Nordson (NASDAQ:NDSN) Issues Q2 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.700-2.900 for the period, compared to the consensus earnings per share estimate of 2.710. The company issued revenue guidance of $710.0 million-$740.0 million, compared to the consensus revenue estimate of $712.4 million. Nordson also updated its FY 2026 guidance to 11.000-11.600 EPS.

Nordson Price Performance

NDSN traded up $2.42 during trading on Thursday, reaching $301.71. The stock had a trading volume of 77,191 shares, compared to its average volume of 437,473. The business has a 50-day moving average of $263.92 and a 200-day moving average of $240.68. Nordson has a one year low of $165.03 and a one year high of $305.28. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.05 and a current ratio of 1.64. The stock has a market cap of $16.81 billion, a PE ratio of 35.37, a PEG ratio of 2.04 and a beta of 1.01.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.36 by $0.01. The firm had revenue of $669.46 million during the quarter, compared to analyst estimates of $652.68 million. Nordson had a return on equity of 19.64% and a net margin of 17.35%.The company’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.06 earnings per share. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. As a group, equities research analysts anticipate that Nordson will post 10.2 EPS for the current fiscal year.

Nordson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 17th were paid a $0.82 dividend. The ex-dividend date of this dividend was Wednesday, December 17th. This represents a $3.28 annualized dividend and a yield of 1.1%. Nordson’s dividend payout ratio is currently 38.45%.

Analyst Ratings Changes

NDSN has been the topic of several research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. KeyCorp increased their target price on shares of Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday. DA Davidson set a $290.00 price target on shares of Nordson in a research note on Friday, December 12th. Robert W. Baird upped their price target on shares of Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Finally, Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, December 13th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $270.57.

Key Headlines Impacting Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 sales, revenue beat and organic growth: Nordson reported a record first‑quarter with $669M in sales, organic sales up ~7% and revenue modestly above consensus. This supports near‑term revenue momentum. Read More.
• Positive Sentiment: Raised FY‑2026 guidance: Management lifted full‑year EPS guidance to $11.00–$11.60 and revenue guidance to roughly $2.9B–$3.0B (vs. consensus near $2.9B), implying continued confidence in margin expansion and growth. That boost to the outlook is a primary driver of the stock move. Read More.
• Neutral Sentiment: Quarterly EPS roughly in line: Reported EPS (~$2.37) essentially matched/edged past consensus by pennies, while revenue beat estimates — a mixed but overall acceptable beat for investors focused on growth and margins. Read More.
• Neutral Sentiment: Margins and ROE look healthy: Net margin (~17%) and ROE (~19.6%) remain strong, supporting the premium valuation; investors will watch whether operating cash flow trends keep pace with earnings. Read More.
• Negative Sentiment: Insider sales and institutional trimming: Recent disclosures show company insiders sold shares and some large institutions trimmed positions materially in Q4, which can weigh on investor sentiment despite the quarter’s strength. Read More.
• Negative Sentiment: Mixed cash‑flow metrics: Operating cash flow and cash balances were lower year‑over‑year per some reports, which investors may flag if the trend continues despite higher reported net income. Read More.

Hedge Funds Weigh In On Nordson

Several hedge funds and other institutional investors have recently modified their holdings of NDSN. Corient Private Wealth LLC lifted its position in shares of Nordson by 3,401.2% in the 4th quarter. Corient Private Wealth LLC now owns 191,096 shares of the industrial products company’s stock worth $45,945,000 after purchasing an additional 185,638 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in Nordson by 2.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 15,599 shares of the industrial products company’s stock worth $3,750,000 after buying an additional 350 shares in the last quarter. Mackenzie Financial Corp lifted its holdings in Nordson by 861.5% in the fourth quarter. Mackenzie Financial Corp now owns 17,182 shares of the industrial products company’s stock worth $4,183,000 after buying an additional 15,395 shares during the period. SummitTX Capital L.P. bought a new stake in Nordson during the 4th quarter valued at approximately $886,000. Finally, Occudo Quantitative Strategies LP bought a new stake in Nordson during the 4th quarter valued at approximately $1,128,000. 72.11% of the stock is owned by institutional investors.

About Nordson

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.