TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

NDSN stock analysis: Nordson

Nordson (NDSN) is an S&P 500 company in Industrial Machinery & Supplies & Components. It grades strongest on momentum and weakest on value.

The model's view of NDSN · subscribers

Where NDSN ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with NDSN · updated 2026-10-05 · from prices and SEC filings

NDSN price performance

NDSN against the S&P 500, one year
+0%+20%+40%NDSN +49%S&P 500 +18%2025-09-292026-10-05
Year to date+40.3%S&P 500 +14.5% · ahead by 25.8 pts
1 year+45.0%S&P 500 +17.0% · ahead by 28.0 pts
3 years+56.6%S&P 500 +89.3% · behind by 32.7 pts
5 years+46.9%S&P 500 +91.3% · behind by 44.4 pts

Total returns with dividends reinvested.

NDSN factor grades

Each grade compares NDSN with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C-ValueP/E 33.8x (industry 26.4x)FCF yield 3.9% (industry 4.0%)
BGrowthRevenue growth +7% (industry +6%)EPS growth +24% (industry +5%)
BProfitabilityOperating margin 26.9% (industry 20.6%)ROIC 14.0% (industry 14.0%)
AMomentum12-month change +45%From 52-wk high 0%

NDSN in plain numbers

NDSN key statistics

SectorIndustrials
IndustryIndustrial Machinery & Supplies & Components
IndexS&P 500
Market value$18.6B
Revenue growth (y/y)+7%
Free-cash-flow yield3.9%
Dividend yield1.0%
Next earnings (expected)2026-12-09
Valuation measures
Market value$18.6B
Enterprise value$20.1B
P/E (trailing)33.8x
Forward P/E (Torvanta estimate)31.5x
PEG (Torvanta estimate)4.21
Price / sales6.3x
Price / book5.7x
EV / revenue6.7x
EV / EBITDA22.9x
Financial highlights
Revenue, last 12 months$3.0B
Net income, last 12 months$555.2M
EPS, last 12 months (GAAP)$9.88
Gross margin55.3%
Operating margin26.9%
Net margin18.6%
Return on equity17.8%
Return on invested capital14.0%
Cash$113.4M
Total debt$1.5B
Debt / equity0.47x
Free cash flow, last 12 months$724.0M
Interest cover8.8x
Current ratio1.82x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

NDSN earnings trends

Revenue vs earnings
$0$204.4M$408.8M$613.3M$817.7MOct 2024 Revenue: $744.5MJan 2025 Revenue: $615.4MApr 2025 Revenue: $682.9MJul 2025 Revenue: $741.5MOct 2025 Revenue: $751.8MJan 2026 Revenue: $669.5MApr 2026 Revenue: $740.8MJul 2026 Revenue: $817.7MOct 2024 Net income: $122.2MJan 2025 Net income: $94.7MApr 2025 Net income: $112.4MJul 2025 Net income: $125.8MOct 2025 Net income: $151.6MJan 2026 Net income: $133.4MApr 2026 Net income: $117.3MJul 2026 Net income: $152.8MOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: 16.4%Net margin: 15.4%Net margin: 16.5%Net margin: 17.0%Net margin: 20.2%Net margin: 19.9%Net margin: 15.8%Net margin: 18.7%0%10%20%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.7$1.4$2.1$2.7Oct 2024 EPS (GAAP, diluted): $2.1Jan 2025 EPS (GAAP, diluted): $1.7Apr 2025 EPS (GAAP, diluted): $2.0Jul 2025 EPS (GAAP, diluted): $2.2Oct 2025 EPS (GAAP, diluted): $2.7Jan 2026 EPS (GAAP, diluted): $2.4Apr 2026 EPS (GAAP, diluted): $2.1Jul 2026 EPS (GAAP, diluted): $2.7Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 +26% · Jan 2026 +44% · Apr 2026 +6% · Jul 2026 +23%

From the company's 10-Q and 10-K filings with the SEC.

Nordson financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.4B$2.6B$2.6B$2.7B$2.8B
Net income$454.4M$513.1M$487.5M$467.3M$484.5M
EPS (GAAP)$7.74$8.82$8.46$8.11$8.52
Free cash flow$507.6M$461.7M$606.7M$491.8M$661.1M

NDSN earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-19$2.73+23%+10%+10.7%
2026-05-20$2.09+6%+8%+4.3%
2026-02-18$2.38+44%+9%-1.2%
2025-12-10$2.68+26%+1%-0.5%
2025-08-20$2.22+9%+12%+1.8%
2025-05-28$1.97-4%+5%+5.7%

About Nordson

HeadquartersWestlake, OH
Industry (SEC code)General Industrial Machinery & Equipment, Nec
Fiscal year endsOctober 31
Incorporated inOH
Listed onNasdaq

From the company's SEC registration record.

Companies similar to NDSN

CompanyMarket valueP/ERevenue growthOperating margin12-month change
NDSN Nordson$18.6B33.8x+7%26.9%+45%
SNA Snap-on$19.0B18.7x+4%25.4%+9%compare
FTV Fortive$17.5B34.4x-16%16.9%+14%compare
IEX IDEX Corporation$17.3B33.9x+7%20.7%+43%compare
XYL Xylem$23.9B24.4x+5%14.5%-31%
OTIS Otis Worldwide$25.1B16.9x+5%15.4%-26%
HUBB Hubbell$25.4B28.4x+7%20.7%+18%

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Frequently asked questions

Is NDSN stock a buy?

Torvanta does not tell individuals what to buy. Its grades for NDSN are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is NDSN's P/E ratio?

NDSN trades at about 33.8 times its last 12 months of GAAP earnings reported to the SEC, and about 31.5 times Torvanta's own estimate of the next 12 months.

When does NDSN report earnings next?

Based on its filing history, Torvanta expects Nordson to report around 2026-12-09.

Does NDSN pay a dividend?

Yes. Its dividend yield is about 1.0%, and it has raised its dividend 1 years in a row.

How has NDSN performed against the S&P 500?

Over the past year NDSN returned +45.0%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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