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 July 31, 2025 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) ___________________________________________________ ...

Core Insights - Nordson Corporation's adjusted earnings for Q3 fiscal 2025 were $2.73 per share, exceeding the Zacks Consensus Estimate of $2.63, marking a 13% year-over-year increase [1][9] Quarterly Results of Nordson - Revenues reached $742 million, a 12% increase from the previous year, driven by the Advanced Technology Solutions segment and contributions from acquisitions, surpassing the consensus estimate of $717 million [2][9] - Organic sales grew by 2% year-over-year, with strong demand in the Asia-Pacific region, while acquisitions contributed an 8% increase and foreign currency translation added 2% [2] Regional Performance - Asia Pacific revenues were $240.3 million, up 23.1% year-over-year; Europe revenues increased 4% to $186.6 million; and Americas revenues rose 9.6% to $314.6 million [3] Segment Performance - Industrial Precision Solutions revenues were $350.8 million, up 0.5%, contributing 47.3% to total revenues [3] - Medical and Fluid Solutions revenues reached $219.5 million, a 31.6% increase, contributing 29.6% to total revenues [4] - Advanced Technology Solutions sales were $171.3 million, up 17.4%, representing 23.1% of total revenues [5] Margin Profile - Cost of sales increased by 14.5% to $335 million, while gross profit rose 10.2% to $406.5 million, resulting in a gross margin decrease of 100 basis points to 54.8% [6] - Selling and administrative expenses increased 2.3% to $206.5 million; adjusted EBITDA was $238.5 million, up 14.6%, with a margin of 32.2% [7] Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q3 were $147.8 million, up from $116 million at the end of fiscal 2024; long-term debt decreased to $1.79 billion from $2.10 billion [10] - In the first nine months of fiscal 2025, net cash generated from operating activities was $516.3 million, a 12.3% increase year-over-year [11] Dividends and Share Buyback - Nordson paid out $133 million in dividends, a 13.9% increase from the previous year; treasury share purchases amounted to $218.2 million, significantly up from $34.1 million [12] Outlook - For fiscal 2025, Nordson projects sales between $2.75 billion and $2.87 billion, with adjusted earnings expected to be between $9.70 and $10.50 per share [13]

Group 1 - The conference call is regarding Nordson Corporation's third quarter fiscal year 2025 results [2][3] - Key participants in the call include the CEO, CFO, and Vice President of Investor Relations [1][3] - The call will reference non-GAAP financial metrics, with reconciliations provided in the press release [4] Group 2 - The conference call is being broadcast live on the investor website and will be available for 30 days [4] - Forward-looking statements regarding future performance will be made during the call [5]

Nordson (NDSN) Q3 2025 Earnings Call August 21, 2025 08:30 AM ET Company ParticipantsLara Mahoney - Vice President of Investor Relations & Corporate CommunicationsSundaram Nagarajan - President, CEO & DirectorDaniel Hopgood - EVP & CFOJeffrey Hammond - Managing DirectorMichael Pesendorfer - VP - Senior Research AssociateEdward Magi - Associate, Industrials Equity ResearchBrad Hewitt - VP - Equity ResearchConference Call ParticipantsWalter Liptak - Industry AnalystOperatorLadies and gentlemen, thank you for ...

Financial Data and Key Metrics Changes - Nordson reported sales of $742 million for Q3 2025, a 12% increase from $662 million in Q3 2024, with the Atrion acquisition contributing 8% to growth [11][12] - Adjusted earnings per share increased by 13% to $2.73, exceeding the midpoint of guidance and reflecting strong operational execution [14] - EBITDA reached $239 million, representing a 15% increase year-over-year, with a margin improvement of 70 basis points to 32% of sales [12][14] Business Segment Data and Key Metrics Changes - Industrial Precision Solutions (IPS) sales were $351 million, up 1% year-over-year, with organic sales down 2% but benefiting from a 3% favorable currency impact [15] - Medical and Fluid Solutions sales increased by 32% to $219 million, driven by the Atrion acquisition, which contributed $52 million [16] - Advanced Technology Solutions (ATS) sales rose 17% to $171 million, with a 15% organic sales increase driven by demand in electronics dispense product lines [17] Market Data and Key Metrics Changes - The IPS segment is seeing stable demand in packaging and nonwoven markets, with precision agriculture demand improving in Europe and South America [20] - The medical segment is returning to growth, with high single-digit growth in medical fluid components and normalization in interventional solutions [21] - ATS is experiencing strong order entry and backlog, particularly in semiconductor packaging investments and high-reliability electronics [22][23] Company Strategy and Development Direction - The company is focused on operational excellence and integration of the Atrion acquisition, which has exceeded expectations [7][26] - Nordson's NBS Next framework is driving new product development and operational efficiency, positioning the company for long-term growth [22][26] - The company plans to divest the medical contract manufacturing portion to focus on higher-value proprietary medical components [27][28] Management's Comments on Operating Environment and Future Outlook - Management noted mixed market conditions but expressed confidence in capitalizing on profitable growth opportunities [19] - The company expects to be slightly below the midpoint of full-year sales guidance, while earnings are expected to be slightly better than the midpoint due to strong operational execution [29] - Management highlighted ongoing uncertainties in the geopolitical and trade environment but remains committed to delivering results [76] Other Important Information - Free cash flow reached a record $226 million, with a cash flow conversion rate of 180% of net income [8][18] - The company reduced net debt by over $100 million and repurchased over $70 million in shares during the quarter [18][28] - A new share repurchase authorization of $500 million was approved, bringing the total remaining authorization to approximately $800 million [28] Q&A Session Summary Question: Can you provide insights on order momentum across businesses, particularly ATS? - Management indicated stable demand across businesses, with ATS showing good order stability despite some lumpiness [36][39] Question: What are the expectations for ATS margins and growth? - ATS is expected to maintain strong incremental performance, with margins around 24% to 25% in the absence of significant system demand increases [105][106] Question: How does the company view the M&A funnel and share repurchase strategy? - The company maintains a balanced capital allocation strategy, with a healthy M&A pipeline while continuing share repurchases due to favorable market conditions [63][66] Question: What is the outlook for organic sales in Q4? - Organic sales are expected to be flat to slightly down year-over-year in Q4, primarily due to tough comparisons from the previous year [102][104]

