Nordson Corporation · NASDAQ:NDSN

Nordson — Q3 2025 Earnings Presentation

18 slides from Nordson's earnings presentation, Aug 21, 2025

  1. Slide 1: 3Q Fiscal 2025 Webcast

    3Q Fiscal 2025 Webcast August 21, 2025

  2. 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

  3. Slide 3: Agenda

    Agenda 3Q 2025 Webcast – August 21, 2025  3rd Quarter Highlights  Enterprise Performance  Sales & Earnings Performance  FY 2025 Guidance Update  Balance Sheet and Cash Flow  Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President & Executive Vice President & Vice President, 3 Chief Executive

  4. Slide 4: 3Q 2025 Highlights

     Sales of $742M, above the midpoint of guidance and up 12% year-over-year, including 2% organic growth  Adjusted EPS increased 13%, as operational excellence drove strong profit performance  First full year of Atrion contribution was a 3Q 2025 commercial and operational success Highlights  Free

  5. Slide 5: Total Company – 3Q 2025

    Total Company – 3Q 2025 3Q 2025 Sales Bridge** $15 $742 Sales $52  Reported sales of $742M, an increase of 12%, $20 $662 above the mid-point of prior guidance range $(6)  8% growth from the Atrion acquisition; favorable currency impact of 2%  2% organic sales growth, strength across most 3Q 2024

  6. Slide 6: Industrial Precision Solutions – 3Q 2025

    Industrial Precision Solutions – 3Q 2025 3Q 2025 IPS Sales Bridge** Sales $349 $9 $351  Sales of $351 million, a slight increase over prior $(7) year, driven by favorable currency impact  While sequentially improving, organic sales decreased 2% compared to prior year. Growth in most product lines

  7. Slide 7: Medical and Fluid Solutions – 3Q 2025

    Medical and Fluid Solutions – 3Q 2025 3Q 2025 MFS Sales Bridge** Sales  Sales of $219 million, an increase of 32%, driven by $52 $2 $219 the Atrion acquisition, which continues to outperform expectations $6 $167  Excluding the held for sale contract manufacturing $(7) business, organic sales were

  8. Slide 8: Advanced Technology Solutions – 3Q 2025

    Advanced Technology Solutions – 3Q 2025 3Q 2025 ATS Sales Bridge** Sales $4 $171 $21  Sales were $171 million, a 17% increase  15% organic increase driven by robust growth in $146 electronics dispense, modestly offset by weakness in x-ray inspection systems 3Q 2024 Organic Currency 3Q 2025 EBITDA*

  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 $148 million  3Q25 free cash flow of $226 million, which is a conversion rate of 180% of net income, deployed toward:  2.2x net debt leverage ratio based on trailing 12-m

  10. Slide 10: Competitive Advantages

    Competitive Advantages Strong Growth High Recurring Diversified, Niche End Portfolio Revenue Markets Differentiated NBS Next Growth Close to Customer Products Framework Continuously demonstrated resilience and the ability to deliver solid growth and best-in-class profitability 10 in varying market s

  11. Slide 11: 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 nonwoven end markets product lines, returning to market gr

  12. Slide 12: Executing in a Dynamic Environment

    Executing in a Dynamic Environment Spectrum S2 Series Product Innovation Driving Growth Operational Excellence Capital Deployment  Enhancements to Nordson Spectrum® S2  Atrion integration continues to perform,  Accelerated share repurchases with electronics dispense system, continuing to contribu

  13. Slide 13: 2025 Fiscal Full-Year Guidance

    2025 Fiscal Full-Year Guidance Original Full-year Sales Guidance $2,750 - $2,870 On track to deliver full-year guidance in dynamic environment $2,689  Sales outlook unchanged, tracking slightly below the $2,629 mid-point of guidance  Adjusted EPS unchanged, tracking slightly above the mid-point of

  14. Slide 14: Questions?

    Questions? Ciordson

  15. Slide 15: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Net Income to Adjusted EBITDA (Dollars in thousands) 15

  16. Slide 16: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Adjusted Operating Profit and EBITDA (Dollars in thousands) 16

  17. Slide 17: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Profitability (Dollars in thousands) 17

  18. Slide 18: Reconciliation of Non-GAAP Measures

    Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 18

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