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Dover (DOV) Hits 52-Week High on Solid Bookings and Backlog

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On Sep 15, Dover Corporation (DOV - Free Report) crafted a 52-week high of $90.35 during intraday trading, finally closing lower at $89.81.

Investors are optimistic on this Zacks Rank #3 (Hold) company’s focus on core platforms, dividend hike, solid bookings and backlog.

The stock gained 30.8% over a year, higher than the S&P 500’s gain of 16.9% during the same time frame. Dover has also outperformed the industry’s gain in a year’s time with respect to share price movement. Shares of the company have gained 30.8%, while the industry registered 28.5% growth.



Growth Drivers

Dover recently announced that the company is exploring strategic alternatives to separate its upstream energy businesses in the Energy segment. This separation will help it focus on core platforms of market-leading businesses which are less volatile and have bright prospects. The company also hiked its quarterly dividend by 7%, in line with its plan to return operating cash to shareholders.

During the second-quarter conference call, Dover raised its revenue and EPS guidance for full-year 2017, driven by a solid performance and optimism across all segments for the back half of the year.

Dover anticipates that its Printing & Identification platform will likely deliver consistent solid performance, backed by unique position in the digital textile market and focus on consumables in marking and coding. Also, the company projects year-over-year growth in organic revenue for the industrial platform, led by its strong position in vehicle service and waste handling.

Further, Dover’s Energy segment has a large backlog of drilled but uncompleted wells over the last few quarters driven by significant drilling activity. The company expects that most of these wells will get completed over the coming quarters. Dover’s overall bookings increased 19.5% year over year in the recently reported quarter. Total backlog also increased to $1.33 billion at the end of the quarter from $1.09 billion recorded at the year-ago quarter end. These booking trends, along with continuous rig count additions and higher-than-expected well completions, have set the company up for a robust third quarter.

Dover also accelerated the pace of retail fueling integration and now expects $6 million of net benefit for 2017. Focus on acquisition strategy and operating model will also stoke growth.

All these factors are anticipated to boost the company’s share price in the days ahead.

Further, Dover’s estimate revision trend for the current year is favorable. In the past 60 days, seven estimates have moved up, while no downward revision was recorded. The Zacks Consensus Estimate for the current year moved up from $4.31 to $4.32. Its positive long-term growth rate of 11.3% holds promise.

Dover Corporation Price and Consensus

 

Dover Corporation Price and Consensus | Dover Corporation Quote

Stocks to Consider

Better-ranked stocks in the same sector are AGCO Corporation (AGCO - Free Report) , Terex Corporation (TEX - Free Report) and EnPro Industries, Inc. (NPO - Free Report) . All three stocks flaunt a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

AGCO has an expected long-term earnings growth rate of 13.5%.

Terex has an expected long-term earnings growth rate of 19.7%.

EnPro Industries has an expected long-term earnings growth rate of 15.9%.

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