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Investors looking for stocks in the Manufacturing - General Industrial sector might want to consider either Mueller Water Products (MWA - Free Report) or Nordson (NDSN - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Currently, Mueller Water Products has a Zacks Rank of #2 (Buy), while Nordson has a Zacks Rank of #3 (Hold). This means that MWA's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one piece of the puzzle for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

MWA currently has a forward P/E ratio of 15.99, while NDSN has a forward P/E of 27.43. We also note that MWA has a PEG ratio of 1.07. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. NDSN currently has a PEG ratio of 2.11.

Another notable valuation metric for MWA is its P/B ratio of 3.4. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, NDSN has a P/B of 5.53.

Based on these metrics and many more, MWA holds a Value grade of B, while NDSN has a Value grade of D.

MWA is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that MWA is likely the superior value option right now.

Bank of Nova Scotia bought a new position in Nordson Corporation (NASDAQ:NDSN – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 12,953 shares of the industrial products company’s stock, valued at approximately $3,908,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Clearstead Trust LLC acquired a new position in Nordson during the 2nd quarter valued at about $25,000. Keating Financial Advisory Services Inc. acquired a new stake in shares of Nordson in the second quarter valued at approximately $30,000. CYBER HORNET ETFs LLC bought a new stake in shares of Nordson during the second quarter valued at approximately $31,000. N.E.W. Advisory Services LLC acquired a new position in shares of Nordson during the second quarter worth approximately $33,000. Finally, MUFG Securities EMEA plc acquired a new position in shares of Nordson during the second quarter worth approximately $34,000. 72.11% of the stock is currently owned by institutional investors and hedge funds.

Nordson Stock Performance Shares of NASDAQ NDSN opened at $333.58 on Wednesday. The stock’s fifty day simple moving average is $300.48 and its 200 day simple moving average is $287.87. The stock has a market capitalization of $18.58 billion, a price-to-earnings ratio of 33.73, a PEG ratio of 2.17 and a beta of 0.96. The company has a quick ratio of 1.18, a current ratio of 1.82 and a debt-to-equity ratio of 0.47. Nordson Corporation has a 52-week low of $220.06 and a 52-week high of $338.55.

Nordson (NASDAQ:NDSN – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 EPS for the quarter, beating the consensus estimate of $3.09 by $0.16. The business had revenue of $817.67 million during the quarter, compared to the consensus estimate of $779.49 million. Nordson had a net margin of 18.63% and a return on equity of 20.49%. The firm’s quarterly revenue was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.73 EPS. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. As a group, sell-side analysts forecast that Nordson Corporation will post 11.83 earnings per share for the current fiscal year. Nordson Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Thursday, June 18th were paid a $0.82 dividend. The ex-dividend date was Thursday, June 18th. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. Nordson’s payout ratio is 33.16%.

Analyst Ratings Changes NDSN has been the subject of several recent analyst reports. DA Davidson reissued a “buy” rating and issued a $345.00 price target on shares of Nordson in a research note on Thursday, August 20th. Wall Street Zen downgraded shares of Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. KeyCorp reiterated a “buy” rating on shares of Nordson in a research report on Thursday, August 20th. Weiss Ratings raised shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Finally, Robert W. Baird boosted their price target on shares of Nordson from $328.00 to $351.00 and gave the stock a “neutral” rating in a research report on Friday, August 21st. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Nordson presently has a consensus rating of “Moderate Buy” and an average price target of $326.57.

Check Out Our Latest Stock Analysis on NDSN

About Nordson (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

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Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Nordson (NDSN - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Nordson currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for NDSN that show why this maker of adhesives and industrial coatings shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.

For NDSN, shares are up 7.62% over the past week while the Zacks Manufacturing - General Industrial industry is down 2.6% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 12.06% compares favorably with the industry's 1.25% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Nordson have increased 15.48% over the past quarter, and have gained 47.26% in the last year. On the other hand, the S&P 500 has only moved 2.99% and 20.49%, respectively.

Investors should also pay attention to NDSN's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. NDSN is currently averaging 415,761 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with NDSN.

Over the past two months, 3 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost NDSN's consensus estimate, increasing from $11.59 to $11.83 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that NDSN is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Nordson on your short list.

Nordson Electronics Solutions, a global leader in reliable electronics manufacturing technologies, introduces the new ASYMTEK Vantage® XL fluid dispensing platform, designed specifically to address the demanding requirements of panel-level packaging (PLP) and other advanced semiconductor packaging applications.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260824902976/en/

Nordson Electronics Solutions introduces the new ASYMTEK Vantage® XL precision fluid dispensing system for panel-level packaging (PLP) at SEMICON Taiwan 2026. The Vantage-XL is designed to meet the throughput and yield demands driven by AI, high-performance computing, and advanced semiconductor packaging applications. PLP enables higher throughput and lower manufacturing costs compared to wafer-level operations, especially as package sizes grow and semiconductor manufacturing demands accelerate.

The ASYMTEK Vantage XL extends Nordson's proven Vantage dispensing platform to larger panel formats, enabling manufacturers to develop next-generation advanced packaging processes and scale production with greater accuracy, throughput, and process control.

Panel-level packaging (PLP) enables higher throughput and lower manufacturing costs compared to wafer-level operations, especially as package sizes grow and throughput demands accelerate for artificial intelligence (AI) applications and automotive electrification. However, scaling large-format panels introduces challenges including warpage control, thermal management, and dispensing accuracy, all of which require specialized process controls.

Designed specifically to address these challenges in PLP, the ASYMTEK Vantage XL Fluid Dispensing System delivers:

Improved dispensed underfill flow and warpage mitigation for void-free results.Flexible tooling support for large panel sizes during semiconductor manufacturing.Integrated thermal management for rapid heating and temperature uniformity across the substrate.Multi-fiducial capture for fast, accurate alignment.Confocal height sensing for reflective and transparent glass panels.Post-dispense inspection for efficient and process rework.Based upon the popular Vantage dispensing system, in a larger platform frame to accommodate common panel sizes.The new ASYMTEK Vantage XL fluid dispensing system will be on display during SEMICON Taiwan 2026, booth #I2308. In addition, Nordson will highlight the new MARCH ExoSPHERE™ plasma treatment system, which supports advanced packaging processes by providing uniform surface preparation for panels and wafers. SEMICON Taiwan 2026 will be held at TaiNEX Hall 1, Taipei, Taiwan, September 2-4, 2026.

About Nordson Electronics Solutions

Nordson Electronics Solutions makes reliable electronics a reality. Through our ASYMTEK, MARCH, and SELECT brands, we supply the world's semiconductor, electronics, and precision assembly manufacturers with the innovative fluid dispensing, conformal coating, plasma treatment, and selective soldering solutions their products need to protect sensitive electronics and deliver a lifespan of reliability. Day after day, year after year, across the globe, for over 40 years, we've provided engineering and applications excellence to help our customers succeed.

About Nordson Corporation

Nordson Corporation (NASDAQ: NDSN) is an innovative precision technology company that leverages a scalable growth framework through an entrepreneurial, division-led organization to deliver top tier growth with leading margins and returns. The Company’s direct sales model and applications expertise serves global customers through a wide variety of critical applications. Its diverse end-market exposure includes consumer non-durable, medical, electronics and industrial end markets. Founded in 1954 and headquartered in Westlake, Ohio, the Company has operations and support offices in over 35 countries. Visit Nordson on the web at www.nordson.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260824902976/en/

Allworth Financial LP bought a new stake in shares of Nordson Corporation (NASDAQ:NDSN – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 11,475 shares of the industrial products company’s stock, valued at approximately $3,462,000.

A number of other large investors have also recently made changes to their positions in NDSN. Vanguard Group Inc. raised its holdings in Nordson by 3.1% during the fourth quarter. Vanguard Group Inc. now owns 6,257,600 shares of the industrial products company’s stock valued at $1,504,515,000 after acquiring an additional 186,480 shares during the period. BlackRock Inc. purchased a new stake in shares of Nordson during the 2nd quarter worth approximately $1,248,447,000. State Street Corp raised its holdings in shares of Nordson by 4.7% during the 2nd quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock worth $636,375,000 after acquiring an additional 133,229 shares in the last quarter. Morgan Stanley grew its stake in shares of Nordson by 6.2% in the 4th quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock worth $380,514,000 after buying an additional 92,970 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its position in shares of Nordson by 24.0% during the 4th quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock valued at $214,227,000 after purchasing an additional 172,400 shares during the last quarter. 72.11% of the stock is owned by hedge funds and other institutional investors.

Nordson Trading Down 0.7% Shares of NDSN stock opened at $332.24 on Friday. The stock has a 50 day simple moving average of $298.83 and a 200-day simple moving average of $287.07. Nordson Corporation has a 1-year low of $220.06 and a 1-year high of $338.55. The company has a market cap of $18.51 billion, a price-to-earnings ratio of 33.59, a PEG ratio of 2.16 and a beta of 0.96. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.82 and a quick ratio of 1.65.

Nordson (NASDAQ:NDSN – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.09 by $0.16. The firm had revenue of $817.67 million for the quarter, compared to analyst estimates of $779.49 million. Nordson had a return on equity of 20.49% and a net margin of 18.63%.The business’s revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.73 earnings per share. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. On average, equities research analysts expect that Nordson Corporation will post 11.9 EPS for the current fiscal year. Nordson Announces Dividend The business also recently declared a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Thursday, June 18th were issued a dividend of $0.82 per share. The ex-dividend date was Thursday, June 18th. This represents a $3.28 annualized dividend and a yield of 1.0%. Nordson’s dividend payout ratio is 33.16%.

