Nordson Corp (NASDAQ:NDSN) Tops Q3 Earnings and Revenue Estimates

Nordson Corp (NASDAQ:NDSN) reported fiscal third-quarter results that exceeded analyst expectations on both revenue and adjusted earnings, though the market reaction has been mixed in after-hours trading. The precision technology company posted sales of $741.5 million for the quarter ended July 31, 2025, surpassing the consensus estimate of $737.5 million. This represents a 12% increase compared to the same period last year, driven by a combination of organic growth, strategic acquisitions, and favorable currency impacts.

The company's adjusted earnings per share came in at $2.73, significantly higher than the $2.69 analysts had projected and marking a 13% improvement over the prior year's adjusted EPS of $2.41. This performance demonstrates Nordson's ability to maintain strong profitability despite varying market conditions. President and CEO Sundaram Nagarajan attributed these results to the company's effective response to dynamic demand conditions and operational excellence across its business segments.

Key Financial Highlights

• Revenue performance: Actual $741.5M vs. Estimated $737.5M (Beat by 1.1%) • EPS performance: Actual $2.73 vs. Estimated $2.69 (Beat by 1.6%) • EBITDA reached $239 million, representing 32% of sales and a 15% year-over-year increase • Cash flow conversion stood at 180% of net income, supporting debt reduction and shareholder returns

Segment Performance Breakdown

The company's three operating segments showed varied performance during the quarter. The Advanced Technology Solutions segment delivered particularly strong results with 17% sales growth, including 15% organic growth driven by robust demand in electronics dispense product lines. This segment's operating profit increased by $11 million, reflecting excellent conversion on higher sales volumes.

Medical and Fluid Solutions recorded a 32% sales increase, largely due to the contribution from the Atrion acquisition. Excluding the pending divestiture of the medical contract manufacturing business, organic sales grew by 4%. The Industrial Precision Solutions segment showed more modest performance with essentially flat sales, though this masked an organic sales decline of 2% offset by favorable currency translation.

Market Reaction and Outlook

Despite the earnings beat, the stock has shown limited movement in after-hours trading, suggesting investors may be weighing the solid quarterly performance against broader market concerns or future guidance. The company maintained its full-year outlook, with sales tracking slightly below the midpoint of original guidance while adjusted EPS is trending slightly above the midpoint.

Management's commentary emphasized the strength of Nordson's diversified business model and the success of its NBS Next growth framework. The company's backlog decreased approximately 5% sequentially following a strong third quarter, which management believes supports achieving their original full-year targets, assuming completion of the pending divestiture in the fourth quarter.

For investors seeking more detailed earnings information and future estimates, additional data is available through Nordson's earnings and estimates page.

Disclaimer: This article is not investment advice. All investment decisions should be based on your own research and risk tolerance.