Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Dover Corporation (DOV)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$202.56-4.75%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
11.74 → 11.86 EPS · FY ending Dec 31, 2027 · 12 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 12 to 12; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DOV yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Increase adjusted EPS to about $9.0 in FY26 | Adjusted EPS guidance is about $9.0 per share, showing earnings strength. | Under Pressure | Adjusted EPS guidance falls below $8.9 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
DOV is a diversified industrial business with a growth-and-execution thesis, rather than a turnaround story. The long-term thesis is intact, and recent momentum has improved, but the evidence snapshot rates earnings quality as neutral and the sector backdrop as a headwind.
The valuation evidence points to DOV being cheap versus peers, while the expectations gap is modestly negative and pricing is tagged as justified. This suggests the market is not relying on especially high expectations, though valuation-model confidence is medium.
Near-term results show strong progress: Q3 revenue and adjusted diluted earnings per share rose year over year, and management raised full-year adjusted earnings guidance. Management’s growth, earnings, and productivity priorities are on track, but recent peer misses and a sector headwind remain risks to execution.
Over the next few quarters, the thesis depends on DOV sustaining growth and delivering on its raised guidance. A guidance cut after the recent raise would hurt confidence, while continued strong results and higher guidance from industrial bellwethers could support the sector backdrop.
For the 1-to-3-year view, DOV’s operating progress supports an intact long-term thesis, while neutral earnings quality and sector risks leave execution as the main test. The evidence is mixed but improving. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Dover Corporation's published investment case. The stated target is Operating income near or above $220M per quarter. |
| Under Pressure |
| Operating income falls significantly below $220M per quarter |
Operating income: $419.188M FY2026-Q3; GAAP. Published target: Operating income near or above $220M per quarter. Target period is not explicitly aligned with this observation. Oct 22, 2026419,188,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve revenue growth of 5% to 7% in FY26 | A primary condition in Dover Corporation's published investment case. The stated target is 5% to 7% YoY revenue growth. | Under Pressure | YoY revenue growth falls below 5% in FY26 | Revenue growth: 7.51% FY2026-Q3; GAAP. Published target: 5% to 7% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Oct 22, 20267.507697 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain valuation discount to peers | A supporting condition in Dover Corporation's published investment case. The stated target is PE below 25, maintaining discount to peer median. | Intact | PE rises above 30 without earnings growth | P/E (TTM): 20.43x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202620.4284 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$11.71 → $11.86 · observed estimates
$9.09B → $9.21B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $11.71 | $9,089,707,329 | 12 / 14 |
| 2026-07-25 | $11.60 | $9,081,418,700 | 18 / 18 |
| 2026-07-26 | $11.71 | $9,093,935,044 | 12 / 14 |
| 2026-07-27 | $11.60 | $9,081,895,470 | 18 / 18 |
| 2026-07-28 | $11.71 | $9,093,935,044 | 12 / 14 |
| 2026-07-29 | $11.71 | $9,093,935,044 | 12 / 14 |
| 2026-07-30 | $11.71 | $9,092,633,406 | 12 / 14 |
| 2026-07-31 | $11.71 | $9,092,633,406 | 12 / 14 |
| 2026-08-01 | $11.71 | $9,092,633,406 | 12 / 14 |
| 2026-08-02 | $11.63 | $9,086,555,030 | 18 / 18 |
| 2026-08-03 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-04 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-05 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-06 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-07 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-08 | $11.63 | $9,086,555,030 | 18 / 18 |
| 2026-08-09 | $11.63 | $9,086,555,030 | 18 / 18 |
| 2026-08-10 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-11 | $11.63 | $9,086,555,030 | 18 / 18 |
| 2026-08-12 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-13 | $11.64 | $9,094,668,230 | 18 / 18 |
