Part I – Financial Information [Financial Statements (Unaudited)](index=4&type=section&id=ITEM%201.%20FINANCIAL%20STATEMENTS%20(UNAUDITED)) Nordson's Q2 FY2025 saw 5.0% sales growth, but net income decreased 4.9% to $112.4 million, with total assets at $6.06 billion [Condensed Consolidated Statements of Income](index=4&type=section&id=Condensed%20Consolidated%20Statements%20of%20Income) Consolidated Income Statement Highlights (in thousands, except per share data) | Metric | Three Months Ended April 30, 2025 | Three Months Ended April 30, 2024 | Six Months Ended April 30, 2025 | Six Months Ended April 30, 2024 | | :--- | :--- | :--- | :--- | :--- | | **Sales** | $682,938 | $650,642 | $1,298,358 | $1,283,835 | | **Operating Profit** | $168,750 | $168,616 | $309,697 | $328,051 | | **Net Income** | $112,404 | $118,217 | $207,056 | $227,789 | | **Diluted EPS** | $1.97 | $2.05 | $3.62 | $3.95 | [Consolidated Balance Sheets](index=5&type=section&id=Consolidated%20Balance%20Sheets) Balance Sheet Summary (in thousands) | Metric | April 30, 2025 | October 31, 2024 | | :--- | :--- | :--- | | **Total Current Assets** | $1,323,522 | $1,275,032 | | **Total Assets** | $6,062,038 | $6,000,966 | | **Total Current Liabilities** | $516,640 | $528,477 | | **Total Liabilities** | $3,101,734 | $3,068,774 | | **Total Shareholders' Equity** | $2,960,304 | $2,932,192 | [Condensed Consolidated Statements of Cash Flows](index=8&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Cash Flow Summary for Six Months Ended (in thousands) | Cash Flow Activity | April 30, 2025 | April 30, 2024 | | :--- | :--- | :--- | | **Net cash provided by operating activities** | $278,292 | $294,964 | | **Net cash used in investing activities** | ($27,100) | ($15,177) | | **Net cash used in financing activities** | ($240,813) | ($265,757) | | **Increase in cash and cash equivalents** | $14,205 | $9,767 | | **Cash and cash equivalents at end of period** | $130,157 | $125,446 | [Notes to Condensed Consolidated Financial Statements](index=9&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) Notes detail the Atrion acquisition, MCS realignment, derivative usage for risk, and the company's $2.2 billion debt - On August 21, 2024, the Company acquired Atrion Corporation for an all-cash price of **$789,996** (net of cash acquired), which now operates within the MFS segment[34](index=34&type=chunk)[35](index=35&type=chunk) - Effective November 1, 2024, the Measurement and Control Solutions (MCS) division was transferred from the Industrial Precision Solutions (IPS) segment to the Advanced Technology Solutions (ATS) segment[41](index=41&type=chunk)[69](index=69&type=chunk) - The company uses various derivative instruments, including foreign currency forward contracts, interest rate swaps (fair value hedges), and cross-currency swaps (net investment hedges) to manage market risks[81](index=81&type=chunk)[87](index=87&type=chunk)[90](index=90&type=chunk) - On May 28, 2025, the Company signed an agreement to divest select product lines within its medical contract manufacturing business, with the deal expected to close in Q4 2025[99](index=99&type=chunk) [Management's Discussion and Analysis (MD&A)](index=23&type=section&id=ITEM%202.%20MANAGEMENT%27S%20DISCUSSION%20AND%20ANALYSIS%20OF%20FINANCIAL%20CONDITION%20AND%20RESULTS%20OF%20OPERATIONS) Management reported a 5.0% sales increase in Q2 2025, driven by acquisitions and ATS growth, despite operating margin contraction [Results of Operations](index=24&type=section&id=Results%20of%20Operations) Q2 2025 sales increased 5.0% to **$682.9 million**, but net income decreased 4.9% to **$112.4 million**, with operating margin declining to **24.7%** Q2 2025 vs Q2 2024 Sales Variance Analysis | Segment/Region | Total Variance | Organic | Acquisitions | Currency | | :--- | :--- | :--- | :--- | :--- | | **Total Company** | **5.0%** | **(2.4)%** | **7.8%** | **(0.4)%** | | IPS Segment | (7.6)% | (6.9)% | —% | (0.7)% | | MFS Segment | 20.0% | (10.0)% | 30.0% | —% | | ATS Segment | 18.0% | 18.1% | —% | (0.1)% | | Asia Pacific Region | 25.2% | 22.6% | 3.2% | (0.6)% | Q2 2025 vs Q2 2024 Operating Profit (in thousands) | Segment | Q2 2025 Profit | Q2 2025 Margin | Q2 2024 Profit | Q2 2024 Margin | | :--- | :--- | :--- | :--- | :--- | | **Total Company** | **$168,750** | **24.7%** | **$168,616** | **25.9%** | | IPS | $95,722 | 30.0% | $115,922 | 33.6% | | MFS | $56,805 | 28.0% | $48,993 | 29.0% | | ATS | $31,558 | 19.6% | $20,693 | 15.1% | - Interest expense increased by **32.1%** in Q2 2025 to **$26.6 million**, primarily due to higher average debt levels driven by acquisitions[106](index=106&type=chunk)[114](index=114&type=chunk) - The effective tax rate for Q2 2025 was **19.0%**, down from **20.8%** in the prior-year period, primarily due to the foreign-derived intangible income deduction[46](index=46&type=chunk)[117](index=117&type=chunk) [Financial Condition, Liquidity and Capital Resources](index=28&type=section&id=Financial%20Condition) The company maintains a strong financial condition with **$130.2 million** cash, **$278.3 million** operating cash flow, and **$806.5 million** available borrowings - Net cash provided by operating activities was **$278.3 million** for the six months ended April 30, 2025, compared to **$295.0 million** in the prior year period[123](index=123&type=chunk) - As of April 30, 2025, the company had **$130.2 million** in cash and cash equivalents and **$806.5 million** in available borrowings under its loan agreements and unused bank lines of credit[125](index=125&type=chunk) - Additions to property, plant and equipment increased to **$37.4 million** in the first six months of 2025, up from **$21.9 million** in the prior year, driven by productivity projects and a new manufacturing facility[123](index=123&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=29&type=section&id=ITEM%203.%20QUANTITATIVE%20AND%20QUALITATIVE%20DISCLOSURES%20ABOUT%20MARKET%20RISK) No material changes in market risk exposures, including interest rates and foreign currency, have occurred since the 2024 Form 10-K filing - Information regarding financial instruments sensitive to changes in interest and foreign currency exchange rates has not changed materially since the 2024 Form 10-K[129](index=129&type=chunk) [Controls and Procedures](index=29&type=section&id=ITEM%204.%20CONTROLS%20AND%20PROCEDURES) Management concluded disclosure controls and procedures were effective as of April 30, 2025, with no material changes to internal controls - The principal executive and financial officers concluded that disclosure controls and procedures were effective as of April 30, 2025[130](index=130&type=chunk) - No changes occurred during the quarter that materially affected, or are reasonably likely to materially affect, the company's internal control over financial reporting[131](index=131&type=chunk) Part II – Other Information [Risk Factors](index=30&type=section&id=ITEM%201A.%20RISK%20FACTORS) Changes in government trade policies, tariffs, and import/export regulations pose a material risk to the company's business - The company highlights that changes in government trade policies, tariffs, and import/export regulations pose a material risk to its business, potentially impacting sales, margins, and profitability[135](index=135&type=chunk) [Share Repurchases](index=30&type=section&id=ITEM%202.%20UNREGISTERED%20SALES%20OF%20EQUITY%20SECURITIES%20AND%20USE%20OF%20PROCEEDS) Nordson repurchased **423,521** shares for **$85.3 million** in Q2 2025, with **$382.6 million** remaining for future repurchases Share Repurchases for the Three Months Ended April 30, 2025 | Period | Total Shares Repurchased | Average Price Paid per Share | | :--- | :--- | :--- | | Feb 2025 | 123,121 | $216.07 | | Mar 2025 | 141,409 | $207.78 | | Apr 2025 | 158,991 | $184.59 | | **Total** | **423,521** | **$201.49** | - As of April 30, 2025, approximately **$382.6 million** remained available for share repurchases under the company's authorized programs[136](index=136&type=chunk)

