CyberOptics Corporation (CYBE) Q2 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Dr. Subodh Kulkarni - President and CEO Jeff Bertelsen - Chief Operating Officer and CFO Conference Call Participants Greg Palm - Craig-Hallum Orin Hirschman - AIGH Investment Partners Eric Slade - Acme Operator Please standby. Good day. And welcome to the CyberOptics Second Quarter 2022 Earnings Conference Call. Today???s conference is being recorded. At this time, I???d like to turn the conference ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 NORDSON CORPORATION (Exact name of registrant as specified in its charter) __________________________________________________ ...

2Q Fiscal 2022 Webcast SCEING May 24, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS Z Safe Harbor Statement Click to edit title 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," " ...

CyberOptics Corporation (CYBE) Q1 2022 Earnings Conference Call April 28, 2022 9:00 AM ET Company Participants Subodh Kulkarni ??? President and Chief Executive Officer Jeff Bertelsen ??? Chief Financial Officer and Chief Operating Officer Conference Call Participants Greg Palm ??? Craig-Hallum Capital Group Orin Hirschman ??? AIGH Investment Partners Eric Slade ??? Acme Analytics Operator Good day, and welcome to the CyberOptics First Quarter 2022 Earnings Conference Call. Today???s conference is being rec ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 NORDSON CORPORATION (Exact name of registrant as specified in its charter) ___________________________________________________ Ohio (State or other jurisdiction of incorporation or organization) 28601 Clemens Road Westlake, Ohio (Address of principal executive ...

Financial Data and Key Metrics Changes - First quarter 2022 sales were $609 million, a 16% increase from $527 million in the prior year, driven by 16% organic volume growth and 4% from the NDC acquisition [7][12] - Gross profit for Q1 2022 was $340 million, or 56% of sales, compared to $290 million or 55% of sales in the prior year, reflecting a 100 basis point increase in gross margin [8][11] - Operating profit was $156 million, or 26% of sales, a 44% increase from the prior year [10] - Net income totaled $120 million, or $2.05 per share, with adjusted earnings per share of $2.07, a 57% increase from the prior year [11][12] Business Line Data and Key Metrics Changes - Industrial Precision Solutions (IPS) sales were $324 million, a 12% increase year-over-year, with organic volume growth of 12% and an 8% contribution from the NDC acquisition [12][14] - Advanced Technology Solutions (ATS) sales increased 20% to $285 million, with organic sales volume growth of 21% [15][16] - IPS operating profit was $104 million, or 32% of sales, a 24% increase from the prior year [14] - ATS operating profit was $76 million, or 27% of sales, a 62% increase from the prior year [16] Market Data and Key Metrics Changes - All regions delivered organic growth in Q1 2022, with particularly strong demand in Asia and Europe [7][14] - The backlog grew to over $900 million, driven by strong order entry in electronics, industrial, and medical end markets [22] Company Strategy and Development Direction - The company is focused on deploying the NBS Next growth framework to enhance customer engagement and operational efficiency [19][25] - The leadership team is advancing the implementation of the Ascend strategy to drive sustainable, profitable growth [25] - The company remains active in M&A with a healthy pipeline, focusing on scaling its medical business and expanding test and inspection capabilities [45][95] Management's Comments on Operating Environment and Future Outlook - Management noted that supply chain constraints and labor shortages are expected to persist into the second half of the year, but improvements are anticipated [23][30] - For Q2 2022, the company expects sales growth in the range of 6% to 10% compared to Q2 2021, with adjusted earnings per diluted share between $2.20 and $2.30 [24][25] - Full-year revenue growth is projected to be in the range of 7% to 10%, with adjusted earnings per diluted share growth of 14% to 18% over fiscal 2021 [25] Other Important Information - Free cash flow for the quarter was $106 million, with a conversion rate on net income of 88% [17] - The company ended the quarter with cash totaling $171 million and net debt of $637 million, resulting in a leverage ratio of 0.8 times based on trailing 12 months EBITDA [18] Q&A Session Summary Question: Price cost spread and its future cadence - Management indicated that the negative price cost mismatch of 100 basis points in Q1 is expected to improve, potentially halving in Q2 and becoming neutral in the back half of the year [28] Question: Supply chain and labor visibility - Management noted that supply chain issues are not uniform across all businesses, with some improvement expected as the year progresses, particularly in labor availability [30] Question: Backlog normalization - Management expects supply chain normalization to occur in the second half of the year, with the current backlog being inflated due to large system orders extending into 2023 [41][42] Question: Capital allocation and M&A strategy - The company remains disciplined in its M&A approach, focusing on strategic acquisitions that align with its growth objectives, while also returning capital through dividends and share buybacks [45][94] Question: Performance of NDC Technologies acquisition - The integration of NDC Technologies into IPS is progressing well, with strong alignment in end markets and growth opportunities identified post-acquisition [52] Question: Trends in elective surgeries and biopharma - Elective surgeries are recovering, and the biopharma business is strong, driven by vaccine production and gene therapies [55] Question: Geographic performance and growth - Significant strength was noted in Europe and Asia, while the U.S. and Japan showed more modest growth, with Japan still recovering from COVID impacts [58] Question: ATS margins and sustainability - ATS margins were strong due to volume leverage and cost control measures, with favorable mix benefits particularly from the medical business [73]

