Dover Corporation (DOV)
NYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-07-07
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Track DOV free→NYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-07-07
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Track DOV free→Dover aims for steady revenue growth of 5% to 7% in 2026. Adjusted EPS guidance is about $9.0 per share, showing earnings strength. The company has a low risk profile and trades cheaper than peers. Free cash flow yield is positive at 4%.
Revenue growth is pressured with recent guidance cuts. Operating income declined sharply last quarter. The sector faces headwinds and Dover's margin and operational performance may weaken. Market pullbacks reflect these risks.
The price is about 5% below our fair value near $226, reflecting roughly 6% revenue growth expected by analysts. Our fair value is 10% below the Street median, indicating some caution versus consensus optimism.
Breaks if: Adjusted EPS guidance falls below $8.9 in FY26
Dover aims to increase its adjusted EPS guidance for the fiscal year 2026.
Stated in 2 of last 2 quarters. Adjusted EPS guidance is $10.45 to $10.65 for 2026. The company has increased its guidance, indicating a positive trajectory in earnings expectations.
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“Dover expects adjusted EPS of $10.45 to $10.65 for 2026.”
“Increase adjusted EPS guidance.”
Breaks if: Operating income falls significantly below $220M per quarter
Dover aims to maintain strong operational performance throughout 2026.
Newly stated in 2026-Q1. Operating income was $220M in 2025-Q4, down from $377M in 2025-Q3. The operational performance shows a decline in the latest quarter, indicating challenges in maintaining strong performance.
“Dover issued a press release announcing its results of operations.”
Breaks if: YoY revenue growth falls below 5% in FY26
Dover aims to achieve a revenue growth rate of 5% to 7% for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue was $1.73B in 2025-Q4. The company has set a target for 5% to 7% growth, but the financials show limited progress towards this goal so far.
“Dover expects full year revenue growth of 5% to 7% (organic growth of 3% to 5%).”
“Achieve revenue growth of 5% to 7%.”
Breaks if: PE rises above 30 without earnings growth