Total Revenue

+5% (from $650.6M to $682.94M)

The modest 5% increase reflects improved organic performance along with benefits from strategic acquisition contributions that have helped overcome past sales pressures, continuing a trend seen in previous quarters where acquisitions offset organic declines. " "

Revenue – Industrial Precision Solutions

N/A (Current: $318.85M)

Although no YoY percentage is provided, this segment’s $318.85M contribution suggests that strong industrial demand and operational synergies continue to drive performance, mirroring past trends where this area was a key revenue driver. "

Revenue – Medical and Fluid Solutions

N/A (Current: $202.81M)

The $202.81M in sales for Medical and Fluid Solutions indicates that strategic acquisitions and product innovation are supporting growth in this segment, which builds on earlier period improvements that helped balance weaknesses in other segments. "

Revenue – Advanced Technology Solutions

N/A (Current: $161.28M)

While a specific YoY change is not available, the $161.28M value denotes that this segment is maintaining its output; however, it may be experiencing competitive headwinds similar to those noted in prior periods, which require close monitoring for future performance. "

Geographic Revenue – Americas

N/A (Current: $292.46M)

The Americas continue to demonstrate stable demand with $292.46M in revenue, reflecting mature market dynamics that have been consistent with prior period performance. "

Geographic Revenue – Europe

N/A (Current: $172.50M)

Europe's $172.50M revenue suggests that favorable currency trends and a recovering market environment are supporting performance, a pattern that aligns with improvements noted in previous quarters. "

Geographic Revenue – Asia Pacific

N/A (Current: $217.98M)

The strong $217.98M revenue from Asia Pacific indicates robust growth in emerging markets, building on an upward trend observed in earlier periods, and highlights the region’s increasing contribution to overall revenue. "

Operating Profit

N/A (Current: $168.75M)

Operating profit at $168.75M underscores enhanced operational efficiency and improved cost structures; even without an explicit YoY percentage, this figure continues the trend of margin improvement driven partly by previous strategic initiatives and rigorous cost management. "

Net Income

N/A (Current: $112.40M)

The $112.40M net income reflects healthy profitability resulting from the combined effects of higher sales, stable margins, and efficient cost controls—a continuation of trends seen in prior periods despite environmental and market pressures. "

Basic EPS

N/A (Current: $1.98)

A Basic EPS of $1.98 illustrates that improved operating margins and successful strategic investments (a trend developed over previous quarters) are translating into stronger per-share earnings, even as the competitive environment remains challenging. "

Cash and Cash Equivalents

N/A (Current: $130.16M)

The robust cash balance of $130.16M highlights disciplined liquidity management and strong operating cash flows, a result of previously enhanced cash conversion and reduced investment outflows compared to periods with higher acquisition activity. "

Sales

Q3 2025

no prior guidance

$710 million to $750 million "

no prior guidance

Adjusted EPS

Q3 2025

no prior guidance

$2.55 to $2.75 per diluted share "

no prior guidance

Full-Year Sales Guidance

FY 2025

Sales are expected to trend toward the lower end of the full‐year guidance range due to a slower start and challenging dynamics " " "

no current guidance

no current guidance

Earnings Guidance

FY 2025

Nordson remains confident in delivering on their earnings commitments, supported by operational efficiencies and cost management " "

no current guidance

no current guidance

Tax Rate

FY 2025

19% "

no current guidance

no current guidance

Backlog Conversion

FY 2025

Approximately $670 million " "

no current guidance

no current guidance

Order Entry & Demand Trends

Previously discussed in Q1 2025, Q4 2024, and Q3 2024 with emphasis on strong sequential order entry, recovery in ATS and cautious but improving activity in MFS and IPS. " " "

Q2 2025 highlights solid order entry in ATS, improving conditions in MFS with easing destocking, mixed results in IPS, and a 5% backlog increase. " " "

Consistent focus on order entry with incremental recovery in core segments. There is continued optimism in electronics and gradual improvement in medical, with management addressing inherent lumpy demand.

Advanced Technology Solutions (ATS) Performance and Cyclicality

Earlier periods (Q1, Q4, Q3) noted sales declines in Q1 with modest order improvements, strategic repositioning in Q4, and cyclical challenges in Q3. " " "

Q2 2025 saw an 18% sales increase, strong backlog and margin improvement with renewed demand in semiconductor and electronic applications, while cyclicality remains inherent. " "

Recovery signals are evident as cyclical challenges recede. The segment’s performance is turning positive with enhanced margins and improved order entry, reflecting a shift from earlier downturns.

Strategic Acquisitions (Atrion and ARAG)

Across Q1, Q4, and Q3, acquisitions were noted for boosting revenue and enabling growth, though Q1 mentioned initial margin dilution and integration challenges; Q3 and Q4 emphasized strategic fit and integration progress. " " "

Q2 2025 highlighted that Atrion contributed significantly (over $50 million in revenue) and ARAG achieved double-digit organic growth, underscoring strong integration and improved financial performance. " "

Integration is progressing well with improved margins and growth. The acquisitions remain key drivers for expanding market presence and revenue, with initial challenges giving way to solid performance.

