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Dover Surpasses Q2 Earnings & Revenue Estimates, Raises '25 View

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Key Takeaways

  • DOV posted Q2 adjusted EPS of $2.44, up from $2.10 last year and ahead of the estimate of $2.39.
  • Q2 sales rose 5.2% y/y to $2.05B, with the gross margin expanding to 39.9% from 38.6% last year.
  • DOV raised the 2025 EPS guidance to $9.35-$9.55 and reported Q2 bookings of $2.01B, up y/y from $1.88B.

Dover Corporation (DOV - Free Report) has reported second-quarter 2025 adjusted earnings per share (EPS) from continuing operations of $2.44, beating the Zacks Consensus Estimate of $2.39. In the year-ago quarter, the company reported an adjusted EPS of $2.10 (excluding after-tax purchase accounting expenses and after-tax gain on disposition of a minority-owned equity method investment).

On a reported basis, Dover has delivered an EPS of $1.74 in the quarter, down 15% year over year.

Total revenues in the second quarter increased 5.2% year over year to $2.05 billion. The top line surpassed the Zacks Consensus Estimate of $2.04 billion. Organic growth was 1% in the quarter.

Dover Corporation Price, Consensus and EPS Surprise

 

Dover Corporation Price, Consensus and EPS Surprise

Dover Corporation price-consensus-eps-surprise-chart | Dover Corporation Quote

DOV’s Margins Rose Y/Y in Q2

Cost of sales grew 2.9% year over year to $1.23 billion in the reported quarter. Gross profit increased 8.7% year over year to $818 million. The gross margin was 39.9% compared with the year-ago quarter’s 38.6%.

Selling, general and administrative expenses rose 8.1% to $4634 million from the prior-year quarter. Adjusted EBITDA grew 10% year over year to $514 million. The adjusted EBITDA margin was 25.1% in the quarter compared with the prior-year quarter’s 24%.

Dover Q2 Segmental Performance

The Engineered Products segment’s revenues fell 3.3% year over year to $276 million in the quarter. The reported figure surpassed our estimate of $259 million. The segment’s adjusted EBITDA grew 3.2% year over year to $58.6 million. The figure topped our estimate of $45 million.

The Clean Energy & Fueling segment’s revenues were $546 million compared with the prior-year quarter’s $463 million. The figure topped our estimate of $508 million. The segment’s adjusted EBITDA was $117 million, up from the prior-year quarter’s $95 million. The figure topped our estimate of $105 million.

The Imaging & Identification segment’s revenues inched up 1.6% year over year to $292 million. The reported figure missed our estimate of $293 million. The segment’s adjusted EBITDA was $81 million, up from the year-ago quarter’s $79 million. The figure missed our estimate of $82.5 million.

The Pumps & Process Solutions segment’s revenues increased 9.1% year over year to $520 million in the second quarter. The figure missed our estimate of $521 million. The adjusted EBITDA of the segment totaled $173 million compared with the year-ago quarter’s $150 million. The reported figure came in line with our estimate.

The Climate & Sustainability Technologies segment’s revenues decreased to $416 million from the $437 million reported in the year-earlier quarter. We predicted revenues of $443 million for this segment. The segment’s adjusted EBITDA totaled $84.98 million compared with $86 million in second-quarter 2024. The figure missed our estimate of $87.9 million.

DOV Bookings Rose Y/Y in Q2

Dover’s bookings at the end of the second quarter were worth $2.01 billion compared with the prior-year quarter’s $1.88 billion. Total booking exceeded our estimate of $1.99 billion.

Dover’s Q2 Financial Position

The company had a free cash inflow of $151 million in the second quarter compared with the year-ago quarter’s $220 million. The cash flow from operations amounted to $212 million in the quarter under review compared with the prior-year quarter’s $149 million.

DOV’s 2025 Outlook

Backed by a strong second-quarter performance, the company raised its 2025 outlook. It has raised the adjusted EPS view to $9.35-$9.55 for 2025 from $9.20-$9.40. The company anticipates year-over-year revenue growth of 4-6%.

Dover Stock’s Price Performance

The company’s shares have gained 3.6% in the past year compared with the industry’s growth of 9%.

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

DOV Zacks Rank

Dover currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Manufacturing Stocks Awaiting Results

Crane Company (CR - Free Report) , scheduled to release second-quarter 2025 results on July 28, has a trailing four-quarter average surprise of 5.9%. The Zacks Consensus Estimate for Crane Company’s second-quarter 2025 earnings is pegged at $1.33 per share, suggesting year-over-year growth of 2.3%.

The Zacks Consensus Estimate for Crane Company’s top line is pegged at $569.5 million, indicating a decrease of 2% from the prior-year reported figure.

Ingersoll Rand Inc. (IR - Free Report) is scheduled to release second-quarter 2025 results on July 31. The Zacks Consensus Estimate for Ingersoll Rand’s second-quarter 2025 earnings is pegged at 80 cents per share, suggesting a year-over-year fall of 3.6%.

The Zacks Consensus Estimate for Ingersoll Rand’s top line is pegged at $1.84 billion, implying an increase of 2.1% from the prior year’s actual. IR has a trailing four-quarter average surprise of 2.2%.

Gates Industrial Corporation plc (GTES - Free Report) , scheduled to release second-quarter 2025 results on July 30, has a trailing four-quarter average surprise of 6.1%. The Zacks Consensus Estimate for Gates Industrial’s second-quarter 2025 earnings is pegged at 39 cents per share, suggesting year-over-year growth of 8.3%.

The Zacks Consensus Estimate for Gates Industrial’s top line is pegged at $874.8 million, indicating a decrease of 1.2% from the prior-year reported figure.

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