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IR vs NDSN
Which Stock Would AI Choose? Ingersoll Rand (IR) vs. Nordson Corporation (NDSN) Stock Comparison
Key Takeaways
- Both companies posted record first‑quarter revenue in FY 2026, but Nordson’s growth was faster (9% YoY vs. 7% for Ingersoll Rand).
- Ingersoll Rand’s adjusted EPS (earnings per share) rose 7% to $0.77, while Nordson’s adjusted EPS jumped 15% to $2.37.
- Nordson enjoys higher margin visibility in its Advanced Technology Solutions segment (30%+ EBITDA margin) versus Ingersoll Rand’s 26.7% in Industrial Technologies.
- Both firms maintain strong balance sheets with >$3.5 B liquidity; Ingersoll Rand carries slightly higher net‑debt leverage (1.7× Adj. EBITDA).
- Strategic moves differ: Ingersoll Rand is expanding dosing solutions (Fox acquisition) and oil‑free compressors (Garrett partnership), while Nordson focuses on semiconductor‑related dispense systems and divestiture of medical contract manufacturing.
Introduction
Ingersoll Rand (ticker IR) and Nordson Corporation (ticker NDSN) are both industrial‑technology leaders that cater to precision‑engineered markets such as aerospace, life‑science, electronics and manufacturing. Their recent earnings releases, strategic acquisitions and partnership announcements make them a natural pair for a side‑by‑side analysis. The comparison is relevant for traders who track momentum in industrial‑equipment equities and for investors seeking exposure to high‑margin, technology‑driven growth within the broader industrial sector.
IR Overview and Recent Performance
Ingersoll Rand, a global provider of mission‑critical flow creation, reported solid first‑quarter 2026 results. Adjusted net income rose 7% to $305 M, delivering an adjusted EPS of $0.77. Revenue rose modestly, driven by a 5% increase in orders (≈$1.56 B) and a 7% organic sales uplift in the Industrial Technologies & Services (IT&S) segment. The company’s Precision & Science Technologies (P&ST) segment posted a 10% revenue gain to $403 M and a 15% jump in adjusted EBITDA, lifting the segment margin to 30.3%.
Key catalysts include the acquisition of Fox s.r.l., expanding metering and dosing capabilities, and a multiyear partnership with Garrett Motion to develop oil‑free centrifugal compressors for high‑purity applications. These initiatives reinforce Ingersoll Rand’s “IRX” execution framework and aim to capture secular demand in the semiconductor and life‑science markets.
Liquidity remains robust at $3.9 B, with $1.3 B cash and a $2.6 B undrawn credit facility. Net‑debt to Adjusted EBITDA sits at 1.7×, slightly higher than pre‑Q1 levels due to $52 M of M&A spend. The company reaffirmed full‑year guidance of 2.5%–4.5% revenue growth and $2.13–$2.19 B Adjusted EBITDA.
NDSN Overview and Recent Performance
Nordson Corporation, an innovative precision‑technology firm, posted a record first‑quarter FY 2026 sales of $669 M, up 9% YoY. Adjusted earnings per diluted share reached a record $2.37, a 15% increase, while Adjusted EBITDA rose 8% to $203 M (30% of sales). The growth was powered by a 7% organic sales lift in the Industrial Precision Solutions (IPS) segment and a strong 21% organic surge in Advanced Technology Solutions (ATS), which now contributes $149 M in revenue and a 22% EBITDA margin.
Nordson’s earnings benefited from a favorable 4% currency tailwind but were offset by the divestiture of its medical contract‑manufacturing business, which reduced the Medical & Fluid Solutions segment’s topline. The company’s backlog grew ~4% YoY, supporting a second‑quarter sales outlook of $710‑$740 M and an upward revision to full‑year sales guidance of $2.86‑$2.98 B.
Financially, Nordson holds $120 M cash and a total liquidity package of $3.5 B. Net‑debt leverage stands at 1.8× Adjusted EBITDA, comparable to Ingersoll Rand. The company continues to return capital, having declared a $0.82 per share dividend for the second quarter of FY 2026.
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Head-to-Head Comparison
- Business Model: IR is a diversified flow‑creation and life‑science equipment provider with strong industrial services exposure. NDSN focuses on precision dispensing and advanced technology solutions for semiconductor, medical and industrial markets.
- Growth Drivers: IR’s upside stems from M&A (Fox, Scinomix) and oil‑free compressor partnership. NDSN’s growth is propelled by semiconductor‑related demand and continued expansion of its ATS segment.
- Recent Momentum: NDSN posted faster top‑line growth (9% vs. 7%) and higher adjusted EPS, while IR showed stronger Adjusted EBITDA growth in its high‑margin P&ST segment.
