Nordson 2025 Q4 Earnings EPS Surges 26.2% as Net Income Rises 24.1%

Nordson (NDSN), ranking by market capitalization, reported fiscal 2025 Q4 earnings on Dec 10th, 2025. The company exceeded adjusted EPS estimates by $0.10 but slightly missed revenue expectations. It raised full-year 2026 guidance for sales and adjusted EPS, reflecting confidence in its strategic initiatives and market conditions.

Revenue

Total revenue increased by 1.0% to $751.82 million. The Industrial Precision Solutions segment led with $361.71 million, followed by Medical and Fluid Solutions contributing $219.50 million. Advanced Technology Solutions added $170.60 million to the revenue mix.

Earnings/Net Income

Nordson’s EPS rose 26.2% to $2.70 in 2025 Q4 from $2.14 in 2024 Q4. Net income surged 24.1% to $151.63 million, underscoring strong operational resilience. The EPS increase of 26.2% and net income growth of 24.1% highlight strong operational performance, driven by margin expansion and efficient cost management.

Post-Earnings Price Action Review

A strategy of buying Nordson shares post-Q4 earnings and holding for 30 days underperformed, with a -3.39% return compared to a 67.96% benchmark gain. This -71.36% excess return and -1.15% CAGR over three years indicate a significant decline in portfolio value, underscoring the stock’s weak post-earnings momentum.

CEO Commentary

CEO Sundaram Nagarajan praised a “strong operational finish” to fiscal 2025, with 9% adjusted EPS growth driven by margin expansion and 128% free cash flow conversion. He emphasized strategic priorities like capital allocation and EBITDA margin strength, expressing optimism about 2026’s growth potential.

Guidance

Nordson projected 2026 sales of $2.83–2.95 billion and adjusted EPS of $10.80–$11.50. Q1 2026 guidance for $630–670 million in revenue and $2.25–$2.45 in adjusted EPS reflects confidence in end-market inflection and the Ascend Strategy’s execution.

Additional News

Nordson announced a quarterly dividend of $0.82, yielding ~1.4%, and provided updated Q1 2026 guidance below analyst estimates. Insider selling activity included 13,600 shares over 90 days, while institutional ownership rose to 72.11%. Analysts issued a “Moderate Buy” consensus rating with a $255.75 price target, reflecting confidence in the company’s strategic initiatives despite mixed guidance.

Nordson’s shares edged up 0.81% in the latest trading day but declined 0.95% week-to-date. The stock’s mixed price action aligns with broader market skepticism about its post-earnings momentum and long-term growth prospects.