Slide 1: 4Q & FY Fiscal 2025 Webcast
4Q & FY Fiscal 2025 Webcast December 11, 2025
Slide 2: Safe Harbor Statement
Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as
Slide 3: Agenda
Agenda 4Q and FY Fiscal 2025 Webcast – December 11, 2025 4th Quarter and Full-Year Highlights Enterprise Performance Sales & Earnings Performance FY 2026 and 1Q 2026 Guidance Balance Sheet and Cash Flow Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President & Executive Vice President
Slide 4: 4Q 2025 Highlights
Record fourth quarter results: o Sales of $752M, a 1% increase over prior year, inclusive of divestiture o Adjusted EPS of $3.03, a 9% increase over prior year, and at the high-end of our 4Q guidance. 4Q 2025 o EBITDA of $256M, or 34% of sales Record fourth quarter FCF of $194M, Highlights drivi
Slide 5: Fiscal 2025 Highlights
Fiscal 2025 Highlights Delivered Strong Results Achieved Ascend Strategy Goal Record Cash Flow Performance despite a dynamic macro environment $900M EBITDA in 2025 and effective capital deployment Record sales of $2.8B, increase Record EBITDA driven by strong Record cash flow generation and cash of
Slide 6: Total Company – 4Q 2025
Total Company – 4Q 2025 4Q 2025 Sales Bridge** Sales $744 $11 $752 $4 Reported sales of $752M, a slight increase compared $(8) to the prior year, inclusive of divestiture Favorable currency impact of 2% and nominal net impact from acquisition and divestiture 1% organic sales decline, driven by
Slide 7: Industrial Precision Solutions – 4Q 2025
Industrial Precision Solutions – 4Q 2025 Sales 4Q 2025 IPS Sales Bridge* $367 $7 $362 Sales of $362 million, a decrease of 2% $(13) While sequentially improving, organic sales decreased 4% compared to Q4 2024 Growth in precision ag and packaging product lines were offset by YOY weakness in pol
Slide 8: Medical and Fluid Solutions – 4Q 2025
Medical and Fluid Solutions – 4Q 2025 Sales 4Q 2025 MFS Sales Bridge* $15 $4 $1 $220 Sales of $220 million, an increase of 10% $200 Organic sales increase of 7% from broad based demand across all product lines Benefit of Atrion acquisitive impact partially offset by 9/2/25 medical contract man
Slide 9: Advanced Technology Solutions – 4Q 2025
Advanced Technology Solutions – 4Q 2025 Sales 4Q 2025 ATS Sales Bridge* $177 $2 $171 Sales were $171 million, a decrease of 4% $(9) 5% organic sales decrease Strength in electronics dispense systems was more than offset by challenging YOY comparisons, timing of systems shipments and weakness i
Slide 10: Total Company – Fiscal 2025
Total Company – Fiscal 2025 2025 Sales Bridge** Annual Sales $2,690 $161 $8 $2,792 Record annual sales of $2.8M, an increase of 4% $(68) Net impact from acquisition and divestiture contributed 6% and favorable currency translation had a modest benefit 3% organic sales decline, driven by weakne
Slide 11: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow Balanced Capital Deployment Returning Value to Shareholders Net Debt Record Free Cash Flow* Cash totaled $108 million FY2025 free cash flow of $661 million, which is a conversion rate of 136% of net income, deployed toward: 2.1x net debt leverage ratio based on trai
Slide 12: 2025-2029 Financial Targets
2025-2029 Financial Targets Growth Compounder Revenue Adjusted EPS Growth Growth 6-8% 10-12% Average annual growth Engaged Employees Driven by Nordson Values 12
Slide 13: End Market Visibility
End Market Visibility Industrial Precision Solutions Medical and Fluid Solutions Advanced Technology Solutions Sustaining investments in packaging and Supply chain normalizing in interventional Global production shifts in manufacturing product assembly end markets product lines, returning to m
Slide 14: 2026 Fiscal Full-Year Guidance
2026 Fiscal Full-Year Guidance Returning to FY Organic Growth in Full-year Sales Guidance Fiscal 2026 $2,830 - $2,950 Ascend strategy is advancing and delivering results $2,792 Backlog is approximately $600M up 5% YOY, $2,690 excluding the CDMO divestiture Fiscal 2026 sales growth of 1% to 6%,
Slide 15: 2026 Fiscal Q1 Guidance
2026 Fiscal Q1 Guidance Typical Seasonality Expected in Q1 Q1 FY2026 Revenue Guidance but Improving YoY Performance $633 $630 - $670 $615 Q1 FY2026 revenue of $630 - $670 million Q1 FY2026 adjusted earnings per share in the range of $2.25 - $2.45 Considerations: Seasonally weaker Q1 historical
Slide 16: Questions?
Questions? Ciordson
Slide 17: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Net Income to EBITDA (Dollars in thousands) 17
Slide 18: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Net Income and Earnings Per Share (Dollars in thousands) 18
Slide 19: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 19