DAVEY TREE EXPERT CO

Overview

• IndustryAgricultural