Latest news with #NDSN
Yahoo
19 hours ago
- Business
- Yahoo
What to Expect From Nordson's Next Quarterly Earnings Report
Valued at a market cap of $12.4 billion, Nordson Corporation (NDSN) is an industrial technology company headquartered in Westlake, Ohio. It engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids. The company is expected to announce its fiscal Q3 earnings for 2025 on Wednesday, Aug. 20. Ahead of this event, analysts expect this industrial technology company to report a profit of $2.61 per share, up 8.3% from $2.41 per share in the year-ago quarter. The company has topped Wall Street's earnings estimates in three of the last four quarters, while missing on another occasion. In Q2, Nordson's EPS of $2.42 outpaced the forecasted figure by 2.5%. More News from Barchart NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 150 and 160 Is Opendoor Stock a Buy at New 52-Week Highs? Billionaire Peter Thiel is Betting Big on Stablecoins. Should You Buy the "MicroStrategy of Ethereum," Too? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For fiscal 2025, analysts expect NDSN to report a profit of $10 per share, up 2.8% from $9.73 per share in fiscal 2024. Furthermore, its EPS is expected to grow 9% year-over-year to $10.90 in fiscal 2026. Shares of NDSN have declined 8.3% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 14.5% gain and the Industrial Select Sector SPDR Fund's (XLI) 22.1% return over the same time frame. On May 28, Nordson delivered better-than-expected Q2 performance, prompting its share price to surge 6.8% in the following trading session. Due to the favorable acquisition impact, the company's overall revenue grew 5% year-over-year to $682.9 million, surpassing Wall Street estimates by 1.4%. Moreover, its adjusted EPS of $2.42 improved 3.4% from the year-ago quarter, topping consensus estimates by 2.5%. Wall Street analysts are moderately optimistic about NDSN's stock, with an overall "Moderate Buy" rating. Among 10 analysts covering the stock, five recommend "Strong Buy," and five advise 'Hold.' The mean price target for Nordson is $252.11, implying a 14.6% premium from the current levels. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
Nordson Corporation (NDSN) is One of the Best Industrial Dividend Stocks for Steady Returns
Nordson Corporation (NASDAQ:NDSN) is included among the 13 Best Industrial Dividend Stocks to Buy Right Now. A wide-angle shot of an automated optical inspection system. On June 5, the company declared a quarterly dividend of $0.78 per share, which was in line with its previous dividend. Overall, it has raised its payouts for 61 consecutive years. The stock supports a dividend yield of 1.41%, as of July 13. In addition to its dividends, Nordson Corporation (NASDAQ:NDSN) has also shown solid earnings in fiscal Q2 2025. The company reported revenue of $683 million, which showed a 5% growth from the same period last year. Sales benefited from an 8% boost due to a recent acquisition, though this was partly offset by a 2% decline in organic sales and a slight negative impact from currency translation of less than 1%. EBITDA for the second quarter reached $217 million, representing 32% of sales, up 7% from the $203 million, or 31% of sales, reported in the same period last year. Looking ahead, the company expects third-quarter fiscal 2025 sales to fall between $710 million and $750 million, with adjusted earnings projected at $2.55 to $2.75 per diluted share. Nordson Corporation (NASDAQ:NDSN) develops advanced precision technologies aimed at addressing challenges across a wide range of industries. The company specializes in equipment manufacturing and is recognized for its top-tier precision engineering. Its offerings include fully integrated systems, consumables, and aftermarket parts. While we acknowledge the potential of NDSN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
3 Reasons NDSN is Risky and 1 Stock to Buy Instead
Since December 2024, Nordson has been in a holding pattern, posting a small return of 1.7% while floating around $214.91. Is now the time to buy Nordson, or should you be careful about including it in your portfolio? Get the full breakdown from our expert analysts, it's free. We're sitting this one out for now. Here are three reasons why you should be careful with NDSN and a stock we'd rather own. In addition to reported revenue, organic revenue is a useful data point for analyzing Professional Tools and Equipment companies. This metric gives visibility into Nordson's core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Nordson's organic revenue averaged 3.7% year-on-year declines. This performance was underwhelming and implies it may need to improve its products, pricing, or go-to-market strategy. It also suggests Nordson might have to lean into acquisitions to grow, which isn't ideal because M&A can be expensive and risky (integrations often disrupt focus). While long-term earnings trends give us the big picture, we also track EPS over a shorter period because it can provide insight into an emerging theme or development for the business. Nordson's flat EPS over the last two years was worse than its 1.9% annualized revenue growth. This tells us the company became less profitable on a per-share basis as it expanded. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Nordson's margin dropped by 5.1 percentage points over the last five years. If its declines continue, it could signal increasing investment needs and capital intensity. Nordson's free cash flow margin for the trailing 12 months was 17%. Nordson falls short of our quality standards. That said, the stock currently trades at 20.7× forward P/E (or $214.91 per share). At this valuation, there's a lot of good news priced in - you can find more timely opportunities elsewhere. We'd suggest looking at one of our all-time favorite software stocks. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
24-06-2025
- Business
- Yahoo
Nordson Stock: Is NDSN Outperforming the Industrial Sector?
