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Reasons Why Investors Should Consider Investing in Nordson Stock

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Key Takeaways

  • Nordson's Medical and Fluid Solutions organic sales rose 11% year over year in fiscal third-quarter 2026.
  • Advanced Technology Solutions organic sales surged 31%, led by dispense and test & inspection products.
  • NDSN paid $137.4 million in dividends & repurchased $158.8 million of shares in fiscal 2026's first 9 months.

Nordson Corporation (NDSN - Free Report) is well-poised to benefit from strength across its business, acquisitions, focus on improving the product line and operational excellence. The company remains focused on investing in growth opportunities and solidifying its long-term market position.

NDSN has a market capitalization of $17.9 billion and currently carries a Zacks Rank #2 (Buy). Let’s delve into the factors that have been aiding the firm for a while now.

Business Strength: Nordson is witnessing solid momentum in the Medical and Fluid Solutions segment, driven by increased demand for engineered fluid solutions and medical product lines. The segment’s organic sales increased 11% year over year in the third quarter of fiscal 2026 (ended July 31, 2026).

Strength in electronics dispense and test & inspection product lines holds positive for the Advanced Technology Solutions segment. The segment’s organic sales increased 31% from the year-ago fiscal quarter’s level. Also, higher demand for industrial coatings, packaging, polymer processing and nonwovens product lines is aiding the Industrial Precision Solutions segment. Organic sales from this segment increased 3% year over year in the same period.

Acquisition Benefits: Nordson continues to add assets that expand capabilities and geographic reach. In March 2026, the company acquired CapstanAG, a well-known provider of precision liquid application and fluid management systems in the agriculture market. The buyout strengthened NDSN’s precision agriculture portfolio and expanded its presence in North America. CapstanAG is part of its Industrial Precision Solutions segment.

Price Performance of NDSN

Zacks Investment Research
Image Source: Zacks Investment Research

In the past six months, NDSN has gained 22.2% against the industry’s 1.4% decline.

Shareholder-Friendly Policies: It remains committed to rewarding its shareholders through dividend payouts and share buybacks. In the first nine months of fiscal 2026, the company paid $137.4 million in dividends and repurchased $158.8 million of common shares. In August 2026, Nordson raised its quarterly dividend 15% to 94 cents per share, reflecting its 63rd consecutive year of dividend hike.

Earnings Estimates: The Zacks Consensus Estimate for NDSN’s fiscal 2026 earnings is pegged at $11.83 per share, indicating an increase of 15.5% on a year-over-year basis. The consensus estimate for fiscal 2027 earnings is pegged at $12.73 per share, indicating an increase of 7.5% from the previous year.

Other Stocks to Consider

Some other top-ranked companies from the same space are discussed below.

Generac Holdings (GNRC - Free Report) currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Generac Holdings surpassed the consensus estimate twice and missed in the other two of the trailing four quarters. GNRC delivered a trailing four-quarter average earnings surprise of 13.7%. In the past 60 days, the Zacks Consensus Estimate for Generac Holdings’ 2026 earnings has increased 8.1%.

Helios Technologies (HLIO - Free Report) currently carries a Zacks Rank of 2. Helios Technologies’ earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 13.1%. In the past 60 days, the Zacks Consensus Estimate for HLIO’s 2026 earnings has increased 10%.

IDEX Corporation (IEX - Free Report) presently carries a Zacks Rank of 2. IDEX’s earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 7.7%. The Zacks Consensus Estimate for IEX’s 2026 earnings has increased 3.9% over the past 60 days.

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