US Equity · NASDAQ · Earnings Dossier

NDSN earnings intelligence

Nordson Corporation

Industrials · Specialty Industrial Machinery · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Wednesday 19 August 2026

After the close · Fiscal period ending 31 Jul 2026

43event risk

Moderate

Countdown7 dayscalendar proximity
EPS estimate3.09 USDprovider consensus
Estimate growth+13.2%versus comparable year-ago actual
Historical movement5.7%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Expectations ahead

Market price is leading earnings power; the spread is widening and has persisted through 0 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move38.6%2023-08-18 to 2026-08-07
Earnings move20.2%trailing diluted EPS
Unresolved spread-18.4 ptsWidening
Current multiple28.2xprice divided by TTM EPS
Relationship pressure31/100Low
Model confidence100/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Beat rate83.3%10 beats in 12 measured quarters
Average surprise+2.6%median 2.7%
Delivery streak11 consecutive beats
Average response+1.1%12 measured reactions
Result-price confirmation70%same directional sign
Surprise variability2.2 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth18.3%year on year
Revenue growth7.4%year on year
Average surprise2.2%latest four quarters
SUE1.04standardised surprise
Net margin18.2%trailing basis
Cash conversion1.54xcash flow / net income
P/E32.7xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close310.11 USDcompleted week
13-week return9.7%price momentum
Fair-value gap29.7%price versus current fair value
Relative strength4.3exchange benchmark
Trend signalActiveweekly architecture
Next-week statePositive57.2%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period20 May 202630 Apr 2026 · exact
EPS actual / estimate2.86 / 2.82USD
Surprise+1.4%Beat
EPS growth+18.2%year on year
Revenue / growth740847000+8.5% · USD
Next close / four weeks+5.5% / +4.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period18 Feb 202631 Jan 2026 · exact
EPS actual / estimate2.37 / 2.36USD
Surprise+0.4%In-Line
EPS growth+15.0%year on year
Revenue / growth669461000+8.8% · USD
Next close / four weeks-2.7% / -10.3%completed weekly closes
ReadContainedresult versus price sign
Reported / period10 Dec 202531 Oct 2025 · exact
EPS actual / estimate3.03 / 2.93USD
Surprise+3.4%Beat
EPS growth+9.0%year on year
Revenue / growth751820000+1.0% · USD
Next close / four weeks-1.5% / +1.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period20 Aug 202531 Jul 2025 · exact
EPS actual / estimate2.73 / 2.64USD
Surprise+3.4%Beat
EPS growth+13.3%year on year
Revenue / growth741509000+12.1% · USD
Next close / four weeks+6.4% / +4.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period28 May 202530 Apr 2025 · exact
EPS actual / estimate2.42 / 2.36USD
Surprise+2.5%Beat
EPS growth+3.4%year on year
Revenue / growth682938000+5.0% · USD
Next close / four weeks+9.6% / +8.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period19 Feb 202531 Jan 2025 · exact
EPS actual / estimate2.06 / 2.08USD
Surprise-1.0%Miss
EPS growth-6.8%year on year
Revenue / growth615420000-2.8% · USD
Next close / four weeks-0.5% / -4.2%completed weekly closes
ReadContainedresult versus price sign
Reported / period11 Dec 202431 Oct 2024 · exact
EPS actual / estimate2.78 / 2.59USD
Surprise+7.3%Beat
EPS growth+13.0%year on year
Revenue / growth744482000+3.5% · USD
Next close / four weeks-11.0% / -18.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 Aug 202431 Jul 2024 · exact
EPS actual / estimate2.41 / 2.34USD
Surprise+3.0%Beat
EPS growth+2.6%year on year
Revenue / growth661604000- · USD
Next close / four weeks+7.4% / +5.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 May 202430 Apr 2024 · exact
EPS actual / estimate2.34 / 2.32USD
Surprise+0.9%Beat
EPS growth-year on year
Revenue / growth650642000- · USD
Next close / four weeks-12.2% / -15.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 Feb 202431 Jan 2024 · exact
EPS actual / estimate2.21 / 2.09USD
Surprise+5.7%Beat
EPS growth-year on year
Revenue / growth633193000- · USD
Next close / four weeks+3.7% / -0.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Dec 202331 Oct 2023 · exact
EPS actual / estimate2.46 / 2.39USD
Surprise+2.9%Beat
EPS growth-year on year
Revenue / growth719313000- · USD
Next close / four weeks+5.4% / +4.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 Aug 202331 Jul 2023 · exact
EPS actual / estimate2.35 / 2.32USD
Surprise+1.3%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+3.0% / -0.4%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context