Strength in Medical & Fluid Solutions Unit Drives Nordson: Can It Sustain?

Nordson Corporation NDSN is witnessing solid momentum in the Medical and Fluid Solutions segment, organic sales from which increased 7.4% year over year in the fourth quarter of fiscal 2025 (ended Oct. 31, 2025). Strength across the medical interventional product lines, owing to growing demand and a healthy pipeline of customer projects, is boosting the segment’s performance.Increased demand for medical fluid components and fluid solutions product lines is also aiding the segment. In fiscal 2025, the segment’s EBITDA margin increased 40 basis points year over year due to solid organic sales growth, manufacturing footprint optimization and strategic cost reduction initiatives.In August 2024, Nordson completed the acquisition of Atrion Corp. The inclusion of Atrion’s three major businesses — Halkey Roberts, Atrion Medical and Quest Medical — enabled the company to expand its medical offerings in the infusion and cardiovascular therapies market. The buyout was incorporated into Nordson's Medical and Fluid Solutions segment.Driven by strength across most of its businesses and synergies from acquired assets, Nordson provided a bullish outlook for fiscal 2026 (ending October 2026). The company expects overall sales to be in the range of $2.83-$2.95 billion in fiscal 2026, implying an increase of 3.6% at the midpoint on a year-over-year basis.Segment Snapshot of NDSN’s PeersStrength in Danaher Corp.’s DHR bioprocessing business, driven by an increase in demand for consumables from large pharmaceutical customers, has been supporting the Biotechnology segment’s growth. Also, solid momentum in Danaher’s discovery and medical business, driven by an increase in demand for medical and lab filtration consumables, bodes well for the segment.Roper Technologies, Inc. ROP is witnessing strength in its Technology enabled Products segment. The solid performance of the Neptune business, due to continued demand for ultrasonic meters and rising demand for cloud-based data and billing software solutions, is fostering the growth of the segment. Solid performance of the Verathon business, driven by strength across single-use BFlex & GlideScope offerings, also bodes well.NDSN’s Price Performance, Valuation and EstimatesShares of Nordson have gained 6.8% in the past three months compared with the industry’s growth of 4.3%.Image Source: Zacks Investment ResearchFrom a valuation standpoint, NDSN is trading at a forward price-to-earnings ratio of 21.51X, below the industry’s average of 21.84X. Nordson carries a Value Score of D.Image Source: Zacks Investment ResearchThe Zacks Consensus Estimate for NDSN’s fiscal 2026 earnings has increased 2.3% over the past 60 days.Image Source: Zacks Investment ResearchThe company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Zacks Naming Top 10 Stocks for 2026Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5. Be First to New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Danaher Corporation (DHR): Free Stock Analysis Report Roper Technologies, Inc. (ROP): Free Stock Analysis Report Nordson Corporation (NDSN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks