| DOV |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$2.78 vs. cons $2.72 |
HIGH |
| DOV |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$2.24B vs. cons $2.21B |
MEDIUM |
| DOV |
Report |
Bookings / book-to-bill (Q2'26) |
BEAT |
pred book-to-bill ~1.1 (orders ~$2.3B) vs. cons ~1.0 (~$2.15B) |
MEDIUM |
| DOV |
Guide |
FY2026 Adjusted EPS guide |
BETTER |
guide ~$10.55–$10.75 (mid ~$10.65) vs. cons $10.62 (FY2026); prior $10.45–$10.65 |
MEDIUM |
| DOV |
Guide |
FY2026 organic revenue growth guide |
BETTER |
guide ~4–6% vs. cons/prior 3–5% (FY2026) |
MEDIUM |
| DOV |
Guide |
CST 2H margin inflection / consolidation on track |
BETTER |
guide CST 2H EBITDA margin ~19–20% vs. Q1 ~17.5% (2H FY2026) |
LOW |
| DOV |
Guide |
AI/power & data-center revenue |
BETTER |
guide >$1.0B, possible upsize toward ~$1.1B vs. prior >$1.0B (FY2026) |
LOW |
| DOV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| DOV |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A clean Q2 beat plus a top-end/modest full-range guidance lift should pop shares initially, but the raise is largely discounted (Q1 commentary telegraphed it) and management's disciplined revenue conversion means out-period estimates get only marginally lifted while a tough 2H comp and 'no stuffing' orders temper 2H numbers. With shares already recovered into the print and below Feb highs, the initial idiosyncratic gain fades toward roughly flat-to-slightly-positive over five days as revisions prove smaller than the headline beat implies. |
LOW |