NORDSON CORP(NDSN)Stock Analysis
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Rank #279 of 2,960 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NDSN Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for NORDSON CORP (NDSN), a Industrials sector company. 13F Pro's AI-powered ranking engine scores NDSN at 69.2/100 on a 32-signal composite quality model, placing it at rank #279 of 2,960 stocks — the top 10% of the AI-ranked universe. NDSN scores in the top quartile across institutional flow (99.5), balance sheet strength (84.0), profitability (80.4). Based on the latest XBRL financial filings (Q2 2026), NORDSON CORP reports quarterly revenue of $817.7M, net income of $152.8M, an operating margin of 27.3%. 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 61 and 70 since 2021, currently 69.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving NDSN's Business? Latest 10-Q Breakdown
✓ 32/32 datapoints verifiedAI-extracted from NORDSON CORP's 10-Q filed 2026-08-20 — Q3 FY2026 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Nordson posted $817.7M in Q3 FY2026 revenue (+10.3% YoY) as a 30.9% organic surge in Advanced Technology Solutions drove net income up 21.5% to $152.8M.
Biggest Revenue Drivers
Organic growth of 3.3% driven by strength in packaging, industrial coatings, polymer processing and nonwovens product lines
Organic growth of 10.6% from engineered fluid solutions and medical product lines, partly offset by a 5.6% drag from a divestiture
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$817.7M
Net Income
Q2 2026
$152.8M
Free Cash Flow
Q2 2026
$236.8M
Operating Margin
Q2 2026
27.3%
ROIC
Q2 2026
17.8%
D/E Ratio
Q2 2026
0.53
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.8% YoYNet Income
+3.7% YoYOperating Income
+5.6% YoYEPS (Diluted)
+4.9% YoYTotal Assets
-1.4% YoYTotal Debt
+0.9% YoYOp. Cash Flow
+29.3% YoYFree Cash Flow
+34.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.79B +3.8% | $2.69B +2.3% | $2.63B +1.5% | $2.59B +9.7% | $2.36B +11.4% | $2.12B |
| Net Income | $484.5M +3.7% | $467.3M -4.1% | $487.5M -5.0% | $513.1M +12.9% | $454.4M +82.1% | $249.5M |
| Operating Income | $711.7M +5.6% | $674.0M +0.2% | $672.8M -4.2% | $702.4M +14.2% | $615.1M +76.0% | $349.5M |
| EPS (Diluted) | $8.51 +4.9% | $8.11 -4.1% | $8.46 -4.0% | $8.81 +13.8% | $7.74 +81.3% | $4.27 |
| Total Assets | $5.92B -1.4% | $6.00B +14.3% | $5.25B +37.5% | $3.82B +0.8% | $3.79B +3.2% | $3.67B |
| Total Debt | $2.31B +0.9% | $2.29B +24.0% | $1.85B +63.5% | $1.13B +33.5% | $846.5M -26.0% | $1.14B |
| Operating Cash Flow | $719.2M +29.3% | $556.2M -13.3% | $641.3M +25.0% | $513.1M -6.0% | $545.9M +8.7% | $502.4M |
| Free Cash Flow | $661.1M +34.4% | $491.8M -18.9% | $606.7M +31.4% | $461.7M -9.0% | $507.6M +12.3% | $451.9M |
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Available Research
13F Pro tracks comprehensive data for NORDSON CORP including:
Top Institutional Holders of NDSN
BlackRock, Inc.
$1.2B4,138,179 shVANGUARD CAPITAL MANAGEMENT LLC
$1.0B3,465,215 shSTATE STREET CORP
$899.9M2,975,009 shVANGUARD PORTFOLIO MANAGEMENT LLC
$712.0M2,360,166 shGEODE CAPITAL MANAGEMENT, LLC
$573.4M1,906,425 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$517.0M1,713,620 shMORGAN STANLEY
$427.8M1,418,155 shInvesco Ltd.
$397.8M1,318,573 shFMR LLC
$253.5M840,395 shNORGES BANK
$215.7M715,042 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.2B | 4,138,179 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 3,465,215 |
| STATE STREET CORP | $899.9M | 2,975,009 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $712.0M | 2,360,166 |
| GEODE CAPITAL MANAGEMENT, LLC | $573.4M | 1,906,425 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $517.0M | 1,713,620 |
| MORGAN STANLEY | $427.8M | 1,418,155 |
| Invesco Ltd. | $397.8M | 1,318,573 |
| FMR LLC | $253.5M | 840,395 |
| NORGES BANK | $215.7M | 715,042 |
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Popular Research
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. NDSN is classified as a large company.
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.