Analyst Consensus ?
ConsensusBuy20 ratings
Bullish1365.0%
Neutral735.0%
Bearish00.0%
Nordson Corporation · NDSN · FY2026 Q1 · Calendar Q1 2026
NDSN raises outlook as semiconductor demand drives momentum
The current analysis supports a constructive but conditional view: semiconductor and Asia Pacific demand are strengthening, while execution, mix, and cyclical recovery risks still require monitoring.
Reported After market closeNASDAQIndustrials
$18.01B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.37
Consensus $2.37
EPS surprise
0.0%
Reported versus consensus
Reported revenue
$669.5M
Consensus $652.8M
Revenue surprise
+2.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-1.8%
Event window
SPY move
-0.3%
Same window
Abnormal move
-1.5%
Stock minus SPY
Volume
1.0×
Versus trailing sessions
Subsequent drift
-9.1%
Up to 20 sessions
NDSNSPY benchmark
Ask FN2 about NDSN FY2026 Q1
Transcript, numbers and history already loaded
Why did NDSN fall 1.8% after beating EPS estimates in FY2026 Q1?What changed in NDSN's guidance and outlook in FY2026 Q1?Give me the bull and bear case for NDSN after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The narrative improved from maintained guidance and a recovery-focused setup to raised guidance, record first-quarter performance, and stronger emphasis on semiconductor and Asia Pacific momentum.
Guidance delta
Raised versus the prior quarter, reflecting continued semiconductor and Asia Pacific momentum.
Key takeaways
- Management described record first-quarter sales and adjusted earnings, supported by strong ATS growth.
- Semiconductor advanced packaging, Asia Pacific demand, and inspection product adoption were central growth drivers.
- Free-cash-flow generation supports dividends, repurchases, and ongoing investment.
- Medical growth was affected by weather, while mix and FX influenced margins.
- The recovery in automotive and polymer processing is progressing but remains incomplete.
Management priorities
- Advance semiconductor dispense, X-ray, and acoustic-emission product roadmaps.
- Invest in organic growth and pursue acquisitions in medical components, test and inspection, and industrial technologies.
- Maintain dividends and share repurchases while preserving balance-sheet discipline.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$323.26Current
$240Low
$305.33Average
$375High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 25, 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 $323.26. 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 | +16.0% | Aug 24, 2026 |
| Oppenheimer | Analyst unavailable | $370 | $335.74 | +14.5% | Aug 21, 2026 |
| Robert W. Baird | Michael Halloran | $351 | $334.7 | +8.6% | Aug 21, 2026 |
| KeyBanc | Analyst unavailable | $360 | $309.92 | +11.4% | Aug 20, 2026 |
| Oppenheimer | Analyst unavailable | $335 | $287.66 | +3.6% | May 29, 2026 |
| D.A. Davidson | Analyst unavailable | $345 | $287.91 | +6.7% | May 27, 2026 |
| Oppenheimer | Analyst unavailable | $325 | $292.66 | +0.5% | Feb 24, 2026 |
| Jefferies | Saree Boroditsky | $300 | $289.98 | -7.2% | Feb 23, 2026 |
| D.A. Davidson | Analyst unavailable | $335 | $290.13 | +3.6% | Feb 23, 2026 |
| Robert W. Baird | Analyst unavailable | $314 | $293.93 | -2.9% | Feb 20, 2026 |
| KeyBanc | Analyst unavailable | $325 | $299.29 | +0.5% | Feb 19, 2026 |
| Vertical Research | Analyst unavailable | $270 | $237.37 | -16.5% | Dec 15, 2025 |
| D.A. Davidson | Analyst unavailable | $290 | $235.21 | -10.3% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $275 | $234.45 | -14.9% | Dec 12, 2025 |
| KeyBanc | Jeffrey Hammond | $295 | $236.19 | -8.7% | Dec 11, 2025 |
| D.A. Davidson | Matthew Summerville | $285 | $239.06 | -11.8% | Oct 21, 2025 |
| Oppenheimer | Analyst unavailable | $275 | $225.79 | -14.9% | Aug 25, 2025 |
| Robert W. Baird | Analyst unavailable | $252 | $227.17 | -22.0% | Aug 22, 2025 |
| Jefferies | Analyst unavailable | $240 | $219.93 | -25.8% | Aug 21, 2025 |
| KeyBanc | Analyst unavailable | $260 | $206.55 | -19.6% | Mar 4, 2025 |
| Robert W. Baird | Michael Halloran | $287 | $256.03 | -11.2% | Aug 23, 2024 |
| Loop Capital Markets | Chris Dankert | $255 | $246.44 | -21.1% | May 22, 2024 |
| Robert W. Baird | Michael Halloran | $272 | $245.85 | -15.9% | May 22, 2024 |
| D.A. Davidson | Matthew Summerville | $295 | $243.14 | -8.7% | May 21, 2024 |
| D.A. Davidson | Matt Summerville | $270 | $232.33 | -16.5% | Aug 21, 2023 |
| KeyBanc | Jeffrey Hammond | $255 | $221.04 | -21.1% | Feb 22, 2023 |
| Robert W. Baird | Analyst unavailable | $271 | $239.17 | -16.2% | Aug 24, 2022 |
| Morgan Stanley | Analyst unavailable | $250 | $218.04 | -22.7% | Jun 9, 2022 |
| Berenberg Bank | Andrew Buscaglia | $300 | $222.06 | -7.2% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| 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
Who reports nextBeat on EPS
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
Get the NDSN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-25T01:30:56.109801+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-25T01:30:56.107020+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 2026-09-25. For educational purposes only; not investment advice.