财报发布与预期 - 公司计划于10月23日开盘前发布2025年第三季度财报 [1] - 市场普遍预期公司第三季度营收为20.9亿美元，同比增长5.5% [1][5] - 市场普遍预期公司第三季度每股收益为2.50美元，同比增长10.1% [1][5] 盈利预测趋势与历史表现 - 过去60天内，每股收益预期下调了0.4% [1] - 公司在过去四个季度均超出盈利预期，平均超出幅度约为4% [2][3] - 具体来看，最近四个季度的盈利超出幅度分别为2.09%、3.02%、5.77%和5.09% [3] 本季度业绩影响因素 - 各业务板块强劲的订单需求和出货水平预计对季度业绩产生积极影响 [7] - 近期完成的收购项目预计带来收益 [7] - 业务剥离和车辆服务业务量下降预计抵消部分增长 [5][7] - 食品零售门柜和服务业务量减少也对业绩构成压力 [7] 利润率与成本控制 - 强劲的业务量、改善的价差关系和严格的成本控制预计对利润率产生积极影响 [8] - 供应链限制和投入成本通胀对利润率构成阻力 [8] 分业务板块业绩预期 - 工程产品板块：预计营收2.93亿美元，同比下降1%；调整后EBITDA为6100万美元，同比下降0.1% [9] - 清洁能源与加油解决方案板块：预计营收5.38亿美元，同比增长7.5%；调整后EBITDA为1.15亿美元，同比增长6.3% [10][11] - 成像与识别板块：预计营收2.84亿美元，同比增长0.2%；调整后EBITDA为8400万美元，同比增长2.8% [11][12] - 泵与过程解决方案板块：预计营收5.16亿美元，同比增长9.3%；调整后EBITDA为1.72亿美元，同比增长14.5% [13][14] - 气候与可持续技术板块：预计营收4.55亿美元，同比增长5.5%；调整后EBITDA为8720万美元，高于去年同期的8300万美元 [14][15] 股价表现与行业对比 - 公司股价在过去一年下跌了10.8%，而同期行业指数上涨了3.9% [16]

Accessibility StatementSkip Navigation DOWNERS GROVE, Ill., Oct. 20, 2025 /PRNewswire/ -- Dover Food Retail, a part of Dover (NYSE: DOV) and a leading manufacturer of commercial and industrial refrigeration systems and refrigerated display cases, announced that it will invest over $20 million to expand its Virginia operations by relocating its Anthony® brand manufacturing from Sylmar, CA, to its Virginia campus, which is projected to create more than 300 new jobs over the next year.  The investment will e ...

公司基本面 - 公司是一家多元化的工业制造商，生产广泛的产品，包括设备、零部件、耗材、售后零件和数字解决方案 [4] - 公司拥有卓越的股息增长历史，已连续69年增加股息，是市场上股息连续增长时间最长的公司之一 [3] - 公司当前季度股息为每股0.52美元，股息收益率为1.25%（截至10月16日） [3] - 公司被列为连续20年以上提高股息的15只股息股票之一 [1] 市场观点与评级 - 摩根大通在第三季度财报发布前将公司目标价从217美元上调至220美元，并维持增持评级 [2] - 此次目标价调整是摩根大通对电气设备和多行业领域第三季度财报预览的一部分 [2] - 尽管对该行业短期持略微谨慎态度，但摩根大通认为当前估值更具吸引力，并表示偏好在本季度具有负面市场定位的价值型股票 [2]

Dover Corporation (NYSE:DOV) is one of the stocks Jim Cramer recently discussed. During the episode, a caller asked if they should add to or reduce their position in the stock. Cramer replied: “Okay, so Jeff Marks and I talk… about this stock a lot. It’s been very disappointing. I don’t think it should be disappointing. The company’s very well run. It’s got a lot of firepower to be able to do a buyback. I think you should buy more. We were tempted to buy more. We actually just did some last week for the C ...

Accessibility StatementSkip Navigation DOWNERS GROVE, Ill., Oct. 16, 2025 /PRNewswire/ -- TWG, part of Dover (NYSE: DOV), today announced the launch of the Guardianâ"¢Â Wireless Rated Capacity Indicator (RCI) System, an advanced operator aid for cranes that monitors load and helps alert operators when the machine is approaching its maximum operating capacity. Developed by TWG's Greer Company® brand, Guardian delivers accuracy and innovative, industry-first features that provide real-time feedback to help ...

, /PRNewswire/ -- Malemaâ"¢, part of PSG and Dover (NYSE: DOV) and a leading provider of flow meter technologies for use in industrial and semiconductor applications, today announced the global launch of the new Malema M-3100 Series Clamp-On Ultrasonic Flow Meter. Engineered for precise fluid velocity measurement in liquid-filled closed conduits, the M-3100 Series is a high-performance, non-invasive ultrasonic transit-time flow measurement system, ideal for the most demanding semiconductor applications. Av ...

About Dover: Dover is a diversified global manufacturer and solutions provider with annual revenue of over $7 billion. We deliver innovative equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services through five operating segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions and Climate & Sustainability Technologies. Dover combines global scale with operational agility to lead the markets we ser ...

公司概况与业务构成 - 公司为一家工业集团 市值达228亿美元 业务范围涵盖特种工业产品和制造设备 [1] - 公司运营分为五大板块：工程产品、清洁能源与燃料、成像与识别、泵与过程解决方案、气候与可持续发展技术 [1] 近期财务业绩与预期 - 第二季度营收同比增长5.2%至20.5亿美元 超出市场预期57个基点 [5] - 第二季度调整后每股收益同比增长16.2%至2.44美元 超出市场预期2.1% [5] - 市场预期公司第三季度每股收益为2.51美元 较去年同期2.27美元增长10.6% [2] - 市场预期公司2025财年调整后每股收益为9.46美元 较2024财年8.29美元增长14.1% [3] - 市场预期2026财年每股收益将增长10.5%至10.45美元 [3] 盈利能力与运营效率 - 第二季度调整后税息折旧及摊销前利润率从第一季度的25.1%收缩至24% 下降了1.1个百分点 [6] - 利润率收缩主要受销售及行政管理费用增加影响 五个运营板块中有三个出现税息折旧及摊销前利润收缩 [6] - 利润率收缩发生在毛利率扩张的背景下 凸显了公司在费用管理方面的低效 [6] 市场表现与分析师观点 - 公司股价在过去52周内下跌12.1% 显著逊于标普500指数同期17.8%的涨幅和工业精选行业SPDR基金14.7%的涨幅 [4] - 第二季度财报发布后 公司股价在次日交易中下跌2.2% [5] - 分析师对股票前景保持乐观 综合评级为“温和买入” 17位分析师中10位给予“强力买入” 7位给予“持有”评级 [7] - 平均目标价为214.88美元 暗示较当前价位有29%的上涨潜力 [7]

At the 2025 NACS Show and PEI Convention, Dover's operating companies will highlight their latest technologies, services and innovations designed to help convenience-store operators and retailers improve efficiency, meet shifting consumer demands and prepare for the future of energy and retail. Participating Dover operating companies include: Dover Food Retail (DFR): DFRÂ partners with customers seeking to create unique food experiences while utilizing sustainable refrigeration technologies and displays. Em ...

Dover Corporation (DOV) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a c ...