종목/DOV
Dover Corporation
2026년 GAAP EPS $8.92 to $9.12 (조정 EPS $10.45 to $10.65), 연간 매출 성장 5% to 7% (유기적 성장 3% to 5%).
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
• 경영진은 전사적 수요 강세와 우수한 북킹(모든 5개 세그먼트에서 book‑to‑bill > 1)을 강조하며 분기 실적의 광범위한 개선을 언급.
• 재무 유연성을 강조하며 기회적 자사주 매입과 고수익 투자(설비 확장·생산성)에 자본 배분을 지속하고 있다고 설명.
• 산업 M&A 활동이 회복되는 가운데 인수 파이프라인은 활성 상태이며, 2026년 중간값에서의 조정 EPS 두자릿수 성장 달성을 재확인.
Dover Corporation provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide. The company's Engineered Products segment provides various equipment, component, software, solution, and services that are used in vehicle aftermarket, aerospace and defense, industrial winch and hoist, and fluid dispensing end-market. This segment offers software solutions and services used in light and heavy-duty vehicle lifts, wheel service equipment, vehicle diagnostics, and vehicle collision repair solutions; winches, hoists, bearings, drives, and electric monitoring system; and radio frequency and microwave filters and switches, and signal intelligence solutions, as well as soldering and fluid dispensing solutions. Its Clean Energy & Fueling segment offers component, equipment, and software and service solution enabling safe storage and transport of fuel, cryogenic gases, and hazardous fluids, as well as operation of retail fueling and vehicle wash establishment. The company's Imaging & Identification segment provides precision marking and coding, product traceability equipment, brand protection, and digital textile printing equipment and solution, as well as consumable, software, and service to packaged and consumer goods, pharmaceutical, industrial manufacturing, textile, and other end-market. Its Pumps & Process Solutions segment manufactures specialty pump, connector, flow meter, fluid connecting solution, plastics and polymer processing equipment, and engineered components for rotating and reciprocating machines. The company's Climate & Sustainability Technologies segment manufactures refrigeration system, refrigeration display case, commercial glass refrigerator and freezer door, and brazed plate heat exchanger for industrial heating and cooling, and residential climate control applications. Dover Corporation was incorporated in 1947 and is headquartered in Downers Grove, Illinois.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 23일 (목) | 2026 Q1 | $2.29 | $2.28 | −0.2% | $2.05B | ▲ 5.5% |
| 12월 1일 (월) | 2025 Q4 | $2.49 | $2.51 | +1.0% | $2.08B | — |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
전반적으로 매출 및 조정 EPS의 두드러진 상승과 강한 북킹은 시장에 긍정적으로 반영될 가능성이 큽니다. 다만 대규모의 구매회계상 감가상각 및 구조조정성 비용 등 조정 항목이 크고 거시 불확실성이 상존해 단기적 리레이팅에는 신중한 반응이 있을 수 있습니다.
| 9월 1일 (월) | 2025 Q3 | $2.51 | $2.62 | +4.5% | $2.05B | — |
| 6월 1일 (일) | 2025 Q2 | $2.39 | $2.44 | +2.1% | $1.87B | — |
| 3월 1일 (토) | 2025 Q1 | $1.98 | $2.05 | +3.4% | — | — |