With a market cap of $12 billion, Nordson Corporation (NDSN) engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids. The Westlake, Ohio-based company operates through three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions. Companies valued at $10 billion or more are generally classified as 'large-cap' stocks, and Nordson fits this description perfectly. The company's products are widely used in industries such as electronics, medical, packaging, and automotive for applying adhesives, coatings, sealants, and biomaterials. It emphasizes high-performance engineering and a diversified industrial base. Meta's Mark Zuckerberg Says the Technology They're Developing Will 'See What You See and Hear What You Hear' The Next Trillion-Dollar Boom? 3 Stocks to Buy with 300 Million Humanoid Robots on the Horizon. 'Record-Shattering': Warren Buffett's Berkshire Hathaway Has Now Paid $101 Billion in Cumulative Federal Income Tax Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Shares of Nordson have dipped 20.2% from its 52-week high of $266.86. NDSN stock has risen 4.5% over the past three months, underperforming the Industrial Select Sector SPDR Fund's (XLI) 8.8% increase. In the long term, NDSN stock has gained 1.8% on a YTD basis, whereas XLI has returned 9.2%. In addition, over the past 52 weeks, shares of Nordson have dropped 7.9%, lagging behind XLI's 17% return. The stock has remained below its 50-day and 200-day moving averages since mid-December last year. Yet, it has risen above its 50-day moving average since early May. Nordson's stock surged 6.8% following the release of its Q2 2025 results on May 28. Quarterly sales rose 5% year-over-year to $683 million, surpassing Wall Street expectations, primarily driven by an 8% contribution from the Atrion acquisition. The company delivered strong adjusted EBITDA of $217.2 million, with a robust margin of 32%, reflecting continued operational excellence and gains from acquisitions. Meanwhile, adjusted EPS increased 3.4% from the prior-year quarter to $2.42, beating the consensus estimate. Compared to its peer, Ingersoll Rand Inc. (IR) has lagged behind NDSN stock. IR stock has dropped 9.4% on a YTD basis and 11.8% over the past 52 weeks. Although the stock has underperformed the sector over the past year, analysts are moderately optimistic about its stock's prospects. NDSN stock has a consensus rating of 'Moderate Buy' from the 10 analysts covering the stock, and as of writing, it is trading below the mean price target of $248.44. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
30-05-2025
- Business
- Yahoo
NDSN Q1 Earnings Call: Revenue Misses Amid Segment Shifts, Guidance Raised for Next Quarter
Manufacturing company Nordson (NASDAQ:NDSN) missed Wall Street's revenue expectations in Q1 CY2025 as sales rose 5% year on year to $682.9 million. Its non-GAAP EPS of $2.42 per share was 2.6% above analysts' consensus estimates. Is now the time to buy NDSN? Find out in our full research report (it's free). Revenue: $682.9 million (5% year-on-year growth) Adjusted EPS: $2.42 vs analyst estimates of $2.36 (2.6% beat) Revenue Guidance for Q2 CY2025 is $730 million at the midpoint, above analyst estimates of $713.5 million Adjusted EPS guidance for Q2 CY2025 is $2.65 at the midpoint, above analyst estimates of $2.58 Adjusted EBITDA Margin: 31.8% Organic Revenue fell 2.4% year on year (-3.7% in the same quarter last year) Market Capitalization: $11.14 billion Nordson's first quarter results reflected a mix of acquisition-driven growth and ongoing challenges in select legacy segments. CEO Sundaram Nagarajan highlighted that momentum in Advanced Technology Systems, particularly from semiconductor and electronics customers, and the solid performance of the recently acquired Atrion business helped offset organic revenue declines elsewhere. Management also pointed to continued softness in industrial system sales, especially within industrial coatings and polymer processing, citing weaker end-market demand compared to last year. The company's operational focus and cost discipline supported margin expansion, with Nagarajan noting that the integration of Atrion was exceeding expectations and contributing positively to both sales and profitability. Looking ahead, Nordson's guidance for