Nordson Set to Release Q1 2026 Earnings on February 18

Nordson Corporation (NASDAQ:NDSN) is scheduled to announce its earnings for the first quarter of fiscal year 2026 on February 18, 2026, after the market closes. Analysts are projecting earnings of $2.36 per share, alongside a revenue estimate of $652.68 million for the quarter. The company has provided guidance for Q1 2026 in the range of $2.25 to $2.45 per share, with full-year guidance for fiscal year 2026 set between $10.80 and $11.50 per share.

The earnings call will take place the following day, on February 19, at 8:30 AM ET, where investors and analysts can gain further insights into the company’s performance and strategic direction.

In its previous earnings report on December 10, 2025, Nordson reported an earnings per share (EPS) of $3.03, exceeding the analysts’ expectations of $2.93 by $0.10. The company achieved a return on equity of 19.64% and maintained a net margin of 17.35%. Revenue for that quarter reached $751.82 million, which fell short of forecasts that had estimated $761.03 million. When compared to the same period the previous year, Nordson’s revenue showed a modest increase of 1.0%.

Stock Performance and Analyst Ratings

As of the latest trading session, shares of Nordson opened at $298.19. The stock has demonstrated a strong upward trend, having increased by 1.2% recently. Over the past fifty days, the stock has a moving average of $261.39, while the 200-day moving average stands at $239.65. Nordson has a market capitalization of approximately $16.61 billion, with a price-to-earnings (P/E) ratio of 34.96 and a P/E/G ratio of 2.05. The company’s 52-week trading range has fluctuated between a low of $165.03 and a high of $300.79.

Recent research reports reflect a range of opinions among analysts. DA Davidson set a price target of $290.00 in a report dated December 12, 2025. Meanwhile, KeyCorp raised its target from $250.00 to $295.00 and assigned an “overweight” rating. Robert W. Baird also increased its target from $252.00 to $275.00 while maintaining a “neutral” rating. In contrast, Wall Street Zen downgraded Nordson from a “buy” to a “hold” rating on December 13, 2025. Currently, four analysts have issued a “buy” rating, while five have recommended a “hold,” leading to a consensus rating of “hold” from MarketBeat.com, with an average price target of $266.29.

Institutional Investment Activity

Institutional investors have been actively adjusting their positions in Nordson. CYBER HORNET ETFs LLC acquired shares valued at approximately $31,000 in the second quarter, while MUFG Securities EMEA plc made a similar investment of around $34,000. Los Angeles Capital Management LLC and Federated Hermes Inc. also established new positions during the fourth quarter, valued at approximately $52,000 and $55,000, respectively. Notably, UMB Bank n.a. increased its holdings in Nordson by 68.3%, now owning 276 shares valued at $66,000 after acquiring an additional 112 shares. Overall, institutional investors and hedge funds hold 72.11% of Nordson’s stock.

Nordson Corporation specializes in designing, manufacturing, and marketing precision dispensing equipment and systems that apply adhesives, coatings, sealants, and polymers across various industrial and medical sectors. Its diverse portfolio includes fluid systems, curing and surface preparation technologies, and advanced test and inspection solutions, serving critical manufacturing processes.

As the company prepares to release its latest earnings, stakeholders will be keenly watching for updates on its financial performance and market strategies.