Nordson Corporation NDSN 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
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 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 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 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.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This innovative software-as-a-service firm upped its user base +22% year over year. That rate is increasing and margins are expanding as AI efficiencies take effect. Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Nordson Corporation (NDSN): Free Stock Analysis Report
IDEX Corporation (IEX): Free Stock Analysis Report
Generac Holdings Inc. (GNRC): Free Stock Analysis Report
Helios Technologies, Inc (HLIO): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).