Core Insights - Nordson Corporation is a key player in the manufacturing sector, focusing on precision technology solutions across various industries, including electronics, medical, and industrial markets [1] - The company is set to release its quarterly earnings on December 10, 2025, with analysts predicting an EPS of $2.93, reflecting a 5.4% increase from the previous year, indicating strong performance [2][6] - Projected revenue for the quarter is $769 million, representing a 3.3% increase year-over-year, showcasing successful market expansion and product enhancement strategies [3][6] Financial Metrics - The price-to-sales ratio is 4.73, and the enterprise value to sales ratio is 5.48, indicating a positive market valuation of Nordson's revenue-generating capabilities [3] - The enterprise value to operating cash flow ratio stands at 24.89, highlighting strong cash-generating ability, while the earnings yield is 3.42%, suggesting reasonable returns for shareholders [4] - A current ratio of 1.69 indicates the company's ability to meet short-term liabilities, and a debt-to-equity ratio of 0.74 reflects a balanced financing approach [5][6]

Core Insights - Analysts project Nordson (NDSN) will report quarterly earnings of $2.93 per share, a 5.4% increase year over year, with revenues expected to reach $769 million, reflecting a 3.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] Revenue Projections - 'Net Sales- Industrial Precision Solutions' is projected to be $360.05 million, showing a year-over-year decline of 8.2% [4] - 'Net Sales- Advanced Technology Solutions' is expected to reach $180.73 million, indicating a year-over-year increase of 18.8% [4] - 'Net Sales- Medical and Fluid Solutions' is forecasted at $228.03 million, reflecting a 13.9% increase from the prior-year quarter [5] Operating Profit Estimates - 'Operating profit (loss)- Advanced Technology Solutions' is estimated at $39.78 million, up from $33.46 million reported in the same quarter last year [5] - 'Operating profit (loss)- Medical and Fluid Solutions' is projected to be $69.98 million, compared to $44.26 million in the same quarter last year [6] - 'Operating profit (loss)- Industrial Precision Solutions' is estimated at $118.84 million, down from $126.25 million reported in the same quarter of the previous year [6] Stock Performance - Over the past month, Nordson shares have returned +3.4%, outperforming the Zacks S&P 500 composite's +1.3% change [7] - Nordson holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the upcoming period [7]

Core Viewpoint - Nordson Corporation has shown mixed performance in the market, with a notable decline in stock prices over the past year despite recent positive quarterly results and growth in specific segments [2][4]. Company Overview - Nordson Corporation, based in Westlake, Ohio, specializes in manufacturing and marketing products for dispensing, applying, and controlling adhesives, coatings, polymers, and other fluids globally. The company has a market capitalization of $13.1 billion and operates through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions [1]. Stock Performance - Over the past 52 weeks, Nordson's stock has declined by 10.8%, while it has gained 11.4% year-to-date (YTD). In comparison, the S&P 500 Index has returned 12% over the past year and 14% in 2025 [2]. - The stock has also underperformed relative to the Industrial Select Sector SPDR Fund, which saw a 5.2% increase over the past year and 13.8% YTD [3]. Recent Financial Results - Following the release of Q3 results on August 20, Nordson's stock rose by 3%. The company reported solid organic growth, particularly in its advanced technology solutions segment, which achieved a 15% organic sales growth year-over-year. Overall sales reached $741.5 million, reflecting a 12.1% increase year-over-year, surpassing expectations by 2.8% [4]. - Adjusted earnings per share (EPS) for the quarter grew by 13.3% year-over-year to $2.73, exceeding consensus estimates by 3.8% [4]. Future Earnings Expectations - For the full fiscal year 2025, analysts project an adjusted EPS of $10.14, representing a 4.2% year-over-year increase. The company has a mixed earnings surprise history, having missed bottom-line estimates once in the past four quarters while surpassing projections three times [5]. Analyst Ratings - Among the 11 analysts covering Nordson stock, the consensus rating is a "Moderate Buy," consisting of five "Strong Buys" and six "Holds" [5]. - Oppenheimer analyst Christopher Glynn has maintained an "Outperform" rating and raised the price target from $260 to $275. The mean price target of $257.56 indicates a 10.5% premium to current price levels, while the highest target of $285 suggests a potential upside of 22.3% [7].

