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Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"다각화 산업장비 그룹 기업. 2026년 -0.5%다. 본주(-0.5%)와 공급단(평균 +11.2%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 ABB(+18.4%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Dover Corporation operates across Diversified industrial equipment group. It is -0.5% in 2026. The stock (-0.5%) and its supply side (avg +11.2%) are moving in step. Among connected nodes the furthest ahead is ABB (+18.4%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on metals, finished components, cloud infrastructure, and EV charging hardware while expanding through acquisitions in precision measurement and process technology.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"SIKORA","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-02-13","basis":"SIKORA 지분 99.8% 인수 대가, 취득 현금 차감 및 측정기간 조정 포함","value":608459000,"period":"FY2025","basis_en":"Consideration for a 99.8% interest in SIKORA, net of cash acquired and including measurement-period adjustments","qualifier":null},"note":"도버는 2025년 6월 SIKORA 지분 99.8%를 인수해 펌프·공정 솔루션 부문의 MAAG 사업에 편입했다. 2025년 10-K에 기록된 현금 차감 후 대가는 6억 845만 9,000달러다.","note_en":"Dover acquired a 99.8% interest in SIKORA in June 2025 and integrated it into the MAAG business within Pumps & Process Solutions. The 2025 Form 10-K records consideration net of cash acquired of US$608.459 million.","sources":[{"stance":"confirms","publisher":"VectorShift Research","publisher_en":"VectorShift Research","kind":"analysis","lang":"en","published_at":"2026-06-02","url":"https://www.vectorshift.me/research/companies/dover/acquisition-history","title":"도버 인수 이력: 모든 거래, 가격과 전략적 근거","title_en":"Dover acquisition history: Every deal, price, and strategic rationale","excerpt":"VectorShift Research는 도버의 인수 전략을 기존 사업부문 안에서 보완 기업을 편입하는 방식으로 분석하고, SIKORA 거래를 2025년 6월 완료된 6억 850만 달러 규모의 전액 현금 인수로 정리했다.","excerpt_en":"Sikora AG is a provider of precision measurement, inspection and control solutions for production processes in the wires and cables, hoses, optical fibers and plastic industries. Dover acquired 99.8 percent of the equity interest, net of cash acquired."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/29905/000002990526000009/dov-20251231.htm","title":"도버 2025 회계연도 Form 10-K","title_en":"Dover Corporation 2025 Annual Report on Form 10-K","excerpt":"도버는 2025년 6월 11일 SIKORA 지분 99.8%를 취득했으며, 취득 현금을 차감하고 측정기간 조정을 포함한 대가는 6억 845만 9,000달러라고 공시했다.","excerpt_en":"On June 11, 2025, the Company acquired 99.8% of the equity interest in Sikora AG ... for $608,459, net of cash acquired."},{"stance":"confirms","publisher":"Investing.com 한국","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2025-07-16","url":"https://kr.investing.com/news/company-news/article-93CH-1550045","title":"도버 퓨얼링 솔루션, 바텀라인과 글로벌 파트너십 확대","title_en":"Dover Fueling Solutions Expands Global Partnership with Bottomline","excerpt":"도버 코퍼레이션은 정밀 측정 및 제어 솔루션을 전문으로 하는 독일 기술 회사인 SIKORA AG를 현금 5억 5천만 유로에 인수했습니다.","excerpt_en":"Dover Corporation acquired German precision measurement and control technology company SIKORA AG for €550 million in cash."}]},{"direction":"revenue","counterparty":"Shell","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"sites","as_of":"2021-04-27","basis":"Shell 사이트 자동화 계약 3건이 포괄하는 최소 주유소 수","value":1100,"period":"contract_scope_2021","basis_en":"Minimum number of Shell sites covered by three site-automation contracts","qualifier":"at_least"},"note":"도버 퓨얼링 솔루션은 Shell의 영국, 헝가리, 남아프리카공화국 주유소망에 POS와 클라우드 기반 사이트 자동화, 장기 지원 서비스를 공급하는 3건의 계약을 수주했다. 계약 금액은 공개되지 않았다.","note_en":"Dover Fueling Solutions won three contracts to provide POS, cloud-based site automation, and long-term support across Shell networks in the United Kingdom, Hungary, and South Africa. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"도버 퓨얼링 솔루션","publisher_en":"Dover Fueling Solutions","kind":"ir","lang":"en","published_at":"2021-04-27","url":"https://www.doverfuelingsolutions.com/mea/en/news-and-events/news/dfs-awarded-site-automation-contracts-by-shell-for-retailing-networks-in-the-uk-s-africa-hungary.html","title":"DFS, 영국·남아공·헝가리 Shell 소매망 사이트 자동화 계약 수주","title_en":"DFS Awarded Site Automation Contracts by Shell for Retailing Networks in the UK, S. Africa & Hungary","excerpt":"도버 퓨얼링 솔루션은 영국, 헝가리, 남아프리카공화국의 1,100개가 넘는 Shell 사이트에 자동화와 장기 지원 서비스를 제공하는 3건의 계약을 수주했다고 밝혔다.","excerpt_en":"DFS has been awarded three contracts by Shell ... across its 1,100+ sites in the United Kingdom, Hungary and South African markets."