)
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 Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Dec, 2025
Executive summary
Achieved record sales of $2.8 billion for fiscal 2025, up 4% year-over-year, with strong Q4 finish and record free cash flow conversion of 136% for the year, despite macroeconomic disruptions and a major divestiture.
Adjusted EPS grew 9% in Q4 and 5% for the full year, reaching $10.24, exceeding initial guidance midpoints.
Record EBITDA of $900 million for the year (32% of sales), meeting the Ascend Strategy goal.
Successful integration of Atrion Medical and divestiture of contract manufacturing business strengthened the medical portfolio and contributed to sales and EPS growth.
Strong capital allocation with share repurchases, dividend increases, and net debt reduction.
Financial highlights
Q4 sales were $752 million, up 1% year-over-year; adjusted EPS $3.03, up 9% year-over-year.
Full-year adjusted EPS $10.24, up 5%; EBITDA for Q4 was $256 million (34% margin), and for FY2025 was $900 million (32% margin), both up 6% year-over-year.
Free cash flow for FY2025 was $661 million, a conversion rate of 136% of net income.
Gross margin maintained at 55% for FY2025.
Net income for the year was $484 million, with adjusted net income of $583 million.
Outlook and guidance
Fiscal 2026 sales expected to grow 1%-6% over 2025, with a midpoint of 3.5% and guidance range of $2.83B–$2.95B.
Adjusted EPS growth forecasted at 6%-12% for 2026, midpoint 9%, with guidance of $10.80–$11.50.
Q1 2026 sales guidance: $630M-$670M; adjusted EPS: $2.25-$2.45.
Estimated 2026 tax rate: 18.5%-19.5%; capex: $55M-$65M; interest expense: $85M-$95M.
Backlog entering 2026 is approximately $600 million, up 5% year-over-year (excluding divested business backlog).
2026 organic growth drivers given 2025 decline
Segment organic growth divergence drivers
2026 M&A strategy post-debt reduction
X-ray inspection decoupling from semi growth
MFS EBITDA margin sustainability
IPS polymer processing/auto recovery outlook
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nordson earnings date
Q1 202619 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage