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Nordson Corporation

NDSN

Industrials · 314.51 +2.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Nordson Corporation's current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

What changed
  • Revenue increased 8.5% versus the comparable filing period.
  • Net margin fell 0.6 percentage points.
Company+2.3% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Machinery · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • Share repurchases contributed to per-share growth as diluted shares declined year over year.

Invalidation: The isolated read changes if NDSN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Specialty Industrial Machinery

The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports
  • Revenue increased 8.5% versus the comparable filing period.
  • Operating margin improved 1.9 percentage points.
Evidence that challenges
  • Net margin fell 0.6 percentage points.
What would clarify the read
  • Share repurchases contributed to per-share growth as diluted shares declined year over year.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements84
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 1.48x in the latest annual period.
  • Restructuring and cost reductions has repeated favorable evidence across 6 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Demand and volume has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

314.51
6m+17.5%12m+40.6%24m+28.8%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-10-31$2.4B+11.4%$7.74+0.4%
2022-10-31$2.6B+9.7%$8.81-0.8%
2023-10-31$2.6B+1.5%$8.46-1.1%
2024-10-31$2.7B+2.3%$8.11-0.0%
2025-10-31$2.8B+3.8%$8.51-1.2%

What management says matters

Persistent and emerging business drivers

Restructuring and cost reductionsmixed · 6 filings
Consolidated operating profit increased in 2026 compared to 2025 principally due to the overall increase in segment EBITDA and the absence of severance costs and divestiture charges.
10-Q · Aug 20, 2026
Credit and interest ratesnegative · 5 filings
The increase of $0.51 per diluted share was primarily driven by higher operating profit, lower interest expense and the benefit of share repurchases, partially offset by a pension settlement charge and higher other expense.
10-Q · Aug 20, 2026
Demand and volumemixed · 4 filings
The ATS organic sales increase of 20.7 percent was driven by ongoing growth in electronics dispense and recovering demand for x-ray systems.
10-Q · Feb 19, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

314.51+2.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for NDSN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-21 against the comparable filing from 2025-05-29.

constructive
OperationsconstructiveEvidence score +2
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 8.5% versus the comparable filing period.
  • Operating margin improved 1.9 percentage points.

What weakened

  • Net margin fell 0.6 percentage points.

Filing receipts

The increase of $0.12 per diluted share was primarily driven by higher operating profit, lower interest and tax expense and the benefit of share repurchases, partially offset by a pension settlement charge and higher other expense.

The increase of $0.85 per diluted share was primarily driven by higher operating profit, lower interest and tax expense, the benefit of share repurchases and higher other income, partially offset by a pension settlement charge.

The decrease, compared to the prior year period, was primarily due to lower average debt levels and a stable-to-declining rate environment.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind NDSN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

NDSN is currently a Early Follower in the organic co-movement group Industrial Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.