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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Nordson (NDSN) investor relations material
Nordson Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Aug, 2025
Executive summary
Achieved Q3 sales of $742 million, up 12% year-over-year, with 2% organic growth and 8% from the Atrion acquisition, exceeding guidance midpoint and supported by favorable currency impacts.
Adjusted EPS rose 13% to $2.73 and EBITDA increased 15% to $239 million, with a 32% margin, driven by operational excellence and segment performance.
Record free cash flow of $226 million, with 180% cash conversion, enabled debt reduction, share repurchases, and continued investment.
Portfolio realignment included divestitures in medical and polymer processing, sharpening focus on high-value growth areas.
Growth was driven by strong performance in Advanced Technology Solutions and the Atrion acquisition, offset by declines in IPS and MFS organic sales.
Financial highlights
Q3 sales: $742 million (+12% YoY); organic sales up 2% (3% excluding held-for-sale medical business); Atrion contributed 8% to growth.
Gross profit: $407 million (55% of sales); EBITDA: $239 million (32% of sales, +15% YoY); net income: $126 million.
Adjusted EPS: $2.73 (+13% YoY), $0.08 above guidance midpoint; reported EPS: $2.22.
Net interest expense: $26 million (+$8 million YoY) due to higher debt from Atrion acquisition.
Free cash flow: $226 million (record), 180% of net income; leverage ratio improved to 2.2x EBITDA.
Outlook and guidance
FY25 sales expected slightly below midpoint of guidance, reflecting pending medical contract manufacturing divestiture.
FY25 earnings expected slightly above midpoint, supported by strong operational execution and margin maintenance.
FY2025 sales guidance unchanged at $2.75B–$2.87B, tracking slightly below midpoint; adjusted EPS guidance unchanged, tracking slightly above midpoint ($9.70–$10.50).
Sequential improvement anticipated in IPS and medical segments; ATS faces tougher comps but remains in multi-year growth cycle.
Backlog down 5% from Q3 but supports FY outlook.
Explain drivers for Advanced Technology organic growth.
Assess impact of backlog decline on full year outlook.
How did Atrion acquisition contribute to sales?
What drove Atrion's early EPS accretion?
How sustainable is ATS's double-digit organic growth?
What drives the increased share repurchase authorization?
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Q4 202511 Dec, 2025
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Frequently asked questions
Founded in 1935, Nordson Corporation is a highly diversified global corporation that engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids. The company's global sales network includes over 440 wholly owned subsidiaries and distributors in some 100 countries. With manufacturing facilities located in the United States and 16 other countries, Nordson has places of business in North America (Ann Arbor, Chicago, Cleveland and Cincinnati), Asia Pacific (Singapore and Taiwan), Latin America (Sao Paulo), Europe (Leipzig and Milan), and Mexico. Nordson Corporation is based in Westlake, Ohio.
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