Key Stories Impacting Nordson Here are the key news stories impacting Nordson this week:

Positive Sentiment: Strong Q3 beat and broad-based growth: Nordson reported adjusted earnings of $3.25 per share, above the $3.09 consensus and up from $2.73 a year earlier. Revenue reached $817.7 million, exceeding estimates of $779.5 million and increasing 10.3% year over year. Record sales across all segments, stronger orders and broad organic growth supported the results. NDSN Q3 Earnings Beat Estimates on Broad Organic Growth Positive Sentiment: Higher fiscal 2026 outlook: Management raised its outlook for the third time, forecasting fiscal 2026 sales of $3.035 billion to $3.075 billion and adjusted EPS of $11.80 to $12.00. Backlog reportedly increased 35%, reinforcing expectations for continued demand and earnings momentum. Nordson Forecasts Fiscal 2026 Sales and EPS Positive Sentiment: Analyst price-target increases: Oppenheimer raised its target from $335 to $370 and upgraded its view to “outperform.” Robert W. Baird lifted its target from $328 to $351 while maintaining a “neutral” rating. DA Davidson reaffirmed its “buy” rating with a $345 target. Analysts Boost Forecasts on Nordson Neutral Sentiment: New medical product: Nordson MEDICAL introduced its Divert ULTRA line of ultra-high-pressure stopcocks for demanding medical applications. The launch expands the product portfolio but was not accompanied by a specific financial impact. Nordson MEDICAL Introduces Divert ULTRA Negative Sentiment: Insider selling and valuation: Reported insider activity showed 46 sales and no purchases over the past six months, including sizable sales by senior executives. After the rally, Nordson trades at roughly 33.6 times earnings, leaving the stock vulnerable to profit-taking if growth or guidance momentum slows. Wall Street Analyst Weigh In A number of research firms have weighed in on NDSN. Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, June 29th. Oppenheimer boosted their target price on shares of Nordson from $335.00 to $370.00 and gave the company an “outperform” rating in a research note on Friday. KeyCorp restated a “buy” rating on shares of Nordson in a report on Thursday. Wall Street Zen lowered shares of Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Finally, Robert W. Baird boosted their price objective on shares of Nordson from $328.00 to $351.00 and gave the company a “neutral” rating in a research report on Friday. Five research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Nordson currently has a consensus rating of “Moderate Buy” and a consensus target price of $326.57.

Get Our Latest Analysis on NDSN

About Nordson (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

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Nordson Corp (NASDAQ:NDSN) reported better-than-expected third-quarter financial results and raised its FY26 guidance, after the closing bell on Wednesday.

Nordson reported quarterly earnings of $3.25 per share which beat the analyst consensus estimate of $3.10 per share. The company reported quarterly sales of $817.667 million which beat the analyst consensus estimate of $780.080 million.

Nordson raised its FY2026 adjusted EPS guidance from $11.30-$11.80 to $11.80-$12.00 and also increased sales guidance from $2.930 billion-$3.010 billion to $3.035 billion-$3.075 billion.

Nordson President and Chief Executive Officer Sundaram Nagarajan said, “The strong momentum of the first half continued through the third quarter, delivering results above the high-end of our most recent earnings guidance. The team’s strong execution of the Ascend Strategy, combined with our diversified portfolio, differentiated precision technology and operational excellence, positioned us to deliver record sales in all three segments while maintaining our best-in-class margin performance. In addition, strong free cash flow generation enabled us to further strengthen our balance sheet, return capital to shareholders, and continue investing in the business to support future growth. I want to thank our global employees for delivering on the needs of our customers and achieving another outstanding quarter.”

Nordson shares rose 0.3% to $335.52 in pre-market trading.

These analysts made changes to their price targets on Nordson following earnings announcement.

Baird analyst Michael Halloran maintained the stock with a Neutral and raised the price target from $328 to $351. Oppenheimer analyst Christopher Glynn maintained the stock with an Outperform rating and raised the price target from $335 to $370. Trending

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3 Automation-Focused Stocks Flying Under the RadarNordson NASDAQ: NDSN reported record fiscal third-quarter sales, profit and adjusted earnings per share, as broad-based organic growth across its three operating segments and accelerating order activity lifted backlog 35% from a year earlier.

For the quarter, the company posted sales of $818 million, up 10% from $742 million in the prior-year period. Organic sales increased 12%, while currency translation was effectively neutral. The results included a modest contribution from the CapstanAG acquisition, partly offset by the prior divestiture of Nordson’s medical contract manufacturing business.

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3 Industrials Stocks Standing Out for Growth and Analyst OptimismAdjusted operating profit rose 13% to a record $226 million, or 28% of sales. EBITDA increased 10% to a record $262 million, representing 32% of sales. Adjusted earnings per share reached a record $3.25, up 19% from $2.73 a year earlier and $0.10 above the high end of the company’s guidance range.

GAAP net income totaled $153 million, or $2.73 per share. Chief Financial Officer Dan Hopgood said GAAP results included a $15 million non-cash mark-to-market charge related to minority investments, as well as acquisition-related amortization and costs. The company’s adjusted effective tax rate was 18.3%, and management said it expects a full-year tax rate near 18%.

Backlog and Cash Flow Strengthen Outlook These Quality Dividend Kings Grow their Dividends the FastestPresident and Chief Executive Officer Sundaram Nagarajan said the company’s momentum from the first half continued in the third quarter. Through the first nine months of fiscal 2026, Nordson increased revenue 9% and adjusted EPS 18% year over year.

“Order entry momentum continued to accelerate,” Nagarajan said, with backlog up 35% year over year. Backlog growth was broad-based across the company, with particular strength in the Advanced Technology Solutions and Medical and Fluid Solutions segments.

Hopgood said the majority of Nordson’s backlog typically converts to revenue within about six months, with roughly 80% expected to turn during that period. While the company is now taking some orders for 2027, he said it has not seen an elongation in customer lead times or a material change in ordering patterns. In fact, management said company lead times have generally decreased over time as delivery performance has improved.

Free cash flow was $237 million in the quarter, equal to a 144% conversion rate of net income excluding the non-cash valuation loss. Nordson ended the quarter with $113 million in cash and approximately $1.6 billion in net debt. Its leverage ratio declined to 1.7 times.

During the first nine months, the company paid $137 million in dividends, repurchased $159 million of shares, and invested $40 million in capital projects. Management said its balance sheet provides flexibility for shareholder returns, organic investment and acquisitions.

All Three Segments Contribute to Organic Growth Industrial Precision Solutions: Sales rose 5% to $367 million, including 3% organic growth. Demand was supported by packaging, industrial coatings applications and a continuing recovery in plastics processing. EBITDA was $130 million, or 35% of sales, matching the prior-year margin. Medical and Fluid Solutions: Sales increased 5% to a quarterly record of $231 million. Organic growth was about 11%, but reported growth was reduced by approximately 6 percentage points because of the medical contract manufacturing divestiture. EBITDA increased 6% to a record $88 million, or 38% of sales. Advanced Technology Solutions: Sales climbed 28% to a record $220 million, with organic sales up 31%. Growth occurred in both electronics dispensing and Test & Inspection product lines, reflecting semiconductor strength and broader electronics demand. EBITDA rose 58% to $66 million, lifting the segment’s EBITDA margin to a record 30%. Management characterized Industrial Precision Solutions as performing in line with its longer-term growth objectives, while Medical and Fluid Solutions and Advanced Technology Solutions drove the acceleration in the company’s outlook. Hopgood said medical component demand has normalized, with several product lines returning to stable growth, while fluid solutions demand has been broad-based across medical and electronics applications.

In Advanced Technology Solutions, Nagarajan said dispensing demand has been ahead of the cycle, while Test & Inspection businesses have also reached an “inflection point,” including the company’s X-ray and optical operations. He said Nordson sees continued strength in order entry, customer discussions and its pipeline across dispensing and inspection.

Guidance Raised on Sustained Order Strength Nordson raised its fiscal 2026 outlook, citing backlog, order entry and end-market momentum. The company now expects full-year sales of $3.035 billion to $3.075 billion and adjusted diluted EPS of $11.80 to $12.00.

The updated outlook assumes foreign exchange rates remain at current levels, resulting in a neutral currency impact in the fourth quarter. Management said the guidance places Nordson at the high end of its previously communicated average growth algorithm.

Nagarajan said more than half of Nordson’s portfolio is now exposed to growth end markets, including semiconductor, electronics and medical markets, while about 60% generates recurring revenue through aftermarket parts, consumables and services. He added that the company expects Advanced Technology Solutions to build from its current peak at a rate more consistent with its longer-term mid-single-digit growth target next year.

Management also reiterated that acquisitions remain an important part of Nordson’s growth strategy. Nagarajan said the company is evaluating opportunities in medical and fluid solutions, Test & Inspection, and bolt-on assets that can expand existing businesses, while maintaining strategic and financial discipline.

About Nordson (NASDAQ:NDSN)Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company's portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson's offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Nordson (NDSN - Free Report) came out with quarterly earnings of $3.25 per share, beating the Zacks Consensus Estimate of $3.09 per share. This compares to earnings of $2.73 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5.18%. A quarter ago, it was expected that this maker of adhesives and industrial coatings would post earnings of $2.82 per share when it actually produced earnings of $2.86, delivering a surprise of +1.42%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Nordson, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $817.67 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 4.96%. This compares to year-ago revenues of $741.51 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Nordson shares have added about 26.5% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for Nordson?While Nordson has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Nordson was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.33 on $792.5 million in revenues for the coming quarter and $11.59 on $2.98 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the broader Zacks Industrial Products sector, Core & Main (CNM - Free Report) , is yet to report results for the quarter ended July 2026.