Core Insights - The author has a strong educational background with a master's degree in Analytics and a bachelor's degree in Accounting, indicating a solid foundation for investment analysis [1] - With over 10 years of experience in the investment arena, the author has progressed from an analyst to a management role, showcasing career advancement and expertise in the field [1] - The author expresses a personal interest in dividend investing, suggesting a focus on income-generating investments [1] Summary by Categories Education - Master's degree in Analytics from Northwestern University [1] - Bachelor's degree in Accounting [1] Professional Experience - Over 10 years of experience in investment banking, starting as an analyst [1] - Progressed to a management role, indicating significant career development [1] Investment Focus - Personal hobby in dividend investing, highlighting a specific area of interest within the investment community [1]

Core Insights - Nordson Corporation (NASDAQ:NDSN) is recognized as one of the 10 Best Rising Dividend Stocks to Buy Now [1] - The company designs and produces equipment and systems for applying adhesives, coatings, sealants, and biomaterials across various industries, with approximately two-thirds of its revenue generated from international customers [2] - Nordson emphasizes high-precision, innovative solutions and continues to expand into fast-growing sectors like medical devices, supported by strategic acquisitions and a strong global sales network [3] - The company has a notable history of rewarding shareholders, marking its 62nd consecutive year of dividend increases, currently paying a quarterly dividend of $0.82 per share, yielding around 1.38% as of October 28 [4]

Core Insights - Nordson Corporation is highlighted as a highly profitable manufacturing stock, with a focus on its recent Corporate Responsibility Update that outlines its climate strategy and energy-efficiency upgrades [1][2] - The company is enhancing its governance framework, which includes a stronger supplier code of conduct and a more diverse board, indicating improved risk management and oversight [2] - Nordson is investing in internal talent development, creating new talent pipelines to support its growth initiatives, particularly the NBS Next strategy [3] Company Overview - Nordson Corporation specializes in precision technology manufacturing, offering dispensing systems, surface treatment, and test and inspection solutions across various sectors, including electronics, medical, and industrial assembly [4] - The company operates in over 35 countries and maintains strong profit margins, positioning it as a durable and promising investment opportunity within the manufacturing sector [4]

Core Viewpoint - Nordson Corporation (NDSN) is expected to report strong earnings growth, with analysts projecting a profit increase for fiscal Q4 2025 and beyond, despite recent stock performance lagging behind market indices [1][2][3]. Financial Performance - NDSN is valued at a market cap of $13.4 billion and is set to announce its fiscal Q4 earnings for 2025 soon [1]. - Analysts anticipate a profit of $2.93 per share for fiscal Q4 2025, representing a 5.4% increase from $2.78 per share in the same quarter last year [2]. - For fiscal 2025, the expected profit is $10.14 per share, up 4.2% from $9.73 per share in fiscal 2024, with further growth projected to $11.05 per share in fiscal 2026 [2]. Recent Stock Performance - Over the past 52 weeks, NDSN's stock has declined by 3.9%, underperforming the S&P 500 Index, which returned 18.4%, and the Industrial Select Sector SPDR Fund, which increased by 15% [3]. - Following the release of better-than-expected Q3 results, NDSN's shares surged by 3% in the subsequent trading session [4]. Q3 Results - In Q3, NDSN reported a revenue increase of 12.1% year-over-year to $741.5 million, exceeding consensus estimates by 2.8% [4]. - The adjusted EPS for Q3 was $2.73, reflecting a 13.3% increase from the previous year and surpassing analyst expectations by 3.8% [4]. Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for NDSN, with five out of eleven analysts recommending "Strong Buy" and six suggesting "Hold" [5]. - The mean price target for NDSN is $257.56, indicating an 8.1% potential upside from current levels [5].

