (ZBRA) leadership • Q4 2024

    Question

    Edward Magi of BNP Paribas, on behalf of Andrew Buscaglia, asked whether management views AI as more of a product development opportunity or a competitive risk. He also inquired about M&A plans and capital allocation priorities for 2025, given the company's low leverage.

    Answer

    CEO William Burns positioned AI as a clear opportunity to empower frontline workers, driving premium hardware sales, market share, and recurring software revenue. He also noted that while the balance sheet is strong for M&A, the bar for acquisitions is higher given macro uncertainty, but the company remains inquisitive.

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