This distributor of water and fire protection products is expected to post quarterly earnings of $0.93 per share in its upcoming report, which represents a year-over-year change of +6.9%. The consensus EPS estimate for the quarter has been revised 1.1% higher over the last 30 days to the current level.

Core & Main's revenues are expected to be $2.14 billion, up 2.3% from the year-ago quarter.

WESTLAKE, Ohio--(BUSINESS WIRE)--Nordson Corporation (Nasdaq: NDSN) today reported results for the fiscal third quarter ended July 31, 2026. Sales were a quarterly record of $818 million, an increase of 10% compared to the prior year's third quarter sales of $742 million. The third quarter 2026 sales included an organic sales increase of approximately 12% driven by growth in all segments. Organic sales growth was partially offset by the net unfavorable impact of a prior year divestiture and an.

Key Takeaways Nordson's Q3 revenues are expected to rise 5.1%, while adjusted EPS is projected to increase 13.2%.Industrial Precision Solutions may benefit from demand in coating, polymer processing and packaging.Advanced Technology Solutions is expected to gain from healthy demand for electronics dispense systems. Nordson Corporation (NDSN - Free Report) is scheduled to release third-quarter fiscal 2026 (ended July 31) results on Aug. 19, after market close.

The Zacks Consensus Estimate for fiscal third-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters. The average surprise was 2.3%.

The consensus estimate for fiscal third-quarter revenues is pegged at $779 million, suggesting growth of 5.1% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $3.09 per share, indicating a 13.2% increase from the year-ago quarter’s number.

Let’s see how things have shaped up for Nordson this earnings season.

Factors to Note Ahead of NDSN’s Q3 ResultsThe Industrial Precision Solutions segment’s results are likely to benefit from growing demand for industrial coating and polymer processing systems. Continued investments in packaging, product assembly and precision agriculture end markets are expected to have boosted revenues. The consensus mark for the segment’s revenues is pegged at $364 million, indicating a 3.7% increase from the year-ago figure.

The Advanced Technology Solutions segment is expected to have benefited on the back of healthy demand for electronics dispense systems. The consensus mark for the segment’s revenues is pegged at $191 million, indicating a 11.7% increase from the year-ago figure.

Increased demand for engineered fluid solutions and medical product lines is likely to have aided the Medical and Fluid Solutions segment in the to-be-reported quarter. The consensus mark for the segment’s revenues is pegged at $224 million, indicating a 2.3% increase from the year-ago figure.

In March 2026, Nordson acquired CapstanAG to strengthen its precision agriculture portfolio and expand its presence in North America. The buyout, which enhanced the company’s portfolio of advanced solutions for fluid management and precision spraying, is expected to have boosted its top line during the quarter.

However, rising costs and operating expenses have been concerns for Nordson for some time now. The impacts of high labor and raw material costs are likely to have affected its margins and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance.

Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability.

Earnings Whispers for NDSNOur proven model does not conclusively predict an earnings beat for NDSN this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.

Earnings ESP: NDSN has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $3.09 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Zacks Rank: NDSN presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Performance of Other CompaniesGraco Inc. (GGG - Free Report) posted quarterly earnings of 91 cents per share in the second quarter of 2026, beating the Zacks Consensus Estimate of 81 cents per share. This compares with earnings of 75 cents per share a year ago.

Graco posted revenues of $591 million for the quarter, missing the Zacks Consensus Estimate by 3%. This compares with year-ago revenues of $572 million.

Stanley Black & Decker, Inc. (SWK - Free Report) reported second-quarter 2026 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate of $1.20. The bottom line increased 45.4% year over year.

Stanley Black’s net sales of $3.96 billion beat the consensus estimate of $3.93 billion. The top line increased 0.4% from the year-ago quarter.

Ingersoll Rand Inc. (IR - Free Report) reported second-quarter 2026 adjusted earnings of 86 cents per share, which surpassed the Zacks Consensus Estimate of 83 cents. The bottom line increased 7.5% year over year.

Total revenues of $2.05 billion beat the consensus estimate of $1.96 billion. The top line increased 8.5% year over year.

Posted by Defense World Staff on Aug 13th, 2026

Assenagon Asset Management S.A. cut its stake in Nordson Corporation (NASDAQ:NDSN – Free Report) by 53.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,831 shares of the industrial products company’s stock after selling 19,329 shares during the period. Assenagon Asset Management S.A.’s holdings in Nordson were worth $5,078,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Arrowstreet Capital Limited Partnership raised its stake in Nordson by 314.9% in the second quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company’s stock valued at $2,335,000 after purchasing an additional 8,268 shares in the last quarter. Marshall Wace LLP acquired a new stake in Nordson during the second quarter worth about $8,594,000. Cerity Partners LLC increased its holdings in Nordson by 23.6% in the 2nd quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock valued at $3,027,000 after buying an additional 2,692 shares during the period. Daiwa Securities Group Inc. increased its holdings in Nordson by 2.4% in the 2nd quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company’s stock valued at $2,221,000 after buying an additional 244 shares during the period. Finally, State Street Corp raised its position in shares of Nordson by 4.7% in the 2nd quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after buying an additional 133,229 shares in the last quarter. 72.11% of the stock is currently owned by institutional investors.

Nordson Stock Down 0.0% Shares of NASDAQ:NDSN opened at $311.26 on Thursday. Nordson Corporation has a 52-week low of $211.50 and a 52-week high of $315.68. The company has a market capitalization of $17.34 billion, a PE ratio of 33.18, a price-to-earnings-growth ratio of 2.07 and a beta of 0.96. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.65 and a current ratio of 2.60. The company has a fifty day moving average of $294.52 and a 200-day moving average of $285.06.

Nordson (NASDAQ:NDSN – Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.82 by $0.04. Nordson had a return on equity of 20.08% and a net margin of 18.19%.The company had revenue of $740.85 million for the quarter, compared to the consensus estimate of $728.78 million. During the same quarter last year, the business posted $2.42 EPS. Nordson’s revenue for the quarter was up 8.5% on a year-over-year basis. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. On average, equities analysts predict that Nordson Corporation will post 11.59 EPS for the current fiscal year.

Nordson Announces Dividend The company also recently declared a quarterly dividend, which was paid on Monday, July 6th. Stockholders of record on Thursday, June 18th were issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Thursday, June 18th. Nordson’s payout ratio is 34.97%.

Wall Street Analysts Forecast Growth NDSN has been the subject of a number of recent analyst reports. Oppenheimer upped their price target on shares of Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Weiss Ratings upgraded Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. BNP Paribas Exane upped their price objective on Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. Finally, DA Davidson lifted their target price on Nordson from $335.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, May 27th. Five investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $311.29.

Get Our Latest Stock Report on NDSN

Nordson Profile (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

Featured Stories Five stocks we like better than Nordson GE Vernova’s AI Power Boom Faces a Profit Test Cardinal Health Earnings: Can Perfection Get Priced In Twice? Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Legacy Jet Builders Stall While Embraer Accelerates to New Highs Want to see what other hedge funds are holding NDSN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Nordson Corporation (NASDAQ:NDSN – Free Report).

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Posted by Defense World Staff on Aug 6th, 2026

Arrowstreet Capital Limited Partnership reduced its holdings in Nordson Corporation (NASDAQ:NDSN – Free Report) by 40.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,095 shares of the industrial products company’s stock after selling 3,474 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Nordson were worth $1,356,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. New York Life Investment Management LLC increased its holdings in Nordson by 64.9% in the 4th quarter. New York Life Investment Management LLC now owns 12,041 shares of the industrial products company’s stock worth $2,895,000 after acquiring an additional 4,737 shares during the last quarter. UBS Group AG lifted its holdings in Nordson by 7.3% during the fourth quarter. UBS Group AG now owns 432,984 shares of the industrial products company’s stock valued at $104,102,000 after purchasing an additional 29,294 shares during the last quarter. Brendel Financial Advisors LLC bought a new position in Nordson during the fourth quarter worth about $3,646,000. Lecap Asset Management Ltd. bought a new position in Nordson during the fourth quarter worth about $1,671,000. Finally, Jackson Creek Investment Advisors LLC purchased a new position in shares of Nordson in the fourth quarter worth about $1,426,000. 72.11% of the stock is owned by institutional investors and hedge funds.

Nordson Stock Performance Shares of NDSN opened at $310.67 on Thursday. Nordson Corporation has a 12-month low of $209.63 and a 12-month high of $313.79. The company has a current ratio of 2.60, a quick ratio of 1.65 and a debt-to-equity ratio of 0.58. The company has a market cap of $17.31 billion, a PE ratio of 33.12, a price-to-earnings-growth ratio of 2.06 and a beta of 0.96. The stock has a 50-day moving average price of $292.19 and a 200-day moving average price of $283.70.

Nordson (NASDAQ:NDSN – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share for the quarter, topping the consensus estimate of $2.82 by $0.04. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The company had revenue of $740.85 million for the quarter, compared to analysts’ expectations of $728.78 million. During the same period in the prior year, the business earned $2.42 earnings per share. Nordson’s revenue for the quarter was up 8.5% compared to the same quarter last year. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. As a group, equities analysts forecast that Nordson Corporation will post 11.59 earnings per share for the current fiscal year.

Nordson Announces Dividend The company also recently announced a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, June 18th. Nordson’s dividend payout ratio is currently 34.97%.

Analyst Ratings Changes Several analysts have recently issued reports on the stock. Weiss Ratings raised shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, June 29th. Oppenheimer raised their price objective on shares of Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Wall Street Zen cut shares of Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. DA Davidson increased their target price on Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, May 27th. Finally, BNP Paribas Exane raised their price target on Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $311.29.