Group 1: Company Overview - Nordson (NDSN) is part of the Industrial Products group, which consists of 187 companies and is currently ranked 7 within the Zacks Sector Rank [2] - The Zacks Rank is a stock-picking model that focuses on earnings estimates and revisions, with Nordson holding a Zacks Rank of 2 (Buy) [3] Group 2: Performance Metrics - Year-to-date, Nordson has gained approximately 13.6%, outperforming the Industrial Products sector, which has returned an average of 5.4% [4] - In comparison, another stock in the Industrial Products sector, Napco (NSSC), has returned 23% year-to-date [4] - Nordson belongs to the Manufacturing - General Industrial industry, which includes 41 stocks and is currently ranked 144 in the Zacks Industry Rank, with an average gain of 7.4% this year [5] Group 3: Analyst Sentiment - The Zacks Consensus Estimate for Nordson's full-year earnings has increased by 1.1% over the past quarter, indicating improved analyst sentiment and earnings outlook [3] - In contrast, Napco's consensus EPS estimate has risen by 28.9% over the past three months, and it holds a Zacks Rank of 1 (Strong Buy) [5][6]

Core Thesis - Nordson Corporation is positioned as a consistent cash generator with a strong reputation, having increased its dividend for 61 consecutive years [2] - The company has shifted from a defensive compounder to a growth-oriented industrial aristocrat under CEO Sundaram Nagarajan, targeting 6-8% growth and 10-12% EPS expansion [2][4] Financial Performance - As of September 30th, Nordson's share was trading at $226.95, with trailing and forward P/E ratios of 28.55 and 20.53 respectively [1] - The company generates an average EBITDA of approximately 30% and has a return on invested capital (ROIC) above 12% [2] Strategic Acquisitions - Notable acquisitions include CyberOptics in 2022 for semiconductor inspection and Atrion in 2024 for medical valves and fluid components, enhancing Nordson's presence in high-growth markets [3] - These acquisitions have increased goodwill from $1.8 billion to $2.8 billion, indicating a strategic redefinition of Nordson's portfolio [3] Market Position and Valuation - Nordson trades at approximately 17-18x EV/EBITDA, which is below peer Graco at around 20x, suggesting potential upside if growth initiatives succeed [3] - The company’s strong balance sheet and consumables-driven revenue model provide stability against cyclical pressures and foreign exchange exposure [4] Growth Potential - If Nordson's growth initiatives are successful, it could be rerated to peer multiples, offering a potential upside of 15-25% [4] - The combination of a long-standing industrial compounder with transformative growth strategies positions Nordson favorably in the market [4]

Core Insights - Nordson Corporation (NDSN) is experiencing strong momentum in its Advanced Technology Solutions segment, which is enhancing its attractiveness to investors [1][9] - The company's shares have increased by 10.4% year-to-date, outperforming the industry growth of 5.9% [1] - NDSN holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [1] Business Strength - The growth in the Advanced Technology Solutions segment is driven by rising demand for electronic processing, optical sensors, and electronics dispensing products in the semiconductor and electronics markets [4] - Strong customer demand is also noted in nonwovens, precision agriculture, packaging, and consumer non-durable product lines [4] Accretive Acquisitions - NDSN is enhancing its capabilities through strategic acquisitions, which contributed to an 8% increase in total revenues in Q3 of fiscal 2025 [5] - The acquisition of Atrion Corp. in August 2024 expanded NDSN's medical offerings in infusion and cardiovascular therapies [5] - The acquisition of ARAG Group in August 2023 bolstered NDSN's precision dispensing technology and allowed entry into the precision agriculture market [6] Rewards to Shareholders - In the first nine months of fiscal 2025, NDSN paid out $133 million in dividends, a 13.9% increase year-over-year [7] - The company repurchased treasury shares worth $218.2 million, significantly up from $34.1 million in the previous year [7] - A 5% increase in dividends to 82 cents per share was announced in August 2025 [7] Northbound Estimate Revision - The Zacks Consensus Estimate for NDSN's fiscal 2025 earnings has been revised upward by 1% in the past 60 days [8]