Nordson 2025 Q4 Earnings EPS Surges 26.2% as Revenue Grows 1%

Nordson (NDSN) reported fiscal 2025 Q4 earnings on Dec 10, 2025, with non-GAAP EPS of $3.03, beating estimates by $0.10. Revenue rose 1% to $751.82 million, narrowly missing consensus. The company raised FY 2026 guidance, forecasting sales of $2.83–2.95 billion and adjusted EPS of $10.80–11.50.

Revenue

Nordson’s total revenue increased 1.0% to $751.82 million, driven by its Industrial Precision Solutions segment, which led with $361.71 million. The Medical and Fluid Solutions segment contributed $219.50 million, while Advanced Technology Solutions rounded out the portfolio at $170.60 million.

Earnings/Net Income

Earnings surged as non-GAAP EPS climbed 26.2% to $3.03, and net income grew 24.1% to $151.63 million. This marks continued profitability for over two decades, underscoring operational resilience. The EPS performance is a strong positive for shareholders.

Post-Earnings Price Action Review

The strategy of buying Nordson shares post-earnings and holding for 30 days underperformed significantly, returning -3.39% versus a 67.96% benchmark. With an excess return of -71.36% and a CAGR of -1.15% over three years, the approach highlights a decline in portfolio value.

CEO Commentary

CEO Sundaram Nagarajan emphasized a “strong operational finish” to fiscal 2025, citing a 34% EBITDA margin and 128% free cash flow conversion. Strategic priorities include leveraging the NBS Next framework, maintaining 55% gross margins, and optimizing capital allocation through share repurchases, dividends, and debt reduction.

Guidance

Nordson expects FY 2026 sales of $2.83–2.95 billion and adjusted EPS of $10.80–11.50. For Q1 2026, revenue is projected at $630–670 million with adjusted EPS of $2.25–2.45. The guidance assumes a 5% increase in backlog and favorable exchange rates.

Additional News

Nordson announced a quarterly dividend of $0.82 (annualized $3.28) with a 1.4% yield. Executive insider sales totaled 13,600 shares in the past 90 days, while institutional investors added to their holdings, including Danske Bank’s $23.85 million stake. The company’s Altman Z-Score of 4.59 and Beneish M-Score of -2.53 indicate strong financial health and low earnings manipulation risk.