The earnings call presented a strong overall performance with significant sales growth, record free cash flow, and successful integration of the Atrion acquisition. However, challenges such as weakness in polymer processing systems and higher non-operating expenses were noted. The overall sentiment leans towards a positive outlook given the strong financial metrics and strategic achievements.

Company Guidance

During Nordson Corporation's third-quarter fiscal year 2025 conference call, the company reported sales of $742 million, reflecting a 12% increase from the prior year, with 8% growth attributed to the Atrion acquisition and a 2% organic sales increase. The Advanced Technology Solutions segment showed strong performance, achieving a second consecutive quarter of double-digit organic sales growth. Adjusted earnings per share rose by 13%, reaching $2.73, while EBITDA increased by 15% to $239 million, representing 32% of sales. The company also achieved record quarterly free cash flow of $226 million, with a cash flow conversion of 180% of net income. Nordson's leverage ratio improved to 2.2x EBITDA, aided by debt reduction and share repurchases. The fiscal 2025 full-year guidance was updated, with sales expected to be slightly below the midpoint and earnings slightly above, driven by strong operational execution despite a dynamic trade environment.

Strong Sales Performance

Nordson reported third quarter fiscal 2025 sales of $742 million, up 12% from the prior year. The Advanced Technology Solutions segment contributed significantly with double-digit organic sales growth.

Record Free Cash Flow

Nordson achieved a record free cash flow of $226 million with a cash flow conversion of 180% of net income during the quarter.

Successful Atrion Acquisition

The Atrion acquisition performed above expectations, contributing 8% to quarterly growth, and became EPS accretive a year earlier than expected.

Improved Financial Metrics

Adjusted earnings per share increased by 13%, and EBITDA by 15% compared to the prior year. Gross profit was $407 million, maintaining a consistent margin of 55%.

Strong Balance Sheet and Capital Deployment

Nordson reduced net debt by over $100 million, repurchased $70 million in shares, and paid $44 million in dividends during the quarter.

Positive Outlook for Medical and ATS Segments

The Medical segment returned to growth with high single-digit growth in medical fluid components, while ATS experienced double-digit organic growth.

Nordson (NDSN) Earnings, Revenues Date & History

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NDSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 10, 2025	2025 (Q4)	2.93 / -	2.78	―	―	―
Aug 18, 2025	2025 (Q3)	2.64 / 2.73	2.41	13.28% (+0.32)
May 28, 2025	2025 (Q2)	2.36 / 2.42	2.34	3.42% (+0.08)
Feb 19, 2025	2025 (Q1)	2.09 / 2.06	2.21	-6.79% (-0.15)
Dec 11, 2024	2024 (Q4)	2.59 / 2.78	2.46	13.01% (+0.32)
Aug 21, 2024	2024 (Q3)	2.35 / 2.41	2.35	2.55% (+0.06)
May 20, 2024	2024 (Q2)	2.31 / 2.34	2.26	3.54% (+0.08)
Feb 21, 2024	2024 (Q1)	1.97 / 2.21	1.95	13.33% (+0.26)
Dec 13, 2023	2023 (Q4)	2.40 / 2.46	2.44	0.82% (+0.02)
Aug 21, 2023	2023 (Q3)	2.32 / 2.35	2.49	-5.62% (-0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NDSN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 18, 2025	$213.32	$216.70	+1.58%
May 28, 2025	$194.31	$207.44	+6.76%
Feb 19, 2025	$215.33	$216.04	+0.33%
Dec 11, 2024	$245.88	$225.74	-8.19%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.