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Apr 30, 2021

Nordson Q2 2021 Earnings Report

Reported record results driven by robust growth in electronics and consumer non-durable end markets, as well as strengthening medical and industrial end markets.

Key Takeaways

Nordson Corporation reported record second-quarter results with sales reaching $590 million, an 11% increase over the prior year. Operating profit increased by 33% to $166 million, and earnings per share rose by 34% to $2.12. The company raised its fiscal year 2021 earnings guidance range by approximately 13% to $7.20 to $7.50 per diluted share.

Quarterly sales, operating profit, and earnings per share were all company records.

Sales were $590 million, an 11% increase over the prior year.

Operating profit was $166 million, a 33% increase over the prior year.

Earnings were $2.12 per diluted share, a 34% increase over the prior year.

Total Revenue
$590M
Previous year: $529M
+11.3%
EPS
$2.12
Previous year: $1.58
+34.2%
EBITDA
$192M
Previous year: $152M
+26.6%
Gross Profit
$338M
Previous year: $290M
+16.6%
Cash and Equivalents
$133M
Previous year: $306M
-56.5%
Free Cash Flow
$93.6M
Previous year: $90M
+4.1%
Total Assets
$3.59B
Previous year: $3.74B
-4.0%

Nordson

Nordson

Nordson Revenue by Geographic Location

Forward Guidance

The company expects fiscal 2021 full year sales growth to be approximately 8% to 10% over fiscal year 2020, inclusive of a 3% headwind from the second quarter divestiture. Full year 2021 earnings per diluted share are forecasted to be in the range of $7.20 to $7.50, representing 31% to 37% growth over the prior year adjusted earnings.

Positive Outlook

  • Order entry trends consistently improved throughout the second quarter of fiscal year 2021.
  • Order entry trends remain strong entering the third quarter.
  • Based on the current backlog, fiscal 2021 full year sales growth is expected to be approximately 8% to 10% over fiscal year 2020.
  • Full year 2021 earnings per diluted share are forecasted in the range of $7.20 to $7.50.
  • Forecasted earnings represent 31% to 37% growth over the prior year adjusted earnings.

Challenges Ahead

  • Fiscal 2021 full year sales growth includes a 3% headwind from the second quarter divestiture of the screws and barrels product line.
  • U.S. and international economic conditions may impact results.
  • Financial and market conditions may impact results.
  • Currency exchange rates and devaluations may impact results.
  • Events beyond the company's control, such as political unrest, acts of terror, natural disasters and pandemics, including the current coronavirus (COVID-19) pandemic, may impact results.

Revenue & Expenses

Visualization of income flow from segment revenue to net income