Nordson CorporationNasdaq: NDSN
Industrials · Industrial Machinery & Supplies & Components
$283.01
-1.89%
Vol: 188K
Research Digest
Friday, May 1, 2026
Q1 2026 strong beat: EPS $2.37 met, record sales from semiconductor demand; guidance raised
Nordson reported Q1 2026 EPS of $2.37 (in line with estimates) on record sales driven by strong semiconductor demand and broad-based segment growth. The company raised full-year guidance citing solid execution and margin stability despite FX and mix headwinds. Analyst sentiment remains bullish with average Buy rating and $320.80 PT (14% upside). NDSN rose 2.02% despite concerns about organic growth rates. Key catalysts include 5G and autonomous vehicle demand.
Previous Market Intelligence
13 daysApr 30Nordson acquires CapstanAG, expanding precision agriculture divisionPositive▶
Nordson announced the acquisition of CapstanAG on April 4, 2026, combining advanced PWM spraying technology with its ARAG product line. The acquisition strengthens Nordson's precision agriculture position. Stock remains stable with modest overnight movement; second quarter dividend declared with earnings due May 27, 2026. No material overnight news reported beyond the strategic acquisition.
Apr 16Nordson Corporation reported record Q1 fiscal 2026 results with increased full-year guidancePositive▶
Nordson Corporation announced record Q1 fiscal 2026 results (reported February 18, 2026) with Q1 2026 EPS of $2.37 (meeting estimates vs. $2.06 YoY). The board increased the dividend by 5% in August 2025, marking 62 consecutive years of annual dividend increases. The company is positioned to benefit from innovation in autonomous vehicles, 5G, and 3D wafer stacking. Stock trades at $279.34 with analyst consensus Buy rating and a 12-month price target of $320.80 (21.93% upside).
Apr 15Nordson acquired CapstanAG to expand precision agriculture; stock up 2.98% in 24 hours on solid operational performance.Positive▶
Nordson announced acquisition of CapstanAG on April 4, 2026, expanding the Precision Agriculture division by combining CapstanAG's Pulse Width Modulation spraying technology with Nordson's ARAG product line. The company reported Q1 FY2026 EPS of $2.37, meeting expectations, with revenue of $669 million exceeding forecasts by $16.18 million. Nordson declared Q2 FY2026 cash dividend of $0.82/share. Stock is up 2.98% in the past 24 hours.
Apr 14Nordson reports Q1 FY26 earnings beat with strong ATS segment growth from semiconductor demand; analysts raise price targets.Positive▶
Nordson reported Q1 FY26 EPS of $2.37 with revenue of $669 million beating forecasts, driven by Advanced Technology Solutions segment strength on higher semiconductor demand. Jefferies raised price target to $300 (Hold), DA Davidson increased to $335 (Buy). Analyst consensus Buy with $320.80 PT.
Apr 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 10Nordson raised dividend 5% (62 consecutive years), beat Q1 2026 EPS estimates; expanding into autonomous vehicles and 5G.Positive▶
Nordson Corporation announced a 5% dividend increase for fiscal 2026, marking 62 consecutive years of annual raises. Q1 2026 EPS was $2.37, meeting estimates, with Q3 sales up 12% YoY to $742 million. The company launched Presto nozzle for super-fine elastic applications. 5 analysts maintain Buy with $320.80 price target (21.93% upside).
Apr 9Nordson reports record Q1 FY2026 sales of $669M, acquires CapstanAG for precision agriculture expansionPositive▶
Nordson reported record first quarter fiscal 2026 sales of $669 million (+8.8% YoY) with adjusted EPS of $2.37 (+15% YoY). Company raised full-year 2026 guidance to $2,860-$2,980 million sales and $11.00-$11.60 EPS. Announced acquisition of CapstanAG on April 4, 2026, expanding precision agriculture offerings with innovative spraying technology for more efficient liquid distribution. Declared quarterly dividend of $0.82 per share for both Q1 and Q2. Stock at $267.57 with 21.93% upside to $320.80 price target from analysts. Strong organic sales growth of 7% and favorable currency translation support positive outlook.
Apr 8Nordson Raises Full-Year Guidance; Board Increases Dividend 5% for 62nd Consecutive YearPositive▶
Nordson reported record fiscal Q1 with $669.5M sales (up 9% YoY) and adjusted EPS of $2.37 (up 15% YoY). Management raised full-year guidance to $2.86-2.98B in sales and adjusted EPS of $11.00-11.60. Board increased dividend 5%, marking 62 consecutive years of annual increases. Analyst consensus Buy with $320.8 price target, 21.93% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Nordson 5% dividend increase, 62 consecutive years; segment realignment announced.Positive▶
Nordson Q3 sales $742M (+12% YoY). Board increased dividend 5%, marking 62 consecutive years of annual increases. Launched Presto nozzle for hygiene applications. FY 2026 EPS guidance 11.0-11.6. DA Davidson raised PT to $335. Announced business segment realignment.
Apr 3Nordson declared $0.82 Q2 2026 dividend and reported strong Q1 with record $669M sales (+9% YoY) and 44% EPS jump.Positive▶
Nordson Corporation declared a fiscal 2026 second quarter dividend of $0.82 per share payable April 3, 2026. The company reported strong Q1 2026 results with record sales of $669 million (+9% YoY) on 7% organic growth and EPS jumping 44% to $2.38. Management raised full-year 2026 sales guidance to $2.86-2.98 billion.
Apr 2Nordson reports record fiscal Q1 2026 sales of $669.5M (+9% YoY), increases dividend 5% to maintain 62-year streak.Positive▶
Nordson delivered record fiscal Q1 2026 with $669.5M sales (+9% YoY) and $2.38 GAAP diluted EPS. Full FY2025: record $2.8B sales (+4%), record $10.24 EPS (+5%), record $661M FCF. FY2026 guidance: sales $2.83-2.95B, adjusted EPS $10.80-11.50. Board increased dividend 5% to $0.82/share (62 consecutive years of increases). Analyst upgrades: Oppenheimer PT $325 (from $285), DA Davidson PT $335 (from $290).
Apr 1Nordson raised full-year 2026 sales guidance to $2.86-2.98B following record Q1 with 9% revenue growth.Positive▶
Nordson reported record fiscal Q1 2026 results with sales of $669M (up 9% YoY). Advanced Technology Solutions segment grew over 20% driven by semiconductor strength. Adjusted EPS increased 15% YoY. CEO sold 41,800 shares for $12.26M.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NDSNNORDSON | $283.01 | -1.89% | +9.6% | 23.3x | 1.01 | $16.1B |
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.