NASDAQ · Industrials

NORDSON CORP NDSN

Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, medical components, and other fluids.

Industrial Machinery/Components

Company profile

Business mix

  • The Industrial Precision Solutions segment provides dispensing, coating, and laminating systems for adhesives, lotions, liquids, and fibers to disposable products and roll goods.
  • It also offers automated and manual dispensing products and systems for cold materials, container coating, liquid finishing, and powder coating, as well as ultraviolet equipment.
  • The Medical and Fluid Solutions segment offers precision manual and semi-automated dispensers, plastic molded syringes, cartridges, tips, and fluid connection components.
  • The Advanced Technology Solutions segment provides automated dispensing systems for high-speed, precise application of various attachment, protection, and coating fluids, and related gas plasma treatment systems.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.18 FCF 4.53% Buyback 1.92%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $67.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $35.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +109.4% +131,579 / 120,236
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 73.8% 13F value change +$21.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 17.1% 13F value change +$11.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.9% 13F value change +$8.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 120,236 Last 3 periods +131,579 (+109.4%) Total shares 251,815 Value $67.0M

Recent mentions

No public mentions.