Nordson Corporation · NASDAQ:NDSN
Nordson — Investor Presentation (March 2026)
38 slides from Nordson's investor presentation, Mar 23, 2026
Slide 1: Investor Presentation
Investor Presentation March 23, 2026 Nasdaq: NDSN
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: Nordson is a growth compounder with unique competitive advantages
Nordson is a growth compounder with unique competitive advantages Company Founded 2025 Revenue 2025 EBITDA% Employees Countries with Direct Presence 1954 $2.8B 32% 8,000+ 35+ 3
Slide 4: By the Numbers
By the Numbers Demonstrated Consistent Record Disciplined focus Differentiated Consistent value to Value to Solid Returns of Growth on profitability Product Portfolio* shareholders Customers 6% 55% 30%+ 12% 2,200+ 62 yrs. Sales Growth Gross Margins EBITDA Margins Global Patents of Annual ROIC Held D
Slide 5: Diversified Sources of Sales
Diversified Sources of Sales FY2025 Profile - $2.8 Billion Product Type Geographies 31% Parts and Americas 40% Consumables 43% Europe Systems 60% Asia Pacific 26% High percentage of recurring Diversified geographic footprint. sales from parts and Direct presence in over consumables. 35 countries. 5
Slide 6: Diversified End Markets
Diversified End Markets Electronics Medical Consumer Non-Durable Industrial Remaining Markets 27% of revenue 25% of revenue 23% of revenue 13% of revenue 12% of revenue Semiconductor packaging Balloons, extrusions, delivery Box sealing Construction and industrial Consumer durable catheters
Slide 7: How We Are Organized
How We Are Organized INDUSTRIAL PRECISION SOLUTIONS MEDICAL FLUID SOLUTIONS ADVANCED TECHNOLOGY SOLUTIONS Precision Adhesives Dispensing, Industrial Coatings, Interventional Solutions, Fluid Components Electronic Processing Systems Polymer Processing & Precision Agriculture & Engineered Fluid Dispen
Slide 8: Industrial Precision Solutions (IPS)
Industrial Precision Solutions (IPS) What We Do: Product lines reduce material consumption, increase line efficiency, and enhance product brand and appearance. Components are used for dispensing adhesives, coatings, paint, finishes, sealants and other materials. This business primarily serves the in
Slide 9: IPS End Markets
IPS End Markets % of Revenue / Applications / Growth Rates Consumer Non-Durable Industrial Other 40% of IPS Sales 35% of IPS Sales 25% of IPS Sales Corrugated and carton packaging Industrial manufacturing machinery Consumer durable (appliance / wood) Food and beverage packaging Plastic pro
Slide 10: Medical Fluid Solutions (MFS)
Medical Fluid Solutions (MFS) What We Do: Fluid management solutions for medical, high-tech industrial and other diverse end markets. Related plastic tubing, balloons, catheters, syringes, cartridges, tips, and fluid connection components are used to dispense or control fluids within customers’ medi
Slide 11: MFS End Markets
MFS End Markets % of Revenue / Applications / Growth Rates Specialty Medical Minimally Invasive Surgical Industrial Technology 40% of MFS Sales 36% of MFS Sales 24% of MFS Sales Surgical, ECMO, Biopharma, Patient Care, Cardiovascular, Structural Heart, Neurovascular Electronics and Wireless, EV, Ind
Slide 12: Advanced Technology Solutions (ATS)
Advanced Technology Solutions (ATS) What We Do: Design and develop proprietary technologies found in progressive stages of an electronics customer’s production processes, such as surface treatment, precisely controlled dispensing of material and test, inspection and measurement to ensure quality and
Slide 13: ATS End Markets
ATS End Markets % of Revenue / Applications / Growth Rates Semiconductors General Electronics Automotive Electronics Industrial 50% of ATS Sales 25% of ATS Sales 10% of ATS Sales 15% of ATS Sales Process control for wafer processing PCBA inspection and metrology for PCBA inspection and metrolo
Slide 14: Why Invest in Nordson?
CNordson Why Invest in Nordson?
