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Jun 30, 2024

Dover Q2 2024 Earnings Report

Dover's second quarter results were solid, driven by excellent production performance and strong shipment rates on orders received.

Key Takeaways

Dover reported a 4% increase in revenue to $2.2 billion, with organic revenue up 5%. GAAP net earnings increased by 16% to $282 million, and GAAP diluted EPS rose by 19% to $2.04. Adjusted net earnings increased by 14% to $327 million, and adjusted diluted EPS increased by 15% to $2.36.

Volume strength was broad-based across the portfolio, with four of five operating segments posting top-line growth.

Margin expansion was robust due to previous portfolio additions, positive mix impact from growth platforms, and cost containment and productivity actions.

Order trends continued their positive trajectory, bolstering confidence in the second half outlook.

Completed two highly strategic bolt-on acquisitions that enhance the clean energy components platform.

Total Revenue
$2.18B
Previous year: $2.1B
+3.7%
EPS
$2.36
Previous year: $2.05
+15.1%
Gross Profit
$827M
Previous year: $759M
+9.0%
Cash and Equivalents
$329M
Previous year: $286M
+15.0%
Free Cash Flow
$163M
Previous year: $155M
+4.9%
Total Assets
$11.3B
Previous year: $10.9B
+3.6%

Dover

Dover

Dover Revenue by Segment

Forward Guidance

In 2024, Dover expects to generate GAAP EPS in the range of $10.80 to $10.95 (adjusted EPS of $9.05 to $9.20), based on full year revenue growth of 3% to 4% (2% to 3% on an organic basis).

Positive Outlook

  • Full year revenue growth of 3% to 4%
  • Organic revenue growth of 2% to 3%
  • GAAP EPS in the range of $10.80 to $10.95
  • Adjusted EPS of $9.05 to $9.20
  • Underlying end market demand is healthy and is supported by sustained order rates.

Revenue & Expenses

Visualization of income flow from segment revenue to net income