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Nordson CorporationNasdaqGS:NDSN 株式レポート

時価総額 US$15.2b
株価
US$276.20
US$310.5
11.0% 割安 内在価値ディスカウント
1Y40.6%
7D-1.0%
ポートフォリオ価値
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Nordson Corporation

NasdaqGS:NDSN 株式レポート

時価総額:US$15.2b

Nordson(NDSN)株式概要

ノードソン・コーポレーションは、接着剤、コーティング剤、ポリマー、シーラント、生体材料、医療用コンポーネント、その他の液体を吐出、塗布、制御する製品やシステムの設計、製造、販売を行っています。 詳細

NDSN ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長1/6
過去の実績5/6
財務の健全性3/6
配当金4/6

NDSN Community Fair Values

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Nordson Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Nordson
過去の株価
現在の株価US$276.20
52週高値US$305.28
52週安値US$191.99
ベータ0.99
1ヶ月の変化-2.43%
3ヶ月変化-6.03%
1年変化40.58%
3年間の変化29.19%
5年間の変化27.99%
IPOからの変化6,595.76%

最新ニュース

ナラティブの更新 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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.

Recent updates

ナラティブの更新 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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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.
分析記事 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ 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 Alpha
Seeking 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 Alpha

株主還元

NDSNUS MachineryUS 市場
7D-1.0%-2.6%-0.3%
1Y40.6%40.4%26.7%

業界別リターン: NDSN過去 1 年間で34.5 % の収益を上げたUS Machinery業界を上回りました。

リターン対市場: NDSN過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。

価格変動

Is NDSN's price volatile compared to industry and market?
NDSN volatility
NDSN Average Weekly Movement3.2%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: NDSN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NDSNの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19098,200Naga Nagarajanwww.nordson.com

ノードソン・コーポレーションは、接着剤、コーティング剤、ポリマー、シーラント、生体材料、医療用コンポーネント、およびその他の流体をディスペンス、塗布、制御するための製品およびシステムを設計、製造、販売しています。工業用精密ソリューション事業では、接着剤、ローション、液体、繊維から使い捨て製品、ロール製品へのディスペンシング、コーティング、ラミネートシステム、自動接着剤ディスペンシングシステム、熱可塑性プラスチックやバイオポリマーのメルトストリーム用コンポーネントとシステム、ノズル、ポンプ、フィルターなどの流体コンポーネント、ディスペンシングされた流体の流量、量、位置を測定・制御するスマートコンポーネント、制御システム、製品アセンブリーソリューションを提供している。また、冷間材料、容器コーティング、液体仕上げ、粉体塗装用の自動・手動ディスペンシング製品やシステム、紫外線装置も提供している。医療・流体ソリューション部門は、精密な手動および半自動ディスペンサー、プラスチック成形シリンジ、カートリッジ、チップ、流体接続部品、人工シャフトおよびインターベンショナルデリバリーシステム、医療用チューブ、バルーン、バルーンインフレーター、ニチノール製器具、心臓血管用カニューレ、生体材料デリバリーなどのインターベンショナルソリューション、医療用流体部品、マイクロプレジア心筋保護器具および関連消耗品を提供している。アドバンスト・テクノロジー・ソリューションズ事業では、各種接着・保護・コーティング液の高速・精密塗布用自動塗布システム、関連ガスプラズマ処理システム、半導体・プリント基板産業で使用されるボンドテスター、自動光学・音響顕微鏡・X線検査システムなどの破壊・非破壊検査技術、精密測定・制御技術を提供している。同社は直販部隊、代理店、販売代理店を通じて製品を販売している。ノードソン・コーポレーションは1909年に設立され、オハイオ州ウェストレイクに本社を置いている。

Nordson Corporation 基礎のまとめ

Nordson の収益と売上を時価総額と比較するとどうか。
NDSN 基礎統計学
時価総額US$15.15b
収益(TTM)US$523.20m
売上高(TTM)US$2.85b
29.4x
PER(株価収益率
5.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NDSN 損益計算書(TTM)
収益US$2.85b
売上原価US$1.27b
売上総利益US$1.57b
その他の費用US$1.05b
収益US$523.20m

直近の収益報告

Jan 31, 2026

次回決算日

May 21, 2026

一株当たり利益(EPS)9.38
グロス・マージン55.28%
純利益率18.39%
有利子負債/自己資本比率64.2%

NDSN の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.2%
現在の配当利回り
34%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 03:36
終値2026/05/20 00:00
収益2026/01/31
年間収益2025/10/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nordson Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Michael HalloranBaird
Matthew GallBarrington Research Associates, Inc.
Andrew BuscagliaBerenberg