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Nordson's Earnings Surpass Estimates in Q4, Revenues Miss
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Key Takeaways
Nordson posted higher Q4 earnings while revenues inched up but missed consensus expectations.
Medical and Fluid Solutions drove growth as Industrial Precision and Advanced Technology softened.
Margins improved sharply, and NDSN issued fiscal 2026 sales and earnings guidance.
Nordson Corporation’s (NDSN - Free Report) fourth-quarter fiscal 2025 (ended Oct. 31, 2025) adjusted earnings of $3.03 per share surpassed the Zacks Consensus Estimate of $2.93. The bottom line increased 9% year over year.
Quarterly Results of NDSN
Nordson’s revenues were $751.8 million, up 1% from the year-ago fiscal quarter’s number, driven by strength in the Medical and Fluid Solutions segment and contributions from acquired assets. However, revenues missed the consensus estimate of $769 million.
While organic sales fell 1.1% year over year, acquisitions had a positive impact of 0.6% on sales. Foreign currency translation had a favorable impact of 1.5%.
On a regional basis, revenues from the Asia Pacific region were $225.5 million, down 4.4% year over year. Revenues generated from Europe increased 5.4% to $195.3 million, while the metric in the Americas increased 2.4% to $331 million.
Nordson reports revenues under three segments. The segments are Industrial Precision Solutions, Medical and Fluid Solutions and Advanced Technology Solutions. A brief snapshot of the segmental sales is provided below:
Revenues from Industrial Precision Solutions amounted to $361.7 million, down 1.5% from the year-ago fiscal quarter’s level. The segment contributed 48% to NDSN’s top line in the quarter.
Organic sales decreased 3.5% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 2%.
Revenues from Medical and Fluid Solutions amounted to $219.5 million, up 9.6% from the year-ago fiscal quarter’s level. The segment contributed 29.2% to NDSN’s top line.
Organic sales increased 7.4% from the year-ago fiscal quarter’s level. Acquisitions boosted sales by 1.6% while foreign currency translation had a positive impact of 0.6%.
Advanced Technology Solutions’ sales were $170.6 million, down 3.6% from the year-ago fiscal quarter’s figure. The metric represented 22.8% of Nordson’s revenues in the period.
Organic sales decreased 4.9% from the year-ago fiscal quarter’s level. Foreign currency translation had a positive impact of 1.3%.
Nordson Corporation Price, Consensus and EPS Surprise
Nordson’s cost of sales decreased 3.9% from the year-ago fiscal quarter’s level to $328.4 million. Gross profit was $423.5 million, up 5.1% from the year-ago fiscal quarter’s level. The gross margin increased 220 basis points (bps) to 56.3%.
Selling and administrative expenses decreased 7% year over year to $208.9 million. Adjusted EBITDA was $255.7 million (up 6.1% year over year), the margin being 34%. Operating income was $214.3 million, up 19.8% year over year. Operating margin of 28.5% was up 450 basis points from the year-ago quarter.
Net interest expenses totaled $23.8 million, reflecting a 12.8% decrease from the year-ago fiscal quarter’s level.
Nordson’s Balance Sheet & Cash Flow
At the time of exiting the fourth quarter of fiscal 2025, Nordson’s cash and cash equivalents were $108.4 million compared with $116 million recorded at the end of fiscal 2024. Long-term debt was $1.68 billion compared with $2.10 billion recorded at the end of fiscal 2024.
In fiscal 2025, NDSN generated net cash of $719.2 million from operating activities, up 29.3% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $58.1 million, down 9.8% from the year-ago fiscal period.
NDSN’s Dividends/Share Buyback
In fiscal 2025, Nordson paid out dividends of $179.1 million, up 11% from $161.4 million in the previous fiscal year period. Treasury purchase shares amounted to $306.4 million, up from $33.3 million in the year-ago period.
NDSN’s Outlook
For fiscal 2026 (ending October 2026), it projects sales to be in the range of $2.83-$2.95 billion, with adjusted earnings of $10.80-$11.50 per share.
For first-quarter fiscal 2026 (ending January 2026), it expects to generate sales in the band of $630-$670 million, with adjusted earnings of $2.25-$2.45 per share.
Helios Technologies (HLIO - Free Report) currently sports a Zacks Rank of 1. HLIO has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 16.8%. In the past 60 days, the Zacks Consensus Estimate for Helios’ 2025 earnings has increased by 2.5%.
Flowserve Corporation (FLS - Free Report) presently carries a Zacks Rank #2 (Buy). FLS’ earnings surpassed the consensus estimate thrice and missed once in the trailing four quarters. The average earnings surprise was 10.5%. In the past 60 days, the Zacks Consensus Estimate for Flowserve’s 2025 earnings has increased 3%.
Parker-Hannifin Corporation (PH - Free Report) currently carries a Zacks Rank of 2. PH has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 6.2%. In the past 60 days, the Zacks Consensus Estimate for Parker-Hannifin’s 2025 earnings has increased by 3.9%.
