Nordson (NDSN) reported $751.82 million in revenue for the quarter ended October 2025, representing a year-over-year increase of 1%. EPS of $3.03 for the same period compares to $2.78 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $769 million, representing a surprise of -2.23%. The company delivered an EPS surprise of +3.41%, with the consensus EPS estimate being $2.93.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

Group 1: Earnings Performance - Nordson reported quarterly earnings of $3.03 per share, exceeding the Zacks Consensus Estimate of $2.93 per share, and up from $2.78 per share a year ago, representing an earnings surprise of +3.41% [1] - The company posted revenues of $751.82 million for the quarter ended October 2025, which missed the Zacks Consensus Estimate by 2.23%, compared to year-ago revenues of $744.48 million [2] Group 2: Stock Performance and Outlook - Nordson shares have increased by approximately 11.6% since the beginning of the year, while the S&P 500 has gained 16.3% [3] - The current consensus EPS estimate for the upcoming quarter is $2.25 on revenues of $649.5 million, and for the current fiscal year, it is $11.05 on revenues of $2.94 billion [7] Group 3: Industry Context - The Manufacturing - General Industrial industry, to which Nordson belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Financial Performance - Fourth quarter sales were $752 million, a 1% increase from $744 million in the prior year[1] - Net income for the fourth quarter was $152 million, or $2.69 per diluted share, compared to $122 million, or $2.12 per diluted share in the prior year[2] - Adjusted earnings per diluted share increased by 9% to $3.03 from $2.78 in the prior year[2] - Full year sales reached a record $2.8 billion, a 4% increase compared to the previous year[9] - Full year adjusted earnings per diluted share were $10.24, a 5% increase from $9.73 in the prior year[10] - EBITDA for the fourth quarter was $256 million, representing 34% of sales, up from $241 million or 32% of sales in the prior year[3] - Net income for the twelve months ended October 31, 2025, was $484,474, an increase of 3.5% compared to $467,284 for the same period in 2024[26] - Total sales for the twelve months ended October 31, 2025, reached $2,791,687, representing a 3.8% increase from $2,689,921 in 2024[28] - The company reported a diluted earnings per share of $8.51 for the twelve months ended October 31, 2025, compared to $8.11 in 2024, marking a 4.9% increase[32] Segment Performance - The Industrial Precision Solutions segment saw a 2% decrease in sales to $362 million, while Medical and Fluid Solutions increased by 10% to $220 million[5][6] - The Medical and fluid solutions segment saw a sales increase of 20.1% for the twelve months ended October 31, 2025, reaching $835,385 compared to $695,452 in 2024[28] - The company experienced a total sales decline of 1.1% in the three months ended October 31, 2025, compared to the same period in 2024[28] Cash Flow and Investments - The company achieved a free cash flow conversion rate of 136% of net income, totaling $661 million for the full year[11] - Cash flows from operating activities for the twelve months ended October 31, 2025, were $719,175, up from $556,193 in 2024, indicating a 29.2% increase[26] - Year-to-date net cash provided by operating activities increased to $719,175,000 compared to $516,264,000 in the previous year[34] - Year-to-date free cash flow reached $661,115,000, up from $467,262,000 year-over-year[34] - Quarter-to-date free cash flow was reported at $193,853,000[34] - Net cash used in investing activities for the twelve months ended October 31, 2025, was $(26,690), significantly improved from $(844,398) in 2024[26] - Additions to property, plant, and equipment year-to-date totaled $58,060,000, compared to $49,002,000 in the previous year[34] Future Outlook - The company expects fiscal 2026 sales to range between $2,830 million and $2,950 million, with adjusted earnings forecasted between $10.80 and $11.50 per diluted share[14] - The backlog for fiscal 2026 is approximately $600 million, a 5% increase from the prior year[13] Balance Sheet Highlights - Total current assets decreased to $1,242,851 as of October 31, 2025, down from $1,275,032 in 2024, reflecting a decline of 2.5%[24] - Long-term debt decreased to $1,681,254 as of October 31, 2025, down from $2,101,197 in 2024, a reduction of 20%[24] - Total shareholders' equity increased to $3,043,571 as of October 31, 2025, compared to $2,932,192 in 2024, reflecting a growth of 3.8%[24] Non-GAAP Measures - The company emphasizes the importance of non-GAAP measures for evaluating ongoing operations and future forecasts[34] - Management believes non-GAAP measures are useful for investors to assess changes in the company's core business over time[34]

Core Insights - Nordson Corporation reported a 1% increase in fourth quarter sales for fiscal year 2025, reaching $752 million compared to $744 million in the previous year, influenced by favorable currency translation and acquisition impacts, but offset by a divestiture and organic sales decrease [1][2][4] - The company achieved a record net income of $152 million for the fourth quarter, translating to earnings per diluted share of $2.69, up from $122 million and $2.12 in the prior year [2][9] - Adjusted net income for the fourth quarter was $171 million, a 6.9% increase from $160 million in the previous year, with adjusted earnings per diluted share rising 9% to $3.03 [2][26] Financial Performance - EBITDA for the fourth quarter was $256 million, representing 34% of sales, an increase of 6% from $241 million or 32% of sales in the prior year [3][10] - For the full fiscal year 2025, total sales reached a record $2.8 billion, a 4% increase from the previous year, driven by a favorable acquisition impact of 6% despite a 3% decrease in organic volume [8][9] - Full-year EBITDA was $900 million, maintaining a margin of 32%, consistent with the previous year [10] Segment Performance - Industrial Precision Solutions sales decreased by 2% to $362 million, impacted by a 4% organic sales decline, while EBITDA remained stable at $137 million [5][17] - Medical and Fluid Solutions saw a 10% increase in sales to $220 million, with organic sales growth of 7% and EBITDA rising to $88 million, a margin increase of 380 basis points [6][18] - Advanced Technology Solutions experienced a 4% sales decline to $171 million, with EBITDA decreasing to $43 million, reflecting a margin drop [7][19] Outlook - The company enters fiscal 2026 with a backlog of approximately $600 million, a 5% increase from the prior year [12] - Sales for fiscal 2026 are projected to be between $2.83 billion and $2.95 billion, with adjusted earnings forecasted in the range of $10.80 to $11.50 per diluted share [13][14] - Management expressed optimism for solid growth in 2026, supported by the implementation of the Ascend Strategy and a focus on shareholder value through strategic capital deployment [14]