the next quarter is underpinned by sustained demand in electronics and semiconductor markets, an improving outlook for medical fluid components, and incremental benefits from restructuring actions. Nagarajan emphasized, 'We are seeing positive order entry momentum in electronics, precision agriculture, and select medical product lines,' suggesting this will drive sequential improvement. Management expects the effects of destocking in medical interventional products to continue fading, while recent divestitures are anticipated to sharpen the company's focus on higher-margin offerings. However, CFO Daniel Hopgood cautioned that ongoing trade policy uncertainties and automotive market headwinds could still impact customer investment decisions, indicating the outlook remains sensitive to external factors. Management attributed the quarter's performance to strong contributions from recent acquisitions and targeted restructuring, even as some core segments continued to face demand headwinds. Atrion acquisition outperformance: The Atrion medical components business delivered higher-than-anticipated sales and margin contribution, with CEO Nagarajan noting 'customer adoption of Atrion's differentiated products' and successful operational integration exceeding initial projections. Advanced Technology momentum: Demand in the Advanced Technology Systems (ATS) segment was fueled by investments in next-generation computing, AI, and cloud infrastructure, with over half of ATS revenue now tied to semiconductor and high-performance computing. Management credited strong order entry, particularly from Asian customers, as a key driver. Industrial segment softness persists: The Industrial Precision Solutions (IPS) business saw continued weakness, mostly in industrial coatings and polymer processing tied to automotive end markets. However, the precision agriculture (ARAG) and nonwovens systems lines posted double-digit growth, partially offsetting declines. Medical segment portfolio reshaping: The announced divestiture of select medical contract manufacturing product lines is expected to increase the medical segment's focus on proprietary components, improve margin profile by an estimated 100 basis points, and free resources for core growth areas. Operational cost actions: Targeted restructuring across underperforming businesses and the completion of major facility transitions are anticipated to yield over $50 million in annual savings by 2026, supporting margin resilience despite mixed demand. Management's outlook centers on continued demand in electronics and medical components, as well as incremental margin benefits from portfolio optimization and restructuring. Electronics and semiconductor growth: Ongoing investment in semiconductor manufacturing, AI-related computing, and cloud infrastructure is expected to sustain strong order trends in the ATS segment. Management sees Asian markets as the primary near-term growth engine, with North American opportunities still to come. Medical segment recovery and focus: The medical segment's organic growth is expected to recover as destocking abates and the segment pivots toward higher-value, proprietary components following the contract manufacturing divestiture. Atrion's product pipeline and integration are anticipated to further boost segment performance. Restructuring and external risks: Cost structure improvements from recent restructuring and facility consolidation are projected to protect margins. However, management remains watchful of macroeconomic uncertainty, including trade policy changes and persistent automotive sector weakness, which could affect customer investments and order timing. In the coming quarters, the StockStory team will be closely monitoring (1) the trajectory of order entry in Advanced Technology Systems—especially semiconductor and electronics demand, (2) the pace of recovery in medical components as destocking trends unwind, and (3) the impact of portfolio reshaping on segment margins and overall profitability. Execution on restructuring savings and resilience to external market shifts will also be key to tracking Nordson's progress. Nordson currently trades at a forward P/E ratio of 20.1×. In the wake of earnings, is it a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
