Nordson(NDSN) - 2025 Q4 - Earnings Call Presentation

Financial Performance Highlights - Fourth quarter sales reached $752 million, a 1% increase year-over-year, inclusive of divestiture[7] - Adjusted EPS for the fourth quarter was $3.03, a 9% increase year-over-year, hitting the high-end of guidance[7] - Fiscal year 2025 saw record sales of $2.8 billion, a 4% increase year-over-year[9] - Adjusted EPS for fiscal year 2025 increased by 5% year-over-year, exceeding the midpoint of earnings targets[9] - Record EBITDA of $900 million was achieved in fiscal year 2025[9, 35] Cash Flow and Capital Allocation - Record fourth quarter Free Cash Flow (FCF) of $194 million, resulting in a strong FCF conversion of 128%[7] - Fiscal year 2025 free cash flow reached $661 million, with a conversion rate of 136%[9, 42] - Approximately $300 million was allocated to share repurchases in fiscal year 2025[9] Segment Performance - Medical and Fluid Solutions (MFS) sales increased by 10% in the fourth quarter, reaching $220 million[22] - Industrial Precision Solutions (IPS) sales were $362 million, a decrease of 2%[17] - Advanced Technology Solutions (ATS) sales were $171 million, a decrease of 4%[28] Future Outlook - Fiscal year 2026 sales are projected to grow by 1% to 6%[53] - Adjusted earnings are expected to grow by 6% to 12% in fiscal year 2026[53]

Nordson(NDSN) - 2025 Q4 - Earnings Call Presentation - Reportify