Core Viewpoint - Nordson reported quarterly earnings of $2.06 per share, missing the Zacks Consensus Estimate of $2.08 per share, and down from $2.21 per share a year ago, indicating an earnings surprise of -0.96% [1] - The company posted revenues of $615.42 million for the quarter, missing the Zacks Consensus Estimate by 3.29%, and down from $633.19 million year-over-year [2] Financial Performance - Over the last four quarters, Nordson has surpassed consensus EPS estimates three times [2] - The company had a previous quarter earnings expectation of $2.59 per share but reported $2.78, delivering a surprise of 7.34% [1] - The current consensus EPS estimate for the upcoming quarter is $2.41 on revenues of $686 million, and for the current fiscal year, it is $10.20 on revenues of $2.8 billion [7] Market Position - Nordson shares have increased approximately 4.9% since the beginning of the year, outperforming the S&P 500's gain of 4.2% [3] - The Zacks Rank for Nordson is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Manufacturing - General Industrial industry, to which Nordson belongs, is currently in the bottom 44% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Nordson's stock performance [5]

Nordson Corporation Reports First Quarter Fiscal 2025 Results and Second Quarter Guidance First Quarter Highlights: WESTLAKE, Ohio--(BUSINESS WIRE)--February 19, 2025--Nordson Corporation (Nasdaq: NDSN) today reported results for the fiscal first quarter ended January 31, 2025. Sales were $615 million, compared to the prior year's first quarter sales of $633 million. The first quarter 2025 sales included a favorable acquisition impact of 8%, offset by an organic sales decrease of 9% and unfavorable currency ...

Core Viewpoint - Nordson Corporation (NDSN) is set to release its first-quarter fiscal 2025 earnings, with a history of positive earnings surprises averaging 5.4% [1] Group 1: Earnings Expectations - The consensus estimate for NDSN's first-quarter revenues is $636.3 million, reflecting a 0.5% increase from the previous year [5] - The adjusted earnings consensus is $2.1 per share, indicating a 5.9% decrease from the year-ago quarter [6] Group 2: Segment Performance - The Industrial Precision Solutions segment is expected to benefit from increased demand in nonwoven and industrial coating product lines, particularly in the food and beverage and pharmaceutical markets [2] - The Medical and Fluid Solutions segment is projected to see revenues of $195 million, a 21.9% increase year-over-year, driven by stable demand in the biopharma market [3] Group 3: Recent Acquisitions - The acquisition of Atrion Corporation is anticipated to enhance Nordson's medical offerings in infusion and cardiovascular therapies [4] - The acquisition of ARAG Group in August 2023 is expected to strengthen Nordson's capabilities in precision dispensing technology and expand into the precision agriculture market [4] Group 4: Challenges - The Advanced Technology Solutions segment is expected to show weakness, particularly in electronics dispense and test & inspection product lines [5] - Rising costs of sales due to high input costs and exposure to adverse currency fluctuations may negatively impact margins [6]

Analysts on Wall Street project that Nordson (NDSN) will announce quarterly earnings of $2.08 per share in its forthcoming report, representing a decline of 5.9% year over year. Revenues are projected to reach $636.33 million, increasing 0.5% 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 annou ...

Nordson Corporation (NDSN) is poised to benefit from strong momentum in the Industrial Precision Solutions segment, driven by the solid demand for its nonwoven and industrial coating product lines. The growing demand for the company's packaging product lines across food and beverage, pharmaceutical and other consumer goods markets is driving the segment’s performance. Sales from this segment increased 6.8% year over year in fiscal 2024 (ended October 2024).Also, stable demand for fluid solutions products, p ...

Founder of Dividend Mantra. Founder of Mr. Free At 33. Co-Founder of Dividends & Income. I started blogging about my journey to financial independence back in 2011. By living well below my means and intelligently investing my hard-earned capital, I went from below broke at age 27 to financially free at 33 years old. I regularly create content on dividend growth investing, living off of dividends, undervalued high-quality dividend growth stocks, high-yield situations, and other long-term investment opportuni ...

Nordson Corporation (NDSN) has been benefiting from persistent strength in the Industrial Precision Solutions segment, driven by the solid demand for its packaging and nonwoven product lines. The growing need for packaged goods in food and beverage, pharmaceutical and other consumer goods markets is driving demand for the company's packaging product lines, which also bodes well for the segment. Sales from this segment increased 6.8% year over year in fiscal 2024 (ended October 2024).Driven by strength acros ...

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, 2024 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 or ...

Nordson Corporation’s (NDSN) fourth-quarter fiscal 2024 (ended Sept. 30, 2024) adjusted earnings of $2.78 per share surpassed the Zacks Consensus Estimate of $2.59. The bottom line increased 2.6% year over year.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Quarterly Results of NDSNNordson’s revenues were $744.5 million, up 4% from the year-ago fiscal quarter’s number, driven by solid momentum in the Medical and Fluid Solutions segment. Revenues beat the consensus estimate of $733 ...

Financial Data and Key Metrics - Q4 2024 sales were $744 million, up 4% YoY, driven by 6% growth from acquisitions and 1% favorable currency translation, offset by a 3% decline in organic sales [12] - Adjusted operating profit was $205 million, up 30 bps YoY, with gross margin improving by 110 bps due to factory efficiency gains and a higher mix of parts revenue [14] - Q4 EBITDA increased 6% YoY to a record $241 million, representing 32% of sales, 200 bps above the long-term profitability target [15] - Full-year 2024 sales reached a record $2.7 billion, up 2% YoY, with EBITDA increasing 4% to $849 million, or 32% of sales [24][25] Business Segment Performance Industrial Precision Solutions (IPS) - Q4 sales decreased 3% YoY to $392 million, with organic sales down 5% due to tough YoY comparisons in industrial coatings and polymer processing [19] - EBITDA for the quarter was $143 million, or 37% of sales, reflecting consistent operational performance despite lower sales [19] Medical and Fluid Solutions (MFS) - Q4 sales increased 19% YoY to $200 million, primarily driven by the Atrion acquisition, offset by a 3% decline in organic sales [20] - EBITDA for the quarter was $72 million, or 36% of sales, up 17% YoY, with margins slightly lower due to the inclusion of Atrion [21] Advanced Technology Solutions (ATS) - Q4 sales increased 5% YoY to $152 million, with organic sales up 4%, driven by improvements in test and inspection product lines [22] - EBITDA for the quarter was $41 million, or 27% of sales, up from 24% in the prior year, reflecting improved operational efficiency [23] Market and Strategic Insights - The company's Ascend strategy, launched in 2021, has driven record sales and EBITDA growth, with a focus on innovation, geographic diversification, and recurring revenue [9][10] - The Atrion acquisition expanded the company's addressable market in medical fluid components by over 50%, with strong contributions expected in fiscal 2025 and beyond [33] - The NBS Next growth framework has improved operational efficiency, with ATS achieving 27% EBITDA margins despite being in a downcycle [35][36] Management Commentary on Market Conditions - Management expects muted large capital investments in the near term, particularly in polymer processing and recycling, due to reduced customer backlog and cautious spending [38][39] - Medical device customers are being cautious with inventory purchases, impacting the interventional solutions product line, which represents 47% of MFS sales [40] - The electronics and semiconductor markets are showing signs of stabilization, but a significant ramp in capital spending is not expected in the near term [42] Guidance and Outlook - Full-year 2025 sales are expected to grow 2% to 7% YoY, with adjusted EPS growth forecasted to be neutral to 8% [43] - Q1 2025 sales are projected to be in the range of $615 million to $655 million, with adjusted EPS between $1.95 and $2.15 [45] - The company anticipates a negative 1.5% impact from foreign exchange rates and no significant recovery in electronics or agricultural end markets [44] Q&A Session Highlights Growth Expectations - Management expects flat organic growth for the year, with growth primarily driven by the Atrion acquisition and modest improvements in ATS [55][88] - The company remains cautious about near-term demand, particularly in large system businesses and interventional medical solutions [51][52] Backlog and Order Trends - Backlog at the end of fiscal 2024 was $580 million, with Atrion contributing $35 million [61] - Order patterns in ATS support a return to nominal growth, but significant capital spending is not expected in the near term [58][80] Margin and Cost Efficiency - Factory efficiency gains and cost-cutting measures, including restructuring, are expected to drive incremental margin improvements in fiscal 2025 [100] - Atrion's EBITDA margins are in the upper 20% range, with further improvements expected as integration progresses [72][104] Market Recovery and Geopolitical Impact - Management is not calling for a significant recovery in key markets, with uncertainty around geopolitical issues and customer hesitancy impacting near-term outlooks [66][111] - The company remains well-positioned to navigate a dynamic environment, leveraging its strong operating model and competitive advantages [85][86]