Why Nordson Quietly Prints Cash

Описание: Nordson Corporation (NDSN) delivered a high-quality Q4 2025 with one metric standing above everything else: free cash flow.

Over the last twelve months, Nordson generated $661 million in free cash flow, confirming the strength of its business model, pricing power, and cost discipline. In this video, we break down what drove that cash generation, how management deployed the cash through dividends, share buybacks, and debt reduction, and why these signals matter for long-term investors.

We walk through Nordson’s Q4 2025 earnings, highlighting margin expansion, earnings leverage, and cash conversion. Strong gross and operating margins support the premium valuation, while disciplined capital allocation reinforces shareholder returns.

To complete the analysis, I apply my own discounted cash flow (DCF) model to estimate Nordson’s intrinsic value based on sustainable free cash flow, conservative growth assumptions, and a long-term perpetual growth rate. The result provides a clear framework to assess valuation versus the current stock price.

This is not a trading video. It is a cash-flow-driven fundamental analysis designed for investors who care about quality, durability, and long-term value creation.

⏱️ What’s covered in this video:

Nordson Q4 2025 earnings breakdown

Free cash flow drivers and cash conversion

Dividends, share buybacks, and debt reduction

Margin quality and business resilience

DCF valuation and intrinsic value estimate

Long-term investment perspective

⚠️ Disclaimer

This video is for educational purposes only and does not constitute financial advice. Always do your own research.