Dover

DOV Q1 2025 Earnings

Reported Apr 24, 2025 at 6:34 AM ET · SEC Source

Q1 25 EPS

$2.05

BEAT +3.45%

Est. $1.98

Q1 25 Revenue

$1.87B

MISS 0.54%

Est. $1.88B

vs S&P Since Q1 25

+5.3%

BEATING MARKET

DOV +37.2% vs S&P +31.8%

Market Reaction

Did DOV Beat Earnings? Q1 2025 Results

Dover Corporation delivered a stronger-than-expected first quarter, posting adjusted EPS of $2.05 against a consensus estimate of $1.98, a beat of 3.45%, even as revenue of $1.87 billion came in just 0.54% below expectations and edged down 0.9% year-… Read more Dover Corporation delivered a stronger-than-expected first quarter, posting adjusted EPS of $2.05 against a consensus estimate of $1.98, a beat of 3.45%, even as revenue of $1.87 billion came in just 0.54% below expectations and edged down 0.9% year-over-year. The headline earnings story was powered by exceptional margin expansion, with total segment earnings margin widening to 22.0% from 19.7% a year ago, driven by favorable mix from high-margin growth platforms and disciplined cost management. On an adjusted basis, earnings from continuing operations climbed 18% year-over-year, offering a cleaner read on performance than the GAAP comparison, which was distorted by a $529.94 million gain on a prior-year asset disposition. Pumps and Process Solutions led the way with 6.5% organic revenue growth and a segment margin of 30.6%. Looking ahead, Dover maintained its full-year 2025 guidance for adjusted EPS of $9.20 to $9.40 and revenue growth of 2% to 4%, with CEO Richard Tobin citing favorable book-to-bill ratios across all five segments and a majority of Q2 revenue already secured in backlog.

Key Takeaways

  • Favorable book-to-bill across all five segments
  • Strength in secular-growth-exposed markets: single-use biopharma components, thermal connectors, and CO2 systems
  • Positive mix impact from high-margin, high-growth platforms
  • Proactive cost management and productivity actions
  • Exceptional margin performance with total segment earnings margin at 22.0% vs. 19.7% prior year
  • Organic revenue growth of 1% despite FX and disposition headwinds
24/7 Wall St

DOV YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

DOV Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Dover's first quarter results were encouraging, with favorable book-to-bill across all five segments and growing momentum throughout the quarter providing support for our near-term outlook.”

— Richard J. Tobin, Q1 2025 Earnings Press Release