Core Insights - Nordson Corporation's adjusted earnings for Q2 fiscal 2025 were $2.42 per share, exceeding the Zacks Consensus Estimate of $2.36, marking a 3% year-over-year increase [1] - Revenues reached $682.9 million, a 5% increase from the previous year, driven by the Advanced Technology Solutions segment and contributions from acquisitions, surpassing the consensus estimate of $674 million [1] Revenue Performance - Organic sales declined by 2.4% year over year, primarily due to weakness in polymer processing and industrial coatings [2] - Acquisitions positively impacted sales by 7.8%, while foreign currency translation had a negative effect of 0.4% [2] - The backlog increased approximately 5% sequentially [2] Regional Revenue Breakdown - Asia Pacific revenues were $218 million, up 25.2% year over year [3] - European revenues decreased by 5.3% to $172.5 million [3] - Revenues in the Americas decreased by 0.7% to $292.5 million [3] Segment Performance - Industrial Precision Solutions revenues were $318.8 million, down 7.6% year over year, contributing 46.7% to total revenues [3] - Medical and Fluid Solutions revenues were $202.8 million, up 20% year over year, contributing 29.7% to total revenues [4] - Advanced Technology Solutions revenues were $161.3 million, up 18% year over year, representing 23.6% of total revenues [5] Margin and Expense Analysis - Cost of sales increased by 8.5% year over year to $309 million, with gross profit at $373.9 million, a 2.2% increase [6] - Gross margin decreased by 150 basis points to 54.7% [6] - Selling and administrative expenses rose by 4% year over year to $205.2 million [7] - Adjusted EBITDA was $217.2 million, up 6.8% year over year, with an operating margin of 24.7%, down 120 basis points [7] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of Q2 fiscal 2025 were $130.2 million, up from $116 million at the end of fiscal 2024 [8] - Long-term debt increased to $2.12 billion from $2.10 billion at the end of fiscal 2024 [8] - Net cash generated from operating activities in the first six months of fiscal 2025 was $278.3 million, down 5.7% year over year [9] Dividend and Share Buyback - Dividends paid in the first six months of fiscal 2025 totaled $88.9 million, a 14.3% increase from $77.8 million in the previous year [10] - Treasury share purchases amounted to $146.3 million, significantly up from $7.9 million in the year-ago period [10] Future Outlook - For Q3 fiscal 2025, Nordson projects sales between $710 million and $750 million, with adjusted earnings expected to be between $2.55 and $2.75 per share [11]

