NDSN at a glance
Nordson Corporation (NDSN, SEC CIK 72331) filed its latest 10-K annual report on December 17, 2025, a 10-Q quarterly report on August 20, 2026, an 8-K current report on August 19, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended October 31, 2025 (FY2025), Nordson Corporation (NDSN) reported revenue of $2.8 billion (up 3.8% from FY2024) and net income of $484.5 million. Diluted EPS was $8.51.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Nordson Corporation (NDSN) shares worth $6.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Rutledge Joseph M on September 15, 2026 of 684 shares at $309.38 per share.
- In the last 90 days, NDSN insiders reported 0 open-market purchases ($0) and 4 open-market sales ($793K) on Form 4, a net sale of $793K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.8B
- +3.8% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$793K
- 13F holders
- 37 funds
- $6.6B · +3 vs prior quarter
- Latest 8-K
- Aug 19, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Oct 31, 2025
Business Overview
- Core business model: precision technology products and systems for dispensing, applying, controlling adhesives, coatings, polymers, biomaterials, and testing/inspection in diverse end markets
- No new segments introduced; continued emphasis on strategic growth via Ascend strategy focusing on data-driven NBS Next framework and Owner Mindset structure
- Shift toward leveraging data segmentation for targeted profitable growth and acquisition strategy to diversify into high-growth end markets
- Employee count stable at approximately 8,000 worldwide as of October 31, 2025, with operations in 35+ countries generating 67% revenue outside US
- Noteworthy: Since 1989, Nordson donated over $183 million and employees contributed 117,000+ volunteer hours, highlighting sustained community investment
Risk Factors
- Cybersecurity risk managed by CISO with continuous monitoring and third-party assessments, reporting directly to CEO and Board
- Vice President, Information Systems and Technology oversees global IT operations with 25+ years' experience, ensuring strategic technology direction
- Audit Committee regularly reviews IT systems and cybersecurity risks, integrating risk management into enterprise governance
- Potential operational disruption from cybersecurity incidents, mitigated by adherence to industry standards and vulnerability assessments
Management Discussion & Analysis
- Revenue $2.79B, up 3.8% YoY from $2.69B in 2024; IPS down 4.8%, MFS up 20.1%, ATS up 4.9% total change including acquisitions/currency
- Operating profit $712M, up 5.6% YoY from $674M; segment EBITDA margin 34.1% vs 33.7% in 2024; gross margin steady at 55.2%
- Best segment: MFS EBITDA margin 37.3% up 40bps, worst: IPS EBITDA margin 37.1% down 10bps due to lower organic sales
- Cash flow: Operating cash $719M up $163M; capex $58M down $6M; share repurchases $306M vs $33M prior year; dividends paid $179M up $18M; net debt reduced by $224M
- Outlook/risk: Strong liquidity with $108M cash, $935M credit lines; risks include global economic downturn, trade policy changes, currency fluctuations, geopolitical unrest
AI summary of the NDSN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Q3 sales $817.667M, up 10.3% YoY from $741.509M
- Gross margin 55.5% vs 54.8%; operating profit $223.092M vs $187.767M
- Best segment ATS sales $219.880M, up 28.4%; EBITDA margin 29.9% vs 24.3%
- Worst segment IPS EBITDA margin 35.4% vs 37.1%; investment and inflation pressures
- Operating cash flow $570.473M; debt repayment $258M, share repurchases $159M, dividends $137M
- Outlook liquidity supported by $113.431M cash and $1,142.987M available borrowing; trade-policy and conflict risks
Risk Factors
- No risk-factors section provided in the excerpt
- Share-repurchase funding risk, with $569,444 remaining under existing authorizations
- Liquidity risk, as repurchases use operating cash and credit-facility borrowings
- No disclosed new regulatory, legal, operational, competitive, or currency risks in the provided text
AI summary of the NDSN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results released August 19, 2026
- Exhibit 99.1 contains the substantive operating and financial results
Item 7.01: Regulation FD Disclosure
- Nordson webcast scheduled August 20, 2026 at 8:30 a.m. ET for fiscal Q3 2026 results and outlook
- Investor access through Nordson’s website, with replay available after the event
Item EX-99.1: Item EX-99.1
- Q3 sales reached record $818M, up 10%, with organic growth of approximately 12% across all segments
- Adjusted EPS rose 19% to record $3.25; EBITDA reached $262M at a 32% margin
Item 2.03: Creation of a Direct Financial Obligation
- New commercial paper program with maximum outstanding borrowings of $1.2 billion