}]},{"direction":"revenue","counterparty":"코카콜라 유로퍼시픽 파트너스","counterparty_slug":"coca-cola-europacific-partners","confidence":"mid","metric":{"type":"count","unit":"laser_coders","as_of":"2021-09-15","basis":"CCEP 마르세유 알루미늄 캔 생산라인에 설치된 SmartLase F500 수","value":2,"period":"installation_reported_2021","basis_en":"SmartLase F500 units installed on CCEP's Marseille aluminum-can line","qualifier":null},"note":"코카콜라 유로퍼시픽 파트너스의 마르세유 공장은 도버 자회사 Markem-Imaje의 SmartLase F500 레이저 코더를 캔 생산라인에 도입했다. 장비와 유지보수 서비스의 거래 금액은 공개되지 않았다.","note_en":"Coca-Cola Europacific Partners' Marseille plant installed SmartLase F500 laser coders from Dover subsidiary Markem-Imaje on its canning line. The value of the equipment and maintenance services was not disclosed.","sources":[{"stance":"confirms","publisher":"Markem-Imaje","publisher_en":"Markem-Imaje","kind":"ir","lang":"en","published_at":"2021-09-15","url":"https://www.markem-imaje.com/blog/post/product-coding-coca-cola-european-partners-secret-recipe","title":"제품 코딩: 코카콜라 유로퍼시픽 파트너스의 비결","title_en":"Product coding: Coca-Cola European Partners’ secret recipe","excerpt":"Markem-Imaje는 고객과 협의한 뒤 알루미늄 캔 생산라인의 기존 잉크젯 프린터 4대를 SmartLase F500 파이버 레이저 코더 2대로 교체했다.","excerpt_en":"Markem-Imaje replaced the four existing inkjet printers at the aluminum can production line with two SmartLase F500 fiber laser coders."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2019-07-25","basis":"Microsoft Azure 클라우드·IoT 인프라 사용 및 공동 지원 비용","value":null,"period":"relationship_announced_2019","basis_en":"Cost of Microsoft Azure cloud and IoT infrastructure usage and joint support","qualifier":"confirmed_no_disclosed_value"},"note":"도버 퓨얼링 솔루션은 Microsoft Azure를 기반으로 연료 소매점용 클라우드·IoT 솔루션을 개발하고 운영한다. Azure 사용과 공동 지원에 지급하는 금액은 공개되지 않았다.","note_en":"Dover Fueling Solutions develops and operates cloud and IoT solutions for fuel retailers on Microsoft Azure. Spending on Azure usage and joint support was not disclosed.","sources":[{"stance":"confirms","publisher":"도버","publisher_en":"Dover Corporation","kind":"ir","lang":"en","published_at":"2019-07-25","url":"https://www.dovercorporation.com/china/in-the-news/post/2019/07/25/dover-fueling-solutions-and-microsoft-collaborate-to-provide-azure-based-edge-to-cloud-iot-solutions","title":"도버 퓨얼링 솔루션과 Microsoft, Azure 기반 엣지·클라우드 IoT 솔루션 협력","title_en":"Dover Fueling Solutions and Microsoft Collaborate to Provide Azure Based Edge to Cloud IoT Solutions","excerpt":"도버는 Microsoft와 차세대 소매점 아키텍처를 위한 Azure 기반 솔루션을 공동 개발·배포·지원하며, Wayne iSense 원격 모니터링도 Azure IoT에서 구동한다고 밝혔다.","excerpt_en":"Microsoft and DFS will collaborate to develop, deploy, promote and support DFS Azure based solutions including the Wayne iSense Remote Monitoring ... solution."}]},{"direction":"cost","counterparty":"ABB","counterparty_slug":"abb","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2019-07-17","basis":"유럽 DFS 포트폴리오에 공급·통합된 ABB 전기차 충전 장비 조달액","value":null,"period":"relationship_announced_2019","basis_en":"Procurement value of ABB EV charging hardware supplied and integrated into DFS's European portfolio","qualifier":"confirmed_no_disclosed_value"},"note":"도버 퓨얼링 솔루션은 ABB의 고출력·급속 전기차 충전기를 유럽 연료 소매 솔루션 포트폴리오에 넣어 기존 POS와 통합했다. ABB 장비 조달 금액은 공개되지 않았다.","note_en":"Dover Fueling Solutions added ABB high-power and fast EV chargers to its European fuel-retail portfolio and integrated them with its existing POS systems. The value of ABB hardware procurement was not disclosed.","sources":[{"stance":"confirms","publisher":"PR Newswire","publisher_en":"PR Newswire","kind":"news","lang":"en","published_at":"2019-07-17","url":"https://www.prnewswire.com/news-releases/dover-fueling-solutions-announces-cooperation-with-abb-for-electric-vehicle-charging-300886972.html","title":"도버 퓨얼링 솔루션, ABB와 전기차 충전 협력 발표","title_en":"Dover Fueling Solutions Announces Cooperation with ABB for Electric Vehicle Charging","excerpt":"ABB의 DC 고출력·급속 충전기를 DFS 제품 포트폴리오에 추가해 유럽 소매 주유소에 완결된 솔루션을 공급한다고 발표했다.","excerpt_en":"Adding DC high power and fast chargers to DFS' product portfolio means that DFS is able to deliver a complete fuel forecourt offering."}]}]}