Read Our Latest Analysis on NDSN

About Nordson (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

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WESTLAKE, Ohio--(BUSINESS WIRE)--Nordson Corporation (Nasdaq: NDSN) today announced a leadership transition within its Investor Relations organization. Matthew Matejka has assumed responsibility for Investor Relations, succeeding Lara Mahoney, who has been appointed to a new role.Mr. Matejka will lead the Company's investor relations strategy and activities, serving as the primary liaison to the investment community and supporting communication of Nordson's long-term growth strategy and financia.

Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System increased its stake in Nordson Corporation (NASDAQ:NDSN – Free Report) by 12.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 109,263 shares of the industrial products company’s stock after acquiring an additional 12,336 shares during the period. California Public Employees Retirement System owned about 0.20% of Nordson worth $29,071,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Private Trust Co. NA lifted its stake in Nordson by 70.8% during the fourth quarter. Private Trust Co. NA now owns 123 shares of the industrial products company’s stock worth $30,000 after purchasing an additional 51 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of Nordson in the 2nd quarter worth about $31,000. MUFG Securities EMEA plc bought a new position in shares of Nordson during the 2nd quarter valued at about $34,000. Hantz Financial Services Inc. raised its holdings in shares of Nordson by 43.4% during the 4th quarter. Hantz Financial Services Inc. now owns 152 shares of the industrial products company’s stock valued at $37,000 after buying an additional 46 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Nordson during the 4th quarter valued at about $40,000. Institutional investors own 72.11% of the company’s stock.

Wall Street Analysts Forecast Growth Several analysts have issued reports on NDSN shares. Oppenheimer upped their target price on Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. BNP Paribas Exane lifted their price target on shares of Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. DA Davidson boosted their price objective on shares of Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, May 27th. Wall Street Zen cut shares of Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Finally, Weiss Ratings raised shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $311.29.

View Our Latest Research Report on NDSN

Nordson Trading Up 1.7% NASDAQ NDSN opened at $290.07 on Wednesday. Nordson Corporation has a 1-year low of $207.08 and a 1-year high of $307.74. The company has a current ratio of 2.60, a quick ratio of 1.65 and a debt-to-equity ratio of 0.58. The stock has a 50-day moving average of $288.42 and a 200-day moving average of $280.35. The firm has a market cap of $16.16 billion, a PE ratio of 30.92, a price-to-earnings-growth ratio of 1.89 and a beta of 0.96.

Nordson (NASDAQ:NDSN – Get Free Report) last issued its earnings results on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.82 by $0.04. The company had revenue of $740.85 million during the quarter, compared to analysts’ expectations of $728.78 million. Nordson had a return on equity of 20.08% and a net margin of 18.19%.Nordson’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the business posted $2.42 EPS. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. As a group, sell-side analysts forecast that Nordson Corporation will post 11.59 EPS for the current year.

Nordson Announces Dividend The company also recently announced a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were paid a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, June 18th. Nordson’s payout ratio is presently 34.97%.

Nordson Company Profile (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

Further Reading Five stocks we like better than Nordson Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding NDSN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Nordson Corporation (NASDAQ:NDSN – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Chicago Partners Investment Group LLC acquired a new position in shares of Nordson Corporation (NASDAQ:NDSN – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,086 shares of the industrial products company’s stock, valued at approximately $583,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Private Trust Co. NA increased its holdings in Nordson by 70.8% during the 4th quarter. Private Trust Co. NA now owns 123 shares of the industrial products company’s stock worth $30,000 after purchasing an additional 51 shares during the period. CYBER HORNET ETFs LLC purchased a new position in shares of Nordson in the 2nd quarter valued at about $31,000. MUFG Securities EMEA plc purchased a new stake in shares of Nordson during the second quarter worth approximately $34,000. Hantz Financial Services Inc. raised its holdings in Nordson by 43.4% in the fourth quarter. Hantz Financial Services Inc. now owns 152 shares of the industrial products company’s stock valued at $37,000 after acquiring an additional 46 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC acquired a new position in Nordson during the 4th quarter worth approximately $40,000. 72.11% of the stock is currently owned by hedge funds and other institutional investors.

Nordson Trading Down 1.5% Shares of Nordson stock opened at $288.98 on Friday. The company has a 50-day moving average of $288.17 and a two-hundred day moving average of $279.45. The stock has a market cap of $16.10 billion, a PE ratio of 30.81, a price-to-earnings-growth ratio of 1.92 and a beta of 0.96. The company has a current ratio of 2.60, a quick ratio of 1.65 and a debt-to-equity ratio of 0.58. Nordson Corporation has a 12-month low of $207.08 and a 12-month high of $307.74.

Nordson (NASDAQ:NDSN – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.82 by $0.04. The business had revenue of $740.85 million for the quarter, compared to analysts’ expectations of $728.78 million. Nordson had a return on equity of 20.08% and a net margin of 18.19%.The company’s revenue was up 8.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.42 EPS. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. On average, research analysts anticipate that Nordson Corporation will post 11.59 EPS for the current fiscal year.

Nordson Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Thursday, June 18th were issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, June 18th. Nordson’s dividend payout ratio (DPR) is 34.97%.

Wall Street Analysts Forecast Growth NDSN has been the subject of several recent analyst reports. Oppenheimer lifted their price objective on shares of Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Wall Street Zen downgraded shares of Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. BNP Paribas Exane boosted their price target on shares of Nordson from $285.00 to $290.00 and gave the company a “neutral” rating in a research report on Friday, May 22nd. Weiss Ratings raised Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Finally, DA Davidson lifted their price target on Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, May 27th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $311.29.

Get Our Latest Stock Analysis on Nordson

Nordson Profile (Free Report)

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

See Also Five stocks we like better than Nordson Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

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Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.

In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.

However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Nordson (NDSN - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this maker of adhesives and industrial coatings a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Nordson is 6.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 11.5% this year, crushing the industry average, which calls for EPS growth of 10.5%.

Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.

Right now, year-over-year cash flow growth for Nordson is 5.2%, which is higher than many of its peers. In fact, the rate compares to the industry average of 4.8%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 11.1% over the past 3-5 years versus the industry average of 9%.

Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The current-year earnings estimates for Nordson have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.5% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Nordson a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination positions Nordson well for outperformance, so growth investors may want to bet on it.

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Nordson (NDSN - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Industrial Products sector should help us answer this question.

Nordson is a member of our Industrial Products group, which includes 182 different companies and currently sits at #10 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Nordson is currently sporting a Zacks Rank of #2 (Buy).

Within the past quarter, the Zacks Consensus Estimate for NDSN's full-year earnings has moved 2% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

Based on the most recent data, NDSN has returned 17.7% so far this year. In comparison, Industrial Products companies have returned an average of 15.6%. This shows that Nordson is outperforming its peers so far this year.

RBC Bearings (RBC - Free Report) is another Industrial Products stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 33.1%.

Over the past three months, RBC Bearings' consensus EPS estimate for the current year has increased 5.1%. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Nordson belongs to the Manufacturing - General Industrial industry, which includes 42 individual stocks and currently sits at #170 in the Zacks Industry Rank. This group has gained an average of 12.4% so far this year, so NDSN is performing better in this area. RBC Bearings is also part of the same industry.

Going forward, investors interested in Industrial Products stocks should continue to pay close attention to Nordson and RBC Bearings as they could maintain their solid performance.

Key Takeaways Allegion Q1 EPS of $1.80 missed estimates and fell 3.2% despite 9.7% revenue growth.ALLE Americas revenues rose 6.9% on non-residential and electronics strength.Margins declined as costs and expenses rose, though 2026 revenue guidance was raised. Allegion plc’s (ALLE - Free Report) first-quarter 2026 adjusted earnings of $1.80 per share missed the Zacks Consensus Estimate of $1.88. The bottom line decreased 3.2% year over year.

ALLE’s Revenue DetailsAllegion’s revenues were $1.03 billion, which increased 9.7% year over year. Organic revenues increased 2.6%, driven by price realization. Revenues beat the Zacks Consensus Estimate of $1.02 billion. While acquired assets boosted revenues by 4.8%, foreign currency had a positive impact of 2.3%.

ALLE reports revenues under two segments. A brief discussion of quarterly results is provided below:

Revenues from Allegion Americas increased 6.9% year over year to $809.9 million. The figure accounted for 78.4% of the quarter’s revenues. Our estimate for segmental revenues was $807.1 million. Organic revenues increased 4.5%, driven by solid momentum in the non-residential and electronics businesses.

Operating income for the segment was $215.1 million, up 1.8% year over year. Our estimate was $209.7 million.

Revenues from Allegion International were $223.7 million, up 21.5% year over year. The metric accounted for 21.6% of the quarter’s revenues. Organic revenues decreased 5.3%. Segmental operating income was $8.3 million, down 29.1% year over year.

Allegion’s Margin ProfileIn the quarter, Allegion’s cost of revenues increased 11.5% year over year to $579.1 million. Gross profit was $454.5 million, up 7.5% year over year, while the gross margin declined 90 basis points (bps) to 44%.

Selling and administrative expenses increased 14.6% year over year to $259.2 million. Adjusted EBITDA was $236.8 million, reflecting a year-over-year increase of 3.9%. The margin was 22.9%, down 130 basis points on a year-over-year basis.

Adjusted operating income increased 2.6% year over year to $218.9 million. The adjusted margin was 21.2%, down 150 basis points year over year. Interest expenses were $24.2 million, down 2% year over year. The effective tax rate (on an adjusted basis) was 20.1%, up from 16.1% in the year-ago quarter.

