What Dover's latest 10-Q says: 3 signals

Dover filed its latest 10-Q with the SEC on Jul 23, 2026. It discusses backlog growth, international growth and inventory issue.

Public (DOV)Manufacturingdovercorporation.comLinkedIn

Filed: Jul 23, 2026
Filings: 2
Signals: 8

10-Q · latest 8

What Dover's 10-Q filings say

10-Q
Filed Jul 23, 2026 · 3 signals
SEC EDGAR
- Backlog growthPositive
  Inventory increased by $148.5M to support a strong order book.
  Dover is significantly increasing its inventory levels to fulfill higher volume deliveries expected in the coming quarters.
  $148.5M
  Increase in net inventory
- Inventory issueNegative
  Dover's inventory grows by $148.5M in H1 2026, increasing working capital needs.
  The company's net inventory increased by 11.7% to over $1.42 billion in the first six months of the year to support future orders.
  $148.5M
  Increase in net inventories for the six months ended June 30, 2026.
  11.7%
  Increase in net inventories from year-end 2025.
  JPMorgan Chase Bank, N.A.
- International growthPositive
  Dover holds over $600M in cash outside the U.S., signaling large-scale international operations.
  With $602.5 million held internationally, a significant increase from $447.8 million at the prior year-end, Dover's non-U.S.
  $602.5M
  Cash and cash equivalents held outside the United States
10-Q
Filed Apr 23, 2026 · 5 signals
SEC EDGAR
- Debt refinancingPositive
  Dover secured a new $1.5B five-year revolving credit facility in April 2026.
  The company has replaced its existing credit agreements with a new $1.5 billion facility, securing significant liquidity for general corporate purposes, which could fund acquisitions, capital expenditures, or other strategic investments.
  $1.5B
  New five-year unsecured revolving credit facility
  JP Morgan Chase Bank, N.A.
- Backlog growthPositive
  Dover increased net inventory by $98.1M in Q1 to support a strong order book.
  The company is proactively building inventory to meet confirmed future demand and higher volume deliveries expected in coming quarters.
  $98.1M
  Increase in net inventory in Q1 2026
- Automation investmentPositive
  Dover increases Q1 capital expenditures by $11.6M for growth and productivity.
  The company increased capital spending by 24% YoY in Q1, specifically targeting investments in growth and productivity.
  $11.6M
  Year-over-year increase in capital expenditures for Q1
  24%
  Year-over-year increase in capital expenditures for Q1 ($11.6M increase on a $48.2M base)
  JP Morgan
- Inventory issueNeutral
  Inventory surges by $98.1M in Q1 to meet higher expected demand.
  Dover's net inventory grew by 7.7% in a single quarter to support a strong order book and anticipated volume increases.
  $98.1M
  Increase in net inventory during Q1 2026
  7.7%
  Increase in net inventory compared to Q4 2025
  JP Morgan
- Margin pressureNegative
  SG&A expenses grew by $43M YoY, consuming over 80% of gross profit gains.
  Selling, general and administrative expenses rose significantly in Q1, compressing operating margin improvement despite higher revenue.
  $43M
  YoY increase in Selling, general and administrative expenses for Q1

Earnings calls

Dover earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Oct 23, 2025	Q3 FY2025	Planning to implement AI in shared back-office servicesLeadership has identified shared back-office services as the largest non-product beneficiary for AI implementation. With their shared services centers now fully integrated, they are actively looking to leverage AI for scale and scope benefits, creating a prime opportunity for AI automation and enterprise software vendors.
Oct 23, 2025	Q3 FY2025	Executing ongoing restructuring for $40M+ in savingsDover is in the midst of significant restructuring and footprint optimization, including facility consolidations, projected to deliver $40 million in benefits in 2026. The CEO confirmed more actions are planned, signaling a sustained, multi-phase initiative and creating needs for logistics, IT migration, and operational consulting.
Oct 23, 2025	Q3 FY2025	Targeting over $100M revenue from data center liquid coolingDover is heavily invested in the data center liquid cooling market, a key strategic growth area. They expect to generate over $100 million in revenue this year alone, indicating significant budget and focus on R&D, manufacturing capacity, and sales for their thermal connectors and heat exchangers.
Oct 23, 2025	Q3 FY2025	Investing heavily in data center liquid cooling solutions, generating $100M+.Dover is a key supplier to the data center build-out by hyperscalers, providing thermal connectors and heat exchangers for liquid cooling. This high-growth segment is expected to generate over $100 million in revenue this year alone, indicating significant investment and focus.
Oct 23, 2025	Q3 FY2025	Identified shared back-office services as prime beneficiary for AI implementation.The company has fully developed its shared services and believes these operations will be the largest non-product beneficiary of AI. This signals a strategic focus and likely budget allocation for AI solutions to drive efficiency and margin accretion.
Oct 23, 2025	Q3 FY2025	Increasing investment in productivity and capacity expansion projectsThe company is increasing its capital deployment for high ROI projects focused on productivity improvements, capacity expansions, and footprint optimization. This signals available budget and an active search for solutions that can enhance operational efficiency and output.

Signal API · MCP

Track Dover with the Signal API

One POST /v1/companies/enrich call with dovercorporation.com returns Dover 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"dovercorporation.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Dover 10-Q

When did Dover file its latest 10-Q?

Dover filed its latest 10-Q on Jul 23, 2026. The one before it was filed on Apr 23, 2026.

What did Dover disclose in its latest 10-Q?

From the filing dated Jul 23, 2026: Inventory increased by $148.5M to support a strong order book.

What did Dover say on its recent earnings calls?

Q3 FY2025: Planning to implement AI in shared back-office services (dated Oct 23, 2025).

Where can I read Dover's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/29905/000002990526000027/dov-20260630.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Sep 30, 2026.

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What Dover's latest 10-Q says: 3 signals

What Dover's 10-Q filings say

Dover earnings headlines

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