The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Nordson (NDSN) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Nordson is a member of the Industrial Products sector. This group ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Industry Overview - The U.S. manufacturing sector is showing signs of recovery after over three years of struggle, with the ISM Manufacturing PMI rising to 52.6 in January from 47.9 in December, marking the highest reading since 2022 and the first expansion in 12 months [1][3][9] - The New Orders Index increased by 9.7% to 57.1%, the highest level since February 2022, while the Production Index rose to 55.9%, a 5.2% increase from December [4][9] Economic Context - Inflation has eased over the past two quarters, and the Federal Reserve cut interest rates by 75 basis points last year, which has reduced borrowing costs and price pressures, thereby driving demand [5] - The Federal Reserve maintained interest rates in the range of 3.5% to 3.75% at the January meeting, indicating openness to further rate cuts depending on inflation trends [6] Investment Opportunities - Four stocks from the manufacturing sector are highlighted for investment: ATS Corporation, Nordson Corporation, Donaldson Company, Inc., and RBC Bearings Incorporated, all carrying a Zacks Rank 2 (Buy) [2] - ATS Corporation is expected to have an earnings growth of 18.9% for the current year, with a 0.8% improvement in the Zacks Consensus Estimate over the past 60 days [7] - Nordson Corporation anticipates a 9.3% earnings growth for the current year, with a 2.3% increase in the Zacks Consensus Estimate [10][11] - Donaldson Company, Inc. expects a 10.1% earnings growth for the current year, with a 0.7% improvement in the Zacks Consensus Estimate [12] - RBC Bearings Incorporated projects an earnings growth of 18.6% for the current year, with a 0.3% increase in the Zacks Consensus Estimate [13]

Nordson Corporation (NASDAQ:NDSN) is included among the Dividend Growth Stocks: 25 Aristocrats. Nordson (NDSN) Balances Dividend Consistency with Disciplined Growth Image by Alexsander-777 from Pixabay Nordson Corporation (NASDAQ:NDSN) has built a loyal following among dividend investors, and it’s easy to see why. The company has raised its dividend for 62 straight years, placing it among the longest-running dividend growth stories in the market. As a high-quality industrial compounder, Nordson continue ...

Nordson Corporation (NDSN) is an Ohio-based precision technology and industrial engineering company. Valued at a market cap of $15.2 billion, it designs, manufactures, and markets highly specialized equipment and systems used to dispense, apply, control, and inspect adhesives, coatings, sealants, biomaterials, polymers, and other fluids across a broad range of end markets, including packaging, electronics, medical, transportation, energy, and consumer products. The company is scheduled to announce its fi ...

In a market becoming obsessed with fast rewards and short-term excitement, it’s easy to overlook the companies quietly doing everything right. Income investors are often pushed toward the flashiest yields or the latest trends, yet the strongest long-term returns tend to come from businesses that consistently grow earnings, steadily raise dividends, and compound value over time. More News from Barchart That is exactly the reason I like to stay on top of the Dividend Kings, particularly those that are ov ...

Core Viewpoint - Investors in the Manufacturing - General Industrial sector should consider Mueller Water Products (MWA) and Nordson (NDSN) for potential value opportunities [1] Group 1: Company Rankings and Outlook - Both MWA and NDSN currently hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3] - The Zacks Rank system emphasizes companies with improving earnings forecasts, which is a key interest for value investors [2] Group 2: Valuation Metrics - MWA has a forward P/E ratio of 17.90, while NDSN has a higher forward P/E of 23.35, suggesting MWA may be more attractively priced [5] - MWA's PEG ratio is 1.19, indicating a better valuation relative to its expected EPS growth compared to NDSN's PEG ratio of 1.80 [5] - MWA's P/B ratio stands at 4.02, compared to NDSN's P/B of 4.82, further supporting MWA's stronger valuation metrics [6] Group 3: Value Grades - MWA has received a Value grade of B, while NDSN has a Value grade of D, indicating that MWA is currently viewed as the superior value option [6][7]

