Nordson Corporation · NASDAQ:NDSN

Nordson — Q3 2024 Earnings Presentation

18 slides from Nordson's earnings presentation, Aug 22, 2024

  1. Slide 1: 3Q Fiscal 2024 Webcast

    3Q Fiscal 2024 Webcast August 22, 2024 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 3Q 2024 Webcast – August 22, 2024  3rd Quarter Highlights and Atrion acquisition  Market Outlook  Sales Performance and Earnings Review  FY 2024 Guidance  Balance Sheet and Cash Flow  Q&A Sundaram Nagarajan Dan Hopgood Lara Mahoney President and Executive Vice President Vice President,

  4. Slide 4: Nordson Closes Atrion Medical Acquisition, August 21, 2024

    Nordson Closes Atrion Medical Acquisition, August 21, 2024 Highly complementary with Nordson MEDICAL’s customer base and core competencies Strategic Fit Single use fluid management components Leading provider of single use Expands Nordson’s addressable market Fluid Components for patient care, bioph

  5. Slide 5: 3Q24 Highlights

    3Q24 Highlights  Sales of $662 million increased 2% compared to prior year, in line with mid- Strong operating performance in point of guidance dynamic environment  Adjusted EPS were $2.41, $.08 above the mid-point of guidance  Strong organic growth in industrial product lines, partially offsetti

  6. Slide 6: Total Company – 3Q 2024

    Total Company – 3Q 2024 Sales  Reported sales increased 2%, inclusive of 1% organic decline; 4% acquisitive growth  Strong growth in industrial product lines, offset by softness in electronics, primarily semiconductor, and medical product lines  Organic sales increase in Asia Pacific offset by so

  7. Slide 7: Industrial Precision Solutions – 3Q 2024

    Industrial Precision Solutions – 3Q 2024 Sales  Sales increased 10% to $371 million  Organic sales growth of 4% driven by packaging and nonwovens product lines  This segment has now delivered organic growth in 13 of the last 15 quarters EBITDA* EBITDA and Margin* $135  EBITDA was $135 million, o

  8. Slide 8: Medical and Fluid Solutions – 3Q 2024

    Medical and Fluid Solutions – 3Q 2024 Sales $171  Sales of $167 million, decrease of 2%  Headwinds in medical interventional solutions and fluid components product lines, offset by growth in fluid solutions product lines 41% EBITDA* EBITDA and Margin*  EBITDA was $62 million, or 37% of sales $74

  9. Slide 9: Advanced Technology Solutions – 3Q 2024

    Advanced Technology Solutions – 3Q 2024 Sales  Sales were $124 million, a decrease of 11% compared to prior year inclusive of a 10% organic decrease and 1% in unfavorable currency translation  Weakness in electronics processing and x-ray product lines were offset by strong growth in optical sensor

  10. Slide 10: Balance Sheet and Cash Flow

    Balance Sheet and Cash Flow Strong Cash Flow with Sufficient Liquidity to Invest in Strategic Initiatives Net Debt Free Cash Flow  Cash on hand totaled $165 million  Strong free cash flow of $143 million  Net debt of $1.3 billion  Year-to-date free cash flow of $416 million; cash conversion rate

  11. Slide 11: End Market Visibility

    End Market Visibility Industrial Precision Solutions Medical and Fluid Solutions Advanced Technology Solutions • Steady demand in industrials and • Fluid solutions products for industrial and • Sequential growth continues, backed by consumer non-durable product lines electronics end market strengthe

  12. Slide 12: Full-Year Fiscal 2024 Guidance

    Full-Year Fiscal 2024 Guidance Full-Year Sales Guidance Updating full-year guidance $2,629 $2,665 - $2,705 $2,590  Mid-point of sales increases $30 million, reflecting addition of Atrion  Full-year adjusted EPS guidance unchanged, inclusive of Atrion acquisition, which is expected to be slightly d

  13. Slide 13: October 3, 2024 Register Today!

    October 3, 2024 New York, NY Register Presentations start at 1 p.m. followed by cocktail hour Today!

  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 Click to edit title Operating Cash Flow to Free Cash Flow 18

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