Core Insights - Nordson's stock has seen a nearly 10% increase following strong quarterly results that pleased investors [1] Financial Performance - In Q2 of fiscal 2025, Nordson reported total sales of $683 million, up from $651 million in Q2 of fiscal 2024, exceeding analyst expectations of slightly under $673 million [2] - The company achieved a non-GAAP adjusted income of $138 million, or $2.42 per share, a slight increase from $135 million in the same period last year, also surpassing the average analyst projection of $2.36 [4] Factors Contributing to Performance - Management attributed the improved results to robust sales in key divisions such as electronic systems and precision agriculture, along with a 5% rise in order backlog [5] Future Guidance - For the current third quarter, Nordson estimates earnings between $710 million to $750 million, with adjusted earnings projected at $2.55 to $2.75 per share, while analysts expect a top line of just over $724 million and adjusted profitability of $2.63 per share [6] Overall Assessment - The company is demonstrating steady performance across key divisions, with growing fundamentals and consistent cash flow to support its increasing dividend, indicating a reliable investment opportunity [7]

Core Insights - Nordson Corporation is identified as a high-quality company with the potential to outperform the market over the long term due to its competitive advantage and defensibility [1]. Company Analysis - The analysis emphasizes a focus on companies in Europe and North America, without restrictions on market capitalization, ranging from large cap to small cap [1]. - The author has a strong academic background in sociology, which informs the analysis of organizational and economic factors affecting companies [1].

Sales Performance - Consolidated sales for the three months ended April 30, 2025, were $682,938 thousand, representing a 5.0% increase from $650,642 thousand in the same period of 2024[106]. - For the six months ended April 30, 2025, consolidated sales reached $1,298,358 thousand, a 1.1% increase compared to $1,283,835 thousand in the prior year[106]. - The IPS segment experienced a 6.9% organic sales decrease in the three months ended April 30, 2025, primarily due to weaker demand in polymer processing and industrial coatings[108]. - The MFS segment saw a 10.0% organic sales decrease in the three months ended April 30, 2025, attributed to targeted program rationalization and ongoing destocking[108]. - The ATS segment reported an 18.1% organic sales increase in the three months ended April 30, 2025, driven by strong demand in semiconductor and electronics markets[108]. - The Americas region accounted for 42.8% of total sales in the three months ended April 30, 2025, down from 45.3% in the prior year[110]. - The Asia Pacific region saw a 22.6% organic sales increase in the three months ended April 30, 2025, contributing to a total sales growth of 25.2% in that region[110]. - If transactions for the three months ended April 30, 2025, were translated at 2024 exchange rates, estimated sales would have been approximately $4,000 higher[120]. Profitability - The gross margin for the three months ended April 30, 2025, was 54.7%, down from 56.2% in the same period of 2024, reflecting a 1.5% decrease[106]. - Net income for the three months ended April 30, 2025, was $112,404 thousand, a decrease of 4.9% from $118,217 thousand in the prior year[106]. - Operating profit for the three months ended April 30, 2025, was $168,750 thousand, a slight increase of 0.1% from $168,616 thousand in the same period of 2024[111]. - Net income for the six months ended April 30, 2025, was $207,056, or $3.62 per diluted share, reflecting a 9.1% decrease in net income and an 8.4% decrease in diluted earnings per share compared to the same period in 2024[119]. - Net income for the three months ended April 30, 2025, was $112,404, or $1.97 per diluted share, representing a 4.9% decrease in net income and a 3.9% decrease in diluted earnings per share compared to the same period in 2024[118]. Cash Flow and Liquidity - Cash and cash equivalents increased by $14,205 during the six months ended April 30, 2025, with approximately 78% held at various foreign subsidiaries[123]. - Net cash provided by operating activities for the six months ended April 30, 2025, was $278,292, a decrease from $294,964 in the same period of 2024[123]. - The company is well-positioned to manage liquidity needs, with cash on hand of $130,157 and available borrowings totaling $806,477 as of April 30, 2025[125]. - The company has a $1,150,000 unsecured multi-currency credit facility, with $280,000 outstanding on the term loan facility and $243,000 on the revolving credit facility as of April 30, 2025[124]. Taxation - The effective tax rate for the three and six months ended April 30, 2025, was 19.0%, lower than the U.S. tax rate of 21%, primarily due to foreign-derived intangible income deductions[117]. Capital Expenditures - Additions to property, plant, and equipment for the six months ended April 30, 2025, were $37,439, driven by productivity and growth projects, including a new manufacturing facility[123]. Interest Expense - Interest expense for the three months ended April 30, 2025, was $26,572, an increase from $20,109 in the same period of 2024, primarily due to higher average debt levels from acquisitions[114].

Nordson Corporation’s (NDSN) second-quarter fiscal 2025 (ended April 30, 2025) adjusted earnings of $2.42 per share surpassed the Zacks Consensus Estimate of $2.36. The bottom line increased 3% year over year. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Quarterly Results of NDSNNordson’s revenues were $682.9 million, up 5% from the year-ago fiscal quarter’s number, driven by strength in the Advanced Technology Solutions segment and contributions from acquired assets. Revenues be ...

2Q Fiscal 2025 Webcast May 29, 2025 Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as "may," "will," "should," "could," "expects," "anticipates," "believes," "projects," "forecasts," "outlook," "guidance," "continue," "target," or the negative of these terms or ...

