Nordson Q4 Sales Rise 8.8% to $669.5M, Raises 2026 Revenue Guidance
Nordson's Q4 CY2025 revenue rose 8.8% y/y to $669.5M, beating estimates by 2.6%, with non-GAAP EPS of $2.37. The company lifted Q1 revenue guidance to $725M at midpoint (1.8% above consensus) and increased full-year revenue outlook to $2.92B.
1. Q4 Financial Performance
Nordson reported Q4 CY2025 revenue of $669.5 million, up 8.8% from a year earlier and 2.6% above consensus, driven by strong demand in semiconductor and electronics markets. Adjusted EPS was $2.37, in line with estimates, while adjusted EBITDA margin reached 30.3%, slightly below forecasts.
2. Guidance Raise and Outlook
The company raised its Q1 CY2026 revenue guidance to $725 million at the midpoint, 1.8% above analysts’ forecasts, and lifted full-year revenue outlook to $2.92 billion from $2.89 billion. Full-year adjusted EPS guidance was also increased to $11.30 per share at the midpoint, reflecting confidence in order backlog and sustained demand.
3. Segment and Regional Drivers
Advanced Technology Solutions led growth with over 20% increase, fueled by precision dispense applications for advanced chip packaging and AI computing. Asia-Pacific demand remained a key growth engine, while automotive, polymer processing and packaging segments showed stability supporting margin expansion.