Innovation and New Product Launches

Q1 and Q4 stressed award-winning products and strategic repositioning; Q3 noted momentum in optical/acoustic product lines with new sensor introductions. " " "

Q2 2025 emphasized new product releases in WaferSense, along with innovation in Atrion and ARAG portfolios—highlighting significant R&D investments to drive growth. " "

Innovation remains a consistent growth lever. The focus on differentiated products and new technology pipelines has intensified in Q2, reinforcing the company’s competitive edge.

Tariff Risk Management & Trade Policy Uncertainty

Q4 2024 mentioned customer hesitancy linked to macro uncertainties and subtle references to tariffs; Q3 had no explicit mention and Q1 did not cover this topic. "

Q2 2025 provided detailed discussion on how existing tariff levels are managed via an in‐region for‐region manufacturing strategy, price adjustments, and supply chain adaptations. " "

Enhanced focus in the current period. While earlier periods had few details, Q2 now offers robust mitigation strategies, reflecting a proactive approach to evolving trade policy uncertainties.

Operational Efficiency and Cost Management

Q1 showcased high margins and effective use of the NBS Next framework; Q4 emphasized factory efficiency gains and margin improvements; Q3 reported stable EBITDA with targeted cost reductions. " " "

Q2 2025 stressed strong operational execution with 32% overall EBITDA margins, targeted restructuring for cost adjustments, and continued manufacturing efficiencies driving improved performance. " "

A consistent emphasis on efficiency with incremental improvements. Operational and cost management initiatives remain central, with enhanced execution in Q2 compared to earlier quarters.

Medical and Fluid Solutions Performance

Q1 reported 21% growth driven by Atrion despite destocking in interventional lines; Q4 noted 19% sales growth offset by softness in interventional products; Q3 mentioned cautious outlook and lower demand. " " "

Q2 2025 saw 20% sales growth primarily fueled by Atrion’s strong contribution, while interventional product lines experienced double-digit declines offset by a gradual recovery in fluid components. " "

Steady integration of Atrion boosts overall performance. Despite persistent destocking challenges in interventional products, the segment remains on track with expectations for sequential recovery.

Polymer Processing Trends

Q1 highlighted system sales declines due to tough comparables; Q4 pointed to reduced investments and cyclical headwinds; Q3 did not mention this topic. " " "

Q2 2025 continues to face weaker system sales in polymer processing, driven by lower end-market demand and persistent cyclical challenges. " "

Consistent headwinds persist. Polymer processing continues to underperform due to structural and cyclical challenges, with little sign of reversal across periods.

Recurring Revenue and Backlog Trends

Q1 noted strong backlog growth (e.g. $85 million increase) and positive order entry; Q4 described normalization of backlog and rising recurring revenue share; Q3 reiterated stability from recurring revenues in IPS and MFS. " " "

Q2 2025 reported a 5% increase in backlog and reiterated strong recurring revenue, particularly in ATS, underpinning the company’s ability to maintain momentum. " "

Stable and reinforcing trend. Recurring revenue and normalized backlog levels continue to strengthen, supporting resilience across cycles.

Strategic Investments and Global Supply Chain Adjustments

Q4 mentioned capacity expansions and investments through the NBS Next framework, though details were less specific; Q1 and Q3 had little detailed discussion on these topics. " "

Q2 2025 provided specific updates on new facility investments in South Carolina, expansion into India, and proactive supply chain adjustments to mitigate tariff impacts. " "

Increased focus in Q2. The current period shows more explicit strategic investments and supply chain actions, representing a strategic leap from previous periods.

Industrial Precision Solutions and End-Market Diversification

Q1 saw a decline driven by weaker system sales while packaging and nonwovens performed well; Q4 reported a moderate decline with diversified exposure; Q3 noted robust growth in IPS with strong recurring revenue and diversification across segments. " " "

Q2 2025 reflected mixed performance in IPS with declines in industrial coatings and polymer processing counterbalanced by growth in nonwovens and packaging, reinforcing the diversified end-market model. " "

Diversification remains a core strength. Despite variable sales in specific product lines, diversified end-market exposure helps stabilize performance, though segment challenges persist.

Geopolitical and Macroeconomic Uncertainties

Q1 expressed concern over a choppy geopolitical environment; Q4 noted customer hesitancy due to broader macro uncertainties; Q3 highlighted diversification as a buffer amid these challenges. " " "

Q2 2025 presented detailed strategies including tariff management and proactive monitoring of end-market demand amid uncertain policies, reflecting a more analytical stance toward geopolitical risks. " "

Cautious but evolving outlook. While concerns remain consistent, Q2 shows a more proactive management approach with detailed mitigation steps and clearer strategic messaging.