ALLE’s Balance Sheet and Cash FlowWhile exiting first-quarter 2026, Allegion had cash and cash equivalents of $308.9 million compared with $356.2 million at the end of 2025. Long-term debt was $2.03 billion, higher than $1.98 billion at 2025-end.

In the first three months of 2026, ALLE generated net cash of $101.3 million from operating activities, reflecting a decrease of 3.1% year over year. Capital expenditure was $21 million, in line with the year-ago period. For the first three months of 2026, the available cash flow was $80.3 million.

Allegion repurchased shares for $40.6 million. Dividends paid out totaled $47.4 million, reflecting an increase of 8.7% year over year.

Allegion’s 2026 OutlookThe company has raised its 2026 revenue guidance. Allegion expects revenues to increase in the range of 6-8% year over year, higher than 5-7% projected earlier.  ALLE continues to expect organic revenues to grow in the range of 2-4%.

Adjusted earnings are still projected to be in the range of $8.70-$8.90 per share. The company estimates available cash flow to be 85-95% of adjusted net income. Adjusted effective tax rate is projected to be approximately 18-19%.

ALLE’s Zacks RankThe company currently carries a Zacks Rank #3 (Hold).

DXP Enterprises (DXPE - Free Report) presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

DXP Enterprises’ earnings surpassed the consensus estimate by 52.8% in the last reported quarter. In the past 60 days, the Zacks Consensus Estimate for DXPE’s 2026 earnings has increased by 17.2%.

Nordson Corporation (NDSN - Free Report) currently carries a Zacks Rank #2 (Buy). Nordson’s earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 2.5%. In the past 60 days, the Zacks Consensus Estimate for Nordson’s fiscal 2026 earnings has increased 0.5%.

RBC Bearings (RBC - Free Report) presently carries a Zacks Rank of 2. RBC Bearings’ earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 5.3%. In the past 60 days, the Zacks Consensus Estimate for RBC Bearings’ fiscal 2026 earnings has inched down 0.3%.

Investors interested in Industrial Products stocks should always be looking to find the best-performing companies in the group. Nordson (NDSN - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.

Nordson is a member of our Industrial Products group, which includes 181 different companies and currently sits at #5 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Nordson is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for NDSN's full-year earnings has moved 2% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.

Our latest available data shows that NDSN has returned about 17.9% since the start of the calendar year. Meanwhile, the Industrial Products sector has returned an average of 16% on a year-to-date basis. This shows that Nordson is outperforming its peers so far this year.

One other Industrial Products stock that has outperformed the sector so far this year is Ranpak Holdings Corp (PACK - Free Report) . The stock is up 20.3% year-to-date.

Over the past three months, Ranpak Holdings Corp's consensus EPS estimate for the current year has increased 26.5%. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Nordson belongs to the Manufacturing - General Industrial industry, a group that includes 41 individual stocks and currently sits at #89 in the Zacks Industry Rank. On average, stocks in this group have gained 6.7% this year, meaning that NDSN is performing better in terms of year-to-date returns.

In contrast, Ranpak Holdings Corp falls under the Containers - Paper and Packaging industry. Currently, this industry has 10 stocks and is ranked #195. Since the beginning of the year, the industry has moved -1.8%.

Investors interested in the Industrial Products sector may want to keep a close eye on Nordson and Ranpak Holdings Corp as they attempt to continue their solid performance.

Wall Street analysts expect Nordson (NDSN - Free Report) to post quarterly earnings of $2.82 per share in its upcoming report, which indicates a year-over-year increase of 16.5%. Revenues are expected to be $731 million, up 7% from the year-ago quarter.

Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

Bearing this in mind, let's now explore the average estimates of specific Nordson metrics that are commonly monitored and projected by Wall Street analysts.

It is projected by analysts that the 'Net Sales- Industrial Precision Solutions' will reach $337.18 million. The estimate points to a change of +5.8% from the year-ago quarter.

The collective assessment of analysts points to an estimated 'Net Sales- Advanced Technology Solutions' of $190.40 million. The estimate indicates a year-over-year change of +18.1%.

Based on the collective assessment of analysts, 'Net Sales- Medical and Fluid Solutions' should arrive at $213.44 million. The estimate points to a change of +5.2% from the year-ago quarter.

View all Key Company Metrics for Nordson here>>>

Over the past month, shares of Nordson have returned +1.3% versus the Zacks S&P 500 composite's +7.7% change. Currently, NDSN carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

WESTLAKE, Ohio--(BUSINESS WIRE)--Nordson Corporation (Nasdaq: NDSN) today reported results for the fiscal second quarter ended April 30, 2026. Sales were a second quarter record of $741 million compared to the prior year’s second quarter sales of $683 million. The second quarter 2026 sales included an organic sales increase of 7% driven by growth in all segments, as well as a favorable currency translation impact of 3%. This sales result was slightly offset by the previously announced divestiture and the contribution of a small acquisition that was completed during the quarter.

Net income was $117 million, or $2.09 of earnings per diluted share, compared to prior year’s second quarter net income of $112 million, or $1.97 of earnings per diluted share. Second quarter 2026 earnings included a one-time, non-cash settlement charge to annuitize about 30% of the U.S. pension obligation and a non-cash loss on minority investments recognized during the quarter. Excluding these items and acquisition-related amortization and costs, second quarter adjusted earnings per diluted share were a record $2.86, an 18% increase from the prior year adjusted earnings per diluted share of $2.42.

EBITDA was also a second quarter record of $235 million, or 32% of sales, an increase of 8% compared to prior year EBITDA of $217 million, or 32% of sales.

Commenting on the Company’s fiscal 2026 second quarter results, Nordson President and Chief Executive Officer Sundaram Nagarajan said, “Our solid execution of the Ascend Strategy resulted in second quarter records for sales, adjusted earnings and EBITDA. Our free cash flow conversion also continues to be a strength, enabling a healthy mix of shareholder returns and reinvestment in growth. Thank you to our teams for delivering another strong quarter.”

On March 16, 2026, the Company acquired CapstanAG Systems, a precision agriculture company in North America that is a complementary bolt-on to our existing footprint. This small, but strategic, acquisition provides the Company with an established and synergistic platform to grow its precision agriculture portfolio with mid-tier OEMs in North America.

Second Quarter Segment Results

Record second quarter Industrial Precision Solutions sales of $350 million increased 10% from the prior year, inclusive of an organic sales increase of 5%, favorable currency translation of 4%, and an acquisition contribution of 1%. The organic sales increase was driven by improving industrial coating and polymer processing systems demand, ongoing growth in precision agriculture end markets and stable demand in broader consumer and industrial end markets. EBITDA in the quarter was $124 million, or 35% of sales, up 9% from the prior year second quarter EBITDA of $114 million.

Medical and Fluid Solutions sales of $213 million, also a second quarter record, increased 5% compared to the prior year second quarter. This increase was inclusive of an organic sales increase of 8% and a favorable currency impact of 1%. Sales growth was partially offset by 4% related to the previously divested medical contract manufacturing business. The organic sales increase was driven by growth in engineered fluid solutions and medical product lines. EBITDA in the quarter was $79 million, or 37% of sales, up 3% from the prior year second quarter EBITDA of $77 million.

Record quarterly Advanced Technology Solutions sales of $178 million increased 10% compared to the prior year second quarter, inclusive of an organic sales increase of 8% and favorable currency translation of 2%. The organic sales increase was driven by ongoing growth in electronics dispense systems. EBITDA in the quarter was $48 million, or 27% of sales, up 22% from the prior year second quarter EBITDA of $40 million.

Outlook

The Company enters the third quarter with increased backlog, up 18% over the prior year. Order entry momentum was broad-based in the quarter across all segments. These trends position the Company to deliver third quarter fiscal 2026 sales in the range of $760 to $790 million. Third quarter adjusted earnings are forecasted to be in the range of $2.95 to $3.15 per diluted share.

Based on the continuing momentum of our end markets as evidenced by our backlog and order entry, the Company is increasing its full year guidance. Sales are now expected to be in the range of $2,930 to $3,010 million and adjusted earnings to be in the range of $11.30 to $11.80 per diluted share.

Reflecting on the full year outlook, Mr. Nagarajan said, “We delivered a strong first half of fiscal 2026, highlighted by record performance and ongoing momentum across our end markets. Supported by robust order entry and backlog, we expect this momentum to continue and are increasing our full year sales and earnings guidance. Our NBS Next growth framework, close-to-the-customer business model, and differentiated precision technologies position us well to compound profitable growth.”

Nordson management will provide additional commentary on these results and outlook during its previously announced webcast on Thursday, May 21, 2026, at 8:30 a.m. eastern time, which can be accessed at https://investors.nordson.com. Information about Nordson’s investor relations and shareholder services is available from Lara Mahoney, vice president, investor relations and corporate communications at (440) 204-9985 or [email protected].

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,” “guidance,” “continue,” “target,” or the negative of these terms or comparable terminology. These statements reflect management’s current expectations and involve a number of risks and uncertainties. These risks and uncertainties include, but are not limited to, U.S. and international economic and political conditions; financial and market conditions; currency exchange rates and devaluations; possible acquisitions and the Company’s ability to successfully integrate acquisitions; the Company’s ability to successfully divest or dispose of businesses that are deemed not to fit with its strategic plan; the effects of changes in U.S. trade policy and trade agreements, including changes in tariffs by the U.S. or other nations; the effects of changes in tax law; and the possible effects of events beyond our control, such as political unrest, including the conflicts in Europe and the Middle East, acts of terror, natural disasters and pandemics and the other factors discussed in Item 1A (Risk Factors) in the Company’s most recently filed Annual Report on Form 10-K and in its Forms 10-Q filed with the Securities and Exchange Commission, which should be reviewed carefully. The Company undertakes no obligation to update or revise any forward-looking statement in this press release.

