Q4 2025 Nordson Corp Earnings Call Transcript
Key Points
- Nordson Corp (NDSN) achieved record sales of $2.8 billion in fiscal 2025, marking a 4% increase from the previous year.
- The company reported a 9% growth in adjusted earnings per share, reaching the high end of their fourth-quarter guidance.
- Nordson Corp (NDSN) generated record EBITDA of $256 million in the fourth quarter, with an EBITDA margin expansion to 34%.
- The company achieved a full-year free cash flow conversion of 136% of net income, enabling significant share repurchases and debt reduction.
- The integration of Atrion Medical was successful, contributing positively to sales and EPS growth, and the divestiture of the medical contract manufacturing business improved margins.
- Organic sales decreased by 1% in the fourth quarter, with softness in selected Industrial and Advanced Technology systems product lines.
- The Advanced Technology Solutions segment saw a 4% decrease in sales compared to the prior year's fourth quarter, driven by weakness in x-ray systems demand.
- The Industrial Precision Solutions segment experienced a 2% decrease in sales, with declines in polymer processing and industrial coating systems.
- Nordson Corp (NDSN) faced challenges in the automotive-related systems and selected X-ray Inspection applications, impacting organic sales.
- The company anticipates only modest growth in the first quarter of fiscal 2026, with sales forecasted to be in the range of $630 million to $670 million.
Ladies and gentlemen, thank you for joining us, and welcome to the Nordson Corporation fourth quarter and fiscal year 2025 conference call. (Operator Instructions) I will now hand the conference over to Lara Mahoney. Please go ahead.
Thank you. Good morning. This is Lara Mahoney, Vice President of Investor Relations and Corporate Communications. I'm here with Sundaram Nagarajan, our President and Chief Executive Officer; and Dan Hopgood, Executive Vice President and Chief Financial Officer.
We welcome you to our conference call today, Thursday, December 11, 2025, to report Nordson's fiscal year 2025 fourth quarter and full year results. You can find both our press release as well as our webcast slide presentation that we will refer to on today's call on our website at nordson.com/investors.
This conference call is being broadcast live on our investor website and will be available there for 30 days. During this conference call, we will make
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