Nordson Corporation

NasdaqGS:NDSN Stok Raporu

Piyasa değeri: US$15.4b

Nordson Yönetim

Yönetim kriter kontrolleri 4/4

Nordson CEO'su Naga Nagarajan, Aug2019 tarihinde atandı, in görev süresi 6.75 yıldır. in toplam yıllık tazminatı $ 8.15M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.9% maaş ve 87.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.13% ine doğrudan sahiptir ve bu hisseler $ 20.11M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.3 yıl ve 6.5 yıldır.

Anahtar bilgiler

Naga Nagarajan

İcra Kurulu Başkanı

US$8.2m

Toplam tazminat

CEO maaş yüzdesi12.87%
CEO görev süresi6.8yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi3.3yrs
Yönetim Kurulu ortalama görev süresi6.5yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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.
Analiz Makalesi 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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Yeni Anlatı 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

CEO Tazminat Analizi

Naga Nagarajan'un ücretlendirmesi Nordson'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Apr 30 2026n/an/a

US$528m

Jan 31 2026n/an/a

US$523m

Oct 31 2025US$8mUS$1m

US$484m

Jul 31 2025n/an/a

US$455m

Apr 30 2025n/an/a

US$447m

Jan 31 2025n/an/a

US$452m

Oct 31 2024US$9mUS$1m

US$467m

Jul 31 2024n/an/a

US$473m

Apr 30 2024n/an/a

US$483m

Jan 31 2024n/an/a

US$493m

Oct 31 2023US$7mUS$975k

US$487m

Jul 31 2023n/an/a

US$501m

Apr 30 2023n/an/a

US$515m

Jan 31 2023n/an/a

US$497m

Oct 31 2022US$8mUS$900k

US$513m

Jul 31 2022n/an/a

US$482m

Apr 30 2022n/an/a

US$483m

Jan 31 2022n/an/a

US$497m

Oct 31 2021US$11mUS$870k

US$454m

Jul 31 2021n/an/a

US$362m

Apr 30 2021n/an/a

US$307m

Jan 31 2021n/an/a

US$275m

Oct 31 2020US$5mUS$883k

US$250m

Jul 31 2020n/an/a

US$334m

Apr 30 2020n/an/a

US$341m

Jan 31 2020n/an/a

US$341m

Oct 31 2019US$3mUS$213k

US$337m

Tazminat ve Piyasa: Naga 'nin toplam tazminatı ($USD 8.15M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.80M ).

Tazminat ve Kazançlar: Naga 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Naga Nagarajan (62 yo)

6.8yrs
Görev süresi
US$8,153,901
Tazminat

Mr. Sundaram Nagarajan, also known as Naga, serves as Director of WESCO International, Inc. since September 01, 2022. He serves as a Trustee at Manufacturers Alliance for Productivity and Innovation, Inc....


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Sundaram Nagarajan
President6.8yrsUS$8.15m0.13%
$ 20.1m
Daniel Hopgood
Executive VP & CFO2yrsUS$2.23m0.0012%
$ 178.7k
Jennifer McDonough
Executive VP4.5yrsUS$1.79m0.0062%
$ 956.8k
Joseph Kelley
Executive VP of Industrial Precision Solutions Leader2.5yrsUS$2.69m0.00052%
$ 80.1k
Joseph Rutledge
VP & Chief Accounting Officerless than a yearVeri yokVeri yok
Lara Mahoney
Vice President of Investor Relations & Corporate Communications8.1yrsVeri yokVeri yok
Katie Colacarro
Vice President of Corporate Developmentno dataVeri yokVeri yok
Sarah Siddiqui
Executive VP & Chief Human Resources Officer3.3yrsVeri yok0.0041%
$ 625.5k
Justin Hall
Executive Vice President of Medical & Fluid Solutions1.1yrsVeri yok0.00058%
$ 89.4k
Raymond Cushing
Treasurerno dataVeri yokVeri yok
Phil Vere
President of Nordson Dage14.5yrsVeri yokVeri yok
3.3yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: NDSN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Sundaram Nagarajan
President6.8yrsUS$8.15m0.13%
$ 20.1m
John DeFord
Independent Director5.5yrsUS$302.47k0.0085%
$ 1.3m
Frank Jaehnert
Independent Director14.3yrsUS$327.20k0.035%
$ 5.4m
Victor Richey
Independent Chairman of the Board16.3yrsUS$481.79k0.036%
$ 5.6m
Michael Merriman
Independent Director17.8yrsUS$416.09k0.0031%
$ 469.9k
Christopher Mapes
Independent Director2.3yrsUS$308.81k0.0023%
$ 352.8k
Ginger Jones
Independent Director6.5yrsUS$330.87k0.0098%
$ 1.5m
Milton Morris
Independent Director3.7yrsUS$288.50k0.0033%
$ 506.9k
Jennifer A. Parmentier
Independent Director5.5yrsUS$301.09k0.0062%
$ 961.4k
6.5yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NDSN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 19:29
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/04/30
Yıllık Kazançlar2025/10/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nordson Corporation 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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