Financial Performance - Sales reached $683 million, a 5% increase year-over-year, exceeding the midpoint of guidance[7, 15] - Adjusted EPS increased by 3%, driven by operational excellence despite geopolitical uncertainty[7, 15] - EBITDA increased by 7% to $217 million due to higher sales volume and improved SG&A leverage[15, 17] - The company reported a strong EBITDA margin of 32%, slightly above the prior year[17] Segment Performance - Industrial Precision Solutions (IPS) sales decreased by 8% to $319 million, with a 7% organic decrease[23] - Medical and Fluid Solutions (MFS) sales increased by 20% to $203 million, including 30% growth from the Atrion acquisition, but organic sales decreased by 10%[29] - Advanced Technology Solutions (ATS) sales increased by 18% to $161 million, with an 18% organic increase[35] Portfolio and Strategy - The company signed an agreement to divest certain contract manufacturing product lines within the medical interventional solutions business, expected to close in early 4Q fiscal 2025[11] - The company is prioritizing above-market growth in proprietary medical components, focusing on the remaining ~$800 million medical and fluid solutions product lines[9, 11] Balance Sheet and Cash Flow - Cash totaled $130 million, with a net debt leverage ratio of 24x based on trailing 12-month EBITDA[42] - Free cash flow was $103 million, representing a 92% conversion rate of net income[42] Capital Deployment and Outlook - The company executed share repurchases of $85 million and dividend payments of $44 million[42] - The company anticipates 3Q 2025 sales between $710 million and $750 million, with adjusted EPS between $255 and $275[50] - Backlog increased by approximately 5% from the prior quarter, indicating solid order entry moving into 3Q[48, 53]

