Dover CorporationNYSE: DOV
Industrials · Industrial Machinery & Supplies & Components
$225.78
-0.28%
Vol: 525K
Research Digest
Friday, May 1, 2026
Dover Q1 crushes estimates; 24% bookings growth, guidance reaffirmed
Dover reported strong Q1 2026 earnings with revenue of $2.05B and adjusted EPS of $2.28, driven by 24% bookings growth to $2.5B. All five segments posted book-to-bill above 1.0x with robust demand in aerospace, defense, and clean energy. Management reaffirmed full-year guidance for 5-7% revenue growth. Seaport Research raised PT to $265 from $245, with JP Morgan maintaining Buy rating. Analyst sentiment positive with Moderate Buy consensus and $227.53 average PT suggesting upside potential.
Previous Market Intelligence
13 daysApr 30Dover beats Q1 estimates with 10.1% revenue growth to $2.05B, $2.28 EPS, and raises guidance with $2.5B bookings (up 24% YoY) on April 28.Positive▶
Dover Corporation delivered strong Q1 2026 results on April 28 with revenue of $2.05B (beating $2.0B estimate by 2.5%) and adjusted EPS of $2.28 (beating forecast of $2.27). Orders surged 24% YoY to $2.5B with 1.2x book-to-bill ratio across all five segments. The company raised its price target outlook to $265 from $245 at Seaport Research (April 28), reflecting robust demand in aerospace/defense and clean energy. Stock surged 6.54% in premarket trading. Bookings growth driven by secular growth markets and acquisitions; company reaffirmed full-year guidance targeting the top end.
Apr 29Dover Q1 revenue surges 10.1% to beat estimates; bookings jump 24%; Seaport raises PT to $265Positive▶
Dover Corporation reported double-digit Q1 revenue growth of 10.1% with adjusted EPS of $2.28 beating expectations. Bookings rose 24% YoY reflecting robust demand. Engineered Products segment supported by aerospace/defense and vehicle aftermarket strength. Clean Energy and Fueling segment grew 11% organically on strong shipments. Management reaffirmed full-year guidance and indicated targeting the top end based on current order rates. Seaport Research raised price target to $265 from $245. J.P. Morgan maintains Buy rating. Mizuho and Citi also issued Buy ratings.
Apr 16Dover raises dividend for 70th consecutive year following strong Q4 2025 results; Citi upgrades price target to $253Positive▶
Dover Corporation reported strong Q4 2025 performance with revenue of $8,093 million and adjusted diluted EPS of $9.61 (up 16% YoY). The company extended its 70-year streak of consecutive annual dividend increases and completed $665 million in acquisitions while repurchasing $541 million in shares. Citi upgraded Dover's price target from $231 to $253, though Morgan Stanley maintains a Hold rating. Dover's Annual Meeting is scheduled for May 8, 2026, where shareholders will vote on board elections and executive pay. The stock has gained 14% over the past year with analyst sentiment remaining moderately positive. The company generates over $7 billion in annual revenue across five business segments including engineered products and clean energy.
Apr 15Citigroup raises Dover price target to $253, maintaining Buy rating on growth in automation and clean energy.Positive▶
Dover Corporation entered a new $1.5 billion five-year unsecured revolving credit facility on April 2, replacing a $1 billion facility. Citigroup raised its price target to $253 from $231 on April 13, maintaining a Buy rating. The company is seeing positive analyst sentiment following Q4 2025 results, with the stock up 32% over the past year.
Apr 14Dover Corp reported 2025 revenue of $8.09B with adjusted EPS up 16% to $9.61; Citi raised price target to $253 on data center demand.Positive▶
Dover Corporation delivered strong 2025 results: $8.09B revenue, adjusted EPS of $9.61 (up 16%), plus $541M share repurchases. CEO guided 2026 EPS of $10.45-$10.65. Data center-led demand for liquid cooling products drove Q4 strength. Citi raised price target to $253 from $231 on April 10.
