Core Insights - Nordson Corporation (NDSN) is experiencing strong growth in its Advanced Technology Solutions segment, with organic sales increasing by 8% year-over-year in the first nine months of fiscal 2025 [1][8] - The company anticipates overall sales for fiscal 2025 to be between $2.75 billion and $2.87 billion, reflecting a year-over-year increase of approximately 4.5% at the midpoint [3][8] Segment Performance - The Advanced Technology Solutions segment's operating margin improved by 360 basis points year-over-year, driven by solid organic sales growth, optimization of the manufacturing footprint, and strategic cost reduction initiatives [1][8] - Demand for electronic processing, optical sensors, and electronics dispensing products in the semiconductor and electronics markets is bolstering segment performance, although there is lower demand for x-ray inspection systems and measurement and control products [2][8] Peer Comparison - Graco Inc. (GGG) is benefiting from strong momentum in its Industrial and Expansion Markets segments, with growth in powder finishing, lubrication product lines, and vehicle services [4] - IDEX Corporation (IEX) is facing challenges in its Fluid & Metering Technologies segment due to softness in agriculture, energy, water, and semiconductor businesses, as well as weak chemical markets in Europe [5] Valuation and Market Performance - Nordson's shares have increased by 8.6% over the past six months, closely aligning with the industry's growth of 8.7% [6] - The company is currently trading at a forward price-to-earnings ratio of 20.68X, which is slightly below the industry average of 21.14X [9] - The Zacks Consensus Estimate for NDSN's fiscal 2025 earnings has risen by 0.7% over the past 30 days [11]

Company Overview - Nordson Corporation, based in Westlake, Ohio, specializes in manufacturing and marketing products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, and other fluids globally [1] - The company has a market capitalization of $12.7 billion and operates through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions [1][2] Stock Performance - Nordson's stock reached a 52-week high of $266.86 on November 25, 2024, and is currently trading 15.6% below that peak [3] - Over the past three months, the stock has gained 7.5%, aligning with the Industrial Select Sector SPDR Fund's (XLI) 7.5% increase during the same period [3] - In the longer term, the stock has gained 7.7% in 2025 but has declined 11.8% over the past 52 weeks, underperforming XLI's 16.1% increase in 2025 and 14.9% gains over the past year [4] Financial Performance - Following the release of Q3 results on August 20, Nordson's stock prices increased by 3% [5] - The company reported solid organic growth, particularly in its advanced technology solutions segment, with a 15% organic sales growth year-over-year [5] - Total sales for the quarter were $741.5 million, reflecting a 12.1% year-over-year increase and surpassing market expectations by 2.8% [5] - Adjusted EPS grew by 13.3% year-over-year to $2.73, exceeding consensus estimates by 3.8% [5] Competitive Position - Compared to its peer Ingersoll Rand Inc., Nordson has outperformed, as Ingersoll Rand experienced a 9.6% decline in 2025 and a 15.5% drop over the past 52 weeks [6] - Among 11 analysts covering Nordson stock, the consensus rating is a "Moderate Buy," with a mean price target of $256.44, indicating a 13.8% upside potential [6]

Industry Overview - The robotics and automation industry is expected to grow at a compound annual growth rate (CAGR) of 16.1%, reaching over $165 billion by 2029, driven by labor shortages and increased e-commerce demands [1] - Automation and robotics are seen as solutions to improve efficiency, cut costs, and enhance safety for companies [1] Company Analysis: Rockwell Automation - Rockwell Automation has grown to nearly $40 billion in size and is a significant player in industrial automation, offering control systems, software platforms, and motor control devices [3][4] - The company reported $360 million in total structural cost reductions over five months, maintaining strong margins despite rising costs and inventory imbalances [4] - Rockwell's recurring revenue increased by 7% year-over-year, and the company plans to invest $2 billion over the next five years in digital infrastructure, plants, and talent to accelerate revenue growth [5] Company Analysis: Nordson - Nordson specializes in industrial and medical precision dispensing equipment, reporting a 12% year-over-year sales increase in its recent third-quarter results [6] - The company has been actively reducing debt, buying back shares, and increasing dividends, with a recent 5% dividend increase bringing its yield to 1.44% [6][7] - Nordson's acquisition of Atrion has driven growth, but potential divestitures may slow sales gains, presenting a buying opportunity for investors [7][8] Company Analysis: Symbotic - Symbotic focuses on warehouse and distribution center automation, with a revenue growth of over 25% year-over-year despite a mixed earnings report [10] - The company has seen its shares nearly double in value in 2025, indicating strong customer adoption rates [10] - Symbotic must demonstrate sustainable profitability and improved margins to gain investor confidence, as it adapts to changing market conditions [11]

