Manufacturing company Dover (NYSE:DOV) will be reporting earnings this Thursday morning. Here’s what investors should know.

Dover beat analysts’ revenue expectations last quarter, reporting revenues of $2.05 billion, up 10.1% year on year. It was a strong quarter for the company, with a solid beat of analysts’ organic revenue estimates and a narrow beat of analysts’ EBITDA estimates.

Is Dover a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Dover’s revenue to grow 7.7% year on year, improving from the 5.2% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Dover has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Dover’s peers in the industrial machinery segment, some have already reported their Q2 results, giving us a hint as to what we can expect. GE Aerospace delivered year-on-year revenue growth of 24.5%, beating analysts’ expectations by 6%, and 3M reported revenues up 5.6%, topping estimates by 1.5%. GE Aerospace traded down 3.2% following the results.

Read our full analysis of GE Aerospace’s results here and 3M’s results here.

Over the last year or so, investors' attention has moved from one major market theme to the next, spanning AI disruption and surging infrastructure investment to geopolitical tensions, interest rates, and the health of the broader economy. While some of the industrial machinery stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.8% on average over the last month. Dover is down 7.9% during the same time and is heading into earnings with an average analyst price target of $250.94 (compared to the current share price of $211.31).

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