Nordson Corporation (NASDAQ: NDSN) is set to announce its Q1 2026 earnings after the market closes on February 18, 2026. Analysts anticipate the company will report earnings of $2.36 per share and a revenue of $652.676 million for the quarter. The company has provided guidance for Q1 2026, estimating earnings per share (EPS) between $2.250 and $2.450, while for the full fiscal year 2026, it expects EPS in the range of $10.800 to $11.500.
Interested investors can find the latest updates on the earnings summary page prior to the conference call scheduled for February 19, 2026, at 8:30 AM ET. In its previous earnings report on December 10, 2025, Nordson exceeded analysts’ expectations, posting an EPS of $3.03, surpassing the consensus estimate of $2.93 by $0.10. The company achieved a return on equity of 19.64% and a net margin of 17.35%, with revenue totaling $751.82 million, slightly below the forecast of $761.03 million.
Nordson’s revenue reflected a 1.0% increase year-over-year, compared to $2.78 earnings per share during the same quarter last year. Analysts predict an average EPS of $10 for the current fiscal year and $11 for the next.
Stock Performance and Analyst Ratings
On February 17, 2026, shares of Nordson opened at $298.19. The stock has seen a significant increase, with a 50-day moving average of $261.39 and a 200-day moving average of $239.65. Nordson’s market capitalization stands at $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 has a debt-to-equity ratio of 0.56 and liquidity ratios of 1.05 for the quick ratio and 1.64 for the current ratio. The stock has fluctuated between a 52-week low of $165.03 and a 52-week high of $300.79.
Recent research reports reflect a range of perspectives on Nordson’s stock. DA Davidson set a price target of $290.00 in a report on December 12, 2025. KeyCorp raised its target from $250.00 to $295.00 and assigned an “overweight” rating in a report dated December 11, 2025. Similarly, Robert W. Baird increased its price target from $252.00 to $275.00 and issued a “neutral” rating. On the other hand, Wall Street Zen downgraded its rating from “buy” to “hold” on December 13, 2025, while Vertical Research upgraded its rating from “hold” to “buy” with a target price of $270.00.
Overall, four investment analysts have categorized Nordson as a Buy, while five have issued a Hold rating. According to MarketBeat.com, the consensus rating stands at “Hold” with an average price target of $266.29.
Institutional Investments and Company Overview
In recent months, institutional investors and hedge funds have adjusted their stakes in Nordson. CYBER HORNET ETFs LLC acquired a new position valued at approximately $31,000 during the second quarter. Similarly, MUFG Securities EMEA plc took a new stake valued at around $34,000. Los Angeles Capital Management LLC and Federated Hermes Inc. also entered new positions worth approximately $52,000 and $55,000, respectively. Additionally, UMB Bank n.a. significantly increased its holdings by 68.3% during the fourth quarter, bringing its total to 276 shares valued at $66,000. Institutional investors and hedge funds collectively own 72.11% of Nordson’s stock.
Nordson Corporation specializes in designing, manufacturing, and marketing precision dispensing equipment and systems. Its products apply adhesives, coatings, sealants, and polymers across various industrial and medical applications. The company’s diverse portfolio includes fluid systems, curing technologies, and inspection solutions catering to critical manufacturing processes in sectors such as electronics, packaging, medical, energy, and automotive industries.