Financial Data and Key Metrics Changes - Nordson's Q2 fiscal 2025 sales were $683 million, a 5% increase from $651 million in Q2 fiscal 2024, driven by an 8% increase from the Atrion acquisition, offset by a 2% organic sales decrease and less than 1% unfavorable currency translation [12][13] - Gross profit was $374 million, maintaining a consistent 55% of sales, with EBITDA adjusted for restructuring and integration costs at $217 million, or 32% of sales, reflecting a 7% increase year-over-year [12][13] - Net income totaled $112 million, or $1.97 per share on a GAAP basis, with adjusted earnings per share at $2.42, a 3% increase from the prior year [14] Business Line Data and Key Metrics Changes - Industrial Precision Solutions (IPS) sales decreased 8% to $319 million, with an EBITDA of $114 million, or 36% of sales, down 12% year-over-year due to lower sales volume [14][16] - Medical and Fluid Solutions sales increased 20% to $203 million, driven by the Atrion acquisition, with EBITDA of $77 million, or 38% of sales, a 22% increase from the prior year [17][18] - Advanced Technology Solutions (ATS) sales rose 18% to $161 million, with EBITDA of $40 million, or 25% of sales, a 43% increase year-over-year [19] Market Data and Key Metrics Changes - The company experienced solid order entry and backlog growth of 5% since the last quarter, particularly in electronics, precision agriculture, and select medical product lines [24] - The industrial systems segment showed sequential improvement compared to the first quarter, although automotive demand remains a headwind [38] Company Strategy and Development Direction - Nordson is focusing on divesting select product lines within its medical contract manufacturing business to concentrate on higher-value growth opportunities within the medical and fluid solutions segment [10] - The company is executing a balanced capital deployment strategy, including share repurchases totaling $85 million and $44 million in dividends, while maintaining a debt leverage ratio of 2.4 times [9][20] - The NBS Next framework is being utilized to assess the strategic fit of product lines and enhance operational efficiencies [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in managing current tariff levels without significant impact on results, while monitoring potential effects on end market demand [22][93] - The outlook for Q3 fiscal 2025 sales is projected to be between $710 million and $750 million, with adjusted earnings forecasted between $2.55 and $2.75 per diluted share [27] - Management highlighted the resilience of Nordson's business model and its ability to adapt to market uncertainties, emphasizing ongoing investments in innovation and customer relationships [28][113] Other Important Information - The company reported a free cash flow generation of $103 million during the quarter, resulting in a 92% conversion rate on net income [20] - Nordson's integration of Atrion is performing above expectations, contributing positively to sales and margins [8][36] Q&A Session Summary Question: Trends for the rest of the year and major verticals - Management noted solid order entry in ATS, driven by investments in computing power, and expressed optimism about growth sustainability in the segment [34][35] Question: Size of contract manufacturing divestiture and future actions - The divestiture represents roughly 4% of year-to-date sales in the medical segment, with no other ongoing actions currently planned [43][44] Question: Consistency of growth in ATS segment - Management acknowledged the inherent volatility in ATS but indicated strong order entry patterns and confidence in organic growth [51][55] Question: Status of destocking in interventional medicine - Destocking is reducing in severity, with expectations for gradual recovery to normal demand growth rates [60][62] Question: Margin performance in ATS amid customer behavior volatility - Management indicated that while margins may fluctuate, structural changes have raised the baseline margin performance in the segment [68][69] Question: Impact of tariffs on financial performance - Current tariff levels are manageable, with minimal impact on Q2 results, and the company is monitoring potential effects on end market demand [90][93] Question: Growth drivers in ATS and semiconductor markets - Approximately 50% of ATS business is driven by semiconductor and high-performance computing, up from 20-30% a few years ago [96]

Financial Data and Key Metrics Changes - Nordson's Q2 fiscal 2025 sales were $683 million, up 5% from $651 million in Q2 fiscal 2024, driven by an 8% increase from the Atrion acquisition, offset by a 2% organic sales decrease and less than 1% unfavorable currency translation [10][11] - Gross profit was $374 million, maintaining a consistent 55% of sales, with EBITDA adjusted for restructuring and integration costs at $217 million or 32% of sales, a 7% increase year over year [10][11] - Net income totaled $112 million or $1.97 per share on a GAAP basis, with adjusted earnings per share at $2.42, slightly above guidance and a 3% increase from the prior year [11][12] Business Line Data and Key Metrics Changes - Industrial Precision Solutions sales decreased 8% to $319 million, with an EBITDA of $114 million or 36% of sales, a 12% decrease year over year [12][13] - Medical and Fluid Solutions sales increased 20% to $203 million, driven by the Atrion acquisition, with EBITDA at $77 million or 38% of sales, a 22% increase from the prior year [14][16] - Advanced Technology Solutions sales rose 18% to $161 million, with EBITDA of $40 million or 25% of sales, a 43% increase year over year [16][17] Market Data and Key Metrics Changes - The company experienced solid order entry and backlog growth, particularly in semiconductor and electronic applications, with a 5% increase in backlog since the last quarter [5][22] - Destocking trends in the medical interventional product lines are expected to lessen as the year progresses, with positive order entry momentum noted [16][60] Company Strategy and Development Direction - Nordson is focusing on divesting select product lines within its medical contract manufacturing business to concentrate on higher value growth opportunities, which is expected to be accretive to margins post-sale [8][39] - The company is executing a balanced capital deployment strategy, including share repurchases totaling $85 million and $44 million in dividends, while maintaining a debt leverage ratio of 2.4 times [7][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in managing current tariff levels without material impact on results, while monitoring potential effects on end market demand due to trade uncertainties [20][90] - The outlook for Q3 fiscal 2025 sales is projected to be between $710 million and $750 million, with adjusted earnings forecasted at $2.55 to $2.75 per diluted share [25][26] Other Important Information - The Atrion integration is performing above expectations, contributing positively to sales and margins [6][10] - The company is investing in organic growth, including expanding manufacturing capacity in India and transitioning to a new facility in South Carolina [23][24] Q&A Session Summary Question: Trends for the rest of the year and major verticals - Management noted solid order entry in the ATS business, driven by investments in computing power, and positive trends in MFS and IPS segments, with automotive remaining a headwind [31][35] Question: Size of the contract manufacturing divestiture - The divestiture represents roughly 4% of year-to-date sales in the medical segment, expected to be accretive to margins post-sale [39][40] Question: Consistency of growth in ATS - ATS is inherently lumpy, but management sees strong order entry patterns and expects growth to contribute positively to organic growth [48][52] Question: Destocking in interventional medicine - Destocking is reducing, with expectations for gradual recovery to normal demand growth rates, supported by strong pipeline projects [56][60] Question: Margin performance in ATS - Margin performance is expected to be different due to higher innovation investments, but structural changes have improved the margin profile [64][66] Question: Outlook for European machine builders - Positive customer conversations indicate potential for organic growth in the adhesive dispense business in the back half of the year [114][116]

