Dover Corporation (DOV)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$202.56-4.75%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
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 2026-11-05.
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 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
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.
"We are on track to deliver double-digit adjusted EPS growth in 2026, in line with our long-term algorithm.
Stated in 4 of 8 supplied quarters. Management reported: “"We are on track to deliver double-digit adjusted EPS growth in 2026, in line with our long-term algorithm.” “FULL YEAR 2026 GUIDANCE: In 2026, Dover expects to generate GAAP EPS in the range of $8.93 to $9.08 (adjusted EPS of $10.60 to $10.75), based on full year revenue growth of 7% to 8% (organic growth of 5% to 6%).” Revenue was $2.234 billion in 2026-Q3.
“"We are on track to deliver double-digit adjusted EPS growth in 2026, in line with our long-term algorithm.”
“We remain committed to delivering double-digit adjusted EPS growth at the midpoint of our guidance range in 2026, consistent with Dover’s long-term performance trajectory."”
“"Capital deployment remains a key driver of our double-digit earnings growth.”
“With this backdrop, we are poised to deliver double-digit EPS growth in 2025 through a combination of accretive top line growth, margin improvement, and value-creating capital allocation."”
We continued to invest behind greenfield expansions in high-growth end markets, along with productivity and footprint optimization projects.
Stated in 5 of 8 supplied quarters. Management reported: “We continued to invest behind greenfield expansions in high-growth end markets, along with productivity and footprint optimization projects.” “During the quarter, we advanced capacity-expansion projects to support growth and productivity investments to drive margins across the portfolio.” Gross profit was $903.426 million in 2026-Q3.
“We continued to invest behind greenfield expansions in high-growth end markets, along with productivity and footprint optimization projects.”
During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurc…
Stated in 4 of 8 supplied quarters. Management reported: “During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurchased over $330 million of our shares.” “Industrial M&A markets have improved this year, and our acquisition pipeline has a number of interesting opportunities in attractive end markets.”
During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurc…
Stated in 3 of 8 supplied quarters. Management reported: “During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurchased over $330 million of our shares.” “During the quarter, we continued to return capital to shareholders through opportunistic share repurchases, while also investing behind high-ROI capacity expansions and productivity investments.”
Pursue growth in secular-growth end markets while sustaining broad-based revenue growth across Dover's operating segments.
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 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“During the quarter, we advanced capacity-expansion projects to support growth and productivity investments to drive margins across the portfolio.”
“During the quarter, we continued to return capital to shareholders through opportunistic share repurchases, while also investing behind high-ROI capacity expansions and productivity investments.”
“This year we have increased our investments in high-ROI capital projects focused on productivity and capacity expansions as well as targeted footprint optimization.”
“We continue to invest in high-ROI organic capital projects, including productivity and capacity expansions as well as targeted footprint optimization.”
“During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurc…”
“Industrial M&A markets have improved this year, and our acquisition pipeline has a number of interesting opportunities in attractive end markets.”
“Our acquisition pipeline remains active as industrial M&A activity begins to pick up.”
“During the quarter we also completed two acquisitions of attractive, fast-growing assets within our high-priority Pumps & Process Solutions segment.”
“During the quarter, we announced two bolt-on acquisitions that expand our capabilities in attractive markets and add manufacturing capacity in key strategic locations, and we opportunistically repurc…”
“During the quarter, we continued to return capital to shareholders through opportunistic share repurchases, while also investing behind high-ROI capacity expansions and productivity investments.”
“Additionally, we initiated an accelerated share repurchase in November, underscoring our disciplined approach to capital return to shareholders.”