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Dec 31, 2019

Dover Q4 2019 Earnings Report

Dover's Q4 2019 financial results were announced, demonstrating a slight revenue decline but solid adjusted earnings growth.

Key Takeaways

Dover reported Q4 2019 revenue of $1.776 billion, a slight decrease of 1.8% compared to Q4 2018. However, the company's GAAP EPS increased by 7.5% to $1.15, and adjusted EPS rose by 7.7% to $1.54. The company's performance reflects strong operational execution and disciplined capital allocation.

Dover's Q4 revenue was $1.8 billion, a 2% decrease (-1% organic) compared to the previous year.

GAAP earnings from continuing operations increased 6% to $168 million.

GAAP diluted EPS increased 7% to $1.15.

Adjusted diluted EPS increased 8% to $1.54 compared to the prior year.

Total Revenue
$1.78B
Previous year: $1.81B
-1.8%
EPS
$1.54
Previous year: $1.43
+7.7%
Gross Profit
$651M
Previous year: $645M
+1.0%
Cash and Equivalents
$397M
Previous year: $396M
+0.3%
Free Cash Flow
$896M
Total Assets
$8.67B
Previous year: $8.37B
+3.6%

Dover

Dover

Dover Revenue by Segment

Forward Guidance

Dover expects to generate GAAP EPS in the range of $5.48 to $5.68 (adjusted EPS of $6.20 to $6.40), based on full year revenue growth of 2% to 3% in 2020.

Positive Outlook

  • Most markets remain constructive.
  • Order backlog is up year-over-year in four out of five segments.
  • Progressing well on multiple in-flight cost and productivity initiatives.
  • M&A pipeline remains active.
  • Well-positioned to deliver top-line growth, margin expansion and solid EPS accretion in 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income