The raised guidance and strong bookings momentum, particularly in secular growth markets (AI infrastructure, energy transition, biopharma, semiconductor), suggest continued execution into 2027. Monitor the Q4 earnings call for 2027 initial outlook and any M&A pipeline updates given management's commentary on an active acquisition pipeline.
Price Chart
Executive Summary
Dover Corp reported Q3 2026 results with revenue of $2.23B (+8% YoY, +7% organic) and adjusted diluted EPS of $2.88 (+10% YoY), beating consensus estimates of $2.80. The company raised its full-year 2026 adjusted EPS guidance to $10.60-$10.75 (from $10.55-$10.75) on revenue growth of 7%-8% (organic 5%-6%), and repurchased over $330M of shares during the quarter. Bookings increased across all five segments and outpaced shipments, providing visibility into 2027.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $2.23B, +8% YoY (+7% organic)
- GAAP diluted EPS from continuing operations of $2.50, +14% YoY
- Adjusted diluted EPS from continuing operations of $2.88, +10% YoY, beating consensus of $2.80
- Full-year 2026 adjusted EPS guidance raised to $10.60-$10.75 (from $10.55-$10.75)
- Full-year 2026 revenue growth guidance raised to 7%-8% (organic 5%-6%)
- Repurchased over $330M of shares in Q3
- Bookings increased across all five segments and outpaced shipments
- Operating cash flow of $438.8M, free cash flow of $383.3M in Q3
- Total segment earnings margin expanded to 24.3% from 24.2% a year ago
Financial Impact
Q3 revenue $2.23B, adjusted EPS $2.88 beating consensus by ~2.9%; full-year adjusted EPS guidance raised to $10.60-$10.75
Risk Factors
- Europe organic revenue declined 3% in Q3, signaling regional weakness
- Engineered Products segment posted negative organic growth of -1.6% in Q3
- Restructuring costs of $21.8M in Q3 indicate ongoing footprint consolidation
- Share repurchase activity may limit future capital for M&A
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000029905-26-000032 |
| Document: dov-20261022.htm | 0000029905-26-000032 |
| Document: 0000029905-26-000032-index-headers.html | 0000029905-26-000032 |
| Document: 0000029905-26-000032-index.html | 0000029905-26-000032 |
| Document: 0000029905-26-000032.txt | 0000029905-26-000032 |
| 8-K Data (Synthetic) | 0000029905-26-000032 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $202.85 | awaiting T+1 | awaiting T+1 | $206.18 (+1.64%) |
Oct 22, 2026 5d ago | 8-K | $195.49 $199.20 | ▲ +1.90% | ▲ +2.42% | $206.18 (+5.47%) |
Oct 22, 2026 5d ago | Press Release | $195.49 $199.20 | ▲ +1.90% | ▲ +2.42% | $206.18 (+5.47%) |
Aug 18, 2026 10w ago | Press Release | $202.38 $199.88 | ▼ −1.24% | ▼ −0.40% | $206.18 (+1.88%) |
Aug 12, 2026 10w ago | Press Release | $206.66 $207.07 | ▲ +0.20% | ▲ +0.40% | $206.18 (−0.23%) |
Jul 23, 2026 13w ago | 8-K | $197.80 $202.20 | ▲ +2.22% | ▲ +2.12% | $206.18 (+4.24%) |
Apr 23, 2026 26w ago | 8-K | $228.15 $224.78 | ▼ −1.48% | ▼ −2.26% | $206.18 (−9.63%) |
Apr 8, 2026 28w ago | 8-K | $218.32 $217.12 | ▼ −0.55% | ▼ −0.49% | $206.18 (−5.56%) |
Mar 24, 2026 31w ago | DEFA14A | $215.58 $215.16 | ▼ −0.19% | ▼ −0.76% | $206.18 (−4.36%) |
US Market Status
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