Dover Corp (NYSE:DOV)
$ 224.31 +0.77 (+0.34%) Market Cap: 30.21 Bil Enterprise Value: 31.85 Bil PE Ratio: 27.97 PB Ratio: 4.04 GF Score: 88/100

Dover Corp at UBS Global Industrials & Transportation Conference Transcript

Dec 02, 2025 / 04:20PM GMT
Release Date Price: $187.48 (+1.40%)
Amit Mehrotra
UBS AG - Equity Analyst

Okay. Hey, everybody. Thanks for being in the room and on the webcast, Rich Tobin, Chairman and CEO of Dover. He was just telling me that this was the event that he was looking most forward to, this fireside chat, obviously, he didn't say that to me. But nonetheless, we appreciate you, Rich, taking the time to talk about the business.

My name is Amit Mehrotra. I lead the multi-industry franchise here at UBS.

Questions & Answers

Amit Mehrotra
UBS AG - Equity Analyst

It's such an interesting time to be talking about industrials because it's really the tale of two markets with the AI infrastructure market improving, obviously, continuing to be very strong.

And then hopefully, the non-AI market showing some signs of life. Certainly, with Dover, very interesting conversation because the company hasn't really grown that significantly this year, but is projecting to grow a meaningful step up in the fourth quarter. So hopefully, Rich, you can offer some insights on whether you still believe that,

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