财务数据和关键指标变化 - 第一季度销售额为6.1亿美元,与上年同期持平 [19] - 毛利率为55%,较上年同期下降150个基点,主要受到成本通胀和产品组合不利影响 [20][21] - 经调整营业利润率为25%,较上年同期下降2% [22][23] - 经调整每股收益为1.95美元,较上年同期下降6%,主要受到汇率不利影响 [26] 各条业务线数据和关键指标变化 - 工业精密解决方案(IPS)销售额下降4%,其中有1%的有机增长,但受到5%的汇率不利影响 [27] - 医疗和流体解决方案(MFS)销售额下降3%,有1%的有机下降和2%的汇率不利影响 [30] - 先进技术解决方案(ATS)销售额增长14%,其中有5%的有机增长和14%的CyberOptics收购贡献,但受到4%的汇率不利影响 [32] 各个市场数据和关键指标变化 - 美国和欧洲市场有9%的有机增长,抵消了亚太地区尤其是中国的疲软 [15] - 中国市场受到春节假期和新冠疫情影响,多个业务线出现下滑 [27][30][43][44] 公司战略和发展方向及行业竞争 - 公司正在加快部署NBS Next增长框架,聚焦最佳增长机会并简化业务 [16][41] - 公司正在加大对高增长领域如介入医疗等的投资 [47][48] - 公司正在努力应对电子和生物制药行业的周期性波动 [43][44][48] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管最近45天订单有所下降,但公司2023年业绩仍将保持2022年的高水平 [49][50] - 管理层认为,公司业务多元化和执行Ascend战略,有助于应对动态环境 [15][40] - 管理层对公司长期发展前景保持乐观,并将继续投资创新和为客户提供差异化服务 [54] 问答环节重要的提问和回答 问题1 **Mike Halloran 提问** 询问公司二季度和下半年的销售和盈利预期 [59] **Sundaram Nagarajan 和 Joe Kelley 回答** - 解释各业务线的订单和交货时间变化情况 [60][61][62][63][64][65][68][69] - 分析二季度和下半年的销售和盈利预期 [68][69][70][71] 问题2 **Allison Poliniak 提问** 询问IPS业务在亚太地区的表现及其未来趋势 [80] **Joe Kelley 回答** - 解释IPS业务在中国的表现受春节和客户推迟交货的影响 [81][82] - 预计IPS业务在下半年会有连续改善 [81][82] 问题3 **Saree Boroditsky 提问** 询问电子业务订单下滑的原因及公司应对措施 [100][101] **Sundaram Nagarajan 和 Joe Kelley 回答** - 解释电子业务订单下滑与客户短期资本支出审慎有关,但长期前景仍看好 [100][101][102][103] - 强调公司已通过多元化业务降低电子业务的周期性风险 [102][103] - 表示公司将继续投资创新,保持在电子领域的竞争力 [104]

Nordson Corporation (NASDAQ:NDSN) Q4 2022 Earnings Conference Call December 15, 2022 8:30 AM ET Company Participants Sundaram Nagarajan - President, Chief Executive Officer Joe Kelley - Executive Vice President, Chief Financial Officer Lara Mahoney - Vice President, Investor Relations Conference Call Participants Matt Summerville - DA Davidson Mike Halloran - Baird Allison Poliniak - Wells Fargo Jeff Hammond - Keybanc Capital Markets Connor Lynagh - Morgan Stanley Christopher Glynn - Oppenheimer Operator ...

4Q & Full-Year Fiscal 2022 Webcast ISCE ISCE LO December 15, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as "may," "will," "should," "could," "expects," "anticipates," "believes," "projects," "for ...

Nordson Corporation (NASDAQ:NDSN) Q3 2022 Earnings Conference Call August 23, 2022 8:30 AM ET Company Participants Sundaram Nagarajan - President, Chief Executive Officer Joseph Kelley - Executive Vice President, Chief Financial Officer Lara Mahoney - Vice President, Investor Relations and Corporate Communications Conference Call Participants Allison Poliniak - Wells Fargo Connor Lynagh - Morgan Stanley Christopher Glynn - Oppenheimer Jeff Hammond - Keybanc Capital Markets Saree Boroditsky - Jefferies Pez ...

Third Quarter Fiscal 2022 Webcast STRATEGY August 23, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as "may," "will," "should," "could," "expects," "anticipates," "believes," "projects," "forecasts, ...

CyberOptics Corporation (CYBE) Q2 2022 Earnings Conference Call July 27, 2022 4:30 PM ET Company Participants Dr. Subodh Kulkarni - President and CEO Jeff Bertelsen - Chief Operating Officer and CFO Conference Call Participants Greg Palm - Craig-Hallum Orin Hirschman - AIGH Investment Partners Eric Slade - Acme Operator Please standby. Good day. And welcome to the CyberOptics Second Quarter 2022 Earnings Conference Call. Today???s conference is being recorded. At this time, I???d like to turn the conference ...

2Q Fiscal 2022 Webcast SCEING May 24, 2022 NBS NEXT OWNER MINDSET WINNING TEAMS Z Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by terminology such as "may," "will," "should," "could," "expects," "anticipates," "believes," "projects," "forecasts," "outlook," " ...

CyberOptics Corporation (CYBE) Q1 2022 Earnings Conference Call April 28, 2022 9:00 AM ET Company Participants Subodh Kulkarni ??? President and Chief Executive Officer Jeff Bertelsen ??? Chief Financial Officer and Chief Operating Officer Conference Call Participants Greg Palm ??? Craig-Hallum Capital Group Orin Hirschman ??? AIGH Investment Partners Eric Slade ??? Acme Analytics Operator Good day, and welcome to the CyberOptics First Quarter 2022 Earnings Conference Call. Today???s conference is being rec ...

Nordson Corporation (NASDAQ:NDSN) Q1 2022 Earnings Conference Call February 23, 2022 8:30 AM ET Company Participants Sundaram Nagarajan ??? President and Chief Executive Officer Joseph Kelley ??? Executive Vice President and Chief Financial Officer Lara Mahoney ??? Investor Relations Conference Call Participants Mike Halloran ??? Baird Connor Lynagh ??? Morgan Stanley Andrew Buscaglia ??? Berenberg Matt Summerville ??? D.A. Davidson Jeff Hammond ??? KeyBanc Chris Glynn ??? Oppenheimer Saree Boroditsky ??? J ...

ND INVESTOR PRESENTATION February 22, 2022 I NASDAQ: NDSN On November 1, 2021, Nordson closed its acquisition of NDC Technologies, a test and inspection business focused on measurement and controls solutions serving consumer non-durable, film extrusion & converting, cable & tubing and energy storage end markets. Safe Harbor Statement Click to edit title Under the Private Securities Litigation Reform Act of 1995 Certain statements contained in this release are forward-looking statements within the meaning of ...