NYSE$DOV

Dover Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Dover's first quarter results were in line with expectations, driven by strong order momentum and organic growth platforms.

Dover reported a 1% increase in revenue to $2.1 billion for Q1 2024. GAAP net earnings increased by 177% to $632 million, with GAAP diluted EPS also up by 177% to $4.52. Adjusted diluted EPS increased 1% to $1.95. The company completed two bolt-on acquisitions in the Clean Energy and Fueling segment and launched a $500 million accelerated share repurchase program.

  • Dover’s first quarter results were in line with expectations.
  • Order momentum in the quarter was strong and broad-based, particularly in shorter-cycle end markets.
  • The company completed two synergistic bolt-on acquisitions in its Clean Energy and Fueling segment.
  • A $500 million accelerated share repurchase program returning excess capital to shareholders was launched.

Headline financials

Total Revenue

$2.09B

Previous: $2.08B+0.7%
EPS (adj)

$1.95

Previous: $1.94+0.5%
Capital Expenditures

-$44.5M

Previous: -$48.4M+8.1%
Free Cash Flow

$588M

Previous: $180M+226.2%
Net Income

$632M

Previous: $229M+176.6%
Operating Income

$294M

Previous: $315M-6.5%
Gross Profit

$757M

Previous: $747M+1.4%
Total Assets

$12B

Previous: $10.8B+10.9%
R&D Expense

$40.1M

No prior period
Stock-Based Comp

$15.2M

Previous: $12.3M+23.4%

Revenue & EPS history

Dover · Revenue · Quarterly

$2.09B

Q1 2024+0.7%vs Q1 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Dover · $2.15B total across 5 segments · Q3 2023

  • Engineered Products
    $504M-2.4%
  • Climate & Sustainability Tech
    $476M+2.9%
  • Clean Energy & Fueling
    $467M+0.6%
  • Pumps & Process Solutions
    $431M-0.5%
  • Imaging & Identification
    $276M-2.2%

Forward guidance

Dover narrowed its full year adjusted EPS guidance to the higher end of the range, expecting adjusted EPS of $9.00 to $9.15, based on full year revenue growth of 2% to 4% (1% to 3% on an organic basis). Full year GAAP EPS is expected to be in the range of $10.78 to $10.93, including the gain on sale of De-Sta-Co.

Tailwinds

  • Order rate momentum supports the outlook for continued volume and profit improvement through the year.
  • Healthy underlying demand conditions across the portfolio.
  • Full year revenue growth of 2% to 4% is expected.
  • Organic revenue growth of 1% to 3% is expected.
  • Strong growth in several key markets and improving performance in biopharma components set us up for favorable sequential margin mix over the balance of the year.

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 2024

Historical avgQ1 2024

+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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