Nordson

NDSN

Market cap $16B

Nordson Corporation reported solid Q2 results, with non-GAAP EPS of $2.87 and revenue of $741M, both exceeding consensus estimates. NDSN achieved approximately 8.5% year-over-year revenue growth in Q2, driven by continued strength in Advanced Technology Solutions. I previously rated NDSN a Hold due to a slight overvaluation; however, I am upgrading NDSN to a Buy based on AI-related tailwinds and a favorable valuation.

On January 1, 2026, we published The 3 Best Dividend Aristocrats to Buy in 2026, naming Aflac (NYSE: AFL | AFL Price Prediction), Lowe's (NYSE: LOW), and Nordson (NASDAQ: NDSN) as the three most compelling names on the Aristocrat roster.

Dividend Aristocrats rebounded in June and are now outperforming SPY YTD with a 9.61% return versus SPY's 6.91%. CAT leads 2026 performance at +76.98%, with 46 Aristocrats now ahead of SPY and 39 posting double-digit total returns. Recent dividend increases averaged 4.09%, slightly below the 2025 average, with 2026's average dividend growth rate at 3.97%.

WESTLAKE, Ohio--(BUSINESS WIRE)--Nordson Corporation (Nasdaq: NDSN) today announced that its Board of Directors declared a fiscal year 2026 third quarter cash dividend in the amount of $0.82 per common share, payable on July 6, 2026, to shareholders of record as of the close of business on June 18, 2026. This amount equals the $0.82 per common share dividend paid in the second quarter of fiscal year 2026. Nordson Corporation is an innovative precision technology company that leverages a scalabl.

Nordson tops Q2 fiscal 2026 estimates as revenues rise 8% and earnings climb 18%, prompting higher full-year sales and profit guidance.

Nordson Corporation (NDSN) Q2 2026 Earnings Call Transcript

Nordson NASDAQ: NDSN reported record fiscal second-quarter sales and earnings, with management citing broad-based organic growth across all three business segments, stronger order activity and an 18% organic increase in backlog from the prior year.

The headline numbers for Nordson (NDSN) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Nordson (NDSN) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.82 per share. This compares to earnings of $2.42 per share a year ago.

WESTLAKE, Ohio--(BUSINESS WIRE)--Nordson Corporation (Nasdaq: NDSN) today reported results for the fiscal second quarter ended April 30, 2026. Sales were a second quarter record of $741 million compared to the prior year's second quarter sales of $683 million. The second quarter 2026 sales included an organic sales increase of 7% driven by growth in all segments, as well as a favorable currency translation impact of 3%. This sales result was slightly offset by the previously announced divestitu.