Core Insights - Nordson Corporation (NDSN) is facing rising costs and expenses, with a 14.5% year-over-year increase in cost of sales during Q3 of fiscal 2025, and SG&A expenses growing by 2.3% year over year [1][8] - Despite these rising costs, NDSN's EBITDA margin improved by 70 basis points to 32% due to increased sales in electronic processing and optical sensors, as well as the Advanced Technology Solutions segment [2][8] - The company reported total revenues of $742 million for the quarter, reflecting a 12% year-over-year increase, driven by strong demand across multiple product lines [2][8] Financial Performance - NDSN's cost of sales increased to 45.2% of total revenues, up 100 basis points from the previous year [1] - The company has a forward price-to-earnings ratio of 20.95X, which is above the industry average of 20.54X, and carries a Value Score of D [9] - The Zacks Consensus Estimate for NDSN's fiscal 2025 earnings has increased by 0.7% over the past 60 days [10] Market Trends - Positive trends for NDSN include strong customer demand in nonwovens, precision agriculture, packaging, and consumer non-durable product lines, which are expected to support long-term growth [3] - The company is focusing on operational excellence and disciplined portfolio management to enhance margin performance in the future [3] Peer Comparison - Among peers, Applied Industrial Technologies, Inc. (AIT) faced a 5.7% year-over-year increase in cost of sales, with a slight decrease in gross margin [4] - Flowserve Corporation's (FLS) cost of sales decreased by 1.2% year over year, while its gross margin increased by 260 basis points [5]

Core Viewpoint - Belden Inc, Vishay Intertechnology, Inc., and Nordson Corp. are set to trade ex-dividend on September 11, 2025, with their respective upcoming dividends impacting stock prices accordingly [1]. Dividend Announcements - Belden Inc will pay a quarterly dividend of $0.05 on October 7, 2025 [1]. - Vishay Intertechnology, Inc. will pay a quarterly dividend of $0.10 on September 25, 2025 [1]. - Nordson Corp. will pay a quarterly dividend of $0.82 on September 25, 2025 [1]. Price Impact - The dividend for Belden Inc represents approximately 0.04% of its recent stock price of $130.41, suggesting a potential opening price decrease of 0.04% on September 11, 2025 [1]. - Vishay Intertechnology, Inc. is expected to open 0.65% lower, while Nordson Corp. is anticipated to open 0.36% lower, all else being equal [1]. Historical Dividend Analysis - Historical dividend data can provide insights into the stability of future dividends, which is crucial for assessing annual yield expectations [8]. - Estimated annualized yields are projected at 0.15% for Belden Inc, 2.61% for Vishay Intertechnology, Inc., and 1.45% for Nordson Corp. [8]. Current Trading Performance - As of the latest trading session, Belden Inc shares are up about 0.5%, Vishay Intertechnology, Inc. shares are down about 1.4%, and Nordson Corp. shares are up about 0.5% [9].

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, helping investors identify stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better performance potential [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Analyzes projected and historical earnings, sales, and cash flow to find stocks with sustainable growth potential [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to provide a comprehensive rating, highlighting stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with lower ranks but high Style Scores may still face downward price pressure if earnings forecasts are declining [10] Company Spotlight: Nordson Corporation - Nordson Corporation, based in Westlake, OH, specializes in manufacturing and distributing systems for dispensing adhesives and other fluids [11] - Currently rated 2 (Buy) with a VGM Score of B, Nordson has a Momentum Style Score of A and has seen a 7.4% increase in shares over the past four weeks [12] - Recent upward revisions in earnings estimates and a consensus estimate of $10.10 per share for fiscal 2025 indicate positive momentum for the company [12]

