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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
Third quarter sales reached $742M, up 12% year-over-year, with 2% organic growth and 8% from the Atrion acquisition, exceeding guidance midpoint and supported by both organic and inorganic growth.
Adjusted EPS increased 13% to $2.73 and EBITDA rose 15% to $239M (32% margin), driven by operational excellence and Atrion integration.
Record free cash flow of $226M and 180% cash flow conversion of net income, supporting debt reduction, share repurchases, and dividends.
Portfolio realignment included divestitures in medical and polymer processing, sharpening focus on high-value growth areas.
Net income for the quarter was $126M ($2.22/share), up 7.2% year-over-year.
Financial highlights
Gross margin was 54.8%–55% for the quarter; adjusted operating profit up 12–15% year-over-year; EBITDA margin improved to 32% of sales.
Free cash flow for the quarter was $226M, with a 180% conversion rate; year-to-date cash flow conversion at 140%.
Net debt leverage ratio at 2.2x trailing 12-month EBITDA; $148M cash on hand; net debt ~$2B.
2024 revenue was $2.7B with a 32% EBITDA margin; 2024 ROIC was 13%.
Interest expense rose 39.6% to $26.3M for the quarter, primarily due to higher debt from acquisitions.
Outlook and guidance
Full-year sales expected slightly below midpoint of guidance, with adjusted EPS slightly above midpoint, reflecting pending divestiture and strong operational execution.
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).
2025–2029 targets: 6–8% annual revenue growth, 10–12% adjusted EPS growth.
Backlog declined 5% sequentially but supports full-year outlook.
The company is well-positioned to fund operations, capital expenditures, and opportunistic investments over the next twelve months and beyond.
Explain drivers for Advanced Technology organic growth.
Assess impact of backlog decline on full year outlook.
How did Atrion acquisition contribute to sales?
ATS growth drivers beyond Q3 momentum
M&A pipeline vs. share repurchase strategy
IPS segment recovery: Key indicators and timing
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Next Nordson earnings date
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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