- Margin Profile: NDSN’s ATS segment achieved a 30%+ EBITDA margin, whereas IR’s IT&S segment ran at 26.7% after a modest dip; IR’s P&ST margin sits at 30.3%.
- Risk Factors: IR faces integration risk from recent acquisitions and exposure to Middle‑East order volatility. NDSN’s risks include reliance on semiconductor cycles and the impact of the recent medical‑business divestiture.
- Sector Exposure: Both companies operate in industrial equipment, but IR leans more toward heavy‑industry compressors and tools, while NDSN is weighted toward high‑tech semiconductor and precision dispensing markets.
- Market Sentiment: Analyst sentiment has been mildly bullish for both, with price targets modestly above current levels. Recent earnings beats have tightened spreads for both stocks.
Tickeron AI Verdict
Based on the observable trends, Tickeron’s AI would currently assign a slight edge to NDSN. The rationale is Nordson’s higher quarter‑over‑quarter revenue growth, superior adjusted EPS momentum, and a clear catalyst in semiconductor‑related demand that is less dependent on integration risk. Ingersoll Rand remains attractive due to its diversified product base and strategic acquisitions, but the short‑term momentum appears more pronounced for Nordson.
Disclaimer
“The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.” Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IR is a StrongBuy and NDSN is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IR’s FA Score shows that 1 FA rating(s) are green whileNDSN’s FA Score has 2 green FA rating(s).
- IR’s FA Score: 1 green, 4 red.
- NDSN’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IR’s TA Score shows that 4 TA indicator(s) are bullish while NDSN’s TA Score has 5 bullish TA indicator(s).
- IR’s TA Score: 4 bullish, 5 bearish.
- NDSN’s TA Score: 5 bullish, 3 bearish.
Price Growth
IR (@Industrial Machinery) experienced а +2.42% price change this week, while NDSN (@Industrial Machinery) price change was +1.94% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.88%. For the same industry, the average monthly price growth was +0.62%, and the average quarterly price growth was +4.30%.
Reported Earning Dates
IR is expected to report earnings on Aug 05, 2026.
NDSN is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Industrial Machinery (+1.88% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| IR | NDSN | IR / NDSN | |
| Capitalization | 29B | 16.1B | 180% |
| EBITDA | 1.69B | 893M | 189% |
| Gain YTD | -6.543 | 20.241 | -32% |
| P/E Ratio | 50.00 | 30.79 | 162% |
| Revenue | 7.78B | 2.9B | 268% |
| Total Cash | 1.27B | 102M | 1,249% |
| Total Debt | 4.84B | 1.97B | 245% |
IR | NDSN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 28 Undervalued | |
PROFIT vs RISK RATING 1..100 | 62 | 51 | |
SMR RATING 1..100 | 84 | 52 | |
PRICE GROWTH RATING 1..100 | 59 | 24 | |
P/E GROWTH RATING 1..100 | 32 | 43 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NDSN's Valuation (28) in the Industrial Machinery industry is somewhat better than the same rating for IR (70) in the Industrial Conglomerates industry. This means that NDSN’s stock grew somewhat faster than IR’s over the last 12 months.
NDSN's Profit vs Risk Rating (51) in the Industrial Machinery industry is in the same range as IR (62) in the Industrial Conglomerates industry. This means that NDSN’s stock grew similarly to IR’s over the last 12 months.
NDSN's SMR Rating (52) in the Industrial Machinery industry is in the same range as IR (84) in the Industrial Conglomerates industry. This means that NDSN’s stock grew similarly to IR’s over the last 12 months.
NDSN's Price Growth Rating (24) in the Industrial Machinery industry is somewhat better than the same rating for IR (59) in the Industrial Conglomerates industry. This means that NDSN’s stock grew somewhat faster than IR’s over the last 12 months.
IR's P/E Growth Rating (32) in the Industrial Conglomerates industry is in the same range as NDSN (43) in the Industrial Machinery industry. This means that IR’s stock grew similarly to NDSN’s over the last 12 months.
| IR | NDSN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | N/A |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 48% |
| Momentum ODDS (%) | 3 days ago 70% | 3 days ago 58% |
| MACD ODDS (%) | 3 days ago 65% | 3 days ago 49% |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 56% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 55% |
| Advances ODDS (%) | 3 days ago 65% | 3 days ago 53% |
| Declines ODDS (%) | 27 days ago 57% | 7 days ago 42% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 54% |
| Aroon ODDS (%) | 3 days ago 66% | 3 days ago 53% |
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IR and
Correlation & Price change
A.I.dvisor indicates that over the last year, IR has been closely correlated with JCI. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IR jumps, then JCI could also see price increases.