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 ...

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]