Latest revenue
$669.5M
as of 2026-01-31
Latest net income
$133.4M
as of 2026-01-31
Net margin
19.9%
as of 2026-01-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $16.15B
- Enterprise value
- $18.04B
- P/E (trailing)
- 33.3×
- Forward P/E
- —
- P/B
- 5.19×
- Dividend yield
- 1.1%
- 52-wk high
- $305.28
- 52-wk low
- $194.68
- Beta
- —
- Shares out
- 55.7M
5-year trend
What this company does
Nordson designs and builds precision dispensing equipment that applies adhesives, coatings, sealants, and biomaterials in manufacturing lines for electronics, packaging, medical devices, and industrial customers. It earns revenue primarily through point-of-sale shipments of these specialized systems and parts under short-term fixed-price contracts. Sales grew 9% year-over-year to $669 million and net income jumped 41% to $133 million, driven by margin expansion and a $20 million other-income gain.
Generated from NDSN's filing dated 2025-12-17
Key risks
- Leverage rising: long-term debt grew to $1.94B from $1.68B last quarter while treasury buybacks consumed $86M of cash.
- Goodwill and intangibles total $4.0B, 67% of assets—any acquired-business underperformance could trigger material impairment charges.
- Interest expense of $23.1M consumes 14% of operating profit, pressuring earnings if rates stay elevated on refinanced debt.
Generated from NDSN's filing dated 2025-12-17
Profitability
Operating margin
25.5%
1.7%Net margin
17.4%
0.1%Return on equity
15.9%
0.1%Return on assets
8.2%
5.1%Leverage
Debt / equity
0.94×
9.8%Long-term debt / equity
0.55×
22.9%Debt / assets
48.6%
5.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $669.5M | +8.8% | $133.4M | +40.9% | 19.9% |
Q4 2025 2025-10-31 | $751.8M | +1.0% | $151.6M | +24.1% | 20.2% |
Q3 2025 2025-07-31 | $741.5M | +12.1% | $125.8M | +7.2% | 17.0% |
Q2 2025 2025-04-30 | $682.9M | +5.0% | $112.4M | -4.9% | 16.5% |
Q1 2025 2025-01-31 | $615.4M | -2.8% | $94.7M | -13.6% | 15.4% |
Q4 2024 2024-10-31 | $744.5M | — | $122.2M | — | 16.4% |
Q3 2024 2024-07-31 | $661.6M | +2.0% | $117.3M | -8.3% | 17.7% |
Q2 2024 2024-04-30 | $650.6M | — | $118.2M | — | 18.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
General Industrial Machinery & Equipment, NEC · SIC 3569
Your notes
Keep private notes on NDSN — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$25.9M
Net activity
−$25.9M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns NDSN
Institutional value
$6.04B
Total shares held
23.8M
Distinct holders
501
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $1.05B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $917.0M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $624.5M | — | New |
| 4 | Invesco Ltd. | 959.9K | $255.4M | — | New |
| 5 | ProShare Advisors LLC | 613.5K | $163.2M | — | New |
| 6 | JPMORGAN CHASE & CO | 636.2K | $163.0M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 454.0K | $120.8M | — | New |
| 8 | Bank of New York Mellon Corp | 423.4K | $112.6M | — | New |
| 9 | WELLS FARGO & COMPANY/MN | 419.7K | $111.7M | — | New |
| 10 | JENNISON ASSOCIATES LLC | 388.1K | $103.3M | — | New |
| 11 | XXEC, Inc. | 357.6K | $91.1M | — | New |
| 12 | UBS Group AG | 330.5K | $87.9M | — | New |
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 308.3K | $82.0M | — | New |
| 14 | JOHNSON INVESTMENT COUNSEL INC | 306.3K | $81.5M | — | New |
| 15 | Boston Trust Walden Corp | 301.8K | $80.3M | — | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | 298.1K | $79.3M | — | New |
| 17 | Champlain Investment Partners, LLC | 275.1K | $73.2M | — | New |
| 18 | DEUTSCHE BANK AG\ | 270.4K | $71.9M | — | New |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 268.4K | $71.4M | — | New |
| 20 | Fiera Capital Corp | 247.8K | $65.9M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Operating profit jumped 18% on just 8.8% revenue growth—how much of that 270bps margin expansion is sustainable versus the $20.8M 'other income' benefit?
- 2
Long-term debt rose $262M to $1.94B this quarter while you bought back $86M in stock—what's the leverage ceiling and M&A pipeline justifying this?
- 3
With $3.3B goodwill and $671M intangibles representing 67% of assets, which recent acquisitions are underperforming deal models and at risk of impairment?
Refreshed when NDSN files a new report · last from 2025-12-17