Core Viewpoint - Nordson's recent earnings report shows a mixed performance with adjusted earnings surpassing estimates while revenues fell short, indicating potential challenges ahead for the company [2][3]. Quarterly Results - Adjusted earnings for Q4 fiscal 2025 were $3.03 per share, exceeding the Zacks Consensus Estimate of $2.93, marking a 9% year-over-year increase [2]. - Total revenues reached $751.8 million, a 1% increase from the previous year, but missed the consensus estimate of $769 million [3]. - Organic sales declined by 1.1% year-over-year, while acquisitions contributed positively by 0.6% and foreign currency translation had a favorable impact of 1.5% [3]. Segment Performance - Revenues from the Asia Pacific region were $225.5 million, down 4.4% year-over-year [4]. - European revenues increased by 5.4% to $195.3 million, and revenues in the Americas rose by 2.4% to $331 million [4]. - Industrial Precision Solutions generated $361.7 million, down 1.5% year-over-year, contributing 48% to total revenues [4]. - Medical and Fluid Solutions revenues were $219.5 million, up 9.6% year-over-year, with organic sales increasing by 7.4% [5]. - Advanced Technology Solutions reported $170.6 million, down 3.6% year-over-year, with organic sales decreasing by 4.9% [6]. Margin Profile - Cost of sales decreased by 3.9% to $328.4 million, resulting in a gross profit of $423.5 million, up 5.1% year-over-year, and a gross margin increase of 220 basis points to 56.3% [7]. - Selling and administrative expenses fell by 7% to $208.9 million, while adjusted EBITDA rose by 6.1% to $255.7 million, with a margin of 34% [8]. - Operating income increased by 19.8% to $214.3 million, with an operating margin of 28.5%, up 450 basis points from the previous year [8]. Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q4 fiscal 2025 were $108.4 million, down from $116 million at the end of fiscal 2024 [9]. - Long-term debt decreased to $1.68 billion from $2.10 billion at the end of fiscal 2024 [9]. - Net cash generated from operating activities was $719.2 million, up 29.3% year-over-year, while capital expenditures totaled $58.1 million, down 9.8% [10]. Dividends/Share Buyback - Dividends paid in fiscal 2025 amounted to $179.1 million, an 11% increase from $161.4 million in the previous year [11]. - Share buybacks totaled $306.4 million, significantly up from $33.3 million in the prior year [11]. Outlook - For fiscal 2026, Nordson projects sales between $2.83 billion and $2.95 billion, with adjusted earnings expected to be between $10.80 and $11.50 per share [12]. - For Q1 fiscal 2026, sales are anticipated to be in the range of $630 million to $670 million, with adjusted earnings of $2.25 to $2.45 per share [12]. - Estimates for the stock have been trending upward, leading to a Zacks Rank of 2 (Buy), indicating expectations for above-average returns in the coming months [15].

Nordson Corporation (NASDAQ:NDSN) is included among the 14 Best Dividend Growth Stocks to Buy and Hold in 2026. Analysts Turn More Bullish on Nordson (NDSN) After Strong Q4 Results On December 15, Vertical Research upgraded Nordson Corporation (NASDAQ:NDSN) to Buy from Hold and set a $270 price target. A few days earlier, on December 12, DA Davidson raised its price target on Nordson to $290 from $285 and kept a Buy rating after the company delivered a Q4 earnings beat. The firm pointed to improving ope ...

Core Insights - Nordson Corporation (NDSN) is experiencing strong growth in its Medical and Fluid Solutions segment, with organic sales increasing by 7.4% year over year in Q4 of fiscal 2025 [1][7] - The company has a positive outlook for fiscal 2026, projecting overall sales between $2.83 billion and $2.95 billion, indicating a year-over-year increase of 3.6% at the midpoint [3] Segment Performance - The Medical and Fluid Solutions segment's EBITDA margin improved by 40 basis points year over year in fiscal 2025, driven by organic sales growth, optimization of the manufacturing footprint, and strategic cost reduction initiatives [2][7] - The acquisition of Atrion Corp. in August 2024 has expanded Nordson's medical offerings in infusion and cardiovascular therapies, contributing to the segment's performance [2][7] Market Position and Valuation - Nordson's shares have increased by 6.8% over the past three months, outperforming the industry growth of 4.3% [6] - The company is currently trading at a forward price-to-earnings ratio of 21.51X, which is below the industry average of 21.84X [8] - The Zacks Consensus Estimate for NDSN's fiscal 2026 earnings has risen by 2.3% over the past 60 days [9]