Every material Form 8-K Nordson filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Nordson reported fourth-quarter and fiscal 2025 results, with sales of $752 million (up 1%) and GAAP diluted EPS of $2.69 versus $2.12 a year earlier. The company also issued fiscal 2026 guidance of $2.83 billion to $2.95 billion in sales and adjusted EPS of $10.80 to $11.50, and will discuss the results on a webcast on December 11, 2025.
Q4 fiscal 2025 adjusted EPS was $3.03, up 9% from $2.78; GAAP diluted EPS was $2.69 versus $2.12
Full-year fiscal 2025 sales were a record $2.8 billion, up 4%, with adjusted EPS of $10.24, up 5%
Fiscal 2026 guidance: sales of $2,830 million to $2,950 million and adjusted EPS of $10.80 to $11.50 per diluted share
Management will provide additional commentary on the results and outlook at a webcast on Thursday, December 11, 2025, at 8:30 a.m. ET
Nordson's Compensation Committee adopted an Executive Severance Policy on October 23, 2025, effective November 1, 2025. The policy covers U.S.-based executive officers for qualifying terminations outside the two-year period after a change in control, and it provides a lump-sum payment equal to annual base salary along with other benefits. The filing does not state a dollar cost to the company beyond the $10,000 outplacement cap per executive.
Policy adopted October 23, 2025 and effective November 1, 2025
Lump-sum cash payment equal to the executive's annual base salary, plus a pro-rated annual bonus based on actual full-year performance
Company-paid employer share of medical, dental, and vision coverage for up to 12 months, and outplacement services capped at $10,000
CEO Sundaram Nagarajan is excluded because his employment agreement already provides severance pay outside a change-in-control period
Nordson reported fiscal third-quarter 2025 sales of $742 million, up 12% from a year earlier, and diluted EPS of $2.22 versus $2.04, with adjusted EPS up 13% to $2.73. The company affirmed its full-year guidance, though sales are now tracking slightly below the midpoint and adjusted EPS slightly above it. The board also approved a $500 million share repurchase, bringing total authorization to about $793 million.
Third-quarter sales were $742 million, up from $662 million; organic sales rose 2%, acquisitions added 8%, and currency added 2%.
Diluted EPS was $2.22 versus $2.04; adjusted diluted EPS was $2.73 versus $2.41, up 13%.
Backlog fell about 5% sequentially; full-year sales are tracking slightly below and adjusted EPS slightly above the midpoint of original guidance.
On August 18, 2025, the board authorized an additional $500 million in repurchases; total authorization is about $793 million, including about $293 million previously remaining.
Nordson Corporation appointed Joseph M. Rutledge as Vice President and Chief Accounting Officer on July 14, 2025, making him the principal accounting officer over accounting and financial reporting. The filing says Stephen Shamrock stopped serving in that role and left the company on July 10, 2025. The change concerns the finance leadership that oversees Nordson's financial statements, and the filing contains no financial results.
Joseph M. Rutledge, age 46, appointed Vice President and Chief Accounting Officer on July 14, 2025
Rutledge previously spent 15 years at Eaton Corporation, most recently as vice president and assistant controller since May 2021
Stephen Shamrock ceased to serve as Vice President and Chief Accounting Officer and separated from the company on July 10, 2025
Nordson reported fiscal second-quarter 2025 sales of $683 million, up 5% from a year earlier, with acquisitions adding 8% and organic sales falling 2%. GAAP diluted earnings per share fell to $1.97 from $2.05, while adjusted EPS rose 3% to $2.42. The company forecast third-quarter sales of $710 million to $750 million and adjusted EPS of $2.55 to $2.75.
Sales were $683 million versus $651 million a year earlier; the Atrion acquisition added 8% and organic sales fell 2%.
Net income was $112 million, or $1.97 per diluted share, versus $118 million, or $2.05, a year earlier.
Adjusted EPS was $2.42 versus $2.34; EBITDA was $217 million, or 32% of sales.
Third-quarter guidance: sales of $710 million to $750 million and adjusted EPS of $2.55 to $2.75; management will comment further on a webcast on May 29, 2025 at 8:30 a.m. ET.
Nordson Corporation named Justin Hall as Executive Vice President and segment leader of its Medical and Fluid Solutions (MFS) segment, succeeding Stephen Lovass, who is leaving the company. The filing describes a leadership change in one of the company's three segments and does not include financial results or guidance.
Justin Hall promoted to EVP and MFS segment leader; he joined Nordson in 2006
Stephen Lovass ceased segment leader role on April 28, 2025; he assists until June 1, 2025, then separates from the company
CEO Sundaram Nagarajan said the company expects Hall and the medical leadership team to return the segment to above-market growth
Nordson reported first quarter fiscal 2025 sales of $615 million, down 2.8% from a year earlier, with organic sales down 9%. Diluted EPS was $1.65 versus $1.90, and adjusted diluted EPS was $2.06 versus $2.21. The company guided second quarter sales to $650 million to $690 million and adjusted EPS to $2.30 to $2.50, and said backlog grew about 15% during the quarter.
Q1 sales of $615 million vs. $633 million a year earlier; organic sales fell 9%, with an 8% benefit from acquisitions
GAAP diluted EPS of $1.65 vs. $1.90; adjusted diluted EPS of $2.06 vs. $2.21, a 7% decrease
Q2 fiscal 2025 guidance: sales of $650 million to $690 million and adjusted EPS of $2.30 to $2.50 per diluted share
Backlog rose about $85 million, or 15%, to approximately $670 million; webcast with additional commentary set for February 20, 2025 at 8:30 a.m. ET
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Nordson filing is on SEC EDGAR ↗. 8-K briefs of other companies →