ND INVESTOR PRESENTATION February 22, 2022 I NASDAQ: NDSN On November 1, 2021, Nordson closed its acquisition of NDC Technologies, a test and inspection business focused on measurement and controls solutions serving consumer non-durable, film extrusion & converting, cable & tubing and energy storage end markets. Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of ...

CyberOptics Corporation (CYBE) Q4 2021 Earnings Conference Call February 17, 2022 4:30 PM ET Company Participants Dr. Subodh Kulkarni - President and CEO Jeff Bertelsen - CFO, COO Conference Call Participants Rich Ryan - Colliers Greg Palm - Craig-Hallum Capital Group Eric Slade - Acme Analytics Ash Birla - Birla DK Capital Operator Good day, ladies and gentlemen, and welcome to the CyberOptics Fourth Quarter 2021 Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the confe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 NORDSON CORPORATION (Exact name of Registrant as specified in its charter) Ohio (State of incorporation) 28601 Clemens Road Westlak ...

Company Overview and Financial Performance - CyberOptics' revenue grew at a compound annual growth rate (CAGR) of approximately 12% to reach $70.1 million in 2020[19, 23] - The company's revenue for the first nine months of 2021 was $70.7 million, reflecting a 33% year-over-year increase[20] - CyberOptics' Q4 2021 revenue guidance is between $19.0 million and $23.0 million, compared to $16.9 million in Q4 2020[20] - The company has a strong balance sheet with $33.5 million in cash and no debt[20] MRS Technology and Products - Multi-Reflection Suppression (MRS) products revenue in 2020 was $31.8 million, a 33% increase compared to 2019[24] - MRS products revenue for the first nine months of 2021 was $37.4 million, up 57% year-over-year[24] - CyberOptics received $10.5 million in new purchase orders for the MX3000™ systems since late 2020[24, 57] WaferSense® Sensors - WaferSense® sensors revenue in 2020 was $15.0 million, an 8% increase compared to 2019[24, 77] - WaferSense® sensors revenue for the first nine months of 2021 was $17.9 million, up 58% year-over-year[24, 77] Market Opportunities - The market opportunity for MRS-enabled systems is projected to grow to approximately $2.9 billion in 2025[31, 32] - The market for MRS and WaferSense® sensors is expected to grow at a CAGR of over 20% through 2025, reaching approximately $438 million in 2025[31, 32] - The memory module Final Vision Inspection (FVI) system market is projected to be around $15 million+ per year for the next 5 years[32, 56, 58]