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]

Core Insights - Nordson reported quarterly earnings of $2.42 per share, exceeding the Zacks Consensus Estimate of $2.36 per share, and showing an increase from $2.34 per share a year ago, representing an earnings surprise of 2.54% [1] - The company achieved revenues of $682.94 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.39% and up from $650.64 million year-over-year [2] - Nordson has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The future performance of Nordson's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.58, with expected revenues of $710.28 million, and for the current fiscal year, the consensus EPS estimate is $9.91 on revenues of $2.77 billion [7] Industry Context - The Manufacturing - General Industrial industry, to which Nordson belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

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].

Core Viewpoint - Nordson Corporation is set to release its second-quarter fiscal 2025 results, with expectations of mixed performance due to various market challenges and recent acquisitions [1][6]. Group 1: Earnings Expectations - The consensus estimate for Nordson's fiscal second-quarter revenues is $673.6 million, reflecting a 3.5% increase from the previous year [6]. - The adjusted earnings estimate is $2.36 per share, indicating a 0.9% decrease compared to the same quarter last year [6]. - The company has a history of earnings surprises, averaging a 2.9% beat, although the last quarter's earnings missed the consensus estimate by 1% [1][6]. Group 2: Segment Performance - The Industrial Precision Solutions segment is expected to show weak results, with revenues projected at $323 million, a 12% decrease from the prior year [2]. - The Medical and Fluid Solutions segment is likely to be impacted by decreased demand due to destocking, while the Advanced Technology Solutions segment may face challenges from softness in electronics processing and x-ray product lines [3]. - The overall cost of sales is anticipated to rise due to high input costs, which may negatively affect profit margins [3]. Group 3: Acquisitions and Growth Opportunities - The acquisition of Atrion Corporation is expected to enhance Nordson's medical offerings in infusion and cardiovascular therapies, potentially supporting overall results [5]. - The acquisition of ARAG Group in August 2023 is anticipated to strengthen Nordson's capabilities in precision dispensing technology and expand its presence in the precision agriculture market [5]. Group 4: External Factors - Nordson's international operations expose it to risks from adverse currency fluctuations, which may impact performance [4].

Core Insights - Analysts expect Nordson (NDSN) to report quarterly earnings of $2.36 per share, reflecting a year-over-year increase of 0.9% [1] - Revenue projections stand at $673.58 million, indicating a 3.5% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analysts' assessments [1] Revenue Estimates - 'Net Sales- Industrial Precision Solutions' is projected at $322.96 million, representing a year-over-year decline of 12% [3] - 'Net Sales- Advanced Technology Solutions' is expected to reach $142.32 million, showing a significant increase of 24.1% from the prior year [4] - 'Net Sales- Medical and Fluid Solutions' is estimated at $204.99 million, reflecting a growth of 21.3% compared to the previous year [4] Operating Profit Estimates - The consensus for 'Operating profit (loss)- Advanced Technology Solutions' is $27.56 million, up from $18.78 million year-over-year [5] - Analysts estimate 'Operating profit (loss)- Medical and Fluid Solutions' to be $55.41 million, compared to $48.99 million in the same quarter last year [5] - 'Operating profit (loss)- Industrial Precision Solutions' is projected at $108.47 million, down from $117.83 million reported in the same quarter last year [6] Stock Performance - Nordson shares have increased by 3.4% over the past month, while the Zacks S&P 500 composite has risen by 10.7% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]