Analyst Consensus ?
ConsensusBuy20 ratings
Bullish1365.0%
Neutral735.0%
Bearish00.0%
Nordson Corporation · NDSN · FY2025 Q2 · Calendar Q2 2025
Nordson: ATS Strength Offsets Industrial and Destocking Risks
The supplied analysis is constructive but not unqualified: ATS demand, Atrion, pricing, and operational execution support the outlook, while industrial softness, medical destocking, and lumpy demand are meaningful offsets.
Reported After market closeNASDAQIndustrials
$18.62B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.36
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $671.4M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+6.8%
Event window
SPY move
+0.4%
Same window
Abnormal move
+6.4%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
+2.9%
Up to 20 sessions
NDSNSPY benchmark
Ask FN2 about NDSN FY2025 Q2
Transcript, numbers and history already loaded
What drove NDSN's +6.8% move after FY2025 Q2 earnings?What changed in NDSN's guidance and outlook in FY2025 Q2?Give me the bull and bear case for NDSN after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior analysis, the current analysis shows stronger reported sales momentum and a clearer contribution from ATS and Atrion, while industrial weakness and medical destocking remain unresolved.
Guidance delta
Management maintained its outlook; the supplied analysis describes next-quarter guidance as aligned with the full-year view.
Key takeaways
- Management described stronger sales and profitability, led by Advanced Technology Solutions and Atrion.
- Industrial systems remained weak amid automotive softness, while medical demand continued to reflect destocking.
- The supplied analysis points to maintained guidance, disciplined capital deployment, and limited direct tariff exposure.
Management priorities
- Complete the South Carolina industrial coatings plant and expand India manufacturing capacity.
- Integrate Atrion and CyberOptics-related products while maintaining disciplined capital deployment.
- Use pricing and operational actions to protect margins in weaker industrial markets.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$327.69Current
$240Low
$305.33Average
$375High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 8, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Aug 24, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 21, 2026 |
| Baird | Neutral | Neutral | Maintain | Aug 21, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 20, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | May 22, 2026 |
| Loop Capital | Buy | Hold | Upgrade | Jan 22, 2025 |
| Seaport Global | Buy | Neutral | Upgrade | Dec 17, 2024 |
| Wells Fargo | Overweight | Overweight | Maintain | Feb 23, 2024 |
| Jefferies | Hold | Buy | Downgrade | Sep 26, 2023 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 9, 2022 |
| B. Riley Securities | Buy | Buy | Maintain | May 23, 2018 |
| B. Riley FBR | Buy | Buy | Maintain | May 23, 2018 |
| Gabelli & Co. | Hold | Buy | Downgrade | Dec 15, 2017 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Aug 23, 2016 |
| Wunderlich Securities | Buy | Hold | Upgrade | Jan 7, 2016 |
| Wunderlich | Buy | Hold | Upgrade | Jan 7, 2016 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Dec 14, 2015 |
| BB&T Capital | Buy | Hold | Upgrade | Oct 10, 2014 |
| Barrington Research | Outperform | Market Perform | Upgrade | Jun 18, 2014 |
| BMO Capital | Market Perform | Outperform | Downgrade | May 24, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $327.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Industrial Alliance Securities | Analyst unavailable | $375 | $332.21 | +14.4% | Aug 24, 2026 |
| Oppenheimer | Analyst unavailable | $370 | $335.74 | +12.9% | Aug 21, 2026 |
| Robert W. Baird | Michael Halloran | $351 | $334.7 | +7.1% | Aug 21, 2026 |
| KeyBanc | Analyst unavailable | $360 | $309.92 | +9.9% | Aug 20, 2026 |
| Oppenheimer | Analyst unavailable | $335 | $287.66 | +2.2% | May 29, 2026 |
| D.A. Davidson | Analyst unavailable | $345 | $287.91 | +5.3% | May 27, 2026 |
| Oppenheimer | Analyst unavailable | $325 | $292.66 | -0.8% | Feb 24, 2026 |
| Jefferies | Saree Boroditsky | $300 | $289.98 | -8.5% | Feb 23, 2026 |
| D.A. Davidson | Analyst unavailable | $335 | $290.13 | +2.2% | Feb 23, 2026 |
| Robert W. Baird | Analyst unavailable | $314 | $293.93 | -4.2% | Feb 20, 2026 |
| KeyBanc | Analyst unavailable | $325 | $299.29 | -0.8% | Feb 19, 2026 |
| Vertical Research | Analyst unavailable | $270 | $237.37 | -17.6% | Dec 15, 2025 |
| D.A. Davidson | Analyst unavailable | $290 | $235.21 | -11.5% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $275 | $234.45 | -16.1% | Dec 12, 2025 |
| KeyBanc | Jeffrey Hammond | $295 | $236.19 | -10.0% | Dec 11, 2025 |
| D.A. Davidson | Matthew Summerville | $285 | $239.06 | -13.0% | Oct 21, 2025 |
| Oppenheimer | Analyst unavailable | $275 | $225.79 | -16.1% | Aug 25, 2025 |
| Robert W. Baird | Analyst unavailable | $252 | $227.17 | -23.1% | Aug 22, 2025 |
| Jefferies | Analyst unavailable | $240 | $219.93 | -26.8% | Aug 21, 2025 |
| KeyBanc | Analyst unavailable | $260 | $206.55 | -20.7% | Mar 4, 2025 |
| Robert W. Baird | Michael Halloran | $287 | $256.03 | -12.4% | Aug 23, 2024 |
| Loop Capital Markets | Chris Dankert | $255 | $246.44 | -22.2% | May 22, 2024 |
| Robert W. Baird | Michael Halloran | $272 | $245.85 | -17.0% | May 22, 2024 |
| D.A. Davidson | Matthew Summerville | $295 | $243.14 | -10.0% | May 21, 2024 |
| D.A. Davidson | Matt Summerville | $270 | $232.33 | -17.6% | Aug 21, 2023 |
| KeyBanc | Jeffrey Hammond | $255 | $221.04 | -22.2% | Feb 22, 2023 |
| Robert W. Baird | Analyst unavailable | $271 | $239.17 | -17.3% | Aug 24, 2022 |
| Morgan Stanley | Analyst unavailable | $250 | $218.04 | -23.7% | Jun 9, 2022 |
| Berenberg Bank | Andrew Buscaglia | $300 | $222.06 | -8.5% | Jun 7, 2022 |
Track every rating change on NDSN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationNordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, medical components, and other fluids. The Industrial Precision Solutions segment provides dispensing, coating, and laminating systems for adhesives, lotions, liquids, and fibers to disposable products and roll goods; automated adhesive dispensing systems; components and systems for thermoplastic and biopolymer melt stream; fluid components, such as nozzles, pumps, and filters; smart components that measure and control the flow, quantity and location of dispensed fluid; control systems; and product assembly solutions. It also offers automated and manual dispensing products and systems for cold materials, container coating, liquid finishing, and powder coating, as well as ultraviolet equipment.…
Historical context
All NDSN earningsIndustrials peers this season
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| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-05-14T00:02:31.936144+00:00
- Polygon adjusted daily market bars · 2026-10-07T23:30:46.086529+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-07T23:30:46.083416+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-07. For educational purposes only; not investment advice.