| DOV |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$2.61 vs. cons $2.57 |
MEDIUM |
| DOV |
Report |
2Q26 organic revenue growth |
BEAT |
pred ~6.0% vs. cons 4.8% |
MEDIUM |
| DOV |
Report |
2Q26 total segment earnings margin |
IN-LINE |
pred ~23.3% vs. cons 23.2% |
MEDIUM |
| DOV |
Guide |
FY26 adjusted EPS guidance |
UNCHANGED |
guide ~$10.55 midpoint vs. cons $10.61 (FY26) |
MEDIUM |
| DOV |
Guide |
FY26 organic revenue growth guidance |
UNCHANGED |
guide ~4.0% midpoint vs. cons 4.3% (FY26) |
MEDIUM |
| DOV |
Guide |
FY26 free-cash-flow margin guidance |
UNCHANGED |
guide ~15.0% midpoint vs. cons 15.1% (FY26) |
HIGH |
| DOV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| DOV |
Return |
5-day cumulative residual |
-0.8% (FADE) |
A ~$2.61 adjusted-EPS result versus ~$2.57 consensus and ~6.0% organic growth versus ~4.8% should produce an initially favorable reaction, but retaining the ~$10.55 FY26 adjusted-EPS midpoint versus ~$10.61 consensus leaves no out-period upgrade. The lack of a formal guide raise, combined with only ~23.3% segment margin versus ~23.2% consensus, limits estimate revisions and should fade the day-one move. |
MEDIUM |