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@Tiger V
$Dover(DOV)$ I added to my position in Dover (DOV) following its strong Q2 2025 results. Adjusted EPS came in at $2.44, beating estimates and reflecting solid margin performance. Revenue rose 5% to $2.05B, driven mostly by acquisitions and FX gains, rather than organic growth. Despite macro uncertainty, management raised full-year EPS guidance to $9.35–$9.55, signaling confidence in operational execution. With improved operating margin and healthy cash flow, DOV remains a resilient industrial name benefiting from smart acquisitions and disciplined cost control.
$Dover(DOV)$ I added to my position in Dover (DOV) following its strong Q2 2025 results. Adjusted EPS came in at $2.44, beating estimates and reflecting solid margin performance. Revenue rose 5% to $2.05B, driven mostly by acquisitions and FX gains, rather than organic growth. Despite macro uncertainty, management raised full-year EPS guidance to $9.35–$9.55, signaling confidence in operational execution. With improved operating margin and healthy cash flow, DOV remains a resilient industrial name benefiting from smart acquisitions and disciplined cost control.

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