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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nigel Coe | Wolfe Research | 12 questions · 0% challenging |
| Julian Mitchell | Barclays | 11 questions · 18% challenging |
| Joe Ritchie | Goldman Sachs | 10 questions · 0% challenging |
| Jeff Sprague | Vertical Research Partners | 10 questions · 10% challenging |
| Andrew Obin | Bank of America | 9 questions · 0% challenging |
| Steve Tusa | JPMorgan | 9 questions · 0% challenging |
| Andy Kaplowitz | Citigroup | 9 questions · 0% challenging |
| Joe O'Dea | Wells Fargo | 9 questions · 0% challenging |
| Mike Halloran | Robert W. Baird | 9 questions · 0% challenging |
| Scott Davis | Melius Research | 8 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 2 analysts | 12 questions · 8% challenging |
| Wolfe Research | 1 analyst | 12 questions · 0% challenging |
| JPMorgan | 2 analysts | 11 questions · 0% challenging |
| Barclays | 1 analyst | 11 questions · 18% challenging |
| Bank of America | 2 analysts | 10 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 10 questions · 0% challenging |
| Wells Fargo | 1 analyst | 9 questions · 0% challenging |
| Citigroup | 1 analyst | 9 questions · 0% challenging |
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Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio. Bookings were the standout at $2.5 billion, up 24% year over year with book-to-bill at 1.2 and each of the five segments above 1, as customers ordered further out to reserve capacity rather than pre-buying ahead of tariffs. Climate and Sustainability Technologies led with 15% organic growth on brazed plate heat exchangers tied to data center liquid cooling and continued double-digit growth in CO2 refrigeration systems, while Clean Energy and Fueling grew 11% organically on what management believes is the early innings of a multiyear retail fueling build-out cycle. Dover expects to generate over $1 billion of revenue this year from applications tied to artificial intelligence and power generation infrastructure, though refrigeration margin conversion is held back near term by redundant fixed costs from a facility consolidation delayed by stronger-than-expected demand, with inflection expected in the second half. Full year guidance was reaffirmed, with management stating it is driving to the top end of the range and will revisit next quarter.
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 |
Calendar quarter Q1 2026Earnings call Apr 23, 2026
FY2026 Q1 in brief
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +10.1% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Dover Corporation (DOV), FY2026 Q1: 7/10. Scores: Dover Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: DOV daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.93B | — | $10.38 | +391.9% | 38.6% | 15.3% | 74.4% | $385M |
| FY2025 Q1 | $1.87B | -0.9% | $1.67 | -63.1% | 40.0% | 15.9% | 12.4% | $109M |
| FY2025 Q2 | $2.05B | +5.2% | $2.02 | -1.0% | 39.9% | 17.3% | 13.6% | $151M |
| FY2025 Q3 | $2.08B | +4.8% | $2.19 | -12.7% | 40.1% | 18.2% | 14.5% | $370M |
| FY2025 Q4 | $2.10B | +8.8% | $2.06 | -80.2% | 39.1% | 16.5% | 13.4% | $487M |
| FY2026 Q1Selected | $2.05B | +10.1% | $1.75 | +4.8% | 38.9% | 14.9% | 11.6% | $131M |
| FY2026 Q2 | $2.19B | +6.9% | $2.30 | +13.9% | 40.2% | 17.9% | 14.3% | $188M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Reported Thursday, Oct 22. Earnings call pending.
A pre-earnings brief is ready for DOV: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| DOVDover Corporation | 7 | +10.1% | Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio | |
| AMEAmetek | 8 | +11.3% | Record orders and backlog growth | |
| AOSA. O. Smith | 1 | -1.9% | A.O | |
| CMICummins | 7 | +2.7% | Power Systems Record EBITDA on Data Center Demand | |
| EMREmerson Electric | 6 | +2.9% | Middle East Conflict Disrupts Sales and Operations | |
| ETNEaton Corporation | 8 | +16.8% | Record Orders and Backlog Surge | |
| GEVGE Vernova | 9 | +16.1% | Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF | |
| GNRCGenerac | 9 | +12.4% | Revenue grew 12% to $1.06B with C&I up 28% on data center momentum | |
| IEXIDEX Corporation | 8 | +8.9% | HST Delivers 11% Organic Growth with 17% Order Surge | |
| IRIngersoll Rand | 5 | +7.6% | Solid Start to 2026 with EPS Up High Single Digits | |
| ITWIllinois Tool Works | 7 | +4.6% | CapEx Segment Strength Drives Top-Line Growth | |
| NDSNNordson Corporation | 9 | +8.8% | Record First Quarter Sales With 7% Organic Growth | |
| OTISOtis Worldwide | 4 | +6.5% | Service margin contracts 160bps on investments, mix, and Middle East costs | |
| PHParker Hannifin | 8 | +10.6% | Record Q3 performance across sales, margins, and EPS | |
| PNRPentair | 6 | +2.6% | Q1 record for sales and adjusted operating income | |
| ROKRockwell Automation | 9 | +11.8% | Strong broad-based revenue growth with organic sales up 9% | |
| SMRNuScale Power Corporation | 2 | -95.8% | NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss | |
| XYLXylem Inc. | 5 | +2.7% | Revenue flat organically as 80/20 walkaways and China offset EPS growth |
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| DOV | 6 | 4 | 7 | 8 | 9 | 7 |
| AME | 6 | 6 | 6 | 9 | 8 | 8 |
| AOS | 3 | 4 | 5 | 5 | 6 | 1 |
| CMI | 6 | 2 | 5 | 4 | 6 | 7 |
| EMR | 6 | 7 | 8 | 8 | 8 | 6 |
| ETN | 8 | 7 | 7 | 7 | 7 | 8 |
| GEV | 8 | 9 | 9 | 8 | 6 | 9 |
| GNRC | 9 | 6 | 6 | 1 | 3 | 9 |
| IEX | 8 | 5 | 3 | 7 | 8 | 8 |
| IR | 8 | 4 | 8 | 4 | 9 | 5 |
| ITW | 6 | 4 | 6 | 5 | 7 | 7 |
| NDSN | 8 | 4 | 6 | 7 | 7 | 9 |
| OTIS | 6 | 5 | 5 | 8 | 8 | 4 |
| PH | 4 | 5 | 7 | 8 | 8 | 8 |
Middle East Conflict Disrupts Sales and Operations
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
Revenue grew 12% to $1.06B with C&I up 28% on data center momentum
Service margin contracts 160bps on investments, mix, and Middle East costs
Strong broad-based revenue growth with organic sales up 9%
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Revenue flat organically as 80/20 walkaways and China offset EPS growth
| PNR | 6 | 5 | 6 | 7 | 7 | 6 |
|---|
| ROK | 4 | 6 | 9 | 9 | 8 | 9 |
|---|
| SMR | 8 | 8 | 8 | 6 | 2 | 2 |
|---|
| XYL | 8 | 6 | 9 | 9 | 8 | 5 |
|---|