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5 Revealing Analyst Questions From Nordson’s Q2 Earnings Call

By: StockStory

NDSN Cover Image

Nordson’s second quarter was marked by strong demand in its Advanced Technology Solutions and Medical and Fluid Solutions segments, which helped the company surpass Wall Street expectations for both revenue and non-GAAP earnings per share. Management credited the ongoing integration of the Atrion acquisition as a key factor in expanding the medical product portfolio, particularly in proprietary fluid delivery and cardiovascular solutions. CEO Sundaram Nagarajan pointed to operational execution and sustained commercial momentum in core end markets as drivers of profit improvement and free cash flow, stating, “This operational performance reflects solid execution of the integration plan as well as the ongoing deployment of NBS Next.”

Is now the time to buy NDSN? Find out in our full research report (it’s free).

Nordson (NDSN) Q2 CY2025 Highlights:

  • Revenue: $741.5 million vs analyst estimates of $722.2 million (12.1% year-on-year growth, 2.7% beat)
  • Adjusted EPS: $2.73 vs analyst estimates of $2.64 (3.5% beat)
  • Adjusted EBITDA: $238.5 million vs analyst estimates of $230.1 million (32.2% margin, 3.7% beat)
  • Operating Margin: 25.3%, in line with the same quarter last year
  • Organic Revenue rose 2.1% year on year vs analyst estimates of flat growth (144.6 basis point beat)
  • Market Capitalization: $12.72 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Nordson’s Q2 Earnings Call

  • Jeffrey David Hammond (KeyBanc Capital Markets) asked about order momentum and backlog stability across segments. CEO Sundaram Nagarajan and CFO Daniel Hopgood explained that current backlog levels reflect strong shipments, with order patterns holding steady and demand stabilizing across most end markets.
  • Michael J. Pesendorfer (Baird Equity Research) questioned if there was evidence of customers pulling forward semiconductor orders. Hopgood replied that no direct pull-forward activity was observed, and demand for electronics dispense and optical products remains stable, despite inherent lumpiness in capital cycles.
  • Edward James Magi (BNP Paribas) inquired if improved tariff clarity influenced the slightly better sales outlook. Hopgood confirmed the outlook was modestly improved due to strong Q3 performance, but Nagarajan emphasized that macroeconomic uncertainty and dynamic trade conditions still weigh on customer sentiment.
  • Walter Scott Liptak (Seaport Research Partners) asked about AI-driven product redesigns and large system order delays in Industrial Precision. Nagarajan said AI is creating early opportunities, especially in software subscription services, but customer adoption is in its infancy. He also confirmed that large system orders face delays due to customer caution, but recurring business remains solid.
  • Bradley Thomas Hewitt (Wolfe Research) sought clarity on the expected deceleration in organic sales growth for Q4 and ATS margin sustainability. Hopgood explained that tough year-over-year comparisons, particularly in systems businesses, drive the muted Q4 outlook, while ATS margins in the mid-20% range are reasonable given current investment levels.

Catalysts in Upcoming Quarters

In the coming quarters, our analysts will monitor (1) new product adoption rates in semiconductor and medical device applications, (2) the pace of recovery in industrial precision and polymer processing end markets, and (3) the impact of ongoing restructuring and portfolio optimization, including the divestiture of contract manufacturing. The trajectory of global trade policy and customer capital spending will also be key variables to watch.

Nordson currently trades at $226.13, up from $213.51 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

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