Nordson Croissance future
Future contrôle des critères 1/6
Nordson devrait augmenter ses bénéfices et son chiffre d'affaires de 9.3% et de 6.2% par an respectivement. Le BPA devrait croître de de 10.3% par an. Le rendement des capitaux propres devrait être 18% dans 3 ans.
Informations clés
9.3%
Taux de croissance des bénéfices
10.25%
Taux de croissance du BPA
| Machinery croissance des bénéfices | 16.3% |
| Taux de croissance des recettes | 6.2% |
| Rendement futur des capitaux propres | 18.04% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 15 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 06
NDSN: Synced Segment Execution And Buybacks Will Shape Measured Forward Outlook
Nordson's analyst fair value estimate has moved from $308.43 to $310.50 as analysts factor in higher price targets of up to $325 and $335, citing Q1 results at the high end of guidance, margin flow through, and signs of stabilizing demand in Automotive and Polymer Processing Systems. Analyst Commentary Recent research reflects a more constructive tone on Nordson, with higher price targets linked to Q1 execution, margin flow through, and early signs of demand stabilization in key end markets.Seeking Alpha • Apr 25
Nordson Corporation: A Dividend King At Full Value
Summary Nordson Corporation delivered strong Q1 2026 results, with revenue of $669M (+9% YoY) and GAAP EPS of $2.38, beating expectations. Industrial Precision Solutions and Advanced Technology Solutions segments drove robust organic growth, while Medical & Fluid Solutions faced a minor revenue dip due to a divestiture. Management raised full-year guidance: revenue is now $2.86B-$2.98B and EPS is $11.00-$11.60, reflecting confidence in demand and execution. Despite recent share price softness, NDSN has outperformed the S&P 500, and analyst sentiment remains positive with upward EPS revisions. Read the full article on Seeking AlphaMise à jour du récit • Apr 19
NDSN: Synced Segment Execution And Buybacks Will Shape Balanced Forward Outlook
Narrative Update The analyst price target for Nordson has moved higher into the $325 to $335 range, with analysts pointing to Q1 results near the top of guidance, stronger ATS margins, and signs of demand stabilization in Automotive and Polymer Processing Systems as key supports for the new targets. Analyst Commentary Bullish analysts have adjusted their targets higher into the low to mid $300s, pointing to execution in Q1 and pockets of demand stabilization as key supports for their updated outlooks.Mise à jour du récit • Apr 05
NDSN: Synced Segment Momentum And Buybacks Will Support Further Upside Potential
Analysts have inched their blended price target for Nordson slightly higher to about $308 from roughly $307, citing stronger-than-guided Q1 sales, solid margin flow-through in ATS, and signs of stabilization in Automotive and Polymer Processing Systems demand. Analyst Commentary Recent Street commentary reflects a constructive tone on Nordson, with price targets lifted into the low to mid $300s following the latest quarter.Mise à jour du récit • Mar 22
NDSN: Synced Segment Momentum And Buybacks Will Support Future Upside Potential
Nordson's updated fair value moves modestly lower from $313.40 to $307.38, even as analysts lift price targets into the $325 to $335 range on the back of stronger than guided Q1 performance and signs of stabilization in Automotive and Polymer Processing Systems demand. Analyst Commentary Recent Street research around Nordson reflects generally constructive sentiment on execution and end market trends, even as the updated fair value remains below the latest price targets.Mise à jour du récit • Mar 07
NDSN: Synchronized Segment Momentum And Buybacks Will Support Future Return Profile
Analysts have raised their fair value estimate for Nordson by about $18 to $313.40, citing recent price target increases to $325 and $335 that reflect confidence in the company's Q1 execution and expectations for more balanced organic growth across key segments. Analyst Commentary Recent research points to a constructive tone around Nordson, with higher price targets reflecting confidence in both execution and the potential for more evenly distributed growth across its segments.Mise à jour du récit • Feb 21
NDSN: Buybacks And 2026 Guidance Will Support Balanced Return Prospects
Analysts have revised their price target on Nordson to $295.40 from $274.18, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and expected future P/E multiples. What's in the News Nordson issued earnings guidance for the first quarter of fiscal 2026, with sales forecast in the range of $630 million to $670 million and adjusted earnings of $2.25 to $2.45 per diluted share (company guidance).
Mise à jour du récit • Feb 07
NDSN: 2026 Sales Guidance Will Reinforce Concerns About Rich Earnings Multiple
Analysts have nudged their price target on Nordson slightly higher to about US$243 from US$242, pointing to updated assumptions around modestly stronger revenue growth, profit margins, and a slightly lower discount rate, alongside a nearly steady forward P/E view. What's in the News From August 1, 2025 to October 31, 2025, Nordson repurchased 389,000 shares, representing 0.69% of shares, for US$87.45 million under its ongoing buyback program (Key Developments).Article d’analyse • Feb 04
Should You Investigate Nordson Corporation (NASDAQ:NDSN) At US$278?
