UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 NORDSON CORPORATION (Exact name of registrant as specified in its charter) ________________________________________________ ...

Nordson Corporation Reports First Quarter Fiscal 2024 Results and Narrows Annual Guidance Guidance: • Narrowing previously issued full-year fiscal 2024 revenue guidance to 4% to 7% growth over record fiscal 2023 and adjusted earnings per diluted share to the range of $10.00 to $10.50 per share WESTLAKE, Ohio--(BUSINESS WIRE)--February 21, 2024--Nordson Corporation (Nasdaq: NDSN) today reported results for the fiscal first quarter ended January 31, 2024. Sales were $633 million, a 4% increase compared to the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 NORDSON CORPORATION (Exact name of Registrant as specified in its charter) Ohio (State of incorporation) 28601 Clemens Road Westlak ...

Company Participants Conference Call Participants Operator Lara Mahoney You can find both our press release as well as our webcast slide presentation that we will refer to during today's call on our website at nordson.com/investors. This conference call is being broadcast live on our investor website and will be available there for 14 days. There will be a telephone replay of the conference call available until December 21, 2023. Moving to today's agenda on Slide 3, Naga will discuss fourth quarter and full ...

业绩总结 - 公司在2023财年取得了强劲的业绩，销售额达到26.28亿美元，较上一年增长2%[7] - 公司2023财年EBITDA达到8.19亿美元，占销售额的31%[7] - 公司2023财年现金流为6.07亿美元，创下历史最高纪录[11] - 公司计划通过Ascend战略在2025年实现30%以上的EBITDA利润率和30亿美元的销售额目标[12] - 公司预计2024财年销售额将在6.15亿至6.4亿美元之间，调整后每股收益范围为2.00至2.10美元[14] - 公司2024财年全年销售增长预计为4%至9%，调整后盈利增长范围为1%至8%[13] 业务领域 - 公司在工业精密解决方案领域取得了显著增长，销售额达到4.05亿美元，较去年同期增长14%[8] - 公司在医疗和流体解决方案领域销售额为1.69亿美元，较去年同期下降7%[9] - 公司在高级技术解决方案领域销售额为1.45亿美元，较去年同期下降1%[10]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 ____________________________________________________ NORDSON CORPORATION (Exact name of registrant as specified in its charter ...

Company Participants Operator Thank you. Good morning. This is Lara Mahoney, Vice President of Investor Relations and Corporate Communications. I'm here with Sundaram Nagarajan, our President and CEO; and Joseph Kelley, Executive Vice President and CFO. We welcome you to our conference call today, Tuesday, August 22 to report Nordson's fiscal 2023 third quarter results. Moving to today's agenda on Slide 3, Naga will discuss third quarter highlights. He will then turn the call over to Joe to review sales and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 ____________________________________________________ NORDSON CORPORATION (Exact name of registrant as specified in its charte ...

财务数据和关键指标变化 - 第二季度销售额为6.5亿美元,同比增长2%,其中有1%的有机增长,3%来自CyberOptics收购,2%受汇率不利影响 [18] - 毛利率为55%,同比下降180个基点,主要受到销售组合变化和部分工厂效率下降的影响 [19] - 经调整营业利润率为27%,同比下降4个百分点,主要受到利息费用上升和汇兑损失的影响 [20][21] - EBITDA率为31%,同比下降,主要受到汇率不利影响和销售组合变化 [21] - 每股调整收益为2.26美元,同比下降7%,主要受到营业利润下降和利息费用上升的影响 [23] 各条业务线数据和关键指标变化 工业精密解决方案(IPS) - 销售额增长6%,有机增长9%,主要受益于塑料加工和消费品非耐用品市场的强劲需求 [24][25] - 经调整营业利润率为33%,同比增长9%,体现了NBS Next战略的成效 [25][26] 医疗和流体解决方案(MFS) - 销售额下降3%,有机下降2%,主要受到医疗流体组件业务疲软的影响,部分被医疗介入解决方案的强劲需求所抵消 [27][28][29] - 经调整营业利润率为30%,同比下降,主要受到销售组合变化和相关工厂效率下降的影响 [29][30] 先进技术解决方案(ATS) - 销售额增长1%,其中CyberOptics收购贡献12%,有机下降10%,主要受到电子分派产品需求下滑的影响 [31][32] - 经调整营业利润率为19%,同比下降,主要受到有机销售下降的影响,部分被收购业务增长所抵消 [33] 各个市场数据和关键指标变化 - 亚太地区销售增长7%,部分反映了中国春节时间差异的影响 [18] - 电子分派产品线受到半导体周期下行的负面影响 [15] - 医疗流体组件业务继续受到客户去库存化的影响,呈现正常化 [15][41][42][43] 公司战略和发展方向及行业竞争 - 公司保持了对客户导向的业务模式、产品创新和NBS Next战略部署的投入 [16] - 公司在工业、消费品非耐用品和医疗介入市场保持了良好的需求 [14][38][40] - 公司在电子分派和医疗流体组件业务面临一定的市场下行压力 [15][41][42][43][44] - 公司相信半导体和电子行业的长期增长前景,并保持了对相关产品创新的投入 [44][46][47] - 公司的多元化产品组合和市场/地域覆盖使其能够实现可持续的盈利增长 [48] 管理层对经营环境和未来前景的评论 - 公司预计第三季度销售额与去年同期持平,第四季度销售额将同比小幅增长 [50][51] - 公司维持了2023财年0%-3%的收入增长指引,并将调整后每股收益指引收窄至8.90-9.30美元 [49] - 公司对医疗介入和工业精密解决方案业务的长期增长前景保持乐观 [38][40][52] - 公司认为半导体和医疗流体组件业务的下行压力将在未来一年内得到缓解 [59][60][69] 问答环节重要的提问和回答 问题1 **Jeff Hammond 提问** 询问医疗流体组件业务的库存去化情况和恢复时间 [58] **Sundaram Nagarajan 回答** 公司预计医疗流体组件业务的库存去化将在今年年底前完成,并在明年恢复正常的订单模式 [59][60] 问题2 **Saree Boroditsky 提问** 询问ATS业务的利润率波动情况及未来恢复预期 [68][69] **Joe Kelley 回答** 公司预计ATS业务的利润率将在2024年恢复至2022年的水平 [73] 问题3 **Mike Halloran 提问** 询问公司在应对需求下滑方面采取的成本控制措施 [93][94][107] **Joe Kelley 回答** 公司在MFS和ATS业务中采取了3.5百万美元的成本控制措施,其中部分为结构性成本优化,将有助于未来业务盈利能力的恢复 [107]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-7977 ____________________________________________________ NORDSON CORPORATION (Exact name of registrant as specified in its char ...