NASDAQIndustrialsSpecialty Industrial MachinerySnapshot 2026-07-07
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Nordson grows sales about 6% a year. Earnings per share target is $11.3 for fiscal 2026. Operating income stays near $197 million. The company raised revenue and earnings guidance recently.
Rising expenses could hurt profit stability. A weak economy may slow sales growth. New debt could pressure the balance sheet.
The price is about 11% above our fair value near $261. Analysts expect about 6% revenue growth. Our view aligns with these expectations.
Breaks if: Debt causes credit rating downgrade or liquidity issues
Breaks if: EPS falls below $10.8 per share in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Nordson is committed to maintaining strong EPS guidance for fiscal 2026.
Stated in 3 of last 3 quarters. EPS guidance increased from $10.80-$11.50 in 2025-Q4 to $11.30-$11.80 in 2026-Q2. The consistent upward revision reflects management's focus on maintaining strong earnings performance.
“Adjusted earnings to be in the range of $11.30 to $11.80 per diluted share.”
“Adjusted earnings to be in the range of $11.00 to $11.60 per diluted share.”
“Full year fiscal 2026 adjusted earnings are forecasted in the range of $10.80 to $11.50 per diluted share.”
Breaks if: Operating income falls well below $166 million in Q2 FY26
Nordson is focusing on maintaining stable operating income levels.
Stated in 3 of last 3 quarters. Operating income was $197.2M in 2026-Q2, compared to $166.4M in 2026-Q1 and $214.3M in 2025-Q4. The figures indicate a focus on maintaining stability, with some fluctuations.
“Operating income for 2026-Q2 was $197.2 million, showing stability.”
“Operating income for 2026-Q1 was $166.4 million.”
“Operating income for 2025-Q4 was $214.3 million.”
Breaks if: Revenue falls below $2.83 billion in FY26
Nordson aims to increase its full year revenue guidance for fiscal 2026.
Stated in 3 of last 3 quarters. Revenue guidance increased from $2,830-$2,950M in 2025-Q4 to $2,930-$3,010M in 2026-Q2. The trajectory shows consistent upward revisions, indicating progress towards growth targets.
“The Company is increasing its full year guidance. Sales are now expected to be in the range of $2,930 to $3,010 million.”
“Sales are now expected to be in the range of $2,860 to $2,980 million.”
“We expect to deliver sales in the range of $2,830 to $2,950 million in fiscal 2026.”
