| DOV |
Report |
Bookings (Q2 2026) |
BEAT |
pred ~$2,380M vs. cons $2,315M |
MEDIUM |
| DOV |
Report |
Organic Revenue Growth (Q2 2026) |
BEAT |
pred ~+5.8% vs. cons +5.3% |
MEDIUM |
| DOV |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.53 vs. cons $2.465 |
MEDIUM |
| DOV |
Guide |
FY Revenue Growth (FY 2026) |
BETTER |
guide ~6-8% vs. current 5-7%; cons $8,674M |
MEDIUM |
| DOV |
Guide |
FY Adjusted EPS (FY 2026) |
BETTER |
guide ~$10.65-$10.85 vs. current $10.45-$10.65 |
MEDIUM |
| DOV |
Guide |
FY Organic Growth (FY 2026) |
BETTER |
guide ~4-6% vs. current 3-5%; cons +5.4% |
MEDIUM |
| DOV |
Guide |
CST H2 Margin Inflection (Qualitative, FY 2026) |
UNCHANGED |
Confirm consolidation on track; H2 inflection language maintained |
MEDIUM |
| DOV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| DOV |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side H2 estimate revisions drive continued buying as implied H2 EPS needs to move ~+20% after a genuine FY raise |
MEDIUM |