Slide 15: A Growth Portfolio Ready to Accelerate
A Growth Portfolio Ready to Accelerate 2014 (FY Revenue $1.7B) 2025 (FY Revenue $2.8B) 39% Systems 40% Systems Parts / Service Parts / Service 61% 60% Information is for directional purposes only. Growth Growth 29% End Markets 12% 52% End Markets 24% 23% 27% Electronics 13% Electronics 6% Medical Me
Slide 16: 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 16
Slide 17: Driving profitable growth by selecting and investing disproportionately in the best growth opportunities
Driving profitable growth by selecting and investing disproportionately in the best growth opportunities. 17
Slide 18: Entrepreneurial division-led organization
Entrepreneurial division-led organization: Decisions close to the customer Autonomy + Accountability Clear line of sight to deploying NBS Next 18
Slide 19: A key ingredient to successful execution of the Ascend strategy
A key ingredient to successful execution of the Ascend strategy: Leaders inspiring trust and building followership in the organization Focus on inclusion and diversity in everything we do Create an engaging culture that attracts and retains top talent 19
Slide 20: Disciplined Approach to M&A
Disciplined Approach to M&A Strategic Criteria Financial Criteria Serving attractive end market niches Growth at or above market rates with and applications Nordson-like gross margins Differentiated product technologies/solutions EBITDA ~20+% with margin expansion opportunities Additive
Slide 21: Growth Algorithm
Growth Algorithm Revenue Adjusted EPS 3% - 4% 4% 6%-8% $2.7B 3% - 4% 10%-12% $9.73 6% - 8% 2024 Organic M&A 2029 2024 Incremental Profit NBS Next 2029 21
Slide 22: Superior Conversion / Deployment of Cash Flows
Superior Conversion / Deployment of Cash Flows Generation of ~ $4.1B in operating cash flows through 2029 Capital Deployment through 2029 Cash Flow Deployment Priorities Fund organic growth 7% Return to shareholders thru dividends and Organic Capital routine stock repurchases to offset dilution
Slide 23: Recent Financial Results
CNordson Recent Financial Results
Slide 24: Total Company – 1Q 2026
Total Company – 1Q 2026 Sales 1Q 2026 Sales Bridge** $23 $669 $40 Reported sales of $669M, an increase of 9% $(9) compared to the prior year, inclusive of previously $615 divested medical contract manufacturing business 7% organic sales increase driven by growth in all segments Favorable curre
Slide 25: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow Balanced Capital Deployment Returning Value to Shareholders Net Debt Free Cash Flow* Cash totaled $120 million Free cash flow of $123 million, which is a conversion rate of 105% excluding the non-cash 2.1x net debt leverage ratio based on trailing gain (third consec
Slide 26: 2Q Fiscal 2026 Guidance
2Q Fiscal 2026 Guidance Momentum in electronic end 2Q FY2026 Revenue Guidance markets while industrial and $683 $710 - $740 $651 medical end markets experience stable demand 2Q FY2026 revenue of $710 - $740 million 2Q FY2026 adjusted earnings per share in the range 2Q 2024 2Q 2025 2Q 2026 of $2.
Slide 27: 2026 Fiscal Full Year Guidance
2026 Fiscal Full Year Guidance Increasing Our Full Year Outlook after Strong 1Q Result Backlog grew approximately 4% YOY and Assumes FX rates hold at current levels and order entry trends encouraging other assumptions remain unchanged Fiscal 2026 sales growth now expected in Adjusted earning
Slide 28: Appendix 1: Product Innovation
Appendix 1: Product Innovation
Slide 29: Our Electronics Industry Position
Our Electronics Industry Position Surface Mount Manufacturing Solder paste Flux spray Optical Inline Systems Plasma Underfill, Optical X-ray Conformal inspection coating inspection surface encapsulation inspection inspection coating treatment or precise coating Solder paste Component placement Reflo
Slide 30: ATS - Best in Class Portfolio for Semiconductor
ATS - Best in Class Portfolio for Semiconductor Facilitating Process Productivity and Yield Improvement X-ray inspection of Acoustic inspection of Wire Bond Inspection Acoustic Shear/Pull Test X-Ray inspection of Bumps & TSV Void/Delamination inspection of chips of bumps Chips LAB LAB Optical & X-ra
Slide 31: ATS - Advances in Semiconductor Packaging
ATS - Advances in Semiconductor Packaging 2D Architecture 2.5D Architecture 3D Architecture Demand for data requires more complex chip architecture. 31 Nordson’s technologies play a key role.
Slide 32: Medical and Fluid Solutions
Medical and Fluid Solutions Fluid Solutions Interventional Solutions Fluid Components Precision Low-Volume Dispensing Medical balloons, catheters, cannulas Single-use components From benchtop dispensers to industry-best From specialty tubing, catheters, medical Proprietary single-use plastic connect
Slide 33: IPS - Core Adhesives Innovative Technology
IPS - Core Adhesives Innovative Technology Auto-fill Tankless Variable Dispense Foaming Jetting Precision Dispense Technology Technology Technology Technology Technology Adhesive fill systems Delivering different Maintains bond strength Dispenses adhesive using Increases production monitor and maint
Slide 34: Appendix 2: Financial Exhibits
Appendix 2: Financial Exhibits
Slide 35: Non-GAAP Definitions
Non-GAAP Definitions This presentation contains references to non-GAAP financial information. Although these are non-GAAP measures, we believe that they are useful to an investor in evaluating the company performance for the period presented. These non-GAAP definitions include: EBITDA is defined a
Slide 36: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Net Income to EBITDA (Dollars in thousands) 36
Slide 37: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Net Income and Earnings Per Share (Dollars in thousands) 37
Slide 38: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow 38