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DOV

Dover Corp (DOV) Reports 9% Revenue Increase in Q4 2025

Dover, a diversified global manufacturer, reported its financial results for the fourth quarter ended December 31, 2025. The company's revenue for the quarter was $2.1 billion, marking a 9% increase compared to the same period in the prior fiscal year. Additionally, the company's earnings from continuing operations saw a 15% increase, reaching $275 million, and the diluted EPS from continuing operations was up 17% at $2.01.

For the full year 2025, Dover's revenue amounted to $8.1 billion, representing a 4% increase from the prior fiscal year. On an adjusted basis, earnings from continuing operations increased by 15% to $1.3 billion, and the adjusted diluted EPS from continuing operations was up 16% at $9.61.

The company's non-GAAP organic revenue change for the quarter was 5% and 2% for the full year, reflecting positive growth trends. Adjusted earnings from continuing operations for the fourth quarter of 2025 were $343 million, up 13% from the previous year, and the adjusted diluted EPS from continuing operations increased by 14% to $2.51.

Dover's president and chief executive officer, Richard J. Tobin, highlighted the company's strong top-line performance, citing broad-based revenue growth and robust trends in secular-growth-exposed markets. He also emphasized the company's improved margins and the positive impact of ongoing productivity initiatives.

Looking ahead, Dover provided its full-year 2026 guidance, expecting to generate GAAP EPS in the range of $8.95 to $9.15, with adjusted EPS projected to be $10.45 to $10.65. The company anticipates full-year revenue growth of 5% to 7%, with organic growth of 3% to 5%.

Dover's constructive outlook for 2026 is supported by solid and broad-based demand trends across its portfolio, coupled with a strong order book. The company aims to drive sustainable value creation for its shareholders while maintaining a disciplined approach to capital return.

In terms of capital allocation, Dover highlighted the performance of its acquisitions and its commitment to a disciplined approach to capital return to shareholders. With a focus on long-term shareholder value creation, the company emphasized its meaningful balance sheet flexibility to support investments.

Dover is a diversified global manufacturer and solutions provider with annual revenue of over $8 billion, operating through five segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions, and Climate & Sustainability Technologies. The company's entrepreneurial approach and collaborative mindset position it to lead the markets it serves. Following these announcements, the company's shares moved 0.36%, and are now trading at a price of $206.61. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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