24/7 Wall Street
02 Aug 2026, 13:30 UTC · 2h ago
4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
02 Aug 2026, 13:30 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Nordson (NDSN) raised its FY2026 guidance for sales ($2.93-$3.01B) and adjusted EPS ($11.30-$11.80) amid 18% backlog growth. — Raised guidance and strong backlog growth are direct catalysts for share price appreciation.
+0.60Watsco (WSO) experienced a 25.7% year-over-year revenue decline in Q1 2026, missing consensus by 26.67% due to refrigerant transitions. — Significant revenue misses and volume compression create immediate downward pressure on the stock.
-0.50Illinois Tool Works (ITW) reported soft organic revenue growth of 0.4% in Q1 2026, with declines in Food Equipment and Specialty Products. — Stagnant organic growth suggests a weakening industrial cycle that could slow future dividend increases.
-0.30Continue reading
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Watsco's FY2025 free cash flow payout ratio increased significantly to 88.6%, up from 57% in FY2024. — A sharply rising payout ratio reduces the margin of safety for dividends if earnings continue to struggle.
-0.20Illinois Tool Works (ITW) increased its quarterly dividend by 7.3% to $1.61 in Q3 2025. — Dividend hikes are positive for income investors, though the magnitude is modest for a large industrial.
+0.10Which stocks this story touches
Very strong FCF payout ratio, raised guidance, and positive backlog growth.
Strong dividend record, comfortable FCF coverage, and attractive valuation.
Positive dividend growth and strong FCF, though offset by soft organic revenue growth.
Strong market position and zero debt, but facing a rising payout ratio and revenue declines due to refrigerant transition.
Mentioned as a successful historical call by an analyst, but no current news provided.
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