Nordson CorporationNasdaq: NDSN
Industrials · Industrial Machinery & Supplies & Components
$295.94
+3.20%
Vol: 28K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14Oppenheimer reiterated Outperform on Nordson and raised its price target to $335 from $325 on June 11.Positive▶
On June 11, 2026, Oppenheimer maintained an Outperform rating on Nordson and lifted its price target to $335 from $325, the only fresh dated catalyst within the window. The call follows Nordson's record fiscal Q2 2026 results, with sales of $741M up 8% year over year, adjusted EPS of $2.86 up 18%, record Q2 EBITDA of $235M (32% of sales), and raised full-year guidance, with Q3 EPS guided to $2.95-$3.15. The bull case is broad-based organic growth across all segments plus acquisition contribution; the bear case is persistent concern about the durability of organic growth and broader industrial demand.
May 21Nordson posted record Q2 FY26 results on May 20 with sales of $741M (+8%) and adjusted EPS of $2.86 (+18%), and raised full-year guidance to $2.97B revenue.Positive▶
Nordson Corporation reported record fiscal Q2 2026 results after market close on May 20, 2026. Sales hit a Q2 record of $741 million, up 8% year-over-year on 7% organic growth and 3% favorable FX. Adjusted diluted EPS reached $2.86, up 18% from $2.42, with EBITDA also a Q2 record at $235 million (32% of sales). All three segments delivered record or higher Q2 sales, and backlog rose 18% year-over-year. Management lifted full-year revenue guidance to a midpoint of $2.97 billion from $2.92 billion and guided Q3 revenue to $775 million at the midpoint, 1% above Street estimates. EPS narrowly missed consensus of $2.88 by $0.02.
May 20Nordson reports fiscal Q2 2026 earnings after the close on May 20, with consensus EPS at $2.85 and revenue at $733M amid cautious analyst sentiment.Mixed▶
Nordson Corporation will release its fiscal second quarter 2026 earnings on May 20, 2026 after the market close, with the Street expecting EPS of approximately $2.85 (implying 17.8% growth from $2.42 a year earlier) and revenue of about $733.3 million (a 1.1% YoY decline from $741.5 million). Some forecasts target revenue closer to $728.8 million. Pre-earnings sentiment is mixed, tempered by recent analyst downgrades and insider share sales that have offset otherwise positive expectations. Nordson has shown strong sector performance with a 17.9% year-to-date return but faces valuation concerns at a forward P/E of 25 and mixed organic revenue signals. The stock is down 2.2% over the last month at approximately $276.75, against an average analyst price target of $310.50. Q1 had shown revenue of $669.5 million (up 8.8% YoY) but missed organic revenue estimates.
May 19Nordson set to report Q2 FY2026 earnings May 20 after the close, with Street expecting ~$2.79 EPS amid mixed sentimentMixed▶
Nordson Corporation announced it will release Q2 FY2026 earnings on May 20, 2026 after the market close. Wall Street consensus is approximately $2.79 EPS on revenue of roughly $728.8M, with the revenue outlook representing a slight 1.1% decline from year-ago $741.5M. The stock most recently traded at $282.66, down 0.31% on May 14, and is down 2.2% over the last month heading into earnings. Sentiment ahead of the release is mixed, with recent analyst downgrades and insider share sales tempering otherwise positive expectations. Investors will focus on second-half FY2026 guidance covering electronics assembly, packaging, automotive, and medical device end markets. Average analyst price target is $310.50 versus current ~$276.75 share price.
May 18Nordson scheduled to report Q2 FY2026 earnings on May 20, 2026 with cautious investor sentiment amid recent downgrades and insider selling.Neutral▶
Nordson Corporation will release Q2 fiscal year 2026 earnings on May 20, 2026 after market close. Wall Street is approaching results cautiously following recent analyst downgrades and insider selling, with focus on demand commentary for electronics assembly, packaging, automotive, and medical end markets. Nordson Test & Inspection announced a strategic partnership with Quiptech Mexico on May 1, and Nordson Polymer Processing Systems made a presence at Munster, Germany on May 4. Average analyst price target sits at $320.80, implying ~13.8% upside from $281.85. Dividend yield is 1.14%.
May 15Nordson set to report fiscal Q2 2026 earnings May 20 with analysts projecting 15.3% EPS growth YoY amid 8.5% 30-day stock return.Neutral▶
Nordson Corporation announced it will release fiscal Q2 2026 earnings after the close on May 20, 2026, with a webcast May 21 at 8:30 a.m. ET. Analysts project fiscal Q2 EPS to rise 15.3% year-over-year. The stock has shown a 30-day return of 8.5% and one-year total shareholder return of 52.1%, with a 17.7% YTD return outpacing sector averages. NDSN trades around $282.66 with a forward P/E of 24.44. On May 1, director Anette K. Clayton received 2,098 shares via deferred stock conversion. WallStreetZen analysts project a $320.80 price target by February 2027.
May 14Nordson set to report fiscal Q2 2026 earnings on May 20 with consensus calling for 15.3% EPS growthPositive▶
Nordson Corporation will release fiscal Q2 2026 earnings on May 20, 2026, after market close. Analysts project EPS of $2.79 on revenue of $728.8 million, implying 15.3% year-over-year EPS growth. Shares have rallied with a 30-day return of 8.5% and one-year total shareholder return of 52.1%, reflecting investor optimism about strong end-market demand and execution. The Test & Inspection division also announced a strategic partnership with Quiptech Mexico early in May to expand market presence. Average 5-analyst price target stands at $320.80 (high $335, low $295) with Buy consensus. Risks include organic sales growth concerns and event risk into the May 20 print.
May 13Nordson set to release Q2 FY2026 earnings on May 20 with analysts projecting 15.3% EPS growth and stock up 8.5% over 30 daysPositive▶
Nordson Corporation will release its second quarter fiscal year 2026 earnings on May 20, 2026, after market close. Analysts project Q2 FY2026 EPS to rise 15.3% year-over-year, indicating strong growth potential. The stock has gained 8.5% over the past 30 days and delivered a one-year total shareholder return of 52.1%. On May 4, Nordson Test & Inspection announced a strategic partnership with Quiptech Mexico to expand market presence, while Nordson Electronics Solutions won the EM China Innovation award for Best Supplier of the Year. Full-year 2026 EPS forecast is $11.68 (range $11.07-$12.16). Wall Street's average price target sits at $320.80.
May 12No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 11Nordson Test & Inspection partnered with Quiptech Mexico on May 1 to expand market presence ahead of May 20 Q2 earnings.Positive▶
Nordson Test & Inspection announced a strategic partnership with Quiptech Mexico on May 1, 2026 to expand market presence in the region. Separately, Nordson set its Q2 FY26 earnings release for May 20 after the close. The setup is positive: Q1 EPS of $2.37 met estimates and was up from $2.06 a year ago, and the company raised full-year 2026 sales outlook to $2.86-$2.98B on robust Advanced Technology Solutions demand from semiconductors and electronics. Analysts expect Q2 EPS up 15.3% YoY, and the stock has returned 8.5% over 30 days and 17.7% YTD, outperforming peers. Risk: cyclical semiconductor exposure.
May 8Cut 2026 guidance after Q2 revenue miss; stock fell 5.5% despite slight EPS beatNegative▶
Nordson reported Q2 results with revenue below Wall Street expectations, prompting management to cut full-year guidance. Despite adjusted EPS coming in slightly ahead of forecasts, the revenue miss and guidance reduction sparked investor concern. Analysts project fiscal Q2 2026 EPS to rise 15.3% YoY. The company will release Q2 results on May 20, 2026. Analysts have raised price targets amid solid execution but remain concerned about organic sales growth.
May 7Nordson raises Q2 2026 EPS forecast to +15.3% on strong semiconductor demand and record Q1 performancePositive▶
Nordson reported strong Q1 2026 with EPS of $2.37 matching estimates, up 14.6% YoY. Record Q1 sales and earnings were driven by robust semiconductor demand and broad-based segment growth with steady margins despite mix and FX headwinds. Analysts project Q2 2026 EPS to rise 15.3% YoY. The company increased its dividend 5% marking 62 consecutive years of increases.
May 6Nordson reports Q1 FY2026 results with EPS of $2.37 and analysts expect 15.3% EPS growth in Q2Positive▶
Nordson reported Q1 FY2026 earnings per share of $2.37, meeting estimates compared to $2.06 in the prior year quarter. The company increased its dividend by 5% in August 2025, marking 62 consecutive years of annual dividend increases. In September 2025, Nordson Medical completed divestiture of select contract manufacturing products to narrow focus on proprietary medical components. The company achieved strong momentum with a 52.1% total shareholder return over the past year. Analysts expect Q2 2026 EPS to rise 15.3% year-over-year, driven by robust performance in its Advanced Technology Solutions segment.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NDSNNORDSON | $295.94 | +3.20% | +3.6% | 23.2x | 0.99 | $16.0B |
| PHPARKER | $929.61 | +7.50% | +0.7% | 25.4x | 1.18 | $109.0B |
| ITWILLINOIS | $261.80 | +4.75% | +0.2% | 20.5x | 1.05 | $71.9B |
| GWWWW | $1,317.46 | +6.31% | -2.0% | 24.6x | 1.04 | $58.5B |
| DOVDOVER | $222.33 | +7.01% | -1.4% | 17.9x | 1.21 | $28.0B |
| IRINGERSOLL | $77.46 | +10.22% | +0.4% | 18.3x | 1.25 | $27.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.