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Oct 31, 2022

Nordson Q4 2022 Earnings Report

Reported strong sales and operating performance driven by broad-based customer demand.

Key Takeaways

Nordson Corporation reported a strong fourth quarter with sales of $684 million, a 14% year-over-year increase, and earnings of $2.44 per diluted share, a 30% increase from the prior year. The company's full-year sales, operating profit, and earnings per share were all company records.

Sales were $684 million, a 14% year-over-year increase, 18% organic

Operating profit was $178 million, a 17% increase over prior year

Earnings were $2.44 per diluted share, a 30% increase from prior year earnings per share

Organic sales growth was strong in virtually all end markets, and particularly robust for electronics and medical

Total Revenue
$684M
Previous year: $599M
+14.1%
EPS
$2.44
Previous year: $1.88
+29.8%
EBITDA
$202M
Previous year: $177M
+14.1%
Gross Profit
$363M
Previous year: $331M
+9.7%
Cash and Equivalents
$163M
Previous year: $300M
-45.5%
Free Cash Flow
$161M
Previous year: $160M
+0.7%
Total Assets
$3.82B
Previous year: $3.79B
+0.8%

Nordson

Nordson

Nordson Revenue by Geographic Location

Forward Guidance

Nordson anticipates delivering sales growth in the range of 1% to 7% in fiscal 2023 when compared to fiscal 2022. Full year fiscal 2023 earnings are forecasted to be in the range of $8.75 to $10.10 per share.

Challenges Ahead

  • The book-to-bill in the fourth quarter of 2022 was slightly unfavorable
  • Year-over-year currency headwinds are significant as evidenced in our fiscal fourth quarter results
  • Full year guidance assumes an unfavorable currency impact of approximately 2% on sales
  • Full year guidance assumes an unfavorable currency impact of approximately 3% on earnings
  • First quarter 2023 sales are forecasted in the range of $605 to $630 million with adjusted earnings in the range of $1.85 to $2.00 per diluted share

Revenue & Expenses

Visualization of income flow from segment revenue to net income