NYSE$DOV

Dover Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Dover's financial results for the first quarter ended March 31, 2022 were announced.

Dover's Q1 2022 results were in line with expectations, with revenue growing across a majority of businesses. Revenue grew 10% to $2.1 billion, and adjusted diluted EPS increased 5% to $1.90.

  • Revenue grew across a majority of businesses, driven by solid demand and the ability to produce and ship despite operational challenges.
  • Backlogs and order rates remain robust across much of the portfolio.
  • Operating margin performance was satisfactory, with volume leverage, productivity, and cost controls offsetting negative impacts from supply chain constraints and inflation.
  • Pricing versus cost spread improved as older order book and inventory position were liquidated, with further improvement expected.

Headline financials

Total Revenue

$2.05B

Previous: $1.87B+9.9%
EPS (adj)

$1.90

Previous: $1.81+5.0%
Bookings

$2.25B

Previous: $2.33B-3.4%
Capital Expenditures

-$50.4M

Previous: -$31.3M-61.2%
Free Cash Flow

$176M

Previous: $202M-12.8%
Net Income

$226M

Previous: $233M-2.8%
Operating Income

$299M

Previous: $313M-4.2%
Gross Profit

$743M

Previous: $722M+3.0%
Cash & Equivalents

$290M

Previous: $537M-46.0%
Total Assets

$10.5B

Previous: $9.27B+13.3%
Stock-Based Comp

$11.1M

Previous: $11.5M-3.5%

Revenue & EPS history

Dover · Revenue · Quarterly

$2.05B

Q1 2022+9.9%vs Q1 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Dover · $2.05B total across 5 segments · Q1 2022

  • Engineered Products
    $488M+13.9%
  • Clean Energy & Fueling
    $458M+17.6%
  • Pumps & Process Solutions
    $435M+10.3%
  • Climate & Sustainability Tech
    $399M+7.3%
  • Imaging & Identification
    $272M-4.2%

Forward guidance

Dover is maintaining its 2022 adjusted full-year guidance and will continue evaluating it as the year unfolds. Dover expects to generate GAAP EPS in the range of $7.39 to $7.59 (adjusted EPS of $8.45 to $8.65), based on full year revenue growth of 8% to 10% (7% to 9% on an organic basis).

Tailwinds

  • Demand conditions are constructive
  • Backlog remains at record levels
  • Good revenue visibility
  • Ability to forecast production
  • Taking active measures to counter persisting headwinds

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.9%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.7%

Avg return

30 days after

58%

41 / 71 earnings

Positive

+12.1%

Q4 2018

Best reaction

-8.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.3%+3.7%-2.9%
Q4 2025-3.4%+2.7%+9.5%
Q3 2025+8.2%+7.2%+9.5%
Q2 2025-1.9%-1.7%-5.4%
Q1 2025+2.0%+2.3%+6.9%
Q4 2024+4.1%+2.8%+0.7%
Q3 2024-2.5%+0.1%+6.8%
Q2 2024+5.0%+4.6%+4.7%
Q1 2024+5.1%+4.6%+7.4%
Q4 2023+6.0%+7.4%+11.7%
Q3 2023-2.8%-4.1%+3.5%
Q2 2023-3.5%-4.2%-7.1%
Q1 2023-0.6%+0.7%-5.8%
Q4 2022+9.3%+11.4%+5.6%
Q3 2022+2.9%+4.9%+14.9%
Q2 2022+2.3%+1.2%+9.7%
Q1 2022-8.1%-10.6%-15.9%
Q4 2021-1.7%-0.1%-6.4%
Q3 2021+1.2%+1.5%+5.9%
Q2 2021+8.0%+8.1%+13.5%
Q1 2021+6.0%+5.5%+5.4%
Q4 2020-2.1%+0.3%+3.6%
Q3 2020+0.9%+3.1%+10.6%
Q2 2020+2.2%+2.7%+6.2%
Q1 2020+0.4%+5.8%+5.7%
Q4 2019-2.2%+0.1%-11.7%
Q3 2019+6.7%+8.7%+14.2%
Q4 2018+12.1%+10.6%+14.2%
Q3 2018+0.2%+0.5%+6.6%
Q2 2018+8.2%+6.8%+13.2%
Q1 2018-1.5%-4.6%+4.1%
Q4 2017+2.4%-0.4%-5.6%
Q3 2017+1.5%+2.5%+0.7%
Q2 2017-2.7%-1.1%-1.6%
Q1 2017+0.1%+2.5%+4.9%
Q4 2016-2.1%-4.6%-1.7%
Q3 2016+1.0%+2.1%+3.9%
Q2 2016-2.4%-1.0%+1.8%
Q1 2016-0.7%
Q4 2015+4.2%
Q3 2015+7.2%
Q2 2015-2.6%
Q1 2015-1.5%
Q4 2014-3.3%
Q3 2014+3.4%
Q2 2014-0.3%
Q1 2014+3.2%
Q4 2013-3.5%
Q3 2013+0.7%
Q2 2013+6.1%
Q1 2013-5.0%
Q4 2012-2.0%
Q3 2012+1.3%
Q2 2012+4.6%
Q1 2012-4.1%
Q4 2010+1.0%
Q4 2011+1.0%
Q3 2011+0.4%
Q2 2011+0.4%
Q1 2011+3.4%
Q3 2010-2.5%
Q2 2010+5.4%
Q1 2009+6.7%
Q1 2010-0.3%
Q4 2009+1.2%
Q4 2007+1.2%
Q3 2009-3.8%
Q3 2008-3.8%
Q4 2008-5.5%
Q2 2009-5.5%
Q2 2008-5.5%

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