Company Overview - Nordson's revenue in 2024 was $2.7 billion, with an EBITDA margin of 32%[5] - The company has a diversified geographic footprint, with 44% of sales in the Americas, 27% in Europe, and 29% in Asia Pacific[10] - Nordson has a diversified product portfolio with over 2,100 global patents held[7] Sales and Revenue - Systems account for 42% of FY2024 sales, while parts and consumables make up 58%[9] - Industrial Precision Solutions (IPS) generated $1.4 million in fiscal 2024 revenue with 37% EBITDA[24] - Medical Fluid Solutions (MFS) generated $696 million in fiscal 2024 revenue with 37% EBITDA[34] - Advanced Technology Solutions (ATS) generated $596 million in fiscal 2024 revenue with 22% EBITDA[39] Financial Performance and Targets - The company targets average annual revenue growth of 6-8% and adjusted EPS growth of 10-12% from 2025-2029[51] - Nordson anticipates generating approximately $4.1 billion in operating cash flows through 2029[65] - The company reported sales of $742 million for 3Q 2025, a 12% increase, with EBITDA of $239 million, up 15%[73] - 3Q25 free cash flow was $226 million, representing a conversion rate of 180% of net income[79]

Core Insights - Nordson reported quarterly earnings of $2.73 per share, exceeding the Zacks Consensus Estimate of $2.63 per share, and up from $2.41 per share a year ago, representing an earnings surprise of +3.80% [1] - The company achieved revenues of $741.51 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.85% and increasing from $661.6 million year-over-year [2] - Over the last four quarters, Nordson has surpassed consensus EPS estimates three times and topped revenue estimates three times as well [2] Future Outlook - The sustainability of Nordson's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.90 on revenues of $772.5 million, and for the current fiscal year, it is $10.03 on revenues of $2.79 billion [7] - The Zacks Rank for Nordson is currently 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Industry Context - The Manufacturing - General Industrial industry, to which Nordson belongs, is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Nordson Corporation Reports Third Quarter Fiscal 2025 Results and Updates Full Year Guidance Commenting on the Company's fiscal 2025 third quarter results, Nordson President and Chief Executive Officer Sundaram Nagarajan said, "The Nordson team responded effectively to dynamic demand conditions in key end markets and delivered on its promises, realizing solid year-over-year organic growth in the quarter. In particular, the Advanced Technology Solutions segment delivered 15% organic sales growth. Operational ...

Core Insights - Nordson Corporation is set to release its third-quarter financial results on August 20, with analysts expecting earnings of $2.64 per share, an increase from $2.41 per share in the same period last year [1] - The company is projected to report quarterly revenue of $723.57 million, up from $661.60 million a year earlier [1] Stock Performance - Nordson shares increased by 1.6%, closing at $217.50 [2] Analyst Ratings - Keybanc analyst Jeffrey Hammond maintained an Overweight rating and raised the price target from $230 to $250 [7] - Oppenheimer analyst Christopher Glynn upgraded the stock from Perform to Outperform with a price target of $260 [7] - Baird analyst Michael Halloran maintained a Neutral rating and increased the price target from $241 to $245 [7] - Loop Capital analyst Chris Dankert upgraded the stock from Hold to Buy, raising the price target from $255 to $280 [7] - Seaport Global analyst Walt Liptak upgraded the stock from Neutral to Buy with a price target of $250 [7]

Wall Street analysts forecast that Nordson (NDSN) will report quarterly earnings of $2.61 per share in its upcoming release, pointing to a year-over-year increase of 8.3%. It is anticipated that revenues will amount to $721 million, exhibiting an increase of 9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ah ...