DailyIQ
|
Sector:IndustrialsAll sectors
Last updated 1 minute ago

NDSN·Nordson Corporation

$.
-. (-.%)
After Hours
High
$290.26
Open
$286.60
Market Cap
16.03B
52W High
$307.74
Low
$285.17
P. Close
$286.53
P/E
30.35
52W Low
$207.08
Fwd P/E
23.07
DailyIQ Est.
$325.70
Technical Score (1D)
59
BUY
News Sentiment
-
NO DATA
No summary available yet.
Earnings Summary
NDSN is a global manufacturer of precision fluid‑management and material‑application technologies, operating through industrial, medical, and advanced‑technology segments. In its most recent two quarters, the company reported EPS of $2.37 in Q1 2026 and $2.86 in Q2 2026, a mixed performance compared to $3.03 in Q3 2025 and $2.73 in Q2 2025, while revenue grew from $669.46 million in Q1 2026 to $740.85 million in Q2 2026, continuing the upward trend seen in the preceding quarters. Nordson beat analyst estimates in Q3 2025 and Q2 2025, and in Q1 2026 it narrowly missed EPS expectations but exceeded revenue forecasts; Q2 2026 saw an EPS beat and a revenue miss, resulting in a 50 % beat rate over the last four quarters. Historically, the company has shown consistent revenue growth each quarter, with EPS fluctuating around the guidance range, reflecting the impact of competitive dynamics and margin pressures. Recent news highlights Argus Research’s downgrade of the valuation target to $315, citing concerns over earnings growth and competitive pressure, and the company’s AI semiconductor segment driving revenue growth above expectations, underscoring robust demand for advanced manufacturing solutions. Investors should watch for the upcoming earnings guidance on AI semiconductor demand, dividend declarations, and any changes in competitive dynamics, as these factors directly influence revenue trajectory and earnings stability. Monitoring the company’s guidance on recurring software revenue and the impact of UV curing market expansion will also provide insight into Nordson’s ability to sustain margin growth and support its dividend‑king status in the near term.

EPS

EstBeatMiss
$2.25$2.48$2.71$2.94$3.16Q1'25Q2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$3.06 - -
Q2'26$2.85$2.86+0.5%
Q1'26$2.42$2.37-2.2%
Q3'25$2.93$3.03+3.4%
Q2'25$2.64$2.73+3.5%
Q1'25$2.36$2.42+2.6%

Revenue

EstBeatMiss
$647M$689M$731M$773M$815MQ1'25Q2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$795M - -
Q2'26$743M$741M-0.3%
Q1'26$667M$669M+0.4%
Q3'25 - $752M -
Q2'25 - $742M -
Q1'25 - $683M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

NDSN Stock Snapshot

NDSN is currently trading at $286.59, giving Nordson Corporation a market cap of 16.03B and a P/E ratio of 30.4. Today's range spans $285.17–$290.26, with shares opening at $286.60 and moving up $0.06 (0.0%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD).

Over the past year NDSN has traded between $207.08 and $307.74 - the current price is +38.4% off the 52-week low and -6.9% from the high. 18 analysts cover the stock with a Buy consensus and a mean 12-month target of $319.12 (range $260.00–$345.00), implying upside of +11.4%.

The setup for Nordson Corporation (NDSN) is neither bullish nor bearish - it's patient. Score: 59/100 (HOLD). Sentiment: neutral (-/100). Price: $286.59 (in the upper portion of its 52-week range in $207.08–$307.74). The current P/E ratio stands at 30.4. A large-cap with 16.03B in Industrials market cap in a neutral technical phase is exactly where position-sizing decisions get made before the next trend emerges.

Portfolio construction in Industrials often uses large-cap names like NDSN as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 59/100 (HOLD) at $286.59 (in the upper portion of its 52-week range) and neutral sentiment (-/100) frame the position as a catalyst play within the $207.08–$307.74 annual range rather than a directional bet.