- Notes mature within 364 days, creating short-term refinancing obligations
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results announced May 20, 2026
- Exhibit 99.1 contains the detailed earnings release and financial results
Item 7.01: Regulation FD Disclosure
- Nordson webcast scheduled May 21, 2026 at 8:30 a.m. ET for second-quarter fiscal 2026 results and outlook
- Investor focus: management commentary may provide forward-looking guidance beyond reported quarterly figures
AI summaries of NDSN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NDSN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Rutledge Joseph M | Sell | Sep 15, 2026 | 684 | $309.38 |
| Morris Milton Mayo | Sell | Sep 2, 2026 | 156 | $316.63 |
| Hall Justin E | F | Sep 1, 2026 | 118 | $314.40 |
| MCDONOUGH JENNIFER L | Sell | Aug 27, 2026 | 260 | $336.00 |
| Hopgood Daniel Roy | Sell | Aug 26, 2026 | 1,329 | $334.29 |
| Hopgood Daniel Roy | M | Aug 26, 2026 | 1,329 | $334.29 |
| Hopgood Daniel Roy | M | Aug 26, 2026 | 1,329 | $209.73 |
| MAPES CHRISTOPHER L | A | Jul 31, 2026 | 42 | $297.78 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.7B | $2.8B |
| Operating Income | - | $674.0M | $711.7M |
| Net Income | $487.5M | $467.3M | $484.5M |
| Op. Margin | - | 25.1% | 25.5% |
| Net Margin | - | 17.4% | 17.4% |
| Balance Sheet | |||
| Total Assets | $5.3B | $6.0B | $5.9B |
| Equity | - | $2.9B | $3.0B |
| ROE | - | 15.9% | 15.9% |
| Per Share | |||
| EPS | $8.46 | $8.11 | $8.51 |
| Cash Flow | |||
| Operating CF | - | $556.2M | $719.2M |
| CapEx | $34.6M | $64.4M | $58.1M |
Source: XBRL data in Nordson Corporation (NDSN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NDSN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $6.64B |
| Q1 2026 | 34 | $5.70B |
| Q4 2025 | 33 | $5.35B |
| Q3 2025 | 33 | $5.04B |
| Q2 2025 | 30 | $4.57B |
| Q1 2025 | 32 | $3.45B |
| Q4 2024 | 28 | $2.87B |
| Q3 2024 | 22 | $1.60B |
- Invesco Ltd+358.7K (+37%)
- BlackRock+188.0K (+5%)
- AQR Capital Management+174.9K (+116%)
- Ameriprise Financial+146.2K (+42%)
- Prudential Financial+71.7K (+173%)
- Millennium Management−405.1K (-57%)
- Two Sigma Investments−139.0K (-81%)
- Raymond James Financial−43.1K (-14%)
- Citadel Advisors LLC−36.8K (-49%)
- Wells Fargo & Co−27.7K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 249 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NDSN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 10-Q | Aug 20, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 10-Q | May 21, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
| 8-K | Mar 4, 2026 | - | Analysis | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
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NDSN SEC filings: frequently asked questions
Are NDSN insiders buying or selling?
In the last 90 days, Nordson Corporation (NDSN) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $792,642 by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NDSN stock?
As of June 30, 2026, the largest Nordson Corporation (NDSN) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Capital Management LLC ($1.0 billion), State Street Corp ($899.9 million), Vanguard Portfolio Management LLC ($712.0 million), Morgan Stanley ($427.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NDSN's revenue in fiscal year 2025?
For the fiscal year ended October 31, 2025 (FY2025), Nordson Corporation (NDSN) reported revenue of $2.8 billion (up 3.8% from FY2024) and net income of $484.5 million. Diluted EPS was $8.51. The figures come from the XBRL data in the 10-K.
What are the main risks in NDSN's latest 10-K?
In the 10-K filed December 17, 2025, Nordson Corporation (NDSN) flagged: Cybersecurity risk managed by CISO with continuous monitoring and third-party assessments, reporting directly to CEO and Board. Vice President, Information Systems and Technology oversees global IT operations with 25+ years' experience, ensuring strategic technology direction. (AI summary of the Risk Factors section.)
What did NDSN report in its latest 8-K?
Nordson Corporation (NDSN) filed an 8-K on August 19, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q3 fiscal 2026 results released August 19, 2026.
What are the latest NDSN SEC filings?
Nordson Corporation (NDSN) filed its latest 10-K annual report on December 17, 2025, a 10-Q quarterly report on August 20, 2026, an 8-K current report on August 19, 2026 and a Form 4 insider filing on September 16, 2026.
What is NDSN's SEC CIK number?
Nordson Corporation (NDSN)'s SEC Central Index Key (CIK) is 72331. EDGAR lists every NDSN filing under that number.
Ask anything about NDSN
The research agent reads NDSN's filings, financials, insider trades and 13F holders, then answers with sources.