NDSNNORDSON CORP
General Industrial Machinery & Equipment, NEC
- Revenue
- $2.8B
- 3.8% YoY
- Operating margin
- 25.5%
- 1.7% YoY
- EBITDA
- $791M
- 5.3% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.0×
- $1.6B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear148% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear67% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired56% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.4B | $2.6B | $2.6B | $2.7B | $2.8B | 3.8% |
| Operating income | $615M | $702M | $673M | $674M | $712M | 5.6% |
| Net income | $454M | $513M | $487M | $467M | $484M | 3.7% |
| Operating cash flow | $546M | $513M | $641M | $556M | $719M | 29% |
| Capex | $38M | $51M | $35M | $64M | $58M | 9.9% |
| Stock-based comp | $23M | $31M | $23M | $19M | $19M | 0.1% |
| Buybacks | $61M | $263M | $90M | $33M | $306M | 819% |
| Dividends | $98M | $126M | $150M | $161M | $179M | 11% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $295K · 2
- Net
- −$295K
Pay vs performance
No pay-versus-performance disclosure yet.