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TickerTalks›$DOV
DODOV

Dover Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 7% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (35 mentions/wk)
$DOV·$25B·Industrial - Machinery·Industrials
$194.09+0.4%YTD-0.6%1Y+19.3%
Price updated 9h ago·X counts updated 4d ago
DODOV
$DOVDover Corporation
$194.09+0.39%35 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DOV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

35X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DOV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DOV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Dover compounding at 7-10% revenue growth with four straight EPS beats — the quiet industrials winner waiting for its own quarter.

Dover Corporation has strung together four consecutive quarterly EPS beats (0.4-4.4% ahead) with revenue growth running 5-10% YoY — a classic industrials compounder trading at an undemanding multiple heading into the October 22 Q3 print.

  • Q2 revenue of $2.19B was 1% below consensus (its only revenue miss of the four quarters) while EPS of $2.74 beat by less than 1% — the operating cadence is tight, with the sell-side's 2026 EPS at $10.69 and 2027 at $11.74 implying 10%+ earnings growth.
  • The September 25 Barron's AI industrial stocks writeup and the September 18 Zacks upgrade to Buy both frame Dover as a core industrials pick with specific exposure to connected packaging and data-center capex via the Markem-Imaje and Engineered Products divisions.
  • At $189.69 and 39% of the 52-week range, the forward multiple on 2026 EPS of $10.69 is 17.8x — reasonable for a diversified industrials compounder with 17% operating margins and $25.5B market cap.

The October 22 Q3 earnings is the next tactical catalyst — a modest beat continues the compounding and justifies the current multiple; a weaker-than-expected print would push the stock back to the lower end of its 52-week range given the lack of visible upside optionality in the current setup.

What to watch: October 22 Q3 earnings and the 2027 EPS guidance framework; connected-packaging adoption trends from Markem-Imaje; data-center capex signals from Engineered Products customers.

On the calendar: Q3 earnings scheduled 2026-10-22

Read the AI verdict on $DOV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Industrial conglomerate manufacturing pumps, fluid handling systems, refrigeration equipment, and digital printing solutions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $DOV.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $DOV

Neutral — Industrial conglomerate manufacturing pumps, fluid handling systems, refrigeration equipment, and digital printing solutions.

Industry benchmark

32-name peer basket
+17.0%YTD
-13.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$2.74$2.72+0.7%
Q1 2026Apr 23, 2026$2.28$2.27+0.4%
Q4 2025Jan 29, 2026$2.51$2.49+0.8%
Q3 2025Oct 23, 2025$2.62$2.51+4.4%
Next earningsThu, Oct 22·consensus EPS $2.85

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.2B+6.9%40.2%17.9%$2.32$188.0M
Q1 FY26$2.1B+10.1%38.9%14.9%$1.77$131.2M
Q4 FY25$2.1B+8.8%39.1%16.5%$2.06$484.1M
Q3 FY25$2.1B+4.8%40.1%18.2%$2.20$370.1M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.7B$8.6B – $8.7B$10.68$10.51 – $10.8014
FY27$9.1B$9.0B – $9.2B$11.73$10.79 – $12.0915
FY28$9.5B$9.3B – $9.7B$12.68$11.36 – $15.5511
FY29$9.8B$9.7B – $9.9B$13.63$13.36 – $13.835
FY30$9.8B$9.6B – $9.9B$12.88$12.63 – $13.075

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 inkind) in window

See when $DOV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Dover Corporation (DOV) reported Q2 2026 financial results on July 23, 2026 via press release and investor presentation furnished as exhibits. No headline financial figures appear in the 8-K body. This is a standard quarterly earnings disclosure for the diversified industrial manufacturer; segment-level revenue, bookings, and adjusted EPS are in the attached exhibits.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (3 13Gs · 2 10-Qs · 1 11-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dover Set to Report Q3 Earnings: Here's What to Expect From the Stockzacks.com·18h agoDover Corporation (DOV) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·20h agoDover Corporation $DOV Shares Bought by First Citizens Bank & Trust Co.defenseworld.net·1d agoHillphoenix Unveils Advansor FlexONE CO₂ Condensing Unit for Food Retail and Industrial Marketsprnewswire.com·2d agoHead to Head Survey: Art’s-Way Manufacturing (NASDAQ:ARTW) versus Dover (NYSE:DOV)defenseworld.net·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $DOV on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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