Nordson Corporation

Nordson Corporation Earnings Recaps

NDSN Industrials 3 recaps
Q1 2026 Feb 21, 2026

Nordson Corporation reported a strong first quarter of fiscal 2026, with record sales of $669 million, marking a 9% increase year-over-year, driven by robust organic growth and significant strength in the semiconductor market.

Key takeaways
  • Achieved record sales of $669 million, with 7% organic growth driven by demand in Asia and particularly strong performance in the ATS segment.
  • EBITDA increased by 8% to a first-quarter record of $203 million, maintaining EBITDA margins at 30%.
  • Adjusted EPS of $2.37 marked a 15% year-over-year increase, surpassing guidance by $0.02.
  • Free cash flow reached $123 million, enabling strategic share repurchases, dividends, and ongoing investments.
  • Maintained a robust balance sheet with net interest expense down by $3 million due to reduced debt levels.
Full recap
Q4 2025 Dec 12, 2025

Nordson Corporation delivered solid Q4 and full-year results for fiscal 2025, with record sales, adjusted earnings growth, and strong cash flow generation, reflecting the successful execution of its Ascend Strategy.

Key takeaways
  • Q4 sales rose 1% YoY to $752 million, with adjusted EPS up 9% to $3.03, exceeding guidance.
  • Record EBITDA of $256 million and an EBITDA margin of 34% demonstrate strong operational efficiency amid market challenges.
  • Free cash flow conversion reached 136% of net income, supporting $300 million in share repurchases and dividend increases for the 62nd consecutive year.
  • The divestiture of the medical contract manufacturing business improved margins and enhanced focus on strategic medical segments.
Full recap
Q3 2025 Aug 21, 2025

Nordson Corporation reported strong fiscal Q3 2025 results, with sales reaching $742 million, exceeding guidance and reflecting robust contributions from both organic growth and the recent Atrion acquisition. Adjusted EPS grew 13% year-over-year, driven by efficient operational performance.

Key takeaways
  • Sales increased 12% year-over-year, with organic sales up 2% and a significant 8% contribution from the Atrion acquisition.
  • Record free cash flow of $226 million, achieving a conversion rate of 180% of net income, enabling debt reduction and shareholder returns.
  • Adjusted earnings per share rose 13% to $2.73, surpassing guidance by $0.08, highlighting effective cost management and integration execution.
Full recap