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NDSNNordson Corporation
$286.03$15.9B
Overview & Verdict
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NDSN logoNordson Corporation(NDSN)Earnings, Financials & Key Ratios

NDSN•NASDAQ
$286.03
33.6× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryIndustrial MachinerySub-IndustryIndustrial automation and controls
AboutNordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids worldwide. It operates through two segments, Industrial Precision Solutions (IPS) and Advanced Technology Solutions (ATS). The IPS segment provides dispensing, coating, and laminating systems for adhesives, lotions, liquids, and fibers to disposable products and roll goods; automated adhesive dispensing systems used in packaged goods industries; components and systems used in the thermoplastic melt stream; and product assembly systems for use in paper and paperboard converting applications, and manufacturing roll goods, as well as for the assembly of plastic, metal, and wood products. It also offers automated and manual dispensing products and systems to apply adhesive and sealant materials; dispensing and curing systems to coat and cure containers; systems to apply liquid paints and coatings to consumer and industrial products; and systems to apply powder paints and coatings to metal, plastic, and wood products, as well as ultraviolet equipment for use in curing and drying operations for specialty coatings, semiconductor materials, and paints. The ATS segment provides automated dispensing systems for the attachment, protection, and coating of fluids, as well as related gas plasma treatment systems for cleaning and conditioning surfaces; precision manual and semi-automated dispensers, minimally invasive interventional delivery devices, plastic molded syringes, cartridges, tips, fluid connection components, tubing, balloons, and catheters; and bond testing and automated optical, acoustic microscopy, and x-ray inspection systems for use in semiconductor and printed circuit board industries. The company markets its products through direct sales force, as well as distributors and sales representatives. Nordson Corporation was founded in 1935 and is headquartered in Westlake, Ohio.Show more
  • Revenue$2.79B+3.8%
  • EBITDA$875M+8.0%
  • Net Income$484M+3.7%
  • EPS (Diluted)8.51+4.9%
  • Gross Margin55.16%-0.2%
  • EBITDA Margin31.34%+4.0%
  • Operating Margin25.94%+3.5%
  • Net Margin17.35%-0.1%
  • ROE16.21%-4.1%

NDSN Price & Volume

Nordson Corporation (NDSN) stock price & volume — 10-year historical chart

Loading chart...

Precision Dispensing Resilience Amid Cyclical Revenue Volatility

Investment Thesis • Updated 2026Q2

VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Acquisition-driven goodwill concentration

Key Thesis Takeaways

  • Nordson Corporation maintains a high-quality industrial profile characterized by consistent gross margins exceeding 54% and an asset-light model that supports long-term shareholder value.
  • While the company demonstrates strong operational discipline with operating margins reaching 28.5% in 2025Q4, investors should monitor the significant goodwill concentration of $3.3B and the inherent cyclicality of its semiconductor and medical end-markets.
  • Future performance appears contingent on management's ability to integrate acquisitions effectively while navigating the revenue fluctuations that saw growth swing from a 2.8% contraction to a 12.1% expansion within recent quarters.

Verdict Logic

while the company maintains a healthy current ratio of 2.60 and strong cash generation, the current P/E TTM of 35.43 appears to fully price in the cyclical recovery, suggesting limited near-term upside.

NDSN Growth Metrics

Nordson Corporation (NDSN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years5.16%
5 Years5.65%
3 Years2.53%
TTM7.37%

Profit CAGR

10 Years8.66%
5 Years14.19%
3 Years-1.9%
TTM18.27%

EPS CAGR

10 Years9.45%
5 Years14.79%
3 Years-1.15%
TTM20.44%

Return on Capital

10 Years16.71%
5 Years17.03%
3 Years14.83%
Last Year13.62%

NDSN Recent Earnings

Nordson Corporation (NDSN) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 20, 2026
Metric
Actual
Est
EPS
$2.86+1.4%
$2.82
Rev
$741M+1.7%
$729M
Q1 2026
Feb 18, 2026
Metric
Actual
Est
EPS
$2.37+0.0%
$2.37
Rev
$669M+2.6%
$653M
Q4 2025
Dec 10, 2025
Metric
Actual
Est
EPS
$3.03+3.4%
$2.93
Rev
$752M-1.2%
$761M
Q3 2025
Aug 20, 2025
Metric
Actual
Est
EPS
$2.73+3.4%
$2.64
Rev
$742M+2.5%
$724M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 20, 2026
$2.86vs $2.82+1.4%
$741Mvs $729M+1.7%
Q1 2026Feb 18, 2026
$2.37vs $2.37+0.0%
$669Mvs $653M+2.6%
Q4 2025Dec 10, 2025
$3.03vs $2.93+3.4%
$752Mvs $761M-1.2%
Q3 2025Aug 20, 2025
$2.73vs $2.64+3.4%
$742Mvs $724M+2.5%
Based on last 12 quarters of dataView full earnings history →