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Nordson's Earnings Surpass Estimates in Q4, Revenues Miss
Key Takeaways
Nordson Corporation’s (NDSN - Free Report) fourth-quarter fiscal 2025 (ended Oct. 31, 2025) adjusted earnings of $3.03 per share surpassed the Zacks Consensus Estimate of $2.93. The bottom line increased 9% year over year.
Quarterly Results of NDSN
Nordson’s revenues were $751.8 million, up 1% from the year-ago fiscal quarter’s number, driven by strength in the Medical and Fluid Solutions segment and contributions from acquired assets. However, revenues missed the consensus estimate of $769 million.
While organic sales fell 1.1% year over year, acquisitions had a positive impact of 0.6% on sales. Foreign currency translation had a favorable impact of 1.5%.
On a regional basis, revenues from the Asia Pacific region were $225.5 million, down 4.4% year over year. Revenues generated from Europe increased 5.4% to $195.3 million, while the metric in the Americas increased 2.4% to $331 million.
Nordson reports revenues under three segments. The segments are Industrial Precision Solutions, Medical and Fluid Solutions and Advanced Technology Solutions. A brief snapshot of the segmental sales is provided below:
Revenues from Industrial Precision Solutions amounted to $361.7 million, down 1.5% from the year-ago fiscal quarter’s level. The segment contributed 48% to NDSN’s top line in the quarter.
Organic sales decreased 3.5% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 2%.
Revenues from Medical and Fluid Solutions amounted to $219.5 million, up 9.6% from the year-ago fiscal quarter’s level. The segment contributed 29.2% to NDSN’s top line.
Organic sales increased 7.4% from the year-ago fiscal quarter’s level. Acquisitions boosted sales by 1.6% while foreign currency translation had a positive impact of 0.6%.
Advanced Technology Solutions’ sales were $170.6 million, down 3.6% from the year-ago fiscal quarter’s figure. The metric represented 22.8% of Nordson’s revenues in the period.
Organic sales decreased 4.9% from the year-ago fiscal quarter’s level. Foreign currency translation had a positive impact of 1.3%.
Nordson Corporation Price, Consensus and EPS Surprise
Nordson Corporation price-consensus-eps-surprise-chart | Nordson Corporation Quote
Nordson’s Margin Profile
Nordson’s cost of sales decreased 3.9% from the year-ago fiscal quarter’s level to $328.4 million. Gross profit was $423.5 million, up 5.1% from the year-ago fiscal quarter’s level. The gross margin increased 220 basis points (bps) to 56.3%.
Selling and administrative expenses decreased 7% year over year to $208.9 million. Adjusted EBITDA was $255.7 million (up 6.1% year over year), the margin being 34%. Operating income was $214.3 million, up 19.8% year over year. Operating margin of 28.5% was up 450 basis points from the year-ago quarter.
Net interest expenses totaled $23.8 million, reflecting a 12.8% decrease from the year-ago fiscal quarter’s level.
Nordson’s Balance Sheet & Cash Flow
At the time of exiting the fourth quarter of fiscal 2025, Nordson’s cash and cash equivalents were $108.4 million compared with $116 million recorded at the end of fiscal 2024. Long-term debt was $1.68 billion compared with $2.10 billion recorded at the end of fiscal 2024.
In fiscal 2025, NDSN generated net cash of $719.2 million from operating activities, up 29.3% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $58.1 million, down 9.8% from the year-ago fiscal period.
NDSN’s Dividends/Share Buyback
In fiscal 2025, Nordson paid out dividends of $179.1 million, up 11% from $161.4 million in the previous fiscal year period.
Treasury purchase shares amounted to $306.4 million, up from $33.3 million in the year-ago period.
NDSN’s Outlook
For fiscal 2026 (ending October 2026), it projects sales to be in the range of $2.83-$2.95 billion, with adjusted earnings of $10.80-$11.50 per share.
For first-quarter fiscal 2026 (ending January 2026), it expects to generate sales in the band of $630-$670 million, with adjusted earnings of $2.25-$2.45 per share.
Nordson’s Zacks Rank & Stocks to Consider
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Some better-ranked stocks are discussed below:
Helios Technologies (HLIO - Free Report) currently sports a Zacks Rank of 1. HLIO has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 16.8%. In the past 60 days, the Zacks Consensus Estimate for Helios’ 2025 earnings has increased by 2.5%.
Flowserve Corporation (FLS - Free Report) presently carries a Zacks Rank #2 (Buy). FLS’ earnings surpassed the consensus estimate thrice and missed once in the trailing four quarters. The average earnings surprise was 10.5%. In the past 60 days, the Zacks Consensus Estimate for Flowserve’s 2025 earnings has increased 3%.
Parker-Hannifin Corporation (PH - Free Report) currently carries a Zacks Rank of 2. PH has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 6.2%. In the past 60 days, the Zacks Consensus Estimate for Parker-Hannifin’s 2025 earnings has increased by 3.9%.