13F Pro Quality Score

67.8/100

Rank #448 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

51.7/100

Profitability

80.2/100

Balance Sheet

82.5/100

Earnings Quality

41.8/100

Free Cash Flow

80.1/100

Institutional Flow

25.4/100

Revenue Scale

68.8/100

Dilution Risk

67.8/100

NDSN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for NORDSON CORP (NDSN), a Industrials sector company. 13F Pro's AI-powered ranking engine scores NDSN at 67.8/100 on a 32-signal composite quality model, placing it at rank #448 of 2,879 stocks — the top 25% of the AI-ranked universe. NDSN scores in the top quartile across balance sheet strength (82.5), profitability (80.2), free cash flow (80.1). Areas of concern include institutional flow (25.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), NORDSON CORP reports quarterly revenue of $740.8M, net income of $117.3M, an operating margin of 26.6%. Top institutional holders of NDSN by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. NDSN trades on the Nasdaq exchange and files with the SEC under CIK 72331. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NDSN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NORDSON CORP directly from SEC EDGAR. NORDSON CORP's 13F Pro composite quality score has ranged between 8 and 70 since 2021, currently 67.8 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about NORDSON CORP

Quirks, history, and lore behind NDSN — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. industrial equipment company · mid-cap · listed on Nasdaq · headquartered in Ohio.
  • 2
    The Numbers
    Annual revenue around $2.5 billion, with operating margins that make other industrials jealous — consistently above 20%. Precision pays.
  • 3
    The History
    Founded in 1954, it built its reputation supplying adhesive dispensing systems to manufacturers who needed every drop to go exactly where it's supposed to.
  • 4
    The Secret
    It's essentially the invisible glue of modern manufacturing — its systems apply adhesives, coatings, and sealants inside products you use every day, from diapers to electronics.
  • 5
    The Lore
    It operates in over 35 countries and has grown largely through disciplined bolt-on acquisitions — quietly adding capabilities without the splashy mega-deals Wall Street loves to cheer.
  • 6
    The Giveaway
    If something is precisely dispensed, coated, or bonded on an assembly line anywhere in the world, there's a decent chance this Westlake, Ohio company's equipment did it.
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What's Driving NDSN's Business? Latest 10-Q Breakdown

21/21 datapoints verified

AI-extracted from NORDSON CORP's 10-Q filed 2026-05-21 — Q2 FY2026 (six months ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Nordson delivered 21.1% net income growth and 8.6% revenue growth to $1.41B on strong organic demand across all three segments, despite a $24M pension settlement charge.

Biggest Revenue Drivers

Total revenue: $1,410.3M+8.6% YoY

Industrial Precision Solutions$677.3M+9.4% YoY

Balanced growth across product lines with strength in industrial coating, precision agriculture and polymer processing.

Medical and Fluid Solutions$406.0M+2.4% YoY

Growth in engineered fluid solutions and modest growth across all other medical product lines.

Advanced Technology Solutions$326.9M+15.7% YoY

Exceptional growth in electronic dispense systems.

Largest Expense Items

Cost of sales$640.1M+8.8% YoY

Increased in line with higher sales volume.

Selling and administrative expenses$406.6M+1.6% YoY

Increased to support higher sales but declined as percentage of sales.

Interest expense$45.1M-14.2% YoY

Lower average debt levels and stable-to-declining rate environment.

Margins: Gross margin remained stable at 54.6% for the six-month period. Operating profit increased 17.4% despite near-term product start-up headwinds in Medical and Fluid Solutions, driven by strong segment EBITDA growth and lower depreciation amortization and acquisition costs.

Watch Items from the Filing

  • Pension settlement charge of $24.0M in Q2 2026 related to partial U.S. plan settlement covering approximately 1,000 retirees, reducing future pension obligations.
  • Medical and Fluid Solutions segment EBITDA margin contracted 50 basis points Q2 and 20 basis points YTD despite higher sales, due to near-term product start-up headwinds.
  • Advanced Technology Solutions delivered robust 13.8% organic growth for six months with segment EBITDA margin expansion of 280 basis points, representing strongest segment momentum.
  • Company repurchased $129.3M in common shares in first half 2026 while maintaining strong liquidity position with $102.0M cash and $1.05B available borrowing capacity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q2 2026

$740.8M

Net Income

Q2 2026

$117.3M

Free Cash Flow

Q2 2026

$170.5M

Operating Margin

Q2 2026

26.6%

D/E Ratio

Q2 2026

0.60

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.3% YoY
$2.69BFY 2024
FY21 $2.36BFY22 $2.59BFY23 $2.63BFY24 $2.69B

Net Income

-4.1% YoY
$467.3MFY 2024
FY21 $454.4MFY22 $513.1MFY23 $487.5MFY24 $467.3M

Operating Income

+0.2% YoY
$674.0MFY 2024
FY21 $615.1MFY22 $702.4MFY23 $672.8MFY24 $674.0M

EPS (Diluted)

-4.1% YoY
$8.11FY 2024
FY21 $7.74FY22 $8.81FY23 $8.46FY24 $8.11

Total Assets

+14.3% YoY
$6.00BFY 2024
FY21 $3.79BFY22 $3.82BFY23 $5.25BFY24 $6.00B

Total Debt

+24.0% YoY
$2.29BFY 2024
FY21 $846.5MFY22 $1.13BFY23 $1.85BFY24 $2.29B

Op. Cash Flow

-13.3% YoY
$556.2MFY 2024
FY21 $545.9MFY22 $513.1MFY23 $641.3MFY24 $556.2M

AI Insight: NDSN Financial Trends

Operating margin expanded to 26.6% in Q2 2026 while debt fell to 37.4% of equity, the lowest leverage in two years.

Operating income margin climbed from 25.2% in Q3 2024 to 26.6% in Q2 2026, with recent quarters (Q4 2025–Q2 2026) consistently above 25%.

Total debt declined 22% from $2,443M in Q3 2025 to $1,930M in Q2 2026, while equity grew 5% to $3,202M.

Operating cash flow averaged $175M over last four quarters, up from $157M average in prior four quarters.

Net income margin compressed to 15.8% in Q2 2026 from 20.2% in Q4 2025 despite higher operating income; investigate tax or non-operating items.

Revenue trends remain volatile: Q2 2026 at $741M is below Q4 2025 peak of $752M; no sustained acceleration visible.

AI Insight: NDSN Ratio Trends

Operating margin rebounded to 26.6% in Q2 2026, but net profit margin collapsed to 15.8%—signaling operational strength masking margin pressure.

Operating margin recovered from Q1 2026 trough (24.9%) to 26.6%, near TTM average of 26.4%, showing operational resilience.

ROIC remained stable at 15.4% (TTM) vs. 14.9% trailing, maintaining capital efficiency above pre-Q1 2025 weakness.

Leverage declined to 0.60 D/E in Q2 2026, lowest since Q3 2024, reflecting balance sheet strengthening.

Net profit margin fell sharply to 15.8% in Q2 2026 from 19.9% in Q1 2026—steepest single-quarter drop in dataset.

NPM volatility: swung 4.1pp in one quarter (Q1→Q2 2026), suggesting operational or one-off charges below operating line.

ROE and ROA both declined Q1→Q2 2026, despite OpMargin recovery, hinting at asset productivity headwinds.

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Available Research

13F Pro tracks comprehensive data for NORDSON CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of NDSN

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Is NDSN a good stock to buy?

13F Pro's AI-powered analysis of NORDSON CORP (NDSN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NDSN are available on the NDSN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own NDSN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NDSN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of NORDSON CORP's investment landscape.