Today we're going to take a look at the well-established Nordson Corporation ( NASDAQ:NDSN ). The company's stock saw a...Mise à jour du récit • Jan 24
NDSN: Buybacks And Margin Outlook Will Support Balanced Return Prospects
Analysts have nudged their Nordson fair value estimate higher from US$271 to about US$274. This reflects slightly higher assumed profit margins and a modestly richer future P/E multiple, even as they temper revenue growth expectations and hold the discount rate essentially steady.Mise à jour du récit • Jan 09
NDSN: Share Buybacks And 2026 Guidance Will Shape A Balanced Outlook
Analysts have lifted their price target on Nordson from US$212.16 to US$242.00, citing updated assumptions that include a higher discount rate, adjusted revenue growth and profit margin expectations, and a lower future P/E multiple. What's in the News Between August 1, 2025 and October 31, 2025, Nordson repurchased 389,000 shares, about 0.69% of its shares, for US$87.45 million under its ongoing buyback program (Key Developments).Mise à jour du récit • Dec 26
NDSN: Future Margin Strength And Buybacks Will Drive Share Upside
Analysts have modestly raised their price target for Nordson to approximately $271 per share, up about $7 from prior estimates. They cite expectations for slightly higher long term profitability and valuation multiples, despite tempering near term revenue growth assumptions.Mise à jour du récit • Dec 12
NDSN: Stronger Long Term Margins Will Support Upside In Shares
Analysts have raised their price target on Nordson by approximately $8 per share, reflecting slightly higher long term revenue growth and profit margin assumptions that support a modestly richer valuation multiple. What's in the News Issued first quarter fiscal 2026 sales guidance of $630 to $670 million, with adjusted earnings expected between $2.25 and $2.45 per diluted share (company guidance).Mise à jour du récit • Aug 27
Integration Of Atrion Acquisition Will Boost Manufacturing Efficiencies With NBS Next
Driven by a moderate sales and operational beat, renewed management confidence, and expectations of a return to organic growth in key segments, analysts have raised their consensus price target for Nordson from $251.80 to $256.30. Analyst Commentary Bullish analysts cite a moderate sales and operational beat in the recent quarter, with results surpassing expectations.Article d’analyse • Aug 17
Nordson (NASDAQ:NDSN) Hasn't Managed To Accelerate Its Returns
NasdaqGS:NDSN 1 Year Share Price vs Fair Value Explore Nordson's Fair Values from the Community and select yours If...Article d’analyse • Jul 01
Nordson (NASDAQ:NDSN) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jun 16
Is It Time To Consider Buying Nordson Corporation (NASDAQ:NDSN)?
Today we're going to take a look at the well-established Nordson Corporation ( NASDAQ:NDSN ). The company's stock saw a...Article d’analyse • May 30
Nordson’s Rising Sales Mask Ongoing Margin Questions—What Investors Need To Know Now
Nordson reported second quarter sales of US$682.94 million, up from US$650.64 million a year ago, and issued guidance for third quarter sales of US$710 to US$750 million, supported by a healthy backlog and strong order entry.Article d’analyse • May 28
Nordson Corporation's (NASDAQ:NDSN) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 24.9x Nordson Corporation ( NASDAQ:NDSN ) may be sending bearish signals...Seeking Alpha • Mar 19
Nordson's Growth Strategy: Acquisitions, Tariffs, And The Investment Case
Summary Nordson is fundamentally sound but heavily reliant on acquisitions for growth. Future returns may be lower unless Nordson improves capital efficiency or executes more cost-effective acquisitions. The company has maintained profitability and strong cash flow but faces challenges from high reinvestment rates and limited pricing power. Assuming that it can avoid the tariff impact, Nordson's stock is fairly valued with no margin of safety, making it less attractive at current levels. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Nordson: A Dividend Aristocrat Reinforcing Its Position Through Tuck-In Acquisitions
Summary Nordson Corp., an American multinational corporation that manufactures equipment used for the precise dispensing of adhesives, coatings, sealants, and other materials, is now a $12 billion (by market cap) manufacturing might. NDSN has taken all of this simple and practical wonderfulness and combined it with a programmatic acquisition strategy that scales the business beyond organic growth potential through tuck-in acquisitions designed to open up new opportunities and markets. The company increased its dividend for an incredible 61 consecutive years, with a 10-year dividend growth rate of 15.4%. Nordson increased its revenue from $1.7 billion in FY 2015 to $2.7 billion in FY 2024, a compound annual growth rate of 5.3%. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
Nordson Corp.: Resorting To M&A While Organic Growth Lags
Summary Nordson combines organic growth with strategic M&A, but recent slower performance and high valuations have made investors cautious despite dividend hikes and acquisitions. The company operates in niche markets with strong margins, generating $2.6 billion in 2023 sales across three segments, with industrial precision being the largest and most profitable business. Despite recent M&A, organic sales have declined, and leverage has increased, making the current valuation demanding at mid-twenty times earnings multiple. Nordson's continued M&A efforts and dividend increases show potential, but the stock remains a "show me" story, awaiting a return to organic growth. Read the full article on Seeking Alpha
Nouveau récit • Aug 29
Atrion Acquisition And Decisive Initiatives Set To Propel Growth In Medical Markets
The Atrion Medical acquisition and strategic focus on high-growth medical end markets are expected to diversify income streams and improve net margins.Seeking Alpha • Aug 08
Nordson Corporation: Rate Of Capital Deployment Doesn't Match Current Valuations
Summary Nordson Corporation is a precision technology company whose shares are down 10% YTD. The company's high-quality business in industrial machinery + supplies enjoys consumer advantages with higher operating margins compared to peers. Valuations are fair at ~3x EV/IC, with potential downside risks due to its deteriorating competitive advantage period and slow capital turnover. Read the full article on Seeking AlphaSeeking Alpha • May 22
Nordson: Premium Player Delivering A Soft Performance
Summary Nordson Corporation has been successful in combining organic growth with savvy M&A practices, but slower organic growth and demanding valuation multiples have made investors cautious. The company reported sales of $2.6 billion in 2023, is well diversified, and remains very profitable. Nordson's recent earnings report showed flat quarterly sales and a decline in earnings, as organic growth is difficult to find right here, making it difficult to justify a premium valuation. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 10/31/2028 | 3,271 | 678 | 762 | 804 | 4 |
| 10/31/2027 | 3,091 | 618 | 720 | 768 | 9 |
| 10/31/2026 | 2,947 | 583 | 665 | 685 | 9 |
| 1/31/2026 | 2,846 | 523 | 646 | 700 | N/A |
| 10/31/2025 | 2,792 | 484 | 661 | 719 | N/A |
| 7/31/2025 | 2,784 | 455 | 543 | 613 | N/A |
| 4/30/2025 | 2,704 | 447 | 460 | 540 | N/A |
| 1/31/2025 | 2,672 | 452 | 465 | 543 | N/A |
| 10/31/2024 | 2,690 | 467 | 492 | 556 | N/A |
| 7/31/2024 | 2,665 | 473 | 569 | 623 | N/A |
| 4/30/2024 | 2,652 | 483 | 607 | 648 | N/A |
| 1/31/2024 | 2,651 | 493 | 657 | 690 | N/A |
| 10/31/2023 | 2,629 | 487 | 607 | 641 | N/A |
| 7/31/2023 | 2,593 | 501 | 615 | 652 | N/A |
| 4/30/2023 | 2,606 | 515 | 545 | 587 | N/A |
| 1/31/2023 | 2,592 | 497 | 470 | 518 | N/A |
| 10/31/2022 | 2,590 | 513 | 462 | 513 | N/A |
| 7/31/2022 | 2,506 | 482 | 461 | 510 | N/A |
| 4/30/2022 | 2,491 | 483 | 468 | 513 | N/A |
| 1/31/2022 | 2,445 | 497 | 478 | 521 | N/A |
| 10/31/2021 | 2,362 | 454 | 508 | 546 | N/A |
| 7/31/2021 | 2,321 | 362 | 525 | 568 | N/A |
| 4/30/2021 | 2,213 | 307 | 489 | 532 | N/A |
| 1/31/2021 | 2,153 | 275 | 485 | 529 | N/A |
| 10/31/2020 | 2,121 | 250 | 452 | 502 | N/A |
| 7/31/2020 | 2,148 | 334 | 402 | 456 | N/A |
| 4/30/2020 | 2,170 | 341 | 376 | 439 | N/A |
| 1/31/2020 | 2,191 | 341 | 378 | 442 | N/A |
| 10/31/2019 | 2,194 | 337 | N/A | 383 | N/A |
| 7/31/2019 | 2,178 | 321 | N/A | 398 | N/A |
| 4/30/2019 | 2,200 | 322 | N/A | 454 | N/A |
| 1/31/2019 | 2,202 | 321 | N/A | 452 | N/A |
| 10/31/2018 | 2,255 | 377 | N/A | 505 | N/A |
| 7/31/2018 | 2,259 | 371 | N/A | 478 | N/A |
| 4/30/2018 | 2,268 | 377 | N/A | 425 | N/A |
| 1/31/2018 | 2,210 | 350 | N/A | 385 | N/A |
| 10/31/2017 | 2,067 | 296 | N/A | 357 | N/A |
| 7/31/2017 | 2,002 | 292 | N/A | 358 | N/A |
| 4/30/2017 | 1,903 | 275 | N/A | 349 | N/A |
| 1/31/2017 | 1,844 | 281 | N/A | 364 | N/A |
| 10/31/2016 | 1,809 | 272 | N/A | 335 | N/A |
| 7/31/2016 | 1,746 | 246 | N/A | 289 | N/A |
| 4/30/2016 | 1,719 | 231 | N/A | 271 | N/A |
| 1/31/2016 | 1,682 | 209 | N/A | 285 | N/A |
| 10/31/2015 | 1,689 | 211 | N/A | 262 | N/A |
| 7/31/2015 | 1,711 | 234 | N/A | 272 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NDSN ( 9.3% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de NDSN ( 9.3% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de NDSN devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NDSN ( 6.2% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NDSN ( 6.2% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de NDSN devrait être faible dans 3 ans ( 18 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 14:45 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/10/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Nordson Corporation est couverte par 20 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Halloran | Baird |
| Matthew Gall | Barrington Research Associates, Inc. |
| Andrew Buscaglia | Berenberg |