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Nordson (NDSN) investor relations material

Nordson Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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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.

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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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