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Oct 31, 2021

Nordson Q4 2021 Earnings Report

Nordson reported a solid finish to an incredible year, surpassing prior record annual performance in sales and operating profit.

Key Takeaways

Nordson Corporation reported a 7% year-over-year increase in sales, reaching $599 million with 10% organic growth. Operating profit was $151 million, representing 25% of sales, and earnings per diluted share increased by 18% to $1.88.

Sales were $599 million, a 7% year-over-year increase, 10% organic.

Operating profit was $151 million, or 25% of sales.

Earnings were $1.88 per diluted share, an 18% increase from prior year adjusted earnings per share.

Growth was strong in all product lines, particularly electronics and industrial end markets.

Total Revenue
$599M
Previous year: $559M
+7.3%
EPS
$1.88
Previous year: $1.59
+18.2%
EBITDA
$177M
Previous year: $159M
+11.3%
Gross Profit
$331M
Previous year: $297M
+11.5%
Cash and Equivalents
$300M
Previous year: $208M
+44.0%
Free Cash Flow
$160M
Previous year: $178M
-10.0%
Total Assets
$3.79B
Previous year: $3.67B
+3.2%

Nordson

Nordson

Nordson Revenue by Geographic Location

Forward Guidance

Fiscal 2022 sales growth of 6% to 10% and earnings growth of 8% to 18% over the record fiscal 2021 results. First quarter 2022 sales growth of 14% to 16% over prior year first quarter; earnings per diluted share in the range of $1.80 to $1.95.

Positive Outlook

  • Fiscal 2022 sales growth of 6% to 10%
  • Fiscal 2022 earnings growth of 8% to 18%
  • First quarter 2022 sales growth of 14% to 16%
  • First quarter 2022 earnings per diluted share in the range of $1.80 to $1.95
  • Backlog entering the first quarter of fiscal year 2022 is approximately $800 million, a 90% increase above the prior year.

Challenges Ahead

  • Spike in logistics costs
  • Non-recurring cost increases associated with divisional alignment efforts around best growth opportunities.
  • Teams are adapting to a very dynamic macro environment
  • Teams are taking actions to offset cost and supply chain headwinds.
  • The current macroeconomic environment continues to drive increased order volume and extended shipment request dates.

Revenue & Expenses

Visualization of income flow from segment revenue to net income