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Oct 31, 2025
Nordson Q4 2025 Earnings Report
Nordson reported solid Q4 results with record free cash flow and strong earnings performance.
Key Takeaways
Nordson delivered a strong fourth quarter, with slight revenue growth and notable improvements in earnings and free cash flow conversion, despite headwinds from divestitures and mixed performance across segments.
Revenue reached $751,820,000, up slightly from the prior year
Adjusted EPS came in at $3.03, above guidance
Net income rose to $151,634,000, compared to $122,168,000 last year
Free cash flow conversion hit a record 128% for the quarter
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Nordson expects continued growth in FY26 with improving end markets and strong backlog positioning.
Positive Outlook
- FY26 sales forecasted between $2.83B to $2.95B
- Adjusted EPS projected between $10.80 to $11.50
- Starting FY26 with a $600M backlog, up 5% YoY
- Positive momentum from NBS Next and Ascend Strategy
- Optimism in end market recovery and customer demand
Challenges Ahead
- Headwinds from prior divestitures may impact comps
- Continued weakness in polymer processing systems
- Potential macroeconomic and tariff-related uncertainty
- Exchange rate fluctuations could impact earnings
- X-ray system demand softness persists in ATS segment
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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