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.

• Diversified sales: 60% systems, 40% parts/consumables; 43% Americas, 31% Europe, 26% Asia Pacific.

• End markets: electronics (27%), medical (25%), consumer non-durable (23%), industrial (13%), others (12%).

Business segments and market focus

• Industrial Precision Solutions (IPS): $1.3B revenue, 37% EBITDA, focus on adhesives, coatings, and process innovation.

• Medical Fluid Solutions (MFS): $835M revenue, 37% EBITDA, growth in single-use medical components and M&A.

• Advanced Technology Solutions (ATS): $625M revenue, 24% EBITDA, focus on electronics, semiconductors, and automotive electronics.

• IPS end markets: consumer non-durable (40%), industrial (35%), other (25%), with 1-4% market growth rates.

• MFS and ATS target high-growth niches: specialty medical (5-7% growth), semiconductors (6-8% growth).

Strategic initiatives and growth framework

• 2025-2029 targets: 6-8% annual revenue growth, 10-12% adjusted EPS growth.

• Growth driven by NBS Next framework, division-led owner mindset, and talent strategy focused on inclusion and engagement.

• Disciplined M&A approach prioritizes attractive niches, differentiated technologies, and EBITDA margins above 20%.

• Capital deployment priorities: 69% strategic M&A, 21% dividends, 7% organic capital, 3% share repurchases.

• Projected $4.1B in operating cash flow through 2029, with strong free cash flow conversion rates above 100%.