Nordson 2025 Q4 Earnings Beats EPS Estimates, Net Income Up 24.1%

Nordson (NDSN) reported fiscal 2025 Q4 earnings on Dec 10th, 2025, with mixed results. The company’s non-GAAP EPS of $3.03 exceeded analyst estimates by $0.10, while revenue of $751.8 million fell short by $9.26 million. Guidance for fiscal 2026 sales and adjusted EPS aligned closely with expectations, reflecting cautious optimism about market recovery.

Revenue

The Industrial Precision Solutions segment generated $361.71 million in revenue, while the Medical and Fluid Solutions segment contributed $219.50 million, and the Advanced Technology Solutions segment accounted for $170.60 million. Total revenue rose 1.0% year-over-year to $751.82 million, driven by a 10% sales increase in the Medical and Fluid Solutions segment despite declines in industrial and advanced technology divisions.

Earnings/Net Income

Nordson’s EPS surged 26.2% to $2.70, while net income grew 24.1% to $151.63 million. The EPS growth outperformed net income, reflecting strong operational efficiency and margin management.

Post-Earnings Price Action Review

Nordson’s stock edged up 0.81% in the latest trading day but declined 0.95% for the week. Month-to-date, shares gained 1.59%, aligning with the company’s outperformance of EPS estimates and robust free cash flow conversion. Analysts noted the EPS beat and strong EBITDA margin of 34% as tailwinds, though revenue shortfalls and mixed segment performance tempered enthusiasm.

CEO Commentary

CEO Sundaram Nagarajan highlighted a “strong operational finish” to fiscal 2025, with adjusted EPS up 9% year-over-year. He emphasized a record 34% EBITDA margin and 128% free cash flow conversion, enabling strategic capital allocation. Challenges included a 1% organic sales decline in Industrial Precision Solutions and a 4% drop in Advanced Technology Solutions, attributed to x-ray system delivery delays.

Guidance

Nordson forecast fiscal 2026 sales between $2.83 billion and $2.95 billion, with adjusted EPS of $10.80–$11.50. First-quarter 2026 guidance of $630–$670 million revenue and $2.25–$2.45 EPS aligned with a 1.59% month-to-date stock gain, reflecting confidence in the Ascend Strategy and NBS Next growth framework.

Additional News

Nordson announced a quarterly dividend of $0.82, implying a 1.4% yield, and updated 2026 guidance. Insider sales of 13,600 shares over 90 days raised questions about management’s confidence, though the stock received a “Moderate Buy” rating from analysts. The company’s $600 million backlog and focus on capital deployment for acquisitions and dividends underscore its strategic positioning for 2026.