Slide 1: 2Q Fiscal 2025 Webcast
2Q Fiscal 2025 Webcast May 29, 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 2Q 2025 Webcast – May 29, 2025 2nd Quarter Highlights Balance Sheet and Cash Flow Portfolio Update Enterprise Performance Sales Performance & Earnings Review 3Q 2025 Guidance Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President & Executive Vice President & Vice President, 3
Slide 4: 2Q 2025 Highlights
Sales of $683M, above the midpoint of guidance and up 5% year over year Order entry and backlog remains strong across all segments 2Q 2025 Adjusted EPS increased 3%, as operational excellence drove strong profit performance despite uncertainty Highlights in geopolitical environment Strong sale
Slide 5: Portfolio Realignment
Portfolio Realignment Focusing resources on differentiated technology Divesting select portions of remaining Prioritizing above-market growth in design and development business proprietary medical components Signed agreement to divest certain Drive above market growth of remaining ~$800M contrac
Slide 6: Total Company – 2Q 2025
Total Company – 2Q 2025 Sales 2Q 2025 Sales Bridge** Reported sales of $683M, an increase of 5%, $51 $683 $651 $(3) above the mid-point of prior guidance range $(16) 8% growth from the Atrion acquisition; unfavorable currency impact of 0.4% 2% organic sales decrease. Strength in electronics pr
Slide 7: Industrial Precision Solutions – 2Q 2025
Industrial Precision Solutions – 2Q 2025 Sales 2Q 2025 IPS Sales Bridge** Sales of $319 million, a decrease of 8% $345 $319 While sequentially improving, YOY organic $(24) $(2) decreased 7%. Growth in nonwovens and precision agriculture product lines was offset by weaker systems demand in polyme
Slide 8: Medical and Fluid Solutions – 2Q 2025
Medical and Fluid Solutions – 2Q 2025 Sales Sales of $203 million, an increase of 20%. 2Q 2025 MFS Sales Bridge** $51 $203 Organic sales were down 10%. $169 30% growth from Atrion acquisition, continuing to outperform expectations $(17) Excluding the pending divesture, organic sales were down
Slide 9: Advanced Technology Solutions – 2Q 2025
Advanced Technology Solutions – 2Q 2025 Sales 2Q 2025 ATS Sales Bridge** $25 $161 Sales were $161 million, an 18% increase $137 18% organic increase driven by broad based demand, notably in electronics dispense, optical and x-ray inspection systems all growing double-digits over the prior year E
Slide 10: 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 $103 million, which is a conversion rate of 92% of net income, deployed toward: 2.4x net debt leverage ratio based on trailing 12-month o Shar
Slide 11: Executing in an Uncertain Environment
Executing in an Uncertain Environment Close to the Customer Model Operational Excellence Capital Deployment In-region, for-region manufacturing Implemented selective pricing actions to In current environment, continued to strategy leads to growth with existing offset certain tariffs favor shar
Slide 12: 3Q Fiscal 2025 Guidance
3Q Fiscal 2025 Guidance 3Q 2025 Sales Guidance $710 - $750 Solid order entry moving into 3Q $662 Historical seasonality and current order entry trends $649 support sequential and year-over-year increase in sales and earnings Order entry remained strong during the quarter across all segments 3Q 2
Slide 13: 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 best-in-class profitability 13 in varying market scenarios
Slide 14: Questions?
Questions? Ciordson
Slide 15: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Net Income to Adjusted EBITDA (Dollars in thousands) NORDSON CORPORATION RECONCILIATION OF NON-GAAP MEASURES - NET INCOME TO EBITDA (Unaudited) (Dollars in thousands) Three Months Ended Six Months Ended April 30, 2025 April 30, 2024 April 30, 2025 April 30, 2024 N
Slide 16: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Adjusted Operating Profit and EBITDA (Dollars in thousands) NORDSON CORPORATION RECONCILIATION OF NON-GAAP MEASURES - EBITDA (Unaudited) (Dollars in thousands) Three Months Ended Six Months Ended April 30, 2025 April 30, 2024 April 30, 2025 April 30, 2024 SALES BY
Slide 17: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Profitability (Dollars in thousands) NORDSON CORPORATION RECONCILIATION OF NON-GAAP MEASURES - ADJUSTED NET INCOME AND EARNINGS PER SHARE (Unaudited) (Dollars in thousands) Three Months Ended Six Months Ended April 30, 2025 April 30, 2024 April 30, 2025 April 30,
Slide 18: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Operating Cash Flow to Free Cash Flow NORDSON CORPORATION RECONCILIATION OF NON-GAAP MEASURES - OPERATING CASH FLOW TO FREE CASH FLOW (Unaudited) (Dollars in thousands) Year to Date April 30, 2025 January 31, 2025 Net cash provided by operating activities 278,292