Subtext

Dover Corporation DOV

SectorIndustrials
Transcripts69
Date range2008-01-30 – 2025-04-24
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Overall: +9.72008 Q1 · Overall: +17.42008 Q2 · Overall: +14.02008 Q3 · Overall: +6.22008 Q4 · Overall: -2.22009 Q1 · Overall: -5.72009 Q2 · Overall: +10.32009 Q3 · Overall: +3.12009 Q4 · Overall: +1.62010 Q1 · Overall: +11.62010 Q2 · Overall: +8.22010 Q4 · Overall: +4.12011 Q1 · Overall: +4.42011 Q2 · Overall: +5.32011 Q3 · Overall: +6.42011 Q4 · Overall: +8.02012 Q1 · Overall: +8.62012 Q2 · Overall: +2.82012 Q3 · Overall: -2.22012 Q4 · Overall: +8.52013 Q1 · Overall: +5.22013 Q2 · Overall: +7.02013 Q3 · Overall: +2.82013 Q4 · Overall: +4.12014 Q1 · Overall: +9.52014 Q2 · Overall: +7.72014 Q3 · Overall: +4.02014 Q4 · Overall: -1.52015 Q1 · Overall: -0.32015 Q2 · Overall: -0.32015 Q3 · Overall: +0.42015 Q4 · Overall: +2.22016 Q1 · Overall: -3.12016 Q2 · Overall: +0.12016 Q3 · Overall: -5.62016 Q4 · Overall: +7.42017 Q1 · Overall: +12.62017 Q2 · Overall: +6.32017 Q3 · Overall: +9.12017 Q4 · Overall: +9.72018 Q1 · Overall: +8.92018 Q2 · Overall: +2.82018 Q3 · Overall: +2.82018 Q4 · Overall: +5.72019 Q1 · Overall: +5.62019 Q2 · Overall: +4.02019 Q3 · Overall: +11.42019 Q4 · Overall: +5.02020 Q1 · Overall: -11.42020 Q2 · Overall: +1.82020 Q3 · Overall: +7.22020 Q4 · Overall: +6.22021 Q1 · Overall: +5.92021 Q2 · Overall: +4.52021 Q3 · Overall: +2.72021 Q4 · Overall: +7.02022 Q1 · Overall: +2.92022 Q2 · Overall: +4.62022 Q3 · Overall: -1.52022 Q4 · Overall: +3.02023 Q1 · Overall: +8.62023 Q2 · Overall: +2.52023 Q3 · Overall: +4.22023 Q4 · Overall: +8.92024 Q1 · Overall: +1.12024 Q2 · Overall: +9.42024 Q3 · Overall: +4.12024 Q4 · Overall: +11.62025 Q1 · Overall: +4.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-58-29+0+29+582007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · CEO: +16.42008 Q1 · CEO: +23.82008 Q2 · CEO: +20.12008 Q3 · CEO: +15.12008 Q4 · CEO: -1.52009 Q1 · CEO: -3.92009 Q2 · CEO: +9.22009 Q3 · CEO: +8.32009 Q4 · CEO: +6.12010 Q1 · CEO: +12.02010 Q2 · CEO: +8.22010 Q4 · CEO: +10.32011 Q1 · CEO: +5.02011 Q2 · CEO: +7.12011 Q3 · CEO: +10.82011 Q4 · CEO: +13.12012 Q1 · CEO: +12.42012 Q2 · CEO: +11.62012 Q3 · CEO: +1.72012 Q4 · CEO: +17.42013 Q1 · CEO: +12.12013 Q2 · CEO: +12.12013 Q3 · CEO: +8.62013 Q4 · CEO: +12.52014 Q1 · CEO: +10.72014 Q2 · CEO: +10.82014 Q3 · CEO: +4.02014 Q4 · CEO: +1.02015 Q1 · CEO: +7.72015 Q3 · CEO: +10.62015 Q4 · CEO: +7.82016 Q1 · CEO: +6.22016 Q2 · CEO: +11.32016 Q3 · CEO: +1.12016 Q4 · CEO: +16.22017 Q1 · CEO: +18.52017 Q2 · CEO: +9.22017 Q3 · CEO: +12.52017 Q4 · CEO: +13.72018 Q1 · CEO: +13.92018 Q2 · CEO: +5.12018 Q3 · CEO: +5.82018 Q4 · CEO: +10.22019 Q1 · CEO: +10.52019 Q2 · CEO: +6.52019 Q3 · CEO: +10.42019 Q4 · CEO: +8.02020 Q1 · CEO: -13.12020 Q2 · CEO: +4.12020 Q3 · CEO: +8.02020 Q4 · CEO: +9.82021 Q1 · CEO: +8.92021 Q2 · CEO: +5.52021 Q3 · CEO: +4.42021 Q4 · CEO: +8.82022 Q1 · CEO: +4.32022 Q2 · CEO: +6.92022 Q3 · CEO: +0.22022 Q4 · CEO: +3.52023 Q1 · CEO: +12.32023 Q2 · CEO: +6.82023 Q3 · CEO: +4.92023 Q4 · CEO: +10.12024 Q1 · CEO: +4.82024 Q2 · CEO: +12.42024 Q3 · CEO: +5.72024 Q4 · CEO: +12.92025 Q1 · CEO: +5.72007 Q4 · CFO: -3.62008 Q1 · CFO: +22.32008 Q2 · CFO: +13.22008 Q4 · CFO: +2.92009 Q1 · CFO: -6.12009 Q2 · CFO: +23.72009 Q3 · CFO: +13.02009 Q4 · CFO: +5.12010 Q1 · CFO: +15.32010 Q2 · CFO: +19.72010 Q4 · CFO: +10.72011 Q1 · CFO: +15.02011 Q2 · CFO: +15.22011 Q3 · CFO: +11.02011 Q4 · CFO: +10.52012 Q1 · CFO: +9.22012 Q2 · CFO: -5.42012 Q3 · CFO: -4.12012 Q4 · CFO: +6.92013 Q1 · CFO: +5.32013 Q2 · CFO: +3.22013 Q3 · CFO: +0.92013 Q4 · CFO: +6.52014 Q1 · CFO: +12.72014 Q2 · CFO: +14.92014 Q3 · CFO: +10.82014 Q4 · CFO: +0.02015 Q1 · CFO: -13.72015 Q4 · CFO: -1.72016 Q1 · CFO: -12.12016 Q2 · CFO: -12.42016 Q3 · CFO: -8.22016 Q4 · CFO: -0.52017 Q1 · CFO: +11.22017 Q2 · CFO: +17.32017 Q3 · CFO: +19.42017 Q4 · CFO: +18.42018 Q1 · CFO: +12.32018 Q2 · CFO: +2.52018 Q3 · CFO: +8.92018 Q4 · CFO: +18.12019 Q1 · CFO: +6.52019 Q2 · CFO: +11.72019 Q3 · CFO: +26.92019 Q4 · CFO: +8.92020 Q1 · CFO: -9.02020 Q2 · CFO: -3.42020 Q3 · CFO: +16.52020 Q4 · CFO: +11.62021 Q1 · CFO: +17.22021 Q2 · CFO: +16.82021 Q3 · CFO: +16.02021 Q4 · CFO: +9.62022 Q1 · CFO: +1.52022 Q2 · CFO: -2.32022 Q3 · CFO: +3.62022 Q4 · CFO: +4.62023 Q1 · CFO: -2.52023 Q2 · CFO: +0.02023 Q3 · CFO: +6.72023 Q4 · CFO: +6.82024 Q1 · CFO: -5.72024 Q2 · CFO: -1.72024 Q3 · CFO: +0.02024 Q4 · CFO: +16.82025 Q1 · CFO: +50.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-34-17+0+17+342007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Prepared remarks: +18.32008 Q1 · Prepared remarks: +29.42008 Q2 · Prepared remarks: +28.12008 Q3 · Prepared remarks: +13.62008 Q4 · Prepared remarks: +0.62009 Q1 · Prepared remarks: -9.32009 Q2 · Prepared remarks: +15.72009 Q3 · Prepared remarks: +14.82009 Q4 · Prepared remarks: +16.12010 Q1 · Prepared remarks: +18.32010 Q2 · Prepared remarks: +25.82010 Q4 · Prepared remarks: +15.12011 Q1 · Prepared remarks: +19.92011 Q2 · Prepared remarks: +19.82011 Q3 · Prepared remarks: +18.92011 Q4 · Prepared remarks: +15.32012 Q1 · Prepared remarks: +18.52012 Q2 · Prepared remarks: +1.92012 Q3 · Prepared remarks: +4.12012 Q4 · Prepared remarks: +22.22013 Q1 · Prepared remarks: +11.52013 Q2 · Prepared remarks: +14.72013 Q3 · Prepared remarks: +12.62013 Q4 · Prepared remarks: +15.62014 Q1 · Prepared remarks: +24.82014 Q2 · Prepared remarks: +24.12014 Q3 · Prepared remarks: +14.82014 Q4 · Prepared remarks: +4.12015 Q1 · Prepared remarks: -4.32015 Q2 · Prepared remarks: +0.82015 Q3 · Prepared remarks: +1.52015 Q4 · Prepared remarks: +5.32016 Q1 · Prepared remarks: -6.02016 Q2 · Prepared remarks: +0.42016 Q3 · Prepared remarks: -6.12016 Q4 · Prepared remarks: +6.52017 Q1 · Prepared remarks: +21.82017 Q2 · Prepared remarks: +26.82017 Q3 · Prepared remarks: +21.62017 Q4 · Prepared remarks: +26.42018 Q1 · Prepared remarks: +20.82018 Q2 · Prepared remarks: +10.72018 Q3 · Prepared remarks: +10.52018 Q4 · Prepared remarks: +15.42019 Q1 · Prepared remarks: +16.32019 Q2 · Prepared remarks: +6.92019 Q3 · Prepared remarks: +13.82019 Q4 · Prepared remarks: +14.72020 Q1 · Prepared remarks: -12.92020 Q2 · Prepared remarks: +1.42020 Q3 · Prepared remarks: +14.82020 Q4 · Prepared remarks: +19.72021 Q1 · Prepared remarks: +23.42021 Q2 · Prepared remarks: +14.22021 Q3 · Prepared remarks: +16.62021 Q4 · Prepared remarks: +12.32022 Q1 · Prepared remarks: +6.02022 Q2 · Prepared remarks: +15.12022 Q3 · Prepared remarks: +9.62022 Q4 · Prepared remarks: +18.62023 Q1 · Prepared remarks: +19.82023 Q2 · Prepared remarks: +18.42023 Q3 · Prepared remarks: +15.42023 Q4 · Prepared remarks: +23.42024 Q1 · Prepared remarks: +10.72024 Q2 · Prepared remarks: +11.62024 Q3 · Prepared remarks: +11.82024 Q4 · Prepared remarks: +22.22025 Q1 · Prepared remarks: +14.52007 Q4 · Q&A responses: +9.22008 Q1 · Q&A responses: +16.12008 Q2 · Q&A responses: +8.62008 Q3 · Q&A responses: +5.82008 Q4 · Q&A responses: -2.32009 Q1 · Q&A responses: +1.52009 Q2 · Q&A responses: +9.02009 Q3 · Q&A responses: +0.72009 Q4 · Q&A responses: -7.52010 Q1 · Q&A responses: +9.02010 Q2 · Q&A responses: -0.62010 Q4 · Q&A responses: +1.52011 Q1 · Q&A responses: +0.32011 Q2 · Q&A responses: -1.12011 Q3 · Q&A responses: +1.02011 Q4 · Q&A responses: +8.02012 Q1 · Q&A responses: +3.92012 Q2 · Q&A responses: +4.42012 Q3 · Q&A responses: -3.12012 Q4 · Q&A responses: +2.02013 Q1 · Q&A responses: +6.92013 Q2 · Q&A responses: +7.32013 Q3 · Q&A responses: -2.52013 Q4 · Q&A responses: +2.12014 Q1 · Q&A responses: +3.02014 Q2 · Q&A responses: +4.42014 Q3 · Q&A responses: +0.02014 Q4 · Q&A responses: -1.92015 Q1 · Q&A responses: +2.82015 Q2 · Q&A responses: +0.92015 Q3 · Q&A responses: +2.32015 Q4 · Q&A responses: +2.12016 Q1 · Q&A responses: +3.52016 Q2 · Q&A responses: +2.72016 Q3 · Q&A responses: -0.32016 Q4 · Q&A responses: +11.42017 Q1 · Q&A responses: +10.42017 Q2 · Q&A responses: +2.52017 Q3 · Q&A responses: +7.62017 Q4 · Q&A responses: +4.02018 Q1 · Q&A responses: +6.92018 Q2 · Q&A responses: +2.92018 Q3 · Q&A responses: +4.02018 Q4 · Q&A responses: +7.82019 Q1 · Q&A responses: +5.12019 Q2 · Q&A responses: +6.92019 Q3 · Q&A responses: +10.82019 Q4 · Q&A responses: -0.82020 Q1 · Q&A responses: -10.82020 Q2 · Q&A responses: +4.32020 Q3 · Q&A responses: +4.42020 Q4 · Q&A responses: +0.82021 Q1 · Q&A responses: -0.22021 Q2 · Q&A responses: -0.62021 Q3 · Q&A responses: -3.82021 Q4 · Q&A responses: -0.42022 Q1 · Q&A responses: +2.82022 Q2 · Q&A responses: -0.22022 Q3 · Q&A responses: -3.62022 Q4 · Q&A responses: -7.12023 Q1 · Q&A responses: +4.52023 Q2 · Q&A responses: -0.92023 Q3 · Q&A responses: -2.72023 Q4 · Q&A responses: +1.62024 Q1 · Q&A responses: +2.52024 Q2 · Q&A responses: -16.02024 Q3 · Q&A responses: +1.02024 Q4 · Q&A responses: +7.72025 Q1 · Q&A responses: +0.