Group 1: Lam Research Corporation - Lam Research reported revenues of $5.17 billion and a gross margin of 50.1% for the quarter ending June 2025, with net income rising to $1.72 billion or $1.35 per diluted share, up from $1.03 in the prior quarter [1] - The company expects revenues around $5.2 billion next quarter, with earnings per share near $1.20, indicating continued strength in its core business [1] - Lam Research's stock has climbed 34.72% over the past year, with a strong 41% gain so far in 2025, reflecting growing confidence in the demand for advanced chips [3] - The company announced a quarterly dividend of $0.26 per share, up from $0.23, payable on October 15, 2025, marking its commitment to returning value to shareholders [6] - Lam Research continues to innovate with the launch of the ALTUS Halo tool for advanced chip production and has invested in Zettabyte, focusing on the growing AI market [7] Group 2: Ingredion Incorporated - Ingredion increased its quarterly payout to $0.82 per share on August 27, 2025, reflecting a commitment to returning value to shareholders [5] - The company reported a 13% jump in operating income to $271 million in Q2 2025, with earnings per share rising to $2.99 from $2.22 in the previous year [11] - Ingredion's stock has declined by 5.17% over the past year, but it offers a dividend yield of 2.5% and has increased dividends for 15 consecutive years, indicating potential value for investors [10] - The company is expanding its partnership with Univar Solutions to distribute plant-based ingredients and is investing $50 million to enhance its Cedar Rapids facility, showing a focus on growth beyond food ingredients [12] Group 3: Nordson Corporation - Nordson reported sales of $742 million in Q3 2025, a 12% increase compared to the prior year, with adjusted earnings per share jumping 13% to $2.73 [17] - The company offers a dividend yield of 1.04% and has increased dividends for 63 straight years, with a payout ratio under 30% [16] - Analysts are positive on Nordson's future, with all surveyed giving it a consensus "Moderate Buy" rating and an average price target of $256.44, indicating roughly 15% upside from the current price [19] Group 4: Market Overview - Recent dividend increases from Lam Research, Ingredion, and Nordson indicate confidence in their ability to generate steady cash flows amid uncertain economic conditions [20] - The semiconductor equipment sector, represented by Lam Research, shows strong growth potential, while Ingredion combines growth with a focus on healthier food options [20]

EAST PROVIDENCE, R.I.--(BUSINESS WIRE)--Nordson EFD announced today it has completed two summer internships with Rhode Island high school students interested in manufacturing careers. ...

Group 1 - Investors in Nordson Corporation (NDSN) should monitor the stock closely due to significant activity in the options market, particularly the Sep 19, 2025 $270.00 Put which has high implied volatility [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Nordson currently holds a Zacks Rank 2 (Buy) in the Manufacturing - General Industrial industry, which is in the top 20% of the Zacks Industry Rank, with recent earnings estimates for the current quarter increasing from $2.90 to $2.93 per share [3] Group 2 - The high implied volatility for Nordson could indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]

Core Insights - Nordson Corporation (NDSN) has divested its design and development contract manufacturing business units to Quasar Medical, with financial terms undisclosed [1][8] - Following the announcement, Nordson's shares fell by 1.1%, closing at $222.70 [1] Business Operations - Nordson Medical's contract manufacturing businesses, located in Galway, Ireland, and Tecate, Mexico, provide comprehensive solutions for complex interventional devices in the medical industry [2] - The Galway facility will now serve as Quasar Medical's innovation center for advanced medical device manufacturing processes, while the Tecate facility will function as a manufacturing hub for packaging, coating, molding, and automated processes [3] Strategic Alignment - This divestment aligns with Nordson's business transformation strategy aimed at unlocking shareholder value by focusing on core operations and optimizing its Medical and Fluid Solutions portfolio [4] - The divestiture allows Nordson to strengthen its medical component offerings, which include cannulas, catheters, medical balloons, and fluid management solutions [4] Market Performance - Nordson has a market capitalization of $12.5 billion and currently holds a Zacks Rank 2 (Buy) [5] - The company is experiencing strong momentum in its Advanced Technology Solutions segment, driven by customer demand in nonwovens, packaging, consumer non-durable, and optical sensors product lines [5] - Over the past month, Nordson's shares have increased by 4.8%, outperforming the industry growth of 2.4% [6] - The Zacks Consensus Estimate for Nordson's fiscal 2025 earnings is projected at $10.07 per share, reflecting a 0.4% increase from the previous estimate [6]