Nordson Corporation is an innovative precision technology company that leverages a scalable growth framework through an entrepreneurial, division-led organization to deliver top tier growth with leading margins and returns. The Company’s direct sales model and applications expertise serve global customers through a wide variety of critical applications. Its diverse end market exposure includes consumer non-durable, medical, electronics and industrial end markets. Founded in 1954 and headquartered in Westlake, Ohio, the Company has operations and support offices in over 35 countries. Visit Nordson on the web at www.nordson.com, linkedin/Nordson, or www.facebook.com/nordson.

NORDSON CORPORATION

SEGMENT INFORMATION (Unaudited)

(Dollars in thousands)

  Three Months Ended

Six Months Ended

April 30, 2026

April 30, 2025

April 30, 2026

April 30, 2025

SALES

Industrial Precision Solutions

$

350,466

$

318,847

$

677,327

$

619,295

Medical and Fluid Solutions

212,850

202,809

406,033

396,418

Advanced Technology Solutions

177,531

161,282

326,948

282,645

Total sales

$

740,847

$

682,938

$

1,410,308

$

1,298,358

EBITDA

Industrial Precision Solutions

$

123,578

35%

$

113,548

36%

$

233,889

35%

$

226,324

37%

Medical and Fluid Solutions

79,193

37%

76,538

38%

149,399

37%

140,870

36%

Advanced Technology Solutions

48,327

27%

39,516

25%

80,927

25%

62,287

22%

Corporate expenses

(15,911

)

(12,448

)

(26,038

)

(24,224

)

Total EBITDA (non-GAAP) (1)

$

235,187

32%

$

217,154

32%

$

438,177

31%

$

405,257

31%

(1) Total company EBITDA is a non-GAAP measure. Refer to the reconciliation of non-GAAP measures – net income to EBITDA.

NORDSON CORPORATION

CONSOLIDATED STATEMENTS OF INCOME (Unaudited)

(Dollars in thousands except for per-share amounts)

  Three Months Ended

Six Months Ended

April 30, 2026

April 30, 2025

April 30, 2026

April 30, 2025

Sales

$

740,847

$

682,938

$

1,410,308

$

1,298,358

Cost of sales

336,770

309,034

640,109

588,558

Gross profit

404,077

373,904

770,199

709,800

Gross margin %

54.5

%

54.7

%

54.6

%

54.7

%

Selling and administrative expenses

206,874

205,154

406,591

400,103

Operating profit

197,203

168,750

363,608

309,697

Interest expense - net

(21,580

)

(26,019

)

(44,321

)

(51,637

)

Pension settlement charge

(24,049

)

—

(24,049

)

—

Other income (expense) - net

(10,400

)

(3,961

)

10,437

(2,435

)

Income before income taxes

141,174

138,770

305,675

255,625

Income taxes

23,858

26,366

54,977

48,569

Net income

$

117,316

$

112,404

$

250,698

$

207,056

Weighted-average common shares outstanding:

Basic

55,798

56,785

55,793

56,960

Diluted

56,100

57,038

56,113

57,265

Earnings per share:

Basic earnings

$

2.10

$

1.98

$

4.49

$

3.64

Diluted earnings

$

2.09

$

1.97

$

4.47

$

3.62

NORDSON CORPORATION

CONSOLIDATED BALANCE SHEETS (Unaudited)

(Dollars in thousands)

  April 30, 2026

October 31, 2025

Cash and cash equivalents

$

102,017

$

108,442

Receivables - net

606,689

587,843

Inventories - net

467,757

444,814

Other current assets

100,893

101,752

Total current assets

1,277,356

1,242,851

Property, plant and equipment - net

521,390

516,914

Goodwill

3,332,927

3,304,685

Other assets

832,745

853,231

$

5,964,418

$

5,917,681

Notes payable and debt due within one year

$

50,000

$

315,000

Accounts payable and accrued liabilities

441,875

443,260

Total current liabilities

491,875

758,260

Long-term debt

1,836,356

1,681,254

Other liabilities

433,952

434,596

Total shareholders' equity

3,202,235

3,043,571

$

5,964,418

$

5,917,681

NORDSON CORPORATION

CONSOLIDATED STATEMENT OF CASH FLOWS (Unaudited)

(Dollars in thousands)

  Six Months Ended

April 30, 2026

April 30, 2025

Cash flows from operating activities:

Net income

$

250,698

$

207,056

Depreciation and amortization

72,900

74,608

Pension settlement charge

24,049

—

Other non-cash items

(4,813

)

7,021

Changes in operating assets and liabilities and other

(21,733

)

(10,393

)

Net cash provided by operating activities

321,101

278,292

Cash flows from investing activities:

Additions to property, plant and equipment

(27,693

)

(37,439

)

Acquisition of business, net of cash acquired

(11,643

)

—

Other - net

(688

)

10,339

Net cash used in investing activities

(40,024

)

(27,100

)

Cash flows from financing activities:

Repayment of long-term debt

(107,105

)

(5,800

)

Repayment of finance lease obligations

(3,753

)

(2,627

)

Dividends paid

(91,642

)

(88,937

)

Issuance of common shares

43,008

2,803

Purchase of treasury shares

(129,303

)

(146,252

)

Net cash used in financing activities

(288,795

)

(240,813

)

Effect of exchange rate change on cash:

1,293

3,826

Net change in cash and cash equivalents

(6,425

)

14,205

Cash and cash equivalents:

Beginning of period

108,442

115,952

End of period

$

102,017

$

130,157

NORDSON CORPORATION

SALES BY GEOGRAPHIC SEGMENT (Unaudited)

(Dollars in thousands)

  Three Months Ended

Sales Variance

April 30, 2026

April 30, 2025

Organic

Acquisitions /
Divestitures

Currency

Total

SALES BY SEGMENT

Industrial Precision Solutions

$

350,466

$

318,847

5.0

%

0.8

%

4.1

%

9.9

%

Medical and Fluid Solutions

212,850

202,809

7.8

%

(3.9

)%

1.1

%

5.0

%

Advanced Technology Solutions

177,531

161,282

8.5

%

—

%

1.6

%

10.1

%

Total sales

$

740,847

$

682,938

6.6

%

(0.8

)%

2.7

%

8.5

%

SALES BY GEOGRAPHIC REGION

Americas

$

308,253

$

292,463

5.9

%

(1.7

)%

1.2

%

5.4

%

Europe

194,459

172,496

6.4

%

(0.3

)%

6.6

%

12.7

%

Asia Pacific

238,135

217,979

7.8

%

(0.1

)%

1.5

%

9.2

%

Total sales

$

740,847

$

682,938

6.6

%

(0.8

)%

2.7

%

8.5

%

Six Months Ended

Sales Variance

April 30, 2026

April 30, 2025

Organic

Acquisitions / Divestitures

Currency

Total

SALES BY SEGMENT

Industrial Precision Solutions

$

677,327

$

619,295

4.1

%

0.4

%

4.9

%

9.4

%

Medical and Fluid Solutions

406,033

396,418

5.3

%

(4.2

)%

1.3

%

2.4

%

Advanced Technology Solutions

326,948

282,645

13.8

%

—

%

1.9

%

15.7

%

Total sales

$

1,410,308

$

1,298,358

6.6

%

(1.1

)%

3.1

%

8.6

%

SALES BY GEOGRAPHIC REGION

Americas

$

570,183

$

560,300

2.9

%

(2.2

)%

1.1

%

1.8

%

Europe

376,920

340,259

3.0

%

(0.2

)%

8.0

%

10.8

%

Asia Pacific

463,205

397,799

14.8

%

(0.1

)%

1.7

%

16.4

%

Total sales

$

1,410,308

$

1,298,358

6.6

%

(1.1

)%

3.1

%

8.6

%

NORDSON CORPORATION

RECONCILIATION OF NON-GAAP MEASURES - NET INCOME TO EBITDA (Unaudited)

(Dollars in thousands)

  Three Months Ended

Six Months Ended

April 30, 2026

April 30, 2025

April 30, 2026

April 30, 2025

Net income

$

117,316

$

112,404

$

250,698

$

207,056

Income taxes

23,858

26,366

54,977

48,569

Interest expense - net

21,580

26,019

44,321

51,637

Pension settlement charge

24,049

—

24,049

—

Other expense (income) - net

10,400

3,961

(10,437

)

2,435

Inventory step-up amortization (1)

1,135

—

1,135

3,135

Severance and other (1)

—

10,313

—

16,274

Acquisition-related costs (1)

534

513

534

1,543

Adjusted operating profit

198,872

179,576

365,277

330,649

Depreciation and amortization

36,315

37,578

72,900

74,608

EBITDA (non-GAAP) (2)

$

235,187

$

217,154

$

438,177

$

405,257

NORDSON CORPORATION

RECONCILIATION OF NON-GAAP MEASURES - ADJUSTED NET INCOME AND EARNINGS PER SHARE (Unaudited)

(Dollars in thousands)

  Three Months Ended

Six Months Ended

April 30, 2026

April 30, 2025

April 30, 2026

April 30, 2025

GAAP AS REPORTED

Net income

$

117,316

$

112,404

$

250,698

$

207,056

Diluted earnings per share

$

2.09

$

1.97

$

4.47

$

3.62

Shares outstanding - diluted

56,100

57,038

56,113

57,265

ADJUSTMENTS

Inventory step-up amortization (1)

$

1,135

$

—

$

1,135

$

3,135

Acquisition costs (1)

534

513

534

1,543

Severance and other (1)

