NDSN · NASDAQ · Industrial - Machinery

Nordson

Builds precision dispensing, medical fluid, and electronics inspection systems for global production lines.

$324.59
After-hours close+0.04 (+0.01%)
At close$324.55(−1.90%)
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Profile

Nordson CorporationNDSNIndustrials

Sells precision dispensing, coating, polymer-processing, medical fluid, interventional, and electronics inspection systems through three specialized segments. Revenue comes from equipment and components paired with application engineering, direct sales, service, and distributors, while most sales are generated outside the United States.

Engineers precision equipment and components that dispense, apply, control, test, inspect, treat, or cure adhesives, coatings, polymers, biomaterials, and other fluids. Industrial Precision Solutions covers adhesive and coating systems, polymer processing, packaging and nonwovens, product assembly, and precision agriculture. Medical and Fluid Solutions supplies engineered fluid components, interventional devices, and surgical products. Advanced Technology Solutions provides electronics dispensing, plasma treatment, and test, inspection, and measurement systems.

Combines application engineering with direct sales, technical support, and distributors to tailor equipment to production processes, improve uptime and line speed, and reduce material use. Operations span the Americas, Europe, and Asia, with most revenue generated outside the United States. Demand reaches industrial, consumer, medical, electronics, and semiconductor manufacturing; the global footprint depends on trade rules, tariffs, currency movements, and component availability.

Company facts

CEOSundaram Nagarajan
ListedMar 18, 1980
ExchangeNASDAQ
HeadquartersWestlake, OH
CountryUnited States
Employees8,000
CIK0000072331
ISINUS6556631025

Key statistics

Market cap$18.09B
EPS (ttm)$9.89
P/E (ttm)32.82
ROE17.6%
P/B5.53
P/S6.07
Dividend yield1.01%
Beta0.85vs XLI 0.80

Year to date +34.6% · Average volume (30d) 366.1K

Analysts

Price target, next 12 months$360.00+10.9%Median of 21 analysts · vs the Aug 28 close
ConsensusBuy13 of 21 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 24, 2026Industrial Alliance SecuritiesTarget$375
Aug 21, 2026OppenheimerReiterateOutperform$335$370
Aug 21, 2026Robert W. BairdTarget$314$351
Aug 20, 2026KeyBancReiterateBuy$325$360
May 29, 2026OppenheimerReiterateOutperform$325$335

Earnings

EPS

Estimate$3.09
Reported$3.25+5.2%

Revenue

Estimate$779.5M
Reported$817.7M+4.9%

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 19, 2026Q3 FY26$3.09$3.25+5.2%$779.5M$817.7M+4.9%+8.00%
May 20, 2026Q2 FY26$2.82$2.86+1.4%$728.8M$740.8M+1.7%+3.83%
Feb 18, 2026Q1 FY26$2.37$2.370.0%$652.8M$669.5M+2.6%−1.79%
Dec 10, 2025Q4 FY25$2.93$3.03+3.4%$761.0M$751.8M−1.2%−0.80%
View details

Financial highlights

12 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$682.9M$741.5M$751.8M$669.5M$740.8M$817.7M
Gross profit$373.9M$406.5M$423.5M$366.1M$404.1M$453.7M
Operating income$168.8M$187.8M$214.3M$166.4M$197.2M$223.1M
Net income$112.4M$125.8M$151.6M$133.4M$117.3M$152.8M
Diluted EPS$1.97$2.21$2.69$2.38$2.09$2.73
Gross margin54.7%54.8%56.3%54.7%54.5%55.5%
Operating margin24.7%25.3%28.5%24.9%26.6%27.3%

Fiscal years (4-quarter sums)FY21 $2.36B · FY22 $2.59B · FY23 $2.63B · FY24 $2.69B · FY25 $2.79B

Revenue by product · Q3 FY26

Industrial Precision Solutions$367.2M · 45%
Medical And Fluid Solutions$230.5M · 28%
Advanced Technology Systems$219.9M · 27%

Revenue by geography · Q3 FY26

Asia Pacific Excluding Japan$293.8M · 60%
Europe$192.4M · 40%

Balance sheet, Jul 31, 2026Cash & short-term investments $113.4M · Total debt $1.81B · Total assets $5.95B · Shareholders' equity $3.27B

Dividends

Next ex-date
Sep 10, 2026
in 12 days
Annual dividend
$3.28
per share
Dividend yield
1.01%
Schedule
Quarterly
4 payments a year

Raised for 38 straight years — most recently to $0.82 from $0.78 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 18, 2026Jun 18Jul 6$0.82
Mar 19, 2026Mar 19Apr 3$0.82
Dec 17, 2025Dec 17Jan 2$0.82
Sep 11, 2025Sep 11Sep 25$0.82raised from $0.78
Jun 18, 2025Jun 19Jul 3$0.78
Mar 20, 2025Mar 20Apr 3$0.78
Jan 2, 2025Jan 2Jan 16$0.78
Aug 27, 2024Aug 27Sep 10$0.78raised from $0.68
View details

Ownership

Institutions 114.90%Insiders

Shares outstanding 55.72M · Float 52.51M · 94.2% free float

Insiders — no current Form 4 position.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.4.14M7.43%13FAug 7, 2026
Vanguard Capital Management LLC3.47M6.22%13FAug 13, 2026
State Street Corp2.98M5.34%13FAug 7, 2026
Jennifer A. Savage2.95M5.17%13GJan 2, 2025
Vanguard Portfolio Management LLC2.36M4.24%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Jennifer L. Mcdonoughofficer: EVP, GC, and Secretary−260$336.00
Aug 26, 2026Daniel Roy Hopgoodofficer: EVP, CFO−1,329$334.29
Apr 17, 2026Srinivas Subramanianofficer: Executive Vice President−3,100$280.00
Apr 15, 2026Milton Mayo Morrisdirector−245$273.87
Apr 8, 2026Justin E. Hallofficer: EVP−716$275.82
View details

Peers

  • Graco

    Closest public peer in fluid handling, coatings, and dispense.

  • IDEX

    Precision-fluidics peer across pumps, valves, and medical flow.

  • Dover

    Polymer-processing and fluid-transfer peer in selected niches.

  • Illinois Tool Works

    Diversified overlap in adhesives, coatings, electronics, and packaging.

  • Onto Innovation

    Semiconductor inspection and metrology peer for ATS.

  • Teleflex

    Medical-device peer in vascular, catheter, and fluid delivery.

  • Merit Medical Systems

    Interventional-device peer in catheters and fluid-management tools.

  • CNH Industrial

    Precision-agriculture peer through Raven application controls.

CompareAfter-hours close

CompanyPriceChange
Nordson$324.59+0.01%$18.09B32.825.86.1+10.3%
Graco$79.30+0.01%$12.84B25.023.55.7+3.3%
IDEX$230.28+0.05%$16.98B33.125.24.7+6.4%
Dover$199.49+0.43%$26.76B24.017.63.2+6.9%
Illinois Tool Works$279.80−0.11%$80.58B25.423.84.9+6.1%
Onto Innovation$272.00+0.48%$13.47B101.826.412.0+35.3%
Teleflex$139.67−0.01%$6.18B15.22.4−27.0%
Merit Medical Systems$90.49+0.10%$5.40B37.420.73.4+9.5%
CNH Industrial$11.680.00%$14.48B47.021.10.8+2.0%
Median33.122.34.1+6.3%