← Watchtower
February 9, 2026
#NDSN

⚙️ Nordson breaks out as defensive Industrials lead.

The Dividend Aristocrat designs precision dispensing and coating systems for adhesives, sealants, and coatings across electronics, packaging, medical, and automotive markets.

Management expects FY26 sales growth to accelerate to up to +6% vs FY25.

▪️ Quality Score: 77th percentile globally
▪️ +21% YTD, trading at an all-time high

▪️ 62 consecutive years of dividend increases

▪️ Dividend Yield: ~1.1%

▪️ FCF Yield: ~4.1%

With markets favoring defensive, low business-risk stocks, the Industrials rally may have further room to run.