Nordson Corporation · NASDAQ:NDSN

Nordson — Q1 2025 Earnings Presentation

16 slides from Nordson's earnings presentation, Feb 20, 2025

  1. Slide 1: 1Q Fiscal 2025 Webcast

    1Q Fiscal 2025 Webcast February 20, 2025 NBS NEXT OWNER MINDSET WINNING TEAMS

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement Click to edit title 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

  3. Slide 3: Agenda

    Agenda 1Q 2025 Webcast – February 20, 2025  1st Quarter Highlights  Enterprise Performance  Sales Performance and Earnings Review  2Q 2025 Guidance  Balance Sheet and Cash Flow  Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President & Executive Vice President & Vice President, 3 Chief Execu

  4. Slide 4: 1Q 25 Highlights

     Sales of $615M at the low end of 1Q 25 Highlights guidance range, reflecting market uncertainty Managed earnings and cash flow in  Order entry and backlog improving across challenging demand environment all segments  Operational excellence driving strong profit performance despite weaker sales e

  5. Slide 5: Total Company – 1Q 2025

    Total Company – 1Q 2025 1Q 2025 Sales Bridge** Sales $633 $53  Reported sales of $615M, a decrease of 3%, at the $615 low end of prior guidance range $(11) $(59)  8% growth from the Atrion acquisition; unfavorable currency impact of 2%  9% organic decrease driven by weakness in polymer processing

  6. Slide 6: Industrial Precision Solutions – 1Q 2025

    Industrial Precision Solutions – 1Q 2025 1Q 2025 IPS Sales Bridge** Sales $338  Sales of $300 million, a decrease of 11% $300 $(28) $(9)  Organic decrease of 8% driven by weaker systems demand in polymer processing and industrial coatings product lines, partially offset by growth in nonwovens and

  7. Slide 7: Medical and Fluid Solutions – 1Q 2025

    Medical and Fluid Solutions – 1Q 2025 1Q 2025 MFS Sales Bridge** Sales $53 $194 $(1)  Sales of $194 million, an increase of 21% $160  33% growth from strong Atrion acquisition performance $(18)  11% organic decrease driven by decline in medical interventional solutions due to customer destocking

  8. Slide 8: Advanced Technology Solutions – 1Q 2025

    Advanced Technology Solutions – 1Q 2025 1Q 2025 ATS Sales Bridge** Sales  Sales were $121 million, an 11% decrease $136 $121 $(13) $(1)  10% organic decline driven by timing of electronics dispense and x-ray systems deliveries, partially offset by double-digit growth in optical sensors and measure

  9. Slide 9: Balance Sheet and Cash Flow

    Balance Sheet and Cash Flow Balanced Capital Deployment Returning Value to Shareholders Net Debt Free Cash Flow*  Cash totaled $130 million  Cash flow of $138 million, which is a conversion rate of 146% of net income, deployed toward:  2.4x net debt leverage ratio based on trailing 12-month o Sha

  10. Slide 10: Strategically positioned for growth

    Strategically positioned for growth Atrion acquisition delivering Customer Recognition Steadfast competitive advantages  Strong technology portfolio, including  SpinSAM Acoustic Inspection wins  Differentiated products successful new product launch three industry awards  Customer intimate sales

  11. Slide 11: 2Q Fiscal 2025 Guidance

    2Q Fiscal 2025 Guidance 2Q 2025 Sales Guidance $650 - $690 Steady performance moving into 2Q $650 $651  Historical seasonality and order entry trends support moderate increases in sales and earnings sequentially  Backlog grew by ~$85 million or 15% in the first quarter, ending at approximately $67

  12. Slide 12: Questions?

    Questions? Ciordson

  13. Slide 13: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Net Income to Adjusted EBITDA (Dollars in thousands) 13

  14. Slide 14: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Adjusted Operating Profit and EBITDA (Dollars in thousands) 14

  15. Slide 15: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Profitability (Dollars in thousands) 15

  16. Slide 16: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 16

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