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Mar 31

Dover Q1 2025 Earnings Report

Dover reported its Q1 2025 earnings, highlighting solid adjusted EPS growth and resilient segment performance despite a decline in GAAP earnings due to a prior-year gain on asset sale.

Key Takeaways

Dover's Q1 2025 results reflected a stable operational quarter with a slight decline in revenue and GAAP earnings, but a strong increase in adjusted EPS and earnings from continuing operations driven by high-margin business mix and cost efficiencies.

Revenue slightly decreased year-over-year, down 1%, but grew 1% organically.

Adjusted EPS increased 19% to $2.05, showing strong underlying performance.

Net income declined 60% due to a prior-year gain on asset disposition.

Strong backlog and broad-based demand support a positive near-term outlook.

Total Revenue
$1.87B
Previous year: $2.09B
-10.9%
EPS
$2.05
Previous year: $1.95
+5.1%
Adj. Net Income
$283M
Previous year: $241M
+17.6%
Total Bookings
$1.99B
Previous year: $2.01B
-0.8%
Adj. Segment EBITDA
$448M
Previous year: $408M
+10.0%
Gross Profit
$746M
Previous year: $771M
-3.3%
Cash and Equivalents
$1.81B
Previous year: $930M
+94.1%
Free Cash Flow
$109M
Previous year: $122M
-10.5%
Total Assets
$12.6B
Previous year: $12B
+5.5%

Dover

Dover

Dover Revenue by Segment

Forward Guidance

Dover forecasts full-year 2025 GAAP EPS between $8.04 and $8.24, with adjusted EPS projected at $9.20 to $9.40, supported by organic revenue growth of 2% to 4%.

Positive Outlook

  • Backlog covers a majority of Q2 revenue
  • Positive demand trends in key technology-focused markets
  • Strong margin performance driven by high-margin platforms
  • Proactive cost management supporting profitability
  • Solid capital position for strategic deployment

Challenges Ahead

  • Macroeconomic volatility may impact results
  • Exposure to global supply chain constraints
  • Currency and interest rate fluctuations pose risks
  • Loss of prior-year gain affects comparability
  • Weakness in Climate & Sustainability revenue

Revenue & Expenses

Visualization of income flow from segment revenue to net income