Latest NDSN News

Recent stock market news and headlines for Nordson Corporation (NDSN)

Seeking Alpha·4 days ago
Nordson Corporation: AI Semiconductor Strength Drives Financial Results

Nordson Corporation reported solid Q2 results, with non-GAAP EPS of $2.87 and revenue of $741M, both exceeding consensus estimates. NDSN achieved approximately 8.5% year-over-year revenue growth in Q2, driven by continued strength in Advanced Technology Solutions. I previously rated NDSN a Hold due to a slight overvaluation; however, I am upgrading NDSN to a Buy based on AI-related tailwinds and a favorable valuation.

24/7 Wall Street·Jul 1, 2026
The 3 Best Dividend Aristocrats for 2026: The Halftime Scorecard

On January 1, 2026, we published The 3 Best Dividend Aristocrats to Buy in 2026, naming Aflac (NYSE: AFL | AFL Price Prediction), Lowe's (NYSE: LOW), and Nordson (NASDAQ: NDSN) as the three most compelling names on the Aristocrat roster.

Peers Comparison

Key metrics vs top competitors for Nordson Corporation (NDSN)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
NDSN logoNDSNNordson CorporationCurrent
$286.03$15.94B33.613.78%17.35%16.21%1.1%
ITW logoITWIllinois Tool Works Inc.
$271.09$78.13B25.840.92%19.32%97.35%—
GGG logoGGGGraco Inc.
$75.20$12.48B24.425.83%22.96%19.65%—
IEX logoIEXIDEX Corporation
$221.07$16.44B34.495.77%14.38%12.62%—
ROP logoROPRoper Technologies, Inc.
$363.76$37.44B25.6212.26%21.12%8.75%—
DHR logoDHRDanaher Corporation
$194.19$137.44B38.532.9%14.89%7.06%—

Compare NDSN vs Peers

Nordson Corporation (NDSN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ITW

Most directly comparable listed peer for NDSN.

Scale Benchmark

vs AMAT

Larger-name benchmark to compare NDSN against a more recognizable public peer.

Peer Set

Compare Top 5

vs ITW, GGG, IEX, ROP

NDSN SEC Filings & Documents

Nordson Corporation (NDSN) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 20, 2026·SEC

Material company update

Mar 4, 2026·SEC

Material company update

Feb 18, 2026·SEC

10-K Annual Reports

3
FY 2025

Dec 17, 2025·SEC

FY 2024

Dec 18, 2024·SEC

FY 2023

Dec 20, 2023·SEC

10-Q Quarterly Reports

6
FY 2026

May 21, 2026·SEC

FY 2026

Feb 19, 2026·SEC

FY 2025

Aug 21, 2025·SEC

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NDSN Frequently Asked Questions

Nordson Corporation (NDSN) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Nordson Corporation's revenue?

Nordson Corporation (NDSN) reported $2.90B in revenue for fiscal year 2025. This represents a 376% increase from $609.4M in 1996.

How fast is Nordson Corporation growing?

Nordson Corporation (NDSN) grew revenue by 3.8% over the past year. Growth has been modest.

Is NDSN profitable?

Yes, Nordson Corporation (NDSN) is profitable, generating $528.1M in net income for fiscal year 2025 (17.4% net margin).

Dividend & Returns
Does NDSN pay dividends?

Yes, Nordson Corporation (NDSN) pays a dividend with a yield of 1.10%. This makes it attractive for income-focused investors.

What is NDSN's return on equity?

Nordson Corporation (NDSN) has a return on equity (ROE) of 16.2%. This is reasonable for most industries.

What is Nordson Corporation's free cash flow?

Nordson Corporation (NDSN) generated $718.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in NDSN back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →