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Mar 31, 2021

Dover Q1 2021 Earnings Report

Dover's Q1 2021 results exceeded expectations due to strong volume growth and order trends, leading to raised full-year guidance.

Key Takeaways

Dover reported a strong start to 2021 with first-quarter revenue of $1.9 billion, a 13% increase (+9% organic) compared to the prior year. GAAP net earnings increased 32% to $233 million, and GAAP diluted EPS increased 33% to $1.61. The company raised its full-year revenue and EPS guidance due to strong end market demand, bookings, and a robust backlog.

Revenue increased by 13% (+9% organic) compared to the first quarter of the prior year.

GAAP net earnings increased 32% and GAAP diluted EPS increased 33%.

Adjusted net earnings increased 29% and adjusted diluted EPS increased 30% versus the comparable quarter of the prior year.

Full year 2021 revenue growth guidance was raised to 10% to 12%, and EPS guidance was raised to $5.92 to $6.02 ($6.75 to $6.85 on an adjusted basis).

Total Revenue
$1.87B
Previous year: $1.66B
+12.8%
EPS
$1.81
Previous year: $1.39
+30.2%
Gross Profit
$722M
Previous year: $612M
+17.9%
Cash and Equivalents
$537M
Previous year: $75.9M
+607.2%
Free Cash Flow
$146M
Previous year: $35.7M
+308.9%
Total Assets
$9.27B
Previous year: $8.94B
+3.7%

Dover

Dover

Dover Revenue by Segment

Forward Guidance

Dover raised its full year 2021 revenue and EPS guidance.

Positive Outlook

  • Full year 2021 revenue growth was raised to 10% to 12%.
  • EPS guidance for full year 2021 was raised to $5.92 to $6.02 ($6.75 to $6.85 on an adjusted basis).

Challenges Ahead

  • Challenges to navigate going forward such as material cost inflation.
  • Supply chain bottlenecks.
  • Labor availability.

Revenue & Expenses

Visualization of income flow from segment revenue to net income