Nordson Corporation

Nordson Corporation

NDSNยทNASDAQ

$289.45

+0.60%
IndustrialsIndustrial - Machinery

Nordson 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.

At a Glance

Live Snapshot
Market Cap$16.13B
EPS8.5600
P/E Ratio27.10
Earnings Date08/19/2026
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Nordson Corporation Street Expectations Map

NDSN ยท NASDAQ

Wall Street analysts project that NDSN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 314.83, with estimates ranging from a low of 270.00 to a high of 345.00.

Lowest Target
270.00
-6.72%
Consensus Target
314.83
8.77%
Highest Target
345.00
19.19%

The consensus 1-year price target stands at 314.83, with estimates ranging from a low of 270.00 to a high of 345.00.

Analyst Consensus Analysis

Upside Potential

+8.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.86x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Nordson Corporation Forward Estimates of Revenue

NDSN ยท NASDAQ
Latest Revenue
2.79B
FY 2025
Avg Estimate
2.91B
FY 2026
Estimate Range
2.90B - 2.92B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nordson Corporation Forward Estimates of Net Income

NDSN ยท NASDAQ
Latest Net Income
484.47M
FY 2025
Avg Estimate
639.98M
FY 2026
Estimate Range
635.69M - 644.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+32.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nordson Corporation Forward Estimates of EPS

NDSN ยท NASDAQ
Latest EPS
8.56
FY 2025
Avg Estimate
$11.26
FY 2026
Estimate Range
$11.17 - $11.32
Analyst Spread

Forward Growth Analysis

Projected Growth+31.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Nordson Corporation Forward Estimates of EBIT

NDSN ยท NASDAQ
Latest EBIT
724.27M
FY 2025
Avg Estimate
709.79M
FY 2026
Estimate Range
707.34M - 712.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nordson Corporation Forward Estimates of EBITDA

NDSN ยท NASDAQ
Latest EBITDA
874.79M
FY 2025
Avg Estimate
843.23M
FY 2026
Estimate Range
840.32M - 846.14M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nordson Corporation Forward Estimates of SG&A Expense

NDSN ยท NASDAQ
Latest SG&A Expense
747.27M
FY 2025
Avg Estimate
678.59M
FY 2026
Estimate Range
676.25M - 680.93M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Nordson Corporation Insider Positioning

NDSN ยท NASDAQ

During the last 12 months, insiders have sold $18.15M worth of NDSN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

2.9K

796.59K

Net Activity

-797K

-$797K

3-6 Months

Bought

0

0.00

Sold

48.1K

14.10M

Net Activity

-14.1M

-$14.10M

6-9 Months

Bought

0

0.00

Sold

13.9K

3.25M

Net Activity

-3.2M

-$3.25M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
NS

Nagarajan Sundaram

Director, Officer: President And Ceo

41.8K sharesโ€ข1 transactions

$12.26M

2
KJP

Kelley Joseph P

Officer: Executive Vice President

10.8K sharesโ€ข3 transactions

$2.91M

3
DJE

Devries James E

Officer: Executive Vice President

9.1K sharesโ€ข1 transactions

$2.13M

4
SS

Subramanian Srinivas

Officer: Executive Vice President

1.9K sharesโ€ข1 transactions

$532K

5
HJE

Hall Justin E

Officer: Evp

716 sharesโ€ข1 transactions

$197K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $18.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$797K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.