Industrial equipment maker Nordson's Q4 sales miss estimates

Nordson

10/12/2025 21:40

Overview

Precision technology firm's Q4 sales rose 1% but missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Outlook

Nordson forecasts fiscal 2026 sales between $2.83 bln and $2.95 bln

Company expects fiscal 2026 adjusted EPS between $10.80 and $11.50

Nordson sees Q1 fiscal 2026 sales between $630 mln and $670 mln

Result Drivers

CURRENCY AND ACQUISITIONS - Q4 sales growth of 1% was driven by favorable currency translation and acquisitions, offset by divestiture and organic sales decrease

SEGMENT PERFORMANCE - Industrial Precision Solutions sales decreased 2% due to weakness in polymer processing systems, while Medical and Fluid Solutions grew 10% driven by product line growth

ADJUSTED EPS GROWTH - Adjusted EPS increased 9% year-over-year, attributed to operational efficiency and strategic divestitures

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$751.82 mln
$765.40 mln (9 Analysts)
Q4 Adjusted EPS
Beat
$3.03
$2.93 (8 Analysts)
Q4 EPS
$2.69
Q4 Net Income
$151.63 mln
Q4 Gross Margin
56.30%
Q4 Operating Profit
$214.26 mln
Q4 Pretax Profit
$182.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Nordson Corp is $252.00, about 8% above its December 9 closing price of $233.44

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw4QGLpCa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)