Nordson Corporation (NDSN)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$310.49-6.11%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · NDSN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.3% |
| Our one-year growth estimate | diamond | 6.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 8.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 47 industry peers
NDSN — capital allocation
Dated 2026-06-03
Creation of a Direct Financial Obligation or Obligations under an Off-Balance Sheet Arrangement of a Registrant On June 2, 2026 (the “Effective Date”), Nordson Corporation (the “Company”) established a new commercial paper program (the “Program”), under which the Company may issue unsecured commercial paper notes (the “Notes”) on a private placement basis up to a maximum aggregate amount outstanding at any time of $1.2 billion. On the Effective Date, the Company also entered into commercial p…
Why it matters: Nordson raised its sales range after three strong quarters. Results below the new low end would break that growth record.
Worry ifFiscal 2026 sales finish below $3.035 billion, the low end of the latest range.
Less concerning ifFiscal 2026 sales reach at least $3.035 billion, within or above the latest range.
Why it matters: Nordson said strong demand and higher backlog would carry into Q4. Sales below Q3's $818 million would weaken that signal.
Worry ifQ4 sales are below $817 million. Or, management reports fewer orders and a smaller backlog.
Less concerning ifQ4 sales are at least $818 million, with backlog still above the prior year.
Why it matters: The sector growth signal points to slowing sales. Nordson's next results can show whether its sales growth bucks that trend.
Watch forNordson reports sales growth above 10% from a year ago for another quarter.
Also watch forNordson reports sales growth below 5% from a year ago for a quarter.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$75 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $201 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,415 loss on $10,000 · 14.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.