Nordson Corporation (NDSN) AI Stock Analysis

Nordson Corporation specializes in the engineering, manufacturing, and global distribution of products and systems designed for precise dispensing, application, and control of fluids. It operates through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions. Industrial Precision Solutions provides dispensing, coating, and laminating systems for adhesives and lotions, alongside thermoplastic and assembly equipment. Medical and Fluid Solutions produces medical devices such as catheters, cannulas, balloons, syringes, and fluid connections for minimally invasive procedures. Advanced Technology Solutions offers automated dispensing and coating systems, gas plasma surface treatment, and inspection systems including x-ray and optical tools for semiconductor and printed circuit markets.

Nordson increased annual revenue from $2.36B in FY2021 to $2.79B in FY2025, representing a 5-year revenue CAGR of 5.6%. Net income reached $484.5M in FY2025, up from $467.3M in FY2024, with gross margin holding at 55.2% and operating margin reaching 25.9%. Free cash flow reached $661.1M in FY2025 on operating cash flow of $719.2M. Over the trailing twelve months, revenue totaled $2.98B, with an operating margin of 27.4% and diluted EPS of $9.88. For the quarter ended July 31, 2026, quarterly revenue grew 10.3% year-over-year while quarterly earnings expanded 23.0%.

As of July 31, 2026, Nordson held $113.4M in cash and short-term investments against total debt of $1.81B, resulting in net debt of $1.70B. Shareholders' equity stood at $3.27B, supported by a current ratio of 1.82 and a debt-to-equity ratio of 0.55. In FY2025, the company allocated $58.1M to capital expenditures, $306.4M to share buybacks, and $179.1M to dividend payments. Over the trailing five years, share count decreased by 4.7%.

Nordson trades at a trailing P/E of 32.6x and a forward P/E of 24.8x, compared to the median of its S&P 500 Industrials peers of 28.4x and 20.1x, respectively. Its enterprise value-to-EBITDA stands at 21.5x, above the peer median of 17.2x, while its price-to-sales ratio is 6.0x against the peer median of 3.1x. Nordson's stock gained 40.7% over the past year, outperforming the S&P 500 benchmark return of 16.8%, but its 5-year return of 39.7% trails the S&P 500 return of 83.0%.

Nordson pays an annualized forward dividend of $3.76 per share, representing a 1.17% dividend yield and a 29.5% payout ratio. The company distributes dividends quarterly and has paid dividends for 41 consecutive years. Its dividend has grown at an annualized rate of 20.9% over the past five years, with the last ex-dividend date occurring on September 10, 2026.

Wall Street coverage includes 4 Strong Buy, 0 Buy, 2 Hold, and 1 Sell ratings. The mean price target is $349.71, indicating an 8.5% upside from the last close of $322.31. For the fiscal year ending October 31, 2026, analysts estimate EPS of $11.95 on revenue of $3.06B. For the following fiscal year, 7 analysts project EPS of $12.98 on revenue of $3.21B. Nordson has beaten earnings estimates in each of the last 4 quarters, with next earnings scheduled for December 9, 2026.

This page is an AI-written research summary of Nordson Corporation (NDSN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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