Dover Corporation (DOV)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$192.88+0.95%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · DOV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks DOV against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
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 guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive full year 2026 revenue growth of 6% to 8%, including organic growth of 4% to 6%, supported by broad-based demand and secular-growth markets.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $8.09B in 2025 to $8.09B+ expected in 2026 with guidance raised to 6%-8% growth (organic 4%-6%) in 2026-Q2, up from 5%-7% in prior quarters. Management is delivering on broad-based growth with all five segments showing positive organic growth in 2026-Q2.
“In 2026, Dover expects to generate GAAP EPS in the range of $8.94 to $9.14 (adjusted EPS of $10.55 to $10.75), based on full year revenue growth of 6% to 8% (organic growth of 4% to 6%).”
“In 2026, Dover expects to generate GAAP EPS in the range of $8.92 to $9.12 (adjusted EPS of $10.45 to $10.65), based on full year revenue growth of 5% to 7% (organic growth of 3% to 5%).”
“In 2026, Dover expects to generate GAAP EPS in the range of $8.95 to $9.15 (adjusted EPS of $10.45 to $10.65), based on full year revenue growth of 5% to 7% (organic growth of 3% to 5%).”
Raise full year 2026 adjusted EPS guidance to $10.55 to $10.75, reflecting confidence in continued double-digit earnings growth.
Management has stated this priority in 3 of last 3 quarters. Adjusted EPS guidance was raised from $10.45-$10.65 in 2026-Q1 and 2025-Q4 to $10.55-$10.75 in 2026-Q2. This reflects management's confidence in delivering double-digit adjusted EPS growth, consistent with reported adjusted diluted EPS growth of 12% in 2026-Q2.
“We are raising our full-year adjusted EPS guidance to $10.55 to $10.75.”
Continue operational execution to drive margin improvement and productivity gains across all segments, supporting earnings growth.
Management stated this priority in 3 of last 3 quarters. Segment earnings margin improved from 22.0% in 2025-Q1 to 24.0% in 2026-Q2, reflecting operational execution and productivity gains offsetting inflation. The trajectory shows delivering on margin expansion commitments.
“Margin performance was solid, as continued operational execution on incremental volumes more than offset input cost inflation.”
Advance capital investments in capacity expansion and productivity to support growth and margin improvement across the portfolio.
Stated in 2 of last 3 quarters. Management reports ongoing investments in capacity expansion and productivity projects to support growth and margin improvement. While specific dollar amounts are not disclosed, the continued emphasis and operational margin gains indicate progress delivering on this priority.
“During the quarter, we advanced capacity-expansion projects to support growth and productivity investments to drive margins.”
Maintain an active acquisition pipeline focused on bolt-on acquisitions in high-growth, high-margin platforms to expand portfolio.
Management stated this priority in 3 of last 3 quarters. The company completed acquisitions in Pumps & Process Solutions in 2025-Q2 and maintains an active pipeline in 2026-Q1 and Q2. While no specific financial impact is disclosed, the recurring emphasis and recent acquisitions indicate ongoing delivery on this strategic priority.
“Industrial M&A markets have improved this year, and our acquisition pipeline has a number of interesting opportunities.”
Over the trailing year it converted 0.74x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“In 2026, Dover expects adjusted EPS of $10.45 to $10.65.”
“In 2026, Dover expects adjusted EPS of $10.45 to $10.65.”
“Margin performance in the quarter was exceptional, driven by positive mix impact and proactive cost management.”
“Margins improved year-over-year on volume leverage and ongoing productivity initiatives.”
“We continued to invest behind high-ROI capacity expansions and productivity investments.”
“Our acquisition pipeline remains active as industrial M&A activity begins to pick up.”
“We completed two acquisitions of attractive, fast-growing assets within our Pumps & Process Solutions segment.”