The earnings call presented a mixed picture with strong operational performance, notable achievements in order entry growth, and successful integration of the Atrion acquisition. However, these positives were offset by a decline in sales and challenges in key segments such as electronics and medical interventional product lines. The company remains confident in its ability to manage costs and capitalize on growth opportunities as demand improves.

Company Guidance

During the Nordson Corporation's first-quarter fiscal year 2025 conference call, the company reported sales of $615 million, which was at the low end of their guidance range due to weak demand in key markets such as electronics and industrial, and unfavorable foreign exchange rates. However, the company experienced positive order entry rates, which grew double digits from the previous year, resulting in an $85 million increase in backlog, ending at approximately $670 million. Despite weaker sales, Nordson achieved a gross margin of 56%, an operating profit margin of 26%, and an EBITDA margin of 31%. The company converted free cash flow at nearly 150% of net income and adjusted earnings per share were $2.06, slightly above the midpoint of their guidance. Nordson also repurchased $60 million in shares, paid $45 million in dividends, and reduced their net leverage ratio to 2.4x. For the second quarter of fiscal 2025, the company provided guidance for sales between $650 million to $690 million and adjusted earnings per share ranging from $2.30 to $2.50.

Strong Operational Performance

Nordson's team delivered a 56% gross margin, 26% operating profit margin, and 31% EBITDA margin, with free cash flow conversion at nearly 150% of net income.

Order Entry and Backlog Growth

Order entry rates accelerated throughout the quarter, growing double digits above the prior year order entry run rate. The backlog increased by approximately $85 million, ending at approximately $670 million.

Atrion Acquisition Success

The Atrion acquisition delivered $53 million in revenue, with the integration ahead of initial targets for profitability improvements.

Industry Recognitions and Awards

Nordson's SpinSAM Acoustic Inspection system and QuadraPro manual X-ray System received multiple industry awards for innovation and performance.

Positive Outlook in Electronics

Despite a slow start, orders in the Advanced Technology Solutions segment were up double digits, with backlog growing sequentially.

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Nordson (NDSN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NDSN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 26, 2025	2025 (Q2)	2.39 / -	2.34	―	―	―
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)
May 22, 2023	2023 (Q2)	2.12 / 2.26	2.43	-7.00% (-0.17)
Feb 20, 2023	2023 (Q1)	1.97 / 1.95	2.07	-5.80% (-0.12)

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

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NDSN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 19, 2025	$217.73	$218.45	+0.33%
Dec 11, 2024	$248.62	$228.26	-8.19%
Aug 21, 2024	$246.11	$254.30	+3.33%
May 20, 2024	$266.60	$241.50	-9.41%

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.

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