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$3.22$6.63$10.052007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $4.932014 Q2: $5.082014 Q3: $5.282014 Q4: $5.132015 Q1: $4.832015 Q2: $4.432015 Q3: $4.052015 Q4: $3.922016 Q1: $3.772016 Q2: $3.702016 Q3: $3.772016 Q4: $3.692017 Q1: $3.742017 Q2: $4.292017 Q3: $4.452017 Q4: $4.532018 Q1: $6.012018 Q2: $5.082018 Q3: $5.382018 Q4: $5.602019 Q1: $5.832019 Q2: $6.032019 Q3: $6.172019 Q4: $6.302020 Q1: $6.372020 Q2: $5.222020 Q3: $5.752020 Q4: $6.212021 Q1: $6.582021 Q2: $7.292021 Q3: $8.002021 Q4: $8.212022 Q1: $8.812022 Q2: $8.882022 Q3: $8.972022 Q4: $8.912023 Q1: $9.152023 Q2: $9.402023 Q3: $9.542023 Q4: $9.392024 Q1: $9.262024 Q2: $9.522024 Q3: $9.582024 Q4: $9.36

Forward P/E

10.1616.1122.052007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 16.532014 Q2: 17.682014 Q3: 16.042014 Q4: 13.892015 Q1: 14.932015 Q2: 16.392015 Q3: 15.322015 Q4: 15.682016 Q1: 16.922016 Q2: 18.832016 Q3: 17.902016 Q4: 20.502017 Q1: 21.212017 Q2: 19.052017 Q3: 19.922017 Q4: 21.232018 Q1: 16.472018 Q2: 15.332018 Q3: 16.452018 Q4: 12.802019 Q1: 15.662019 Q2: 16.082019 Q3: 16.112019 Q4: 18.032020 Q1: 10.982020 Q2: 18.712020 Q3: 20.042020 Q4: 19.462021 Q1: 20.822021 Q2: 20.572021 Q3: 20.972021 Q4: 20.912022 Q1: 17.672022 Q2: 13.962022 Q3: 14.162022 Q4: 15.792023 Q1: 15.342023 Q2: 15.442023 Q3: 14.812023 Q4: 15.692024 Q1: 19.132024 Q2: 19.212024 Q3: 19.412024 Q4: 20.17

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -3.7 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↑ +3.2 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -5.7 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↑ +13.0 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -6.3 fwd EPS ↑ +0.55 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -6.4 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -16.4 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +13.2 fwd EPS ↓ -1.14 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -4.0 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -6.2 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +4.7 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2024 Q4 tone ↑ +7.5 fwd EPS ↓ -0.22 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+4.0——View →
2024 Q42025-01-30+11.6$9.3620.2View →
2024 Q32024-10-24+4.1$9.5819.4View →
2024 Q22024-07-25+9.4$9.5219.2View →
2024 Q12024-04-25+1.1$9.2619.1View →
2023 Q42024-02-01+8.9$9.3915.7View →
2023 Q32023-10-24+4.2$9.5414.8View →
2023 Q22023-07-25+2.5$9.4015.4View →