Earnings summaries and quarterly performance for NORDSON.
Executive leadership at NORDSON.
Sundaram Nagarajan
President and Chief Executive Officer
Daniel R. Hopgood
Executive Vice President and Chief Financial Officer
Jennifer L. McDonough
Executive Vice President, General Counsel and Secretary
Joseph M. Rutledge
Vice President and Chief Accounting Officer
Joseph P. Kelley
Executive Vice President, Industrial Precision Solutions
Justin Hall
Executive Vice President, Medical and Fluid Solutions
Board of directors at NORDSON.
Annette K. Clayton
Director
Christopher L. Mapes
Director
Frank M. Jaehnert
Director
Ginger M. Jones
Director
Jennifer A. Parmentier
Director
John A. DeFord
Director
Michael J. Merriman, Jr.
Director
Milton M. Morris
Director
Victor L. Richey, Jr.
Chair of the Board
Research analysts who have asked questions during NORDSON earnings calls.
Walter Liptak
Seaport Research Partners
4 questions for NDSN
Andrew Buscaglia
BNP Paribas
3 questions for NDSN
Jeffrey Hammond
KeyBanc Capital Markets
3 questions for NDSN
Matt Summerville
D.A. Davidson & Co.
3 questions for NDSN
Michael Halloran
Baird
3 questions for NDSN
Saree Boroditsky
Jefferies
3 questions for NDSN
Christopher Dankert
Loop Capital Markets
2 questions for NDSN
Christopher Glynn
Oppenheimer & Co. Inc.
2 questions for NDSN
Brad Hewitt
Wolfe Research, LLC
1 question for NDSN
Edward Magi
BNP Paribas
1 question for NDSN
Michael Pesendorfer
Baird
1 question for NDSN
Recent press releases and 8-K filings for NDSN.
- Q4 sales of $752 million (+1% YOY; organic −1%), with record EBITDA of $256 million (34% margin) and cash flow of $194 million (128% net income conversion).
- FY 2025 record results: sales $2.8 billion (+4%), adjusted EPS $10.24, EBITDA $900 million, and free cash flow conversion 136%.
- Capital allocation: repurchased $300 million of shares, increased dividends for the 62nd consecutive year, and reduced net debt by $224 million to a 2.1× leverage ratio.
- FY 2026 outlook: sales growth 1–6% (midpoint 3.5%), adjusted EPS growth 6–12% (midpoint 9%); Q1 guidance of $630–670 million in sales and $2.25–2.45 EPS.
- Nordson’s Q4 2025 sales were $752 million, up 1% year-over-year, with record EBITDA of $256 million and a 34% margin.
- The company generated a record $194 million in cash flow in Q4, achieving a 128% conversion of net income.
- For fiscal 2025, Nordson delivered record sales of $2.8 billion (up 4%), adjusted EPS of $10.24, and EBITDA of $900 million.
- Free cash flow conversion was 136%, enabling share repurchases of about $300 million, the 62nd consecutive annual dividend increase, and reduction of net debt to a 2.1× leverage ratio.
- Fiscal 2026 guidance calls for full-year sales growth of 1%–6% over 2025 and adjusted EPS growth of 6%–12%.
- Record Q4 performance: Sales of $752 M (+1% YoY), adjusted EPS of $3.03 (+9%), and EBITDA of $256 M (34% margin) in Q4 2025.
- Strong full-year metrics: FY 2025 sales of $2.8 B (+4% YoY), EBITDA of $900 M (+6%), free cash flow of $661 M (136% conversion), with net debt leverage at 2.1x.
- Capital deployment: FY 2025 free cash flow funded $306 M in share repurchases, $224 M in debt paydowns, $179 M in dividends, and $58 M in capital investments.
- Outlook: FY 2026 sales growth guidance of 1–6% (incl. FX and divestiture effects), adjusted EPS growth of 6–12%; Q1 2026 revenue of $630–670 M and adj. EPS of $2.25–2.45.
- Q4 2025 sales were $752 million (+1% YoY) and adjusted EPS was $3.03 (+9% YoY).
- Fiscal 2025 record sales reached $2.8 billion (+4% YoY) with adjusted EPS of $10.24 (+5% YoY).
