Nordson's Q3 Earnings & Revenues Surpass Estimates, Increase Y/Y

Nordson Corporation’s NDSN third-quarter fiscal 2025 (ended July 31, 2025) adjusted earnings of $2.73 per share surpassed the Zacks Consensus Estimate of $2.63. The bottom line increased 13% year over year.

Quarterly Results of NDSN

Nordson’s revenues were $742 million, up 12% from the year-ago fiscal quarter’s number, driven by strength in the Advanced Technology Solutions segment and contributions from acquired assets. Revenues beat the consensus estimate of $717 million.

Organic sales rose 2% year over year, driven by strong demand in the Asia-Pacific region. Acquisitions had a positive impact of 8% while foreign currency translation had a positive impact of 2%.

On a regional basis, revenues from the Asia Pacific region were $240.3 million, up 23.1% year over year. Revenues generated from Europe increased 4% to $186.6 million, while the metric in the Americas increased 9.6% to $314.6 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 $350.8 million, up 0.5% from the year-ago fiscal quarter’s level. The segment contributed 47.3% to NDSN’s top line in the quarter.

Organic sales decreased 2% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 2.5%.

Revenues from Medical and Fluid Solutions amounted to $219.5 million, up 31.6% from the year-ago fiscal quarter’s level. The segment contributed 29.6% to NDSN’s top line.

Organic sales decreased 0.4% from the year-ago fiscal quarter’s level. Acquisitions boosted sales by 31% while foreign currency translation had a positive impact of 1%.

Advanced Technology Solutions’ sales were $171.3 million, up 17.4% from the year-ago fiscal quarter’s figure. The metric represented 23.1% of Nordson’s revenues in the period.

Organic sales increased 14.6% from the year-ago fiscal quarter’s level. Foreign currency translation had a positive impact of 2.8%.

Nordson’s Margin Profile

Nordson’s cost of sales increased 14.5% from the year-ago fiscal quarter’s level to $335 million. Gross profit was $406.5 million, up 10.2% from the year-ago fiscal quarter’s level. The gross margin decreased 100 basis points (bps) to 54.8%.

Selling and administrative expenses increased 2.3% year over year to $206.5 million. Adjusted EBITDA was $238.5 million (up 14.6% year over year), the margin being 32.2%. Operating income was $187.8 million, up 12.4% year over year. Operating margin of 25.3% was flat from the year-ago period.

Net interest expenses totaled $26 million, reflecting a 44.6% increase from the year-ago fiscal quarter’s level.

Nordson’s Balance Sheet & Cash Flow

At the time of exiting the third quarter of fiscal 2025, Nordson’s cash and cash equivalents were $147.8 million compared with $116 million recorded at the end of fiscal 2024. Long-term debt was $1.79 billion compared with $2.10 billion recorded at the end of fiscal 2024.

In the first nine months of fiscal 2025, NDSN generated net cash of $516.3 million from operating activities, up 12.3% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $49 million, down 11.9% from the year-ago fiscal period.

NDSN’s Dividends/Share Buyback

In the first nine months of fiscal 2025, Nordson paid out dividends of $133 million, up 13.9% from $116.8 million in the previous fiscal year period.

Treasury purchase shares amounted to $218.2 million, up from $34.1 million in the year-ago period.

NDSN’s Outlook

For fiscal 2025 (ending October 2025), it projects sales to be in the range of $2.75- $2.87 billion, with adjusted earnings of $9.70-$10.50 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.

Performance of Other Companies

Dover Corporation DOV reported earnings of $2.44 per share in second-quarter 2025, beating the Zacks Consensus Estimate of $2.39. This compares with earnings of $2.36 per share a year ago.

Dover posted revenues of $2.05 billion in the quarter, surpassing the Zacks Consensus Estimate by 0.6%. This compares with year-ago revenues of $2.18 billion.

Teck Resources Limited TECK came out with earnings of $0.27 per share in the second quarter of 2025, beating the Zacks Consensus Estimate of $0.2. This compares with earnings of $0.58 per share a year ago.

Teck Resources posted revenues of $1.46 billion in the quarter, missing the Zacks Consensus Estimate by 8.7%. This compares with year-ago revenues of $2.83 billion. 

Packaging Corporation of America PKG reported earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.44. This compares with earnings of $2.2 per share a year ago.

Packaging Corp. posted revenues of $2.17 billion in the quarter, surpassing the Zacks Consensus Estimate by 0.5%. This compares with year-ago revenues of $2.08 billion.

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