5 analysts' median target is $320[FMP target], stock is $284, +12.7% upside potential. After Q1 +0.0% EPS beat[FMP earnings], the stock moved -1.8%.
A- = MoonshotScore 47[9-pillar formula] + Council 3/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $728.8M[FMP est], EPS $2.79[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 EPS +0.0% beat[FMP] but the stock -1.8% D+1[FMP D+1]. Dan Hopgood promised $17.5M CapEx + a sequential decline in Q4 during the Q1 earnings call[Dan Hopgood capex transcript].
Watchlist
Fy26 Sales Guidance Increase
fy26_sales_guidance_increase
Based on a strong start to the year, Nordson is increasing its full year sales guidance for fiscal year 2026 to a range of $2.860 billion to $2.980 billion.
"Based on strong start to the year, the second quarter outlook and the current foreign exchange rate environment, we are increasing our full year guidance as noted on Slide 14. Sales are now expected in the range of $2.860 billion to $2.980 billion, which is an increase of 4.5% at the midpoint."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Fy26 Eps Guidance Increase
fy26_eps_guidance_increase
Nordson is increasing its adjusted earnings per share guidance to a range of $11 to $11.60, which is an increase of 10% at the midpoint.
"Adjusted earnings will be in the range of $11 to $11.60 per diluted share, which is an increase of 10% at the midpoint."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Ats Segment Growth
ats_segment_growth
Growth in the ATS segment exceeded 20% compared to the prior year due to momentum in the semiconductor end market.
"Organic growth was broad-based across our segments with notable strength in our ATS segment, which grew over 20% compared to prior year due to momentum in the semiconductor end market."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Semiconductor Growth Drivers
semiconductor_growth_drivers
Semiconductor applications account for approximately 50% of revenue in the ATS segment and drove the overall double-digit organic growth in the first quarter.
"Semiconductor applications account for approximately 50% of revenue in the ATS segment and drove the overall double-digit organic growth in the first quarter."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Free Cash Flow
free_cash_flow
Nordson's free cash flow was $123 million, with consistent cash flow conversion over 100% of net income during the quarter.
"I would also like to highlight our free cash flow of $123 million and consistent cash flow conversion over 100% of net income during the quarter."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Record Q1 Sales
record_q1_sales
Nordson achieved a record first quarter sales of $669 million, representing a 9% increase over the prior year.
"We entered 2026 optimistic about end market demand trends, and we achieved a record first quarter sales of $669 million. This is a 9% increase over the prior year and reflects 7% overall organic growth."
- Sundaram Nagarajan, CEO - Q1 FY26 Earnings Call - February 19, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (February 19, 2026): EPS $2.37 vs $2.37 est[FMP], +0.0% beat. D+1 movement: -1.8%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $2.37 vs $2.37 beat[FMP], stock -1.8% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $17.5M[FMP cashflow]. Q1 op margin 24.9%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $2.79[FMP], CapEx threshold "below $17.5M"[Dan Hopgood]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This NDSN (NDSN) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.