—

10,313

—

16,274

Acquisition amortization of intangibles

19,406

19,696

38,975

39,007

Entity liquidation

—

988

—

988

Non-cash loss (gain) on minority investments (2)

9,827

—

(12,411

)

—

Pension settlement charge

24,049

—

24,049

—

Total adjustments

$

54,951

$

31,510

$

52,282

$

60,947

Adjustments net of tax

$

43,342

$

25,523

$

42,711

$

49,367

EPS effect of adjustments

$

0.77

$

0.45

$

0.76

$

0.86

NON-GAAP

Adjusted net income (3)

$

160,658

$

137,927

$

293,409

$

256,423

Adjusted earnings per share (4)

$

2.86

$

2.42

$

5.23

$

4.48

NORDSON CORPORATION

RECONCILIATION OF NON-GAAP MEASURES - OPERATING CASH FLOW TO FREE CASH FLOW (Unaudited)

(Dollars in thousands)

  Year to Date

April 30, 2026

January 31, 2026

Net cash provided by operating activities

$

321,101

$

140,428

Additions to property, plant and equipment

(27,693

)

(17,513

)

Free cash flow (1)

$

293,408

$

122,915

Free cash flow - quarter to date (1)

$

170,493

Net income

$

250,698

$

133,382

Non-cash loss (gain) on minority investments and pension charge - after-tax

9,383

(16,679

)

Net income excluding non-cash loss (gain) on minority investments and pension loss (2)

$

260,081

$

116,703

Free cash flow conversion (3)

113

%

105

%

Net income excluding non-cash loss (gain) on minority investments and pension charge - quarter to date (2)

$

143,378

Free cash flow conversion - quarter to date (2)

119

%

Year to Date

April 30, 2025

January 31, 2025

Net cash provided by operating activities

$

278,292

$

159,122

Additions to property, plant and equipment

(37,439

)

(21,399

)

Free cash flow (1)

$

240,853

$

137,723

Free cash flow - quarter to date (1)

$

103,130

Net income

$

207,056

$

94,652

Free cash flow conversion (3)

116

%

146

%

Net income - quarter to date (2)

$

112,404

Free cash flow conversion - quarter to date (2)

92

%

Management uses certain non-GAAP measures, such as adjusted net income, adjusted EPS, EBITDA, free cash flow, and free cash flow conversion, internally to make strategic decisions, forecast future results, and evaluate the Company's current performance. Given management's use of these non-GAAP measures, the Company believes these measures are important to investors in understanding the Company's current and future operating results as seen through the eyes of management. In addition, management believes these non-GAAP measures are useful to investors in enabling them to better assess changes in the Company's core business across different time periods. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures to other companies' non-GAAP financial measures, even if they have similar names. Amounts may not add due to rounding.

Nordson (NDSN - Free Report) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $2.42 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.54%. A quarter ago, it was expected that this maker of adhesives and industrial coatings would post earnings of $2.36 per share when it actually produced earnings of $2.37, delivering a surprise of +0.42%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Nordson, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $740.85 million for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.35%. This compares to year-ago revenues of $682.94 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Nordson shares have added about 13% since the beginning of the year versus the S&P 500's gain of 7.4%.

What's Next for Nordson?While Nordson has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Nordson was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.01 on $760.33 million in revenues for the coming quarter and $11.47 on $2.93 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, ATS (ATS - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 28.

This automation services provider is expected to post quarterly earnings of $0.32 per share in its upcoming report, which represents a year-over-year change of +14.3%. The consensus EPS estimate for the quarter has been revised 10% lower over the last 30 days to the current level.

ATS's revenues are expected to be $546.61 million, up 36.7% from the year-ago quarter.

3 Automation-Focused Stocks Flying Under the RadarNordson NASDAQ: NDSN reported record fiscal second-quarter sales and earnings, with management citing broad-based organic growth across all three business segments, stronger order activity and an 18% organic increase in backlog from the prior year.

President and Chief Executive Officer Sundaram Nagarajan said the company delivered record sales of $741 million in the quarter, up 8% from the prior year, including 7% organic growth. He said order entry accelerated during the final two months of the quarter and that all three segments contributed to the company’s organic growth performance.

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3 Industrials Stocks Standing Out for Growth and Analyst Optimism“I’m very pleased to report a strong second quarter where all 3 segments contributed to our organic growth performance, surpassing the midpoint expectations of last quarter’s sales and earnings guidance,” Nagarajan said.

Adjusted earnings per share were $2.86, up 18% from $2.42 a year earlier and $0.06 above the midpoint of Nordson’s quarterly guidance. EBITDA was $235 million, a second-quarter record, and represented 32% of sales. Free cash flow totaled $170 million, with conversion of more than 100% of net income.

Segment Results Show Broad Growth These Quality Dividend Kings Grow their Dividends the FastestExecutive Vice President and Chief Financial Officer Daniel Hopgood said second-quarter sales rose to $741 million from $683 million a year earlier. Currency translation added 3 percentage points to growth, while results were modestly offset by the prior divestiture of the medical contract manufacturing business and partially helped by the acquisition of Capstan AG during the quarter.

Industrial Precision Solutions generated second-quarter record sales of $350 million, up 10% from the prior year. Organic sales increased 5%, supported by improving demand in industrial coating and polymer processing systems, continued growth in precision agriculture and stable demand in broader consumer and industrial markets. Segment EBITDA rose 9% to $124 million, or 35% of sales.

Medical and Fluid Solutions sales were also a second-quarter record at $213 million, up 5% year over year. Organic sales increased 8%, helped by both engineered fluid solutions and medical product lines. Hopgood said the medical product lines showed solid growth after a slower start to the year. EBITDA in the segment was $79 million, or 37% of sales, up from $77 million a year earlier.

Advanced Technology Solutions posted all-time quarterly record sales of $178 million, up 10% from the prior year, including 8% organic growth. Hopgood said the increase was most notable in electronics dispense product lines and reflected ongoing strength in semiconductor demand. Segment EBITDA rose 22% to a record $48 million, while EBITDA margin improved to 27% from 25% a year earlier.

Margins, Cash Flow and Balance Sheet Adjusted operating profit increased 11% year over year to $199 million, equal to 27% of sales. Hopgood said the increase was driven by SG&A leverage on organic sales growth. Incremental EBITDA contribution was about 31%, which he described as on the lower end of Nordson’s typical mid- to upper-30% conversion range but improved from the first quarter and in line with expectations.

Net interest expense declined by $4 million year over year to $22 million, due to lower debt levels and a stable-to-declining rate environment. GAAP net income was $117 million, or $2.09 per share. Hopgood said GAAP results included a $24 million pre-tax charge tied to a pension settlement and $10 million of non-cash mark-to-market charges on minority investments.

Hopgood said Nordson annuitized approximately $113 million, or just under one-third, of its remaining U.S. pension obligation during the quarter, with no cash outlay required. He said the transaction improved the funded status of the remaining pension obligation and favorably affects ongoing pension costs.

At quarter-end, Nordson had $102 million in cash and net debt of approximately $1.8 billion. Its leverage ratio improved to 1.9 times, which Hopgood said was below the low end of the company’s long-term target range. During the quarter, Nordson invested $10 million in capital projects, paid $46 million in dividends, repurchased $43 million in shares and reduced net debt by $93 million.

Capstan Acquisition Expands Precision Agriculture Portfolio Nagarajan said Nordson acquired Capstan AG, a Topeka, Kansas-based precision agriculture technology company, during the quarter. He described Capstan as a North American leader in pulse width modulation systems, which provide nozzle-by-nozzle controls for row crop, orchard, planter and aerial sprayer applications.

The deal was valued at 9 times adjusted EBITDA. Nagarajan said the acquisition gives Nordson’s precision agriculture business another growth platform in North America, particularly with mid-tier OEM customers. Nordson is consolidating its existing North American precision agriculture facilities into Capstan’s Topeka footprint.

In response to an analyst question, Hopgood said Capstan is approximately a $13 million annual revenue business and that a $5 million to $6 million revenue contribution in the second half would be a reasonable modeling estimate.

Guidance Raised on Backlog and Order Momentum Nagarajan said Nordson entered the third quarter with strong order entry and backlog up 18% from the prior year, with all segments contributing. He said foreign exchange, which benefited first-half growth, is expected to be essentially neutral in the second half at current exchange rates.

For the fiscal third quarter, Nordson expects sales of $760 million to $790 million and adjusted earnings of $2.95 to $3.15 per diluted share.

The company also raised its full-year outlook. Nordson now expects fiscal 2026 sales of $2.93 billion to $3.01 billion and adjusted earnings of $11.30 to $11.80 per diluted share. Management said the guidance reflects strong demand momentum while accounting for a range of potential macroeconomic outcomes.

“We have a high level of confidence in the midpoint of our range, and it would take a meaningful slowdown in order activity driven by macro conditions to move us towards the low end,” Nagarajan said. He added that sustained demand trends, particularly in electronics end markets, could position the company to reach the upper end of guidance.

Management Highlights Semiconductors, Medical and Industrial Trends During the question-and-answer session, Hopgood said the Medical and Fluid Solutions segment is returning toward normalized growth, with medical product lines tracking toward the company’s 6% to 8% target. He said a near-term margin headwind in selected interventional medical product lines was tied to a regulatorily required material change that created operational inefficiencies, but management expects to work through the issue.

Nagarajan said medical order entry and backlog growth support confidence that the segment is returning to normalized growth.

On semiconductors, Nagarajan said Advanced Technology Solutions is benefiting from earlier actions to diversify beyond dispense products into test and inspection, broaden its customer base and reposition its operating footprint. He said the company is in the early stages of the semiconductor demand cycle and is participating in technologies related to AI infrastructure, including panel-level packaging and optical fiber applications.

