Nordson Surpasses Q2 Earnings, Raises Sales Outlook

Nordson Corporation reported a strong fiscal second quarter in 2025 with adjusted earnings of $2.42 per share and revenues of $683 million, both surpassing Wall Street estimates and reflecting a year-over-year sales increase of about 5%. The company's growth was driven by robust performance in electronics systems, medical and fluid solutions, and steady gains in nonwovens systems and precision agriculture, with notable contributions from its Atrion acquisition. Despite an 8% decline in industrial precision solutions sales, Nordson achieved an EBITDA margin of 32%, highlighting operational excellence amid a challenging geopolitical climate. The company repurchased $85 million in shares and forecasted third-quarter sales between $710 million and $750 million, aligning with full-year guidance and supported by strong order entry and backlog. Analyst sentiment remains positive, with an average price target around $243 to $260 and consensus recommendations indicating an 'Outperform' rating. However, the company’s long-term annualized revenue growth of approximately 4.5% over five years has been relatively modest, suggesting some caution despite recent strong quarterly results.