Core Insights - Nordson reported revenue of $669.46 million for the quarter ended January 2026, reflecting an 8.8% increase year-over-year and a surprise of +2.86% over the Zacks Consensus Estimate of $650.83 million [1] - The company's EPS for the quarter was $2.37, up from $2.06 in the same quarter last year, with an EPS surprise of +0.53% compared to the consensus estimate of $2.36 [1] Financial Performance Metrics - Net Sales for Industrial Precision Solutions reached $326.86 million, exceeding the average estimate of $308.5 million by two analysts, representing an 8.8% year-over-year increase [4] - Net Sales for Advanced Technology Solutions were reported at $149.42 million, surpassing the estimated $138 million by two analysts, showing a significant year-over-year increase of 23.1% [4] - Net Sales for Medical and Fluid Solutions amounted to $193.18 million, slightly below the average estimate of $204 million, indicating a minor year-over-year decline of 0.2% [4] Stock Performance - Over the past month, Nordson's shares have returned +11.6%, contrasting with a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Nordson reported revenue of $751.82 million for the quarter ended October 2025, reflecting a year-over-year increase of 1% and an EPS of $3.03 compared to $2.78 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $769 million, resulting in a surprise of -2.23%, while the EPS exceeded the consensus estimate of $2.93 by 3.41% [1] Financial Performance - Net Sales for Industrial Precision Solutions were $361.71 million, slightly above the average estimate of $360.05 million, but represented a year-over-year decline of 7.8% [4] - Net Sales for Advanced Technology Solutions reached $170.61 million, below the average estimate of $180.73 million, showing a year-over-year increase of 12.2% [4] - Net Sales for Medical and Fluid Solutions amounted to $219.5 million, also below the average estimate of $228.03 million, with a year-over-year increase of 9.6% [4] Stock Performance - Over the past month, Nordson's shares have returned -1.3%, contrasting with the Zacks S&P 500 composite's increase of 1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

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]