Nordson 2025 Q4 Earnings Strong EPS Growth, Mixed Revenue Performance

Nordson Corporation (NDSN) reported fiscal 2025 Q4 earnings on Dec. 10, 2025, delivering a 26.2% year-over-year EPS increase to $3.03, surpassing analyst estimates by $0.10. Revenue rose 1.0% to $751.82 million but fell short of the $761.06 million consensus. The company raised full-year 2026 guidance, forecasting 1%-6% sales growth and 6%-12% adjusted EPS growth.

Revenue

Nordson’s total revenue grew marginally to $751.82 million in Q4 2025, driven by its Industrial Precision Solutions segment, which generated $361.71 million. The Medical and Fluid Solutions segment contributed $219.50 million, while Advanced Technology Solutions added $170.60 million. Despite a 1% year-over-year increase, the result missed Wall Street’s $761.06 million estimate, reflecting softer demand in key markets.

Earnings/Net Income

The company’s adjusted EPS surged 26.2% to $3.03, outpacing the $2.93 consensus and marking a 9% adjusted EPS growth. Net income rose 24.1% to $151.63 million, underscoring Nordson’s operational resilience. The EPS beat and margin expansion highlight strong profitability, though revenue underperformance signals cautious market conditions.

Price Action

Nordson’s stock edged up 0.81% in the latest trading day but declined 0.95% over the prior week. Month-to-date, shares gained 1.59%, reflecting modest investor optimism despite mixed post-earnings signals.

Post-Earnings Price Action Review

The strategy of buying Nordson shares after its Q4 revenue growth and holding for 30 days resulted in a -3.39% return, significantly underperforming the 67.96% benchmark. The excess return of -71.36% and a CAGR of -1.15% over three years highlight the strategy’s limitations.

CEO Commentary

CEO Sundaram Nagarajan emphasized Nordson’s Q4 performance, noting 1% revenue growth (excluding divestiture) and record EBITDA of $256 million. He credited the Ascend strategy and Atrion Medical integration for margin improvements, expressing confidence in 2026 growth across medical, semiconductor, and industrial markets.

Guidance

Nordson guided to 2026 full-year sales growth of 1%-6% and adjusted EPS growth of 6%-12%, with Q1 2026 revenue expected between $630 million-$670 million. The company also announced a $0.82 quarterly dividend, implying a 1.4% yield.

Additional News

KeyBanc raised Nordson’s price target to $295 from $250, citing strong margin execution and a “choppy demand backdrop.” Meanwhile, insiders sold 13,600 shares in the past 90 days, raising concerns about internal confidence. The company also announced a $0.82 quarterly dividend, maintaining its commitment to shareholder returns.

Nordson’s Q4 results reflect a resilient earnings performance amid mixed revenue outcomes, with analysts and investors closely monitoring its 2026 guidance and strategic initiatives.