- Q4 net income was $152 million (EPS $2.69), and full-year net income was $484 million (EPS $8.51).
- Fiscal 2026 guidance projects sales of $2.83–2.95 billion and adjusted EPS of $10.80–11.50.
- Sales for Q4 were $752 million, up 1% year-over-year; full-year sales a record $2.8 billion, up 4% y/y.
- Q4 GAAP EPS of $2.69 and adjusted EPS of $3.03 (+9% y/y); full-year adjusted EPS was $10.24, up 5% y/y.
- Q4 EBITDA was $256 million (34% of sales); FY EBITDA was $900 million (32% of sales).
- Fiscal 2026 guidance: sales of $2.83–2.95 billion and adjusted EPS of $10.80–11.50.
- Nordson reported Q3 fiscal 2025 sales of $742 million, a 12 % year-over-year increase (organic +2 %, acquisitions +8 %, currency +2 %).
- GAAP diluted earnings per share were $2.22, with adjusted EPS of $2.73, up 13 % year-over-year.
- EBITDA in the quarter was $239 million (32 % of sales), a 15 % increase year-over-year.
- Generated free cash flow conversion of 180 % of net income; board approved an additional $500 million share repurchase authorization.
- Affirmed full-year sales guidance (tracking slightly below midpoint) and adjusted EPS guidance (tracking slightly above midpoint) despite a 5 % sequential backlog decline.
- Q2 fiscal 2025 performance: Nordson reported sales of $683 million (up 5% year-over-year), net income of $112 million, GAAP diluted EPS of $1.97 and adjusted diluted EPS of $2.42.
- Q3 Guidance update: The company expects fiscal Q3 2025 sales in the range of $710–$750 million with adjusted EPS between $2.55 and $2.75.
- Additional highlights: Order backlog grew approximately 5% during the quarter and the company repurchased $85 million in shares, reflecting strong operational execution.
- Q2 sales were $590 million, up 11% YoY, with gross profit of $338 million (57% margin), operating profit of $166 million (28%) and EBITDA of $192 million (33%).
- Industrial Precision Solutions sales rose to $299 million (+6% YoY) with operating profit of $104 million (35%), while Advanced Technology Solutions sales grew to $291 million (+18% YoY) with operating profit of $77 million (26%).
- End Q2 cash was $133 million, net debt $734 million (1.2× leverage), free cash flow $94 million (75% conversion; YTD >100%).
- Fiscal 2021 sales are guided to grow 8–10% (11–13% ex-divestiture) with EPS of $7.20–7.50, implying 34% earnings growth at midpoint.
- Sales of $589.5 million, up 11% YoY (organic growth +10%) in Q2 2021
- Q2 operating profit of $166.4 million (28% margin), a 33% increase YoY; EBITDA reached $191.7 million (33% margin)
- Strong end-market demand drove electronics and consumer non-durable growth, with improving medical and industrial markets
- Free cash flow of $94 million in Q2; net debt stood at $734 million with a 1.2x leverage ratio
- Lifted FY2021 guidance to $2.291–2.333 billion in sales (up 8–10%) and $7.20–7.50 EPS (up 31–37%)
- Introduced the Ascend strategy, anchored by the NBS Next data-driven growth framework, to deliver top-tier revenue growth with attractive margins through strategic discipline, owner mindset, and entrepreneurial division-led teams.
- Advanced Technology Solutions segment targets >5% organic sales growth, 50–52% gross margins, and 500 bp margin expansion via strategic discipline, continuous improvement, and in-line manufacturing of top products.
- Company aims for a 7%+ revenue CAGR to $3 billion and 30% EBITDA margin over five years by combining 4%+ organic growth with 3%+ from acquisitions.
- M&A strategy prioritizes medical device components, test & inspection, and precision technologies, using disciplined criteria (high growth rates, strong gross margins, ~20% EBITDA margins, and 3–5 year returns > cost of capital).
- Capital allocation directs ~60% to acquisitions, ~30% to dividends and buybacks, and ~10% to organic growth, while maintaining ~13% ROIC and 1.5–2.5× leverage targets.
Quarterly earnings call transcripts for NORDSON.
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