Stronger 2025 Results and 2026 Outlook Might Change The Case For Investing In Nordson (NDSN)

• Nordson Corporation recently reported its fourth-quarter and full-year 2025 results, posting higher sales of US$751.82 million for the quarter and US$2.79 billion for the year, alongside increased net income and earnings per share from continuing operations compared with 2024.
• Management also issued fiscal 2026 guidance calling for first-quarter sales of US$630–US$670 million and full-year sales of US$2.83–US$2.95 billion, giving investors clearer visibility into near-term demand and earnings trends.
• Next, we’ll examine how Nordson’s year-over-year earnings growth and 2026 sales outlook might influence its existing investment narrative and risks.

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Nordson Investment Narrative Recap

To own Nordson, you need to believe in its ability to compound earnings through niche, high-precision dispensing and medical solutions, even when industrial demand is uneven. The latest results show modest revenue and earnings growth, but do not materially change the near term swing factor, which remains how quickly large system orders in areas like plastics processing and industrial coatings recover. The biggest current risk is that extended customer caution and capex delays keep revenue growth subdued for longer.

The new fiscal 2026 guidance, calling for first quarter sales of US$630–US$670 million and full year sales of US$2.83–US$2.95 billion, is most relevant here because it gives a clearer read on how management sees demand stabilizing after recent softness in some industrial markets. This outlook helps investors weigh the potential for improving order patterns against ongoing risks tied to macro uncertainty and delayed projects in key end markets.

Yet investors should be aware that prolonged customer caution and delayed large system orders could still...

Read the full narrative on Nordson (it's free!)

Nordson's narrative projects $3.5 billion revenue and $694.8 million earnings by 2028.

Uncover how Nordson's forecasts yield a $256.30 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently see Nordson’s fair value between US$207 and US$266 per share, underlining how far opinions can differ. Against that backdrop, the latest guidance framed around recovering industrial and medical demand may matter more to future performance than any single valuation point, so it is worth weighing several of these views side by side.

Explore 4 other fair value estimates on Nordson - why the stock might be worth as much as 13% more than the current price!

Build Your Own Nordson Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nordson research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free Nordson research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nordson's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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