Nordson (NDSN) Q2 2025 Earnings Call May 29, 2025 08:30 AM ET Company Participants Lara Mahoney - Vice President of Investor Relations & Corporate CommunicationsSundaram Nagarajan - President and CEODaniel Hopgood - Executive VP & CFOAndrew Buscaglia - Executive DirectorSaree Boroditsky - Senior Vice PresidentChristopher Dankert - SVP - Equity Research Conference Call Participants Michael Halloran - Senior Research Analyst - Associate Director of ResearchChristopher Glynn - Managing Director and Senior Anal ...

Nordson (NDSN) Q2 2025 Earnings Call May 29, 2025 08:30 AM ET Speaker0 Thank you for standing by, and welcome to the Nordson Corporation Second Quarter Fiscal Year twenty twenty five Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer Thank you. I'd now like to turn the call over to Laura Mahoney. You may begin. Speaker1 Good morning. This is Laura Mahoney, Vice President of Investor Relations and Corporate Com ...

Core Insights - Nordson reported revenue of $682.94 million for the quarter ended April 2025, marking a year-over-year increase of 5% and exceeding the Zacks Consensus Estimate by 1.39% [1] - The company's EPS for the same period was $2.42, up from $2.34 a year ago, with a surprise of 2.54% over the consensus estimate [1] Financial Performance Metrics - Net Sales in Industrial Precision Solutions were $318.85 million, below the average estimate of $322.96 million, reflecting a year-over-year decline of 13.1% [4] - Net Sales in Advanced Technology Solutions reached $161.28 million, surpassing the average estimate of $142.32 million, with a year-over-year increase of 40.6% [4] - Net Sales in Medical and Fluid Solutions totaled $202.81 million, slightly below the average estimate of $204.99 million, showing a year-over-year growth of 20% [4] Operating Profit Analysis - Operating profit for Advanced Technology Solutions was $31.56 million, exceeding the average estimate of $27.56 million [4] - Operating profit for Medical and Fluid Solutions was $56.81 million, also above the average estimate of $55.41 million [4] - Operating profit for Industrial Precision Solutions was $95.72 million, falling short of the average estimate of $108.47 million [4] - Corporate operating loss was reported at -$15.34 million, better than the average estimate of -$16.33 million [4] Stock Performance - Nordson's shares have returned +4.9% over the past month, compared to a +7.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Nordson (NDSN) came out with quarterly earnings of $2.42 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.54%. A quarter ago, it was expected that this maker of adhesives and industrial coatings would post earnings of $2.08 per share when it actually produced earnings of $2.06, delivering a surprise of -0.96%.Over the last f ...

Financial Performance - Sales for the second quarter of fiscal 2025 were $683 million, a 5% increase compared to $651 million in the prior year[1]. - Net income for the second quarter was $112 million, or $1.97 per diluted share, down from $118 million, or $2.05 per diluted share in the prior year[2]. - Adjusted earnings per diluted share increased by 3% to $2.42 from $2.34 in the prior year[2]. - EBITDA for the second quarter was $217 million, representing 32% of sales, up 7% from $203 million, or 31% of sales in the prior year[3]. - Total sales for the six months ended April 30, 2025, were $1,298,358 million, a slight increase of 1.1% compared to $1,283,835 million for the same period in 2024[24]. - Net income for the three months ended April 30, 2025, was $112,404 million, down from $118,217 million in the same period last year[26]. - Diluted earnings per share for the three months ended April 30, 2025, was $1.97, compared to $2.05 for the same period in 2024[30]. - The company reported total operating profit of $168,750 million for the three months ended April 30, 2025, slightly up from $168,616 million year-over-year[30]. - Adjusted net income for the six months ended April 30, 2025, was $256,423 million, compared to $262,458 million in the same period last year[30]. - Year-to-date net income is $207,056,000, an increase from $94,652,000 in the previous year, showing a significant growth of approximately 118.1%[32]. Segment Performance - Industrial Precision Solutions sales decreased by 8% to $319 million, while Medical and Fluid Solutions sales increased by 20% to $203 million[5][6]. - Advanced Technology Solutions sales increased by 18% organically, driven by demand in semiconductor and electronics markets[7]. - The Industrial Precision Solutions segment reported sales of $619,295 million, down 7.6% from $682,720 million[28]. - Medical and Fluid Solutions segment sales increased by 20.7% to $396,418 million from $328,492 million[28]. Cash Flow and Investments - Year-to-date net cash provided by operating activities is $278,292,000, compared to $294,964,000 in the same period last year, reflecting a decrease of approximately 5.7%[32]. - Year-to-date free cash flow is $240,853,000, down from $273,057,000 year-over-year, indicating a decline of about 11.8%[32]. - Free cash flow conversion for the year-to-date is 116%, compared to 146% in the same period last year, indicating a decrease of 30%[32]. - Additions to property, plant, and equipment year-to-date total $37,439,000, up from $21,907,000 in the previous year, representing an increase of approximately 70.7%[32]. Future Outlook - The company expects third quarter fiscal 2025 sales to be in the range of $710 to $750 million, with adjusted earnings forecasted between $2.55 and $2.75 per diluted share[9]. - Backlog grew approximately 5% during the quarter, indicating strong order entry trends[8]. - The Atrion acquisition continues to perform above expectations, contributing positively to the company's results[4]. - The company repurchased $85 million in shares during the quarter, maintaining a sound balance sheet[4]. Geographic Performance - Sales in the Americas decreased by 13.4% to $560,300 million from $568,440 million year-over-year[24]. - The Asia Pacific region saw a sales increase of 10.7%, reaching $397,799 million compared to $354,015 million in the previous year[24].