| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 28 | 31.8x | 17.8x | Bottom tier | |
Growth | 49 | 7.0% | 7.1% | Around median | |
Quality | 85 | 13.0% | 4.5% | Top tier | |
Safety | 78 | 1.2x | 2.6x | Top tier | |
Capital Return | 62 | 1.04% | 2.12% | Around median | |
Momentum | 82 | 37.7% | 2.9% | Top tier | |
Sentiment | 46 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Nordson Corporation is a precision technology company serving specialized end markets through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions. The company generates revenue from coating and adhesive systems and plastics processing, fluid solutions and medical components, and material dispensing, testing, and inspection technologies used in electronics and semiconductor packaging. Approximately 60% of its portfolio comes from recurring sources, including aftermarket parts, consumables, and services, while more than 50% of the portfolio is linked to growth markets including semiconductors, electronics, and medical technologies.
In fiscal Q3 2026, Nordson reported record revenue of $817.7 million, up 10% year over year with organic growth of 12%. Gross profit according to EDGAR data was approximately $453.7 million, equivalent to a gross margin of about 55.5%, while net income was $152.8 million and GAAP diluted earnings per share were approximately $2.73; adjusted earnings per share reached a record $3.25, up 19% year over year. Adjusted operating profit rose 13% to $226 million, or 28% of revenue, while EBITDA reached a record $262 million with a margin of 32%.
Fiscal Q3 2026 revenue was distributed across Industrial Precision Solutions at $367 million, or approximately 45% of the total, Medical and Fluid Solutions at $231 million, or about 28%, and Advanced Technology Solutions at $220 million, or approximately 27%. The first segment grew organically by 3%, the second by about 11%, and the third by 31%, showing that the exceptional increase came primarily from semiconductor and electronics technologies, with a positive contribution from medical products and fluid solutions and greater stability in traditional industrial activities.
Analyst consensus rates NDSN shares as a buy, with an average target of $360.20 and a target range between $345 and $375. The average target is approximately 6.2% above the 52-week range high of $339.12, and even the lowest target exceeds that high, reflecting elevated expectations for continued execution against guidance and the strength of the advanced technology cycle. In contrast, the 52-week range extends from $220.06 to $339.12, a wide spread that highlights the valuation's sensitivity to the semiconductor cycle, the expected slowdown in Advanced Technology Solutions growth in fiscal 2027, and the company's ability to convert backlog into revenue and margins.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Nordson reported revenue of $817.7 million, up 10% year over year with organic growth of 12%. Advanced Technology Solutions was the largest driver, with revenue growing organically by 31% to $220 million, supported by Electronics Dispense and Test and Inspection. Adjusted earnings per share rose 19% to $3.25, while EBITDA reached a record $262 million with a margin of 32%. Organic growth of approximately 11% in Medical and Fluid Solutions also helped results exceed the upper end of the company's guidance.
Backlog at the end of fiscal Q3 2026 was 35% above its level a year earlier, with growth across all three segments. Strength was particularly concentrated in Advanced Technology Solutions and Medical and Fluid Solutions, the two segments that drove the increase in annual guidance. Management explained that approximately 80% of backlog is typically fulfilled within six months and that lead times had not lengthened. Orders recorded in August 2026 include business extending into fiscal 2027.
Nordson provides material dispensing, testing, and inspection technologies used in electronics and semiconductor packaging applications, including X-ray and optical inspection. Advanced Technology Solutions generated record revenue of $220 million and organic growth of 31% in fiscal Q3 2026. Segment EBITDA increased to $66 million from $42 million a year earlier, with the margin expanding to 30% from 24%. Management stated during the August 20, 2026 call that existing demand came largely from Asia, while investments in semiconductor manufacturing infrastructure in North America had not yet translated into Nordson orders.
Automated analysis for informational purposes only — not investment advice.
The company raised its expected fiscal 2026 revenue range to between $3.035 billion and $3.075 billion. It also raised its adjusted earnings per share range to between $11.80 and $12.00. The update followed revenue growth of 9% and adjusted earnings per share growth of 18% during the first nine months of fiscal 2026. The guidance assumes a neutral foreign currency impact in fiscal Q4 2026.
Management does not expect the organic growth rate of approximately 30% recorded in fiscal Q3 2026 to continue. Instead, it expects the segment to build growth in fiscal 2027 from a record level, but at a pace closer to a long-term rate in the mid-single digits. Confidence in continued growth is based on orders, opportunity pipelines, and backlog in the material dispensing, testing, and inspection businesses. The challenge is therefore a slower growth rate and more difficult comparisons, not an explicit indication of revenue contraction.
Free cash flow was $237 million in fiscal Q3 2026, with a conversion rate of 144% of net income after excluding the non-cash loss. During the first nine months of fiscal 2026, the company invested $40 million in capital projects and paid $137 million in cash dividends. It also repurchased $159 million of shares and completed the acquisition of CapstanAG during fiscal 2026. At the same time, the leverage ratio declined to 1.7 times, with net debt of approximately $1.6 billion at the end of fiscal Q3 2026.
