NASDAQ$NDSN

Nordson Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported sales of $651 million with net income of $118 million and adjusted earnings per diluted share of $2.34.

Nordson Corporation reported second quarter fiscal 2024 results with sales of $651 million, net income of $118 million, and adjusted earnings per diluted share of $2.34. The company is updating its full-year fiscal 2024 revenue guidance to the range of flat to 2% growth and adjusted earnings per diluted share to the range of $9.35 to $9.75 per share.

  • Sales were $651 million.
  • Net income was $118 million.
  • Earnings per diluted share were $2.05.
  • Adjusted earnings per diluted share were $2.34.

Headline financials

Total Revenue

$651M

Previous: $650M+0.1%
EPS

$2.05

Previous: $2.26-9.3%
EBITDA

$203M

Previous: $203M+0.2%
EBITDA Margin

31.0%

No prior period
Gross Margin

56.2%

No prior period
Capital Expenditures

-$21.9M

Previous: -$15.3M-42.7%
Free Cash Flow

$96.3M

Previous: $112M-14.2%
Net Income

$118M

Previous: $128M-7.3%
Operating Income

$169M

Previous: $173M-2.3%
Gross Profit

$366M

Previous: $352M+3.9%
Cash & Equivalents

$125M

Previous: $129M-2.8%
Total Assets

$5.17B

Previous: $4.19B+23.3%
Stock-Based Comp

$5.38M

Previous: $4.97M+8.3%

Revenue & EPS history

Nordson · Revenue · Quarterly

$651M

Q2 2024+0.1%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Nordson · $741M total across 3 segments · Q2 2026

  • Industrial Precision Solutions
    $350M
  • Medical and Fluid Solutions
    $213M
  • Advanced Technology Solutions
    $178M

Forward guidance

The Company is updating its full-year revenue guidance range to flat to 2% growth over record fiscal 2023 and adjusted earnings per diluted share to the range of $9.35 to $9.75 per diluted share. Third quarter fiscal 2024 sales are forecasted in the range of $645 to $670 million with adjusted earnings in the range of $2.25 to $2.40 per diluted share.

Headwinds

  • Positive indicators in the electronics end markets have not yet converted into orders needed to meet our previously issued guidance.
  • Increased pressure from the agriculture cycle in Europe is causing OEMs to slow investments in spray implement purchases.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-0.3%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+15.8%

Q4 2017

Best reaction

-14.8%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.8%+8.9%+6.4%
Q1 2026-1.7%-1.5%-12.2%
Q4 2025-0.3%+0.0%+10.5%
Q3 2025+2.9%+6.0%+5.4%
Q2 2025+6.8%+8.5%+9.9%
Q1 2025+0.3%-1.3%-6.4%
Q4 2024-9.4%-11.4%-20.9%
Q3 2024+6.9%+7.4%+6.7%
Q2 2024-10.5%-12.4%-14.5%
Q1 2024+3.5%+2.6%+1.7%
Q4 2023+5.1%+7.1%+5.8%
Q3 2023+1.5%+2.7%-2.0%
Q2 2023+1.1%+1.7%+8.8%
Q1 2023-13.9%-10.5%-15.6%
Q4 2022+1.5%-2.1%+2.3%
Q3 2022-2.1%-4.7%-10.4%
Q2 2022+2.7%+7.1%-3.8%
Q1 2022-3.5%-0.9%-1.1%
Q4 2021-5.9%-7.2%-9.9%
Q3 2021+2.2%+3.4%+4.0%
Q2 2021+7.4%+9.8%+8.0%
Q1 2021-0.0%+2.4%+6.3%
Q4 2020-2.9%-0.5%+1.2%
Q3 2020-7.1%-8.5%-6.6%
Q2 2020+1.7%+1.0%+12.4%
Q1 2020-0.3%-4.6%-37.9%
Q4 2019-1.6%-0.5%-1.2%
Q3 2019-3.0%-4.6%+5.9%
Q2 2019-1.0%-5.4%-1.6%
Q1 2019-3.0%-0.5%-8.1%
Q4 2018+7.7%+3.7%+10.9%
Q3 2018-0.9%+0.7%+7.1%
Q2 2018-4.2%-5.5%-3.3%
Q1 2018-2.0%-1.3%-3.9%
Q4 2017+15.8%+14.5%+19.5%
Q3 2017-10.2%-12.3%-5.3%
Q2 2017-5.9%-7.6%-8.2%
Q1 2017+0.1%+0.5%+2.0%
Q4 2016+5.2%+7.2%+7.0%
Q3 2016+10.6%+8.0%+7.1%
Q2 2016+15.7%+16.8%+12.2%
Q1 2016+9.1%
Q4 2015-8.1%
Q3 2015-14.8%
Q2 2015-1.4%
Q1 2015+0.0%
Q4 2014+2.3%
Q3 2014+0.8%
Q2 2014+9.2%
Q1 2014+2.0%
Q4 2013-2.3%
Q3 2013+0.1%
Q2 2013-7.4%
Q1 2013-9.8%
Q4 2012-1.4%
Q3 2012+10.6%
Q2 2012+10.5%
Q1 2012+5.0%
Q4 2011-1.9%
Q3 2011-3.0%
Q2 2011-1.1%
Q1 2010+1.5%
Q1 2011+3.3%
Q4 2008+2.1%
Q2 2010+2.1%
Q4 2010+2.1%
Q3 2009+0.2%
Q3 2010+0.2%
Q4 2009+0.2%

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