Dover Corp.
DOV - Insider Information
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+ FollowMarket Cap$27.96B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Strong demand / bookings momentum (positive + “surprising” visibility): Organic growth accelerated to 7% in the quarter, led by secular growth markets. Orders/bookings +16% YoY across all 5 segments; book-to-bill 1.03. Backlog +35% vs. prior year, and trailing book-to-bill rose to 1.08. Backlog supports confidence into 2027, with ~half of backlog scheduled to ship in 2027 (and management indicated this build is largely tied to capacity-constrained demand, not “traditional” long-cycle variability).
Forecast raised / guidance narrowed toward the high end (positive): Company is narrowing full-year guidance toward the upper end. Organic growth: 5%–6%; Adjusted EPS: $10.60–$10.75 (implying double-digit EPS growth). Confidence in 2027 momentum is repeatedly linked to the improved order book and sustained customer ordering into next year.
Segment performance highlights + major capacity ramp themes (opportunity):
- Engineered Products -2% organic (aerospace/defense solid; offset by lower European vehicle services).
- Clean Energy & Fueling +12% organic (cryogenic components for LNG/space; LNG + space launch wins; North American retail fueling strong). Margin ~flat due to cryogenic ramp outpacing capacity.
- Imaging & ID +2% organic, but margins expanded strongly: +400 bps to 33%, driven by software + consumables mix and fixed-cost leverage.
- Climate & Sustainability Technologies +18% organic with record CO₂ refrigeration performance and robust brazed plate heat exchanger demand (notably data-center liquid cooling; management said demand is now accelerating in Europe and Asia vs. initially U.S.-concentrated). Capacity expansion is a central storyline (e.g., heat exchangers targeted to double global capacity through 2027).
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$83.17
60.4% downside
Current Fair Value
60.4% downsideOvervalued by 60.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $27.96 Billion |
|---|---|
| Enterprise Value | $29.71 Billion |
| Annual dividend | $2.08 |
| Dividend yield | 0.99% |
| Earnings per Share | $7.97 |
| Beta | 1.1 |
| Outstanding Shares | 134,200,000 |
Return
| Return on Equity | 15.27% |
|---|---|
| Return on Assets | 8.52% |
| Return on Invested Capital | 13.72% |
Valuation & Multiples
| P/E Ratio | 24.33 |
|---|---|
| PEG | 234.46 |
| Price to Sales | 3.33 |
| Price to Book Ratio | 3.75 |
| Enterprise Value to Revenue | 3.46 |
| Enterprise Value to EBIT | 19.45 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 0.45 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS
$2.88
Est. $2.83Revenue
$2.23 B
Est. $2.22 BNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$2.79
Consensus analyst estimateRevenue Estimate
$2.23 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 52.12% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 16.44%▼ 75.40% |
|---|---|
| Total Invested | $4.14B▼ 85.06% |
| Investors Holding | 575▼ 620.00% |
About Dover Corp.
24,000 employees
CEO: Richard Tobin
Dover Corporation is a global industrial company offering a wide array of products and services, encompassing specialized equipment, components, consumable materials, aftermarket spare parts, software, digital platforms, and comprehensiv...