Hopgood declined to provide segment-level backlog figures but said ATS showed particular strength within the company’s 18% backlog increase, suggesting a double-digit increase for the segment and potentially performance in line with or better than the companywide backlog growth.

In Industrial Precision Solutions, management said demand is improving in coatings and plastics, while packaging, product assembly and precision agriculture remain positive. Hopgood said Nordson is operating in an inflationary environment, including tariffs, and is using selective pricing and cost actions to manage pressure. He said the focus for the year is maintaining margins while growing revenue rather than expanding margins in the face of inflation.

Nagarajan closed the call by saying Nordson remains positioned as a diversified precision technology company, supported by its customer-focused model, recurring revenue, proprietary technologies and balance sheet strength.

About Nordson NASDAQ: NDSNNordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company's portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson's offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key Takeaways NDSN beat Q2 estimates as adjusted earnings rose 18% and revenues increased 8% year over year.Nordson raised fiscal 2026 sales and earnings guidance after broad organic sales growth.NDSN saw sales growth across regions and segments, with operating margin up 190 bps. Nordson Corporation’s (NDSN - Free Report) second-quarter fiscal 2026 (ended April 30, 2026) adjusted earnings of $2.86 per share surpassed the Zacks Consensus Estimate of $2.82. The bottom line increased 18% year over year.

Quarterly Results of NDSNNordson’s revenues were $741 million, up 8% from the year-ago fiscal quarter’s number, driven by a 7% organic sales increase across all segments and a favorable currency translation impact of 3%. Revenues surpassed the consensus estimate of $725 million.

While organic sales increased 7% year over year, the net impact from divested sales and the CapstanAG acquisition was unfavorable by 1%. Foreign currency translation had a favorable impact of 3%.

On a regional basis, revenues from the Asia Pacific region were $238.1 million, up 9.2% year over year. Revenues generated from Europe increased 12.7% to $194.5 million, while the metric in the Americas increased 5.4% to $308.3 million.

Nordson reports revenues under three segments. The segments are Industrial Precision Solutions, Medical and Fluid Solutions and Advanced Technology Solutions. A brief snapshot of the segmental sales is provided below:

Revenues from Industrial Precision Solutions amounted to $350.5 million, up 9.9% from the year-ago fiscal quarter’s level. Organic sales increased 5.0% from the year-ago fiscal quarter’s level, while acquisitions/divestitures contributed 0.8% and foreign currency translation had a positive impact of 4.1%.

Revenues from Medical and Fluid Solutions amounted to $212.9 million, up 5.0% from the year-ago fiscal quarter’s level. Organic sales increased 7.8% from the year-ago fiscal quarter’s level. Acquisitions/divestitures decreased sales by 3.9% while foreign currency translation had a positive impact of 1.1%.

Advanced Technology Solutions’ sales were $177.5 million, up 10.1% from the year-ago fiscal quarter’s figure. Organic sales increased 8.5% from the year-ago fiscal quarter’s level, while foreign currency translation had a positive impact of 1.6%.

Nordson’s Margin ProfileNordson’s cost of sales increased 9.0% from the year-ago fiscal quarter’s level to $336.8 million. Gross profit was $404.1 million, up 8.1% from the year-ago fiscal quarter’s level. The gross margin decreased 20 basis points (bps) to 54.5%.

Selling and administrative expenses increased 0.8% year over year to $206.9 million. EBITDA was $235.2 million (up 8% year over year), the margin being 32%. Operating profit was $197.2 million, up 16.9% year over year. Operating margin of 26.6% was up 190 bps from the year-ago quarter.

Net interest expenses totaled $21.6 million, reflecting a 17.1% decrease from the year-ago fiscal quarter’s level.

Nordson’s Balance Sheet & Cash FlowAt the time of exiting the second quarter of fiscal 2026, Nordson’s cash and cash equivalents were $102.0 million compared with $108.4 million recorded at the end of fiscal 2025. Long-term debt was $1.84 billion compared with $1.68 billion recorded at the end of fiscal 2025.

In the first six months of fiscal 2026, NDSN generated net cash of $321.1 million from operating activities, up 15.4% from the last fiscal year period’s tally. Capital invested in purchasing property, plant and equipment totaled $27.7 million, down 26% from the year-ago fiscal period.

NDSN’s Dividends/Share BuybackIn the first three months of fiscal 2026, Nordson paid out dividends of $45.8 million, up 2.7% from $44.6 million in the previous fiscal year period.

Treasury purchase shares amounted to $86 million, up from $43.1 million in the year-ago period.

In the first six months of fiscal 2026, Nordson paid out dividends of $91.6 million, up 3.0% from $88.9 million in the previous fiscal year period.

Treasury purchase shares amounted to $129.3 million, down 11.6% from $146.3 million in the year-ago period.

NDSN’s OutlookFor fiscal 2026 (ending October 2026), NDSN has increased its guidance. The company now projects sales to be in the range of $2.93-$3.01 billion compared with $2.86-$2.98 billion expected earlier. Nordson expects adjusted earnings of $11.30-$11.80 per share compared with $11.00-$11.60 anticipated before.

For third-quarter fiscal 2026 (ending July 2026), it expects to generate sales in the band of $760-$790 million, with adjusted earnings of $2.95-$3.15 per share.

NDSN Zacks RankThe company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other CompaniesGraco Inc. (GGG - Free Report) posted quarterly earnings of 66 cents per share in the first quarter of 2026, missing the Zacks Consensus Estimate of 75 cents per share. This compares with earnings of 70 cents per share a year ago.

Graco posted revenues of $540.1 million for the quarter, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $528.3 million.

Stanley Black & Decker, Inc. (SWK - Free Report) reported first-quarter 2026 adjusted earnings of 80 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 6.7% year over year.

Stanley Black’s net sales of $3.85 billion beat the consensus estimate of $3.74 billion. The top line increased 2.7% from the year-ago quarter.

Ingersoll Rand Inc. (IR - Free Report) reported first-quarter 2026 adjusted earnings of 77 cents per share, which surpassed the Zacks Consensus Estimate of 74 cents. The bottom line increased 7% year over year.

Total revenues of $1.85 billion beat the consensus estimate of $1.83 billion. The top line increased 7.6% year over year.

On May 21, 2026, Nordson Corp NDSN shares rose 3.8% today, bringing the current price to $286.77. The stock has experienced a significant price movement, trading within a 52-week range of $191.99 to $305.28.

GF Value™ verdict: Current price is $286.77, which is 11.4% overvalued compared to the GF Value™ of $257.50.GF Score™ of 93/100 indicates a strong overall performance.Most notable signal: Insider activity shows that insiders sold $22.6M in shares over the last 3 months, with no buying reported. Is NDSN Overvalued or Undervalued? The current price of Nordson Corp NDSN at $286.77 is above the GF Value™ estimate of $257.50, indicating that the stock is overvalued by approximately 11.4%. This situation suggests a potential risk for investors considering an entry point at this valuation. The GF Valuation label categorizes the stock as "Modestly Overvalued," which further emphasizes the caution needed when evaluating the investment.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The current overvaluation may present a risk for investors, as a correction could occur if market conditions shift or if the company fails to meet growth expectations. However, for those already holding the stock, the strong price momentum observed in recent months may provide some reassurance, albeit with the caveat of potential volatility ahead.

How Does NDSN's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 31.0x 28.0x Forward P/E 25.1x N/A The current P/E (TTM) of 31.0x is 10% above Nordson Corp's 5-year median P/E of 28.0x. Additionally, the forward P/E of 25.1x indicates that future earnings are expected to be somewhat more favorable. This P/E analysis supports the GF Value™ verdict of overvaluation, as the stock is trading above its historical valuation levels, suggesting that current prices may not be justified by the company's earnings potential.

What Does NDSN's GF Score™ Tell Us? Metric Rating GF Score™ 93 Financial Strength 6/10 Profitability 9/10 Growth 9/10 Valuation 7/10 Momentum 10/10 The GF Score™ of 93/100 indicates that Nordson Corp possesses a strong overall profile, especially in terms of Profitability (9/10) and Growth (9/10). The highest score is in Momentum (10/10), reflecting the recent strong price performance. However, the Financial Strength score of 6/10 is relatively weaker, suggesting some areas for improvement. Overall, while the company shows robust profitability and growth potential, the mixed signals in financial strength and valuation warrant careful consideration.

What Are Insiders Doing with NDSN Stock? In recent months, insider activity has been notable, with insiders selling a total of $22.6 million in shares and no reported buying. This pattern of selling may indicate a lack of confidence from insiders regarding the current share price or future performance prospects. Such actions can serve as a cautionary signal for potential investors, highlighting the importance of monitoring insider activity as part of a comprehensive investment analysis.

What This Means for Investors Based on the analysis above, Nordson Corp NDSN is currently considered overvalued with a GF Value™ estimate indicating a significant premium to its intrinsic value. The combination of high valuation metrics and recent insider selling patterns suggests that potential investors may need to exercise caution when considering an entry point at this time.

For the complete analysis, visit the Nordson Corp NDSN stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is NDSN's GF Score™?

Nordson Corp's GF Score™ is 93/100, indicating a strong overall performance that suggests potential for higher long-term returns.

Is NDSN overvalued or undervalued?

Nordson Corp is currently overvalued, with a GF Value™ estimate indicating a premium of 11.4% over its intrinsic value.

What is NDSN's P/E ratio?

Nordson Corp's P/E (TTM) is 31.0x, which is 10% above its historical median of 28.0x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].