Nordson (NDSN) Investor presentation summary

Company overview and financial performance

• Achieved $2.8B in 2025 revenue with 32% EBITDA margin and presence in over 35 countries.

• Maintained 6% average sales growth, 55% gross margins, and 30%+ EBITDA margins from 2020–2025.

• 62 consecutive years of annual dividend increases and over 2,200 global patents held.

• 40% of sales from recurring parts and consumables, with a balanced geographic footprint: Americas 43%, Europe 31%, Asia Pacific 26%.

• End markets include electronics (27%), medical (25%), consumer non-durable (23%), and industrial (13%).

Business segments and market focus

• Industrial Precision Solutions (IPS) generated $1.3B in 2025 revenue, focusing on adhesives, coatings, and polymer processing for industrial and consumer markets.

• Medical Fluid Solutions (MFS) delivered $835M in 2025 revenue, specializing in fluid management for medical and high-tech industrial applications.

• Advanced Technology Solutions (ATS) posted $625M in 2025 revenue, serving electronics and semiconductor markets with proprietary process and inspection technologies.

• IPS, MFS, and ATS contributed 48%, 30%, and 22% of total revenue, respectively.

Growth strategy and financial targets

• Targets 6–8% annual revenue growth and 10–12% adjusted EPS growth from 2025–2029.

• Growth driven by organic initiatives, M&A, and the NBS Next operational framework.

• Plans to generate ~$4.1B in operating cash flow through 2029, with 69% allocated to strategic M&A.

• Maintains disciplined M&A criteria: attractive niches, differentiated technologies, EBITDA ~20%+, and returns above cost of capital.