What move does the options market price into Nordson's report?

Implied ±6.8%, either direction.

How often does Nordson move more than the options market prices?

3 of the last 8 reports moved at least as far as the implied move.

NDSNNasdaqGeneral Industrial Machinery & Equipment, NEC

Nordson Corp (NDSN) earnings date, market-implied expected move, and options open interest by expiry

329.37

−1.69 · −0.51%

post 329.37 0.00%

Closed16:00 ET

Open334.83Volume394,040Mkt cap$18.4BP/E33.20EPS9.92Div yield1.03%

Day321.59 – 335.9154%52-wk220.54 – 338.1893%

NDSN

Nordson Corp

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±6.8%implied · straddle

308.22353.18

spot 330.70exp Dec 18ATM strike 330ATM straddle 26.45IV 29%

Nov 4 close

Expected move

Inputs

Next report

Dec 9

after close · in 34 days

est.Q4 FY26

Calendar

Next report

Last report

+8.00%

vs ±3.4% implied · ×2.34

shaded = implied · ▲▼ = realized

Aug 19 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

+1.46%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

753 managers

Top fund weight

0.56%

NDSN weight · FTC

N-PORTJul 31 '26

11 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Nordson (NDSN) is expected to report on Dec 9 after close (estimated date).

Implied vs realized

8 reports

3 of 8≥ implied

avg implied: ±5.0%
avg realized: ±4.1%

Dec 11 '24Dec 11 '24confirmed±5.4%▼−8.19%×1.52

Feb 19 '25Feb 19 '25confirmed±3.1%▲+0.33%×0.11

May 28 '25May 28 '25confirmed±5.9%▲+6.76%×1.14

Aug 20 '25Aug 20 '25confirmed±6.8%▲+3.00%×0.44

Dec 10 '25Dec 10 '25confirmed±4.8%▼−0.80%×0.17

Q1 FY26Feb 18 '26confirmed±4.1%▼−1.79%×0.43

Q2 FY26May 20 '26confirmed±6.6%▲+3.83%×0.58

Q3 FY26Aug 19 '26confirmed±3.4%▲+8.00%×2.34

quarterimplied−10%0+10%realized×

Q3 FY26±3.4%▲+8.00%×2.34

Q2 FY26±6.6%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 3 close

1.42OI · 3 expiries · Nov 3 closeP/C open interest · Dec 18 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

202+9%Nov 2015d0.306650%0.30

report · Dec 9 · after close · est.

9110%Dec 1843d6400%

390%Mar 19134d0.08494+1%0.08

ExpiryPutsCallsP/C

Nov 2015d202+9%6650%0.30

report · Dec 9 · after close · est.

Dec 1843d9110%6400%1.42

Mar 19134d390%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±6.8%

Funds 4

FTC±0.0%

XLI±0.0%

RSP±0.0%

REVS±0.0%

Dashed = straddleMethod 2 more funds Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ3 FY26

18.69%as filednet margin · revenue +10.37% QoQ · +10.27% YoY

Revenue

$818M+10.37% QoQ

Gross profit

$454M+12.29% QoQ

55.49% margin

Operating income

$223M+13.13% QoQ

27.28% margin

Pre-tax income

$186M+31.71% QoQ

Net income

$153M+30.29% QoQ

18.69% margin

Cost of revenue

$364M+8.07% QoQ

Operating expenses

$231M+11.49% QoQ

Other expense

$37M

Tax

$33M+38.71% QoQ

Revenue$818M+10.37%

Gross profit

$454M+12.29%

55.49% margin

Operating income

$223M+13.13%

27.28% margin

Pre-tax income

$186M+31.71%

Net income

$153M+30.29%

18.69% margin

Cost of revenue

$364M+8.07%

Operating expenses

$231M+11.49%

Other expense

$37M

Tax$33M+38.71%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jul 31 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ down · bars = volume, 15mSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.12· ±1.2% vs ±1.1% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±1.2%11 of 24×1.12

CPROFcorporate profits±1.2%6 of 12×1.11

GDPgross domestic product±1.2%10 of 20×1.09

NFPjobs report±1.2%4 of 10×1.08

PCEpersonal income & outlays±0.9%13 of 20×0.86

CPIconsumer prices±0.9%6 of 11×0.86

PPIproducer prices±0.8%6 of 11×0.72

Bar = avg |move| to ±2% · tick = ±1.1% avg day · ×base = |move| ÷ ±1.1% · min 6 releases

Earnings history

EPS 2.73 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Aug 19 '26 · confirmed	2.73	—
Q2 FY26	May 20 '26 · confirmed	2.09	—
Q1 FY26	Feb 18 '26 · confirmed	2.38	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod