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Earnings transcript
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NDSN
Nordson Corporation
$290.13
7.92
(2.81%)
| Exchange: | NASDAQ |
| Market Cap: | 16.165B |
| Shares Outstanding: | 88.182M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | Sundaram Nagarajan | |||||
| Full Time Employees: | 8000 | |||||
| Address: |
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| Website: | https://www.nordson.com |
Nordson Corporation specializes globally in the engineering, manufacturing, and marketing of advanced products and systems for the precise dispensing, application, and control of diverse fluids, including adhesives, coatings, polymers, sealants, and biomaterials. The company operates through two main business segments: Industrial Precision Solutions (IPS) and Advanced Technology Solutions (ATS). The IPS division provides dispensing, coating, and laminating equipment tailored for materials like adhesives, lotions, liquids, and fibers, which are used in disposable products and roll goods production. It also supplies automated adhesive dispensers for the packaged goods sector and crucial components for thermoplastic melt stream processes. Furthermore, IPS offers product assembly systems applicable to paper and paperboard converting, roll goods manufacturing, and the assembly of plastic, metal, and wood components. This segment’s offerings extend to automated and manual solutions for applying adhesives and sealants, container coating and curing systems, and equipment for spraying liquid and powder paints/coatings onto consumer and industrial goods. Additionally, it provides ultraviolet (UV) curing and drying technology for specialty coatings, semiconductor materials, and paints. Conversely, the ATS segment develops automated fluid dispensing systems for attachment, protection, and coating applications, along with complementary gas plasma treatment systems for surface preparation. This division is also a producer of precision manual and semi-automated dispensers, and a range of minimally invasive medical delivery devices, such as plastic molded syringes, cartridges, tips, fluid connection components, tubing, balloons, and catheters. Moreover, ATS delivers advanced inspection solutions, including bond testers and automated optical, acoustic microscopy, and x-ray systems, primarily serving the semiconductor and printed circuit board industries. Nordson reaches its global customer base through a combined strategy involving its own direct sales team, an extensive network of distributors, and independent sales representatives. The corporation was established in 1935 and its headquarters are located in Westlake, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
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) | 3,259,916.752 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 3,299,181.697 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 3,279,549.225 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,076,379.668 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,089,344.413 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,082,862.041 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 739,012.155 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 786,448.796 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 762,730.476 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 935,998.192 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 947,272.075 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 941,635.134 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 13.430 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 13.820 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 12.980 | 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) | 3 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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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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At what price to buy it? -
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.
[intrinsic_calculator]
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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Daily snapshot
2.81
Trading Metrics:
| Open: | 285.11 | Previous Close: | 282.21 | |
| Day Low: | 284.39 | Day High: | 290.55 | |
| Year Low: | 207.08 | Year High: | 305.28 | |
| Price Avg 50: | 279.3 | Price Avg 200: | 256.56 | |
| Volume: | 367048 | Average Volume: | 359082 |
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Login — it's freeNDSN full analysis
Welcome to MARKETSNAP’s SWOT analysis for Nordson Corporation, a key player in the industrial machinery space. If you’re not familiar with Nordson, let me give you the quick rundown: they’re a global leader in precision dispensing, fluid management, and related technologies, serving industries from electronics to packaging. Operating in the industrial products sector, they’ve carved out a strong niche with innovative solutions for adhesive and coating applications. Today, we’re diving deep into what makes Nordson tick, breaking down their strengths,…