Nordson Corporation (NASDAQ:NDSN) will release earnings results for the fourth quarter after the closing bell on Wednesday, Dec. 10.Analysts expect the Westlake, Ohio-based company to report quarterly earnings at $2.93 per share, up from $2.78 per share in the year-ago period. The consensus estimate for Nordson's quarterly revenue is $760.98 million, compared to $744.48 million a year earlier, according to data from Benzinga Pro.On Aug. 20, Nordson posted upbeat third-quarter results and authorized a $500 m ...

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Core Insights - Nordson Corporation is a key player in the manufacturing sector, focusing on precision technology solutions across various industries, including electronics, medical, and industrial markets [1] - The company is set to release its quarterly earnings on December 10, 2025, with analysts predicting an EPS of $2.93, reflecting a 5.4% increase from the previous year, indicating strong performance [2][6] - Projected revenue for the quarter is $769 million, representing a 3.3% increase year-over-year, showcasing successful market expansion and product enhancement strategies [3][6] Financial Metrics - The price-to-sales ratio is 4.73, and the enterprise value to sales ratio is 5.48, indicating a positive market valuation of Nordson's revenue-generating capabilities [3] - The enterprise value to operating cash flow ratio stands at 24.89, highlighting strong cash-generating ability, while the earnings yield is 3.42%, suggesting reasonable returns for shareholders [4] - A current ratio of 1.69 indicates the company's ability to meet short-term liabilities, and a debt-to-equity ratio of 0.74 reflects a balanced financing approach [5][6]

Analysts on Wall Street project that Nordson (NDSN) will announce quarterly earnings of $2.93 per share in its forthcoming report, representing an increase of 5.4% year over year. Revenues are projected to reach $769 million, increasing 3.3% from the same quarter last year.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.Before a company announ ...

Core Viewpoint - Nordson Corporation has shown mixed performance in the market, with a notable decline in stock prices over the past year despite recent positive quarterly results and growth in specific segments [2][4]. Company Overview - Nordson Corporation, based in Westlake, Ohio, specializes in manufacturing and marketing products for dispensing, applying, and controlling adhesives, coatings, polymers, and other fluids globally. The company has a market capitalization of $13.1 billion and operates through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions [1]. Stock Performance - Over the past 52 weeks, Nordson's stock has declined by 10.8%, while it has gained 11.4% year-to-date (YTD). In comparison, the S&P 500 Index has returned 12% over the past year and 14% in 2025 [2]. - The stock has also underperformed relative to the Industrial Select Sector SPDR Fund, which saw a 5.2% increase over the past year and 13.8% YTD [3]. Recent Financial Results - Following the release of Q3 results on August 20, Nordson's stock rose by 3%. The company reported solid organic growth, particularly in its advanced technology solutions segment, which achieved a 15% organic sales growth year-over-year. Overall sales reached $741.5 million, reflecting a 12.1% increase year-over-year, surpassing expectations by 2.8% [4]. - Adjusted earnings per share (EPS) for the quarter grew by 13.3% year-over-year to $2.73, exceeding consensus estimates by 3.8% [4]. Future Earnings Expectations - For the full fiscal year 2025, analysts project an adjusted EPS of $10.14, representing a 4.2% year-over-year increase. The company has a mixed earnings surprise history, having missed bottom-line estimates once in the past four quarters while surpassing projections three times [5]. Analyst Ratings - Among the 11 analysts covering Nordson stock, the consensus rating is a "Moderate Buy," consisting of five "Strong Buys" and six "Holds" [5]. - Oppenheimer analyst Christopher Glynn has maintained an "Outperform" rating and raised the price target from $260 to $275. The mean price target of $257.56 indicates a 10.5% premium to current price levels, while the highest target of $285 suggests a potential upside of 22.3% [7].

Core Insights - The author has a strong educational background with a master's degree in Analytics and a bachelor's degree in Accounting, indicating a solid foundation for investment analysis [1] - With over 10 years of experience in the investment arena, the author has progressed from an analyst to a management role, showcasing career advancement and expertise in the field [1] - The author expresses a personal interest in dividend investing, suggesting a focus on income-generating investments [1] Summary by Categories Education - Master's degree in Analytics from Northwestern University [1] - Bachelor's degree in Accounting [1] Professional Experience - Over 10 years of experience in investment banking, starting as an analyst [1] - Progressed to a management role, indicating significant career development [1] Investment Focus - Personal hobby in dividend investing, highlighting a specific area of interest within the investment community [1]