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Earnings transcript
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NDSN
Nordson Corporation
$263.1
-4.14
(-1.55%)
| Exchange: | NASDAQ |
| Market Cap: | 14.677B |
| Shares Outstanding: | 88.182M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | Sundaram Nagarajan | |||||
| Full Time Employees: | 8000 | |||||
| Address: |
| |||||
| Website: | https://www.nordson.com |
Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids worldwide. It operates through two segments, Industrial Precision Solutions (IPS) and Advanced Technology Solutions (ATS). The IPS segment provides dispensing, coating, and laminating systems for adhesives, lotions, liquids, and fibers to disposable products and roll goods; automated adhesive dispensing systems used in packaged goods industries; components and systems used in the thermoplastic melt stream; and product assembly systems for use in paper and paperboard converting applications, and manufacturing roll goods, as well as for the assembly of plastic, metal, and wood products. It also offers automated and manual dispensing products and systems to apply adhesive and sealant materials; dispensing and curing systems to coat and cure containers; systems to apply liquid paints and coatings to consumer and industrial products; and systems to apply powder paints and coatings to metal, plastic, and wood products, as well as ultraviolet equipment for use in curing and drying operations for specialty coatings, semiconductor materials, and paints. The ATS segment provides automated dispensing systems for the attachment, protection, and coating of fluids, as well as related gas plasma treatment systems for cleaning and conditioning surfaces; precision manual and semi-automated dispensers, minimally invasive interventional delivery devices, plastic molded syringes, cartridges, tips, fluid connection components, tubing, balloons, and catheters; and bond testing and automated optical, acoustic microscopy, and x-ray inspection systems for use in semiconductor and printed circuit board industries. The company markets its products through direct sales force, as well as distributors and sales representatives. Nordson Corporation was founded in 1935 and is headquartered in Westlake, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 2,628,632 | 2,689,921 | 2,791,687 |
| Gross Profit | 1,425,405 | 1,486,129 | 1,539,784 |
| EBITDA | 786,742 | 810,580 | 874,793 |
| Operating Income | 672,761 | 674,001 | 724,270 |
| Net Income | 487,493 | 467,284 | 484,474 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 5,251,770 | 6,000,966 | 5,064,450 |
| Total Liabilities | 2,653,710 | 3,068,774 | 2,874,110 |
| Total Stockholders Equity | 2,598,060 | 2,932,192 | 3,043,571 |
| Total Debt | 1,862,909 | 2,320,351 | 1,996,254 |
| Cash and Cash Equivalents | 115,679 | 115,952 | 108,442 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 641,282 | 556,193 | 719,175 |
| Capital Expenditure | -34,583 | -64,410 | -58,060 |
| Free Cash Flow | 606,699 | 491,783 | 661,115 |
| Net Income | 487,493 | 467,284 | 484,474 |
| Net Change in Cash | -47,778 | 273 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 3,202,504.722 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 3,248,459.227 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 3,225,481.975 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,057,423.006 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,072,596.551 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,065,009.779 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 739,572.208 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 763,390.416 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 751,481.312 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 919,513.858 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 932,708.469 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 926,111.164 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 13.200 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 13.410 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 12.990 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: Nordson Corporation reported strong Q1 FY2025 results, with revenue and net income showing consistent growth as per the earnings call transcript. Key metrics such as roeTTM and roicTTM indicate efficient use of equity and invested capital, positioning NDSN favorably within its industry.
- Operational Efficiency: High grossProfitMarginTTM and netProfitMarginTTM reflect Nordson’s ability to maintain profitability despite market challenges. The earnings call highlighted sustained operational performance, supported by positive freeCashFlowYieldTTM, indicating strong cash generation capabilities.
- Strategic Innovation: The company is focusing on product innovations, as emphasized in the Q1 FY2025 earnings call, which enhances its competitive edge in the industrial sector. This aligns with positive operatingCashFlow and capitalExpenditure trends, suggesting effective reinvestment into growth initiatives.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates NDSN intrinsic value between $125.59 – $190.24 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about NDSN valuation
Is Nordson Corporation (NDSN) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Nordson Corporation (NDSN) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is NDSN a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether NDSN trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is NDSN’s P/E ratio?
You can see NDSN’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for NDSN?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is NDSN a good long-term investment?
Whether NDSN fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
NDSN
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-1.55
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| Open: | 262.47 | Previous Close: | 267.24 | |
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