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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nigel Coe | Wolfe Research | 11 | 0% |
| Julian Mitchell | Barclays | 11 | 9% |
| Joe Ritchie | Goldman Sachs | 9 | 0% |
| Jeff Sprague | Vertical Research Partners | 9 | 11% |
| Steve Tusa | JPMorgan | 9 | 0% |
| Joe O'Dea | Wells Fargo | 9 | 0% |
| Andy Obin | Bank of America | 8 | 0% |
| Andy Kaplowitz | Citigroup | 8 | 0% |
| Mike Halloran | Robert W. Baird | 8 | 0% |
| Scott Davis | Melius Research | 7 | 29% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 11 | 0% |
| Vertical Research Partners | 2 | 11 | 9% |
| Wolfe Research | 1 | 11 | 0% |
| Barclays |
| 1 |
| 11 |
| 9% |
| Bank of America | 2 | 9 | 0% |
| Goldman Sachs | 1 | 9 | 0% |
| Wells Fargo | 1 | 9 | 0% |
| Citigroup | 1 | 8 | 0% |
Dover posted revenue up 5% with organic growth of 4% on broad-based shipment strength, and adjusted EPS growing 15% in the quarter and 17% year-to-date. Record EBITDA margin of 26.1% was achieved with all five segments improving margins, while the data center businesses continued their strong trajectory. FY2026 EPS guidance was raised from $9.35-9.55 to $9.50-9.60 on continued operational execution and restructuring savings flowing through.
Revenue Growth | Demand | Margin | Guidance Reliability | Trade Tariffs | Capex Investment | Cost Pressure | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 8 | 4 | 3 | 1 | 2 | 1 | 1 |
| 2025Q1 | 6 | 8 | 4 | 3 | 9 | 3 | 2 | 4 |
| 2025Q2 | 9 | 9 | 4 | 3 | 4 | 1 | 2 | 3 |
| 2025Q3 | 9 | 4 | 2 | 3 | 1 | |||
| 2025Q4 | 7 | 5 | 6 | 5 | 3 | 4 | 1 | |
| 2026Q1 | 7 | 8 | 3 | 2 | 5 | 4 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 6 | 9 | 9 | 7 | 7 |
| Demand | 8 | 8 | 9 | 4 | 5 | 8 |
| Margin | 4 | 4 | 4 | 2 | 6 | 3 |
| Guidance Reliability | 3 | 3 | 3 | 3 | 5 | 2 |
| Trade Tariffs | 1 | 9 | 4 | 5 | ||
| Capex Investment | 2 | 3 | 1 | 3 | 4 | |
| Cost Pressure | 1 | 2 | 2 | 1 | 4 | 3 |
| Pricing | 1 | 4 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DOV Dover Corporation | 7 | +10.1% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |