Nordson Corporation

NasdaqGS:NDSN 주식 리포트

시가총액: US$17.6b

Nordson 향후 성장

Future 기준 점검 1/6

Nordson (는) 각각 연간 11.3% 및 6.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.8% 로 예상됩니다.

핵심 정보

11.3%

이익 성장률

11.90%

EPS 성장률

Machinery 이익 성장16.7%
매출 성장률6.7%
향후 자기자본이익률18.77%
애널리스트 커버리지

Good

마지막 업데이트21 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 03

NDSN: Backlog And Semiconductor Dispense Demand Will Support Rich Earnings Multiple

Nordson's updated analyst price target has moved higher, with fair value rising from about $264.89 to $288.30 as analysts factor in stronger expectations around Advanced Technology Solutions growth, healthy order trends across Industrial Precision and Medical and Fluid Solutions, and backlog support following recent quarterly results. Analyst Commentary Recent Street commentary on Nordson has centered on stronger expectations for its Advanced Technology Solutions segment, supported by demand related to semiconductor dispensing and reported momentum in orders across other segments.
Seeking Alpha • Aug 24

Nordson: AI Chip Tailwinds Drive Durable Growth, But This Is Priced For Perfection

Summary Nordson Corporation is set for durable, mid-single-digit growth, driven by semiconductor and AI infrastructure demand, especially in the Advanced Technology Solutions segment. NDSN reported strong Q3 ’26 results, with the ATS and MFS segments growing 28% and 5%, respectively, and raised guidance for the year. Despite operational strength and an improved balance sheet, NDSN shares are trading near the upper end of their historical EV/EBITDA range, limiting near-term upside. I assign a Hold rating and a $347/share price target, emphasizing incremental growth, margin expansion, and portfolio durability with a $3.28/share forward dividend. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 26

NDSN: Backlog Strength And ATS Semiconductor Demand Will Shape Measured Outlook

The Nordson analyst fair value estimate has been lifted from $310.50 to about $319.13, as analysts point to raised Street price targets, stronger backlog trends, and higher earnings expectations tied to demand in Advanced Technology Solutions and semiconductor related applications. Analyst Commentary Recent Street research on Nordson highlights both optimism around the company’s execution and some areas investors may want to watch more closely.
분석 기사 • Jun 16

Nordson (NDSN) Stock Could Be 5.9% Undervalued After Recent Share Price Strength

Nordson (NDSN) is back in focus after recent share price strength, with the stock up over the past week, month, and past 3 months. This has prompted investors to reassess its valuation and fundamentals. See our latest analysis for Nordson. At a share price of $292.24, Nordson has logged a 21.25% year to date share price return. The 35.68% total shareholder return over the past year points to momentum building as investors reassess growth prospects and risk. If Nordson’s recent strength has...
내러티브 업데이트 • Jun 11

NDSN: Backlog And ATS Demand Will Balance Rich Future Earnings Multiple

Analysts have nudged their price targets for Nordson higher to a range of $335 to $345 as growing backlog, stronger Advanced Technology Solutions demand, and raised long-term earnings estimates feed into slightly higher fair value and revenue growth assumptions, alongside a modestly lower discount rate and projected P/E. Analyst Commentary Recent research points to a constructive tone on Nordson, with higher price targets framed around a larger backlog and stronger demand within the Advanced Technology Solutions segment.
내러티브 업데이트 • May 28

NDSN: Advanced Technology Outlook Will Temper Concerns Around Rich Future Earnings Multiple

Analysts have lifted their Nordson price target by $10 to $345, citing stronger expected growth in the Advanced Technology Solutions segment; solid semiconductor dispense demand; accelerating Test & Inspection orders; and improving Automotive trends that together support slightly higher revenue growth, a somewhat lower profit margin, and an updated future P/E assumption. Analyst Commentary Recent research points to a more constructive view on Nordson's earnings power, particularly within the Advanced Technology Solutions segment, where stronger semiconductor dispense demand and accelerating Test & Inspection orders are feeding into updated forecasts.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
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

이익 및 매출 성장 예측

NasdaqGS:NDSN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
10/31/20283,3817287928374
10/31/20273,2066597357868
10/31/20263,0495776927638
7/31/20262,980555724773N/A
4/30/20262,904528714762N/A
1/31/20262,846523646700N/A
10/31/20252,792484661719N/A
7/31/20252,784455543613N/A
4/30/20252,704447460540N/A
1/31/20252,672452465543N/A
10/31/20242,690467492556N/A
7/31/20242,665473569623N/A
4/30/20242,652483607648N/A
1/31/20242,651493657690N/A
10/31/20232,629487607641N/A
7/31/20232,593501615652N/A
4/30/20232,606515545587N/A
1/31/20232,592497470518N/A
10/31/20222,590513462513N/A
7/31/20222,506482461510N/A
4/30/20222,491483468513N/A
1/31/20222,445497478521N/A
10/31/20212,362454508546N/A
7/31/20212,321362525568N/A
4/30/20212,213307489532N/A
1/31/20212,153275485529N/A
10/31/20202,121250452502N/A
7/31/20202,148334402456N/A
4/30/20202,170341N/A439N/A
1/31/20202,191341N/A442N/A
10/31/20192,194337N/A383N/A
7/31/20192,178321N/A398N/A
4/30/20192,200322N/A454N/A
1/31/20192,202321N/A452N/A
10/31/20182,255377N/A505N/A
7/31/20182,259371N/A478N/A
4/30/20182,268377N/A425N/A
1/31/20182,210350N/A385N/A
10/31/20172,067296N/A357N/A
7/31/20172,002292N/A358N/A
4/30/20171,903275N/A349N/A
1/31/20171,844281N/A364N/A
10/31/20161,809272N/A335N/A
7/31/20161,746246N/A289N/A
4/30/20161,719231N/A271N/A
1/31/20161,682209N/A285N/A
10/31/20151,689211N/A262N/A

애널리스트 향후 성장 전망

수입 대 저축률: NDSN 의 연간 예상 수익 증가율(11.3%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: NDSN 의 연간 수익(11.3%)이 US 시장(17.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: NDSN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: NDSN 의 수익(연간 6.7%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NDSN 의 수익(연간 6.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NDSN의 자본 수익률은 3년 후 18.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 16:48
종가2026/09/09 00:00
수익2026/07/31
연간 수익2025/10/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Nordson Corporation는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael HalloranBaird
Matthew GallBarrington Research Associates, Inc.
Andrew BuscagliaBerenberg