Apr 13Dover beat Q4 2025 earnings with $2.51 adjusted EPS and 2026 guidance of $10.45-$10.65, projecting double-digit growth despite post-earnings decline.Positive▶
Dover reported Q4 adjusted EPS of $2.51 (vs. $2.49 forecast) and $2.1B revenue. 2026 guidance projects $10.45-$10.65 EPS (+4-5% organic growth) with new North Carolina plant. FY2025 adjusted EPS grew 16%, free cash flow increased ~$200M. Barclays placed stock on hold despite strong earnings. Extended 70-year dividend increase streak. Stock at $218.32 with 32% 12-month gain.
Apr 10Dover enters $1.5B credit facility; FY2025 adjusted EPS reached $9.61Positive▶
Dover established new $1.5 billion credit facility. FY2025 adjusted EPS reached $9.61 (up 16%). FY2026 guidance: $8.95-$9.15 EPS.
Apr 9Dover secures new $1.5B credit facility; confirms 2026 EPS guidance of $8.95-$9.15Positive▶
Dover Corporation announced a new $1.5 billion five-year unsecured revolving credit facility with 12 banks, expanding financing capacity. The company confirmed 2026 GAAP EPS guidance of $8.95-$9.15 on 5-7% revenue growth with analyst consensus targeting $237 price and 11.7% EPS growth expected in upcoming April 23 earnings.
Apr 8Dover Corporation reported strong Q4 2025 driven by data center liquid cooling demand.Positive▶
Dover reported Q4 profit and revenue growth driven by data center demand for liquid cooling products. Reiterated Buy with $240 PT. Earnings April 23 expected to show 11.7% EPS growth.
Apr 7BMO Capital and Wells Fargo maintain Buy ratings; Q1 2026 earnings expected April 23.Positive▶
Dover Corporation is seeing positive analyst sentiment following strong Q4 2025 results. BMO Capital maintains a price target of $237, and Wells Fargo has an Overweight rating. The company is scheduled to report Q1 2026 earnings on April 23 with expectations for 11.7% EPS growth year-over-year. Multiple analyst upgrades reflect confidence in Dover's diversified manufacturing segments.
Apr 6Dover Corporation reports strong Q4 2025 results and restructures business for enhanced performancePositive▶
Dover Corporation announced new business structure to enhance future performance with positive analyst sentiment following strong Q4 2025 results. Stock up 14% over past year. Wells Fargo rates as Overweight with BMO Capital price target of $237. Upcoming Q1 2026 earnings April 23 with expectations for 11.7% EPS growth YoY. Analyst consensus: average price target $226.27 (+9.52% from current price). Segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions, Climate & Sustainability Technologies.
Apr 3Dover raises FY2026 guidance for double-digit EPS growth ($10.45-10.65) and 4-5% organic growth; Wells Fargo upgrades to Overweight with $230 target.Positive▶
Dover Corporation announced 2026 guidance projecting double-digit EPS growth to $10.45-10.65 and 4-5% organic growth. Wells Fargo upgraded the stock to Overweight from Equal Weight with a $230 price target. Dover stock reached an all-time high of $232.36.
Apr 2Dover reports 16% adjusted EPS growth in 2025; Wells Fargo upgrades to Overweight on short-cycle recoveryPositive▶
Dover Corporation reported 2025 revenue of $8,093 million with adjusted diluted EPS of $9.61, up 16% year-over-year. Wells Fargo upgraded DOV to Overweight from Equal Weight on March 17, 2026, citing short-cycle recovery underway. Stock up 14% over past year despite 1.7% drop post-earnings. Analysts expect FY 2026 EPS of $10.57, up 10% from 2025. Average analyst price target is $232.06, indicating 14.4% upside. Company operates five segments including Engineered Products, Clean Energy & Fueling, and Imaging & Identification.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
| OTISOTIS | $77.20 | -0.87% | -0.3% | 16.5x | 1.04 | $29.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.