Nordson Corporation (NASDAQ:NDSN) is scheduled to announce its first quarter 2026 earnings results after the market closes on February 18, 2026. Analysts anticipate that the company will report earnings of $2.36 per share, alongside projected revenue of approximately $652.68 million for the quarter. This announcement will follow Nordson’s guidance for Q1 2026, which is set between $2.25 and $2.45 earnings per share (EPS), and for the full fiscal year, which is estimated at $10.80 to $11.50 EPS.
Investors can access the earnings summary page for the most current details regarding the earnings call, which is set for February 19, 2026, at 08:30 AM ET.
In its previous earnings report, released on December 10, 2025, Nordson reported a robust EPS of $3.03, surpassing analysts’ expectations of $2.93 by $0.10. The company achieved a return on equity of 19.64% and a net margin of 17.35%. Revenue for that quarter reached $751.82 million, though it fell short of analyst estimates of $761.03 million. Year-over-year, revenue increased by 1.0%, compared to $2.78 EPS in the same period the previous year.
Stock Performance and Analyst Ratings
As of Tuesday, shares of Nordson opened at $298.19. The stock has shown a strong performance, with a fifty-day moving average of $261.39 and a two-hundred day moving average of $239.65. Nordson holds a market capitalization of approximately $16.61 billion and a price-to-earnings ratio of 34.96. Over the past year, the stock has fluctuated between a low of $165.03 and a high of $300.79. The company’s debt-to-equity ratio stands at 0.56, with a quick ratio of 1.05 and a current ratio of 1.64.
Recent research reports have resulted in some adjustments to Nordson’s stock ratings. DA Davidson set a price target of $290.00, while KeyCorp raised its target from $250.00 to $295.00 and rated the stock as “overweight.” Similarly, Robert W. Baird increased its price target from $252.00 to $275.00 with a “neutral” rating. Wall Street Zen downgraded its rating from “buy” to “hold,” and Vertical Research upgraded its position from “hold” to “buy,” with a target price of $270.00. Overall, four investment analysts have rated Nordson as a “buy,” while five have issued a “hold” rating, leading to a consensus rating of “hold” and an average price target of $266.29 according to data from MarketBeat.com.
Institutional Investments and Company Overview
Recent activity among institutional investors indicates a growing interest in Nordson. Notably, CYBER HORNET ETFs LLC acquired a new position in the company during the second quarter, valued at approximately $31,000. Other significant acquisitions include MUFG Securities EMEA plc with a stake valued at around $34,000, and Los Angeles Capital Management LLC purchasing a new position in the fourth quarter worth approximately $52,000. Federated Hermes Inc. also acquired a new stake valued at $55,000, while UMB Bank n.a. increased its holdings by 68.3% during the same period. Currently, institutional investors and hedge funds own 72.11% of Nordson’s stock.
Nordson Corporation specializes in designing, manufacturing, and marketing precision dispensing equipment and systems utilized in various industrial and medical applications. The company’s extensive portfolio includes fluid systems, curing technologies, and advanced inspection solutions. Nordson’s offerings are integral to critical manufacturing processes, ensuring precise dispensing accuracy and high production throughput across sectors such as electronics, packaging, medical, automotive, and general industry.
Investors and analysts alike will be keenly observing the upcoming earnings report as it provides insight into the company’s performance and future outlook.