| 2026-08-14 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-15 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-16 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-17 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-18 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-19 | $11.72 | $9,095,880,809 | 12 / 14 |
| 2026-08-20 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-21 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-22 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-23 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-24 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-25 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-26 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-27 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-28 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-29 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-30 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-08-31 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-01 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-02 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-03 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-04 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-05 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-06 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-07 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-08 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-09 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-10 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-11 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-12 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-13 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-14 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-15 | $11.75 | $9,114,570,656 | 12 / 14 |
| 2026-09-16 | $11.73 | $9,114,570,656 | 12 / 14 |
| 2026-09-17 | $11.73 | $9,114,570,656 | 12 / 14 |
| 2026-09-18 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-19 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-20 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-21 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-22 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-23 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-24 | $11.73 | $9,118,133,156 | 12 / 14 |
| 2026-09-25 | $11.74 | $9,119,831,205 | 12 / 15 |
| 2026-09-26 | $11.74 | $9,119,831,205 | 12 / 15 |
| 2026-09-27 | $11.74 | $9,119,831,205 | 12 / 15 |
| 2026-09-28 | $11.74 | $9,119,831,205 | 12 / 15 |
| 2026-09-29 | $11.74 | $9,119,831,205 | 12 / 15 |
| 2026-09-30 | $11.75 | $9,125,446,016 | 12 / 15 |
| 2026-10-01 | $11.75 | $9,127,975,428 | 12 / 15 |
| 2026-10-02 | $11.75 | $9,127,975,428 | 12 / 15 |
| 2026-10-03 | $11.74 | $9,130,925,205 | 12 / 15 |
| 2026-10-04 | $11.74 | $9,130,925,205 | 12 / 15 |
| 2026-10-05 | $11.74 | $9,130,925,205 | 12 / 15 |
| 2026-10-06 | $11.74 | $9,130,925,205 | 12 / 15 |
| 2026-10-07 | $11.73 | $9,128,042,852 | 12 / 15 |
| 2026-10-08 | $11.73 | $9,128,042,852 | 12 / 15 |
| 2026-10-09 | $11.73 | $9,128,066,152 | 12 / 15 |
| 2026-10-10 | $11.73 | $9,128,066,152 | 12 / 15 |
| 2026-10-11 | $11.73 | $9,128,066,152 | 12 / 15 |
| 2026-10-12 | $11.73 | $9,128,066,152 | 12 / 15 |
| 2026-10-13 | $11.73 | $9,128,066,152 | 12 / 15 |
| 2026-10-14 | $11.73 | $9,128,592,093 | 12 / 15 |
| 2026-10-15 | $11.74 | $9,134,703,858 | 12 / 15 |
| 2026-10-16 | $11.74 | $9,134,703,858 | 12 / 15 |
| 2026-10-17 | $11.74 | $9,134,703,858 | 12 / 15 |
| 2026-10-18 | $11.74 | $9,134,703,858 | 11 / 14 |
| 2026-10-19 | $11.74 | $9,134,703,858 | 11 / 14 |
| 2026-10-20 | $11.74 | $9,134,703,858 | 11 / 14 |
| 2026-10-21 | $11.73 | $9,132,730,399 | 11 / 14 |
| 2026-10-22 | $11.73 | $9,132,953,928 | 11 / 14 |
| 2026-10-23 | $11.78 | $9,164,053,955 | 11 / 14 |
| 2026-10-24 | $11.84 | $9,207,683,644 | 12 / 15 |
| 2026-10-25 | $11.84 | $9,207,683,644 | 12 / 15 |
| 2026-10-26 | $11.84 | $9,207,683,644 | 12 / 15 |
| 2026-10-27 | $11.84 | $9,207,683,644 | 12 / 15 |
| 2026-10-28 | $11.84 | $9,208,322,832 | 12 / 15 |
| 2026-10-29 | $11.86 | $9,212,521,044 | 12 / 15 |
| 2026-10-30 | $11.86 | $9,212,521,044 | 12 / 15 |
| 2026-10-31 | $11.86 | $9,212,521,044 | 12 / 15 |
| 2026-11-01 | $11.86 | $9,212,521,044 | 12 / 15 |
| 2026-11-02 | $11.86 | $9,212,521,044 | 12 / 15 |
| 2026-11-03 | $11.86 | $9,212,539,136 | 12 / 15 |
| 2026-11-04 | $11.86 | $9,212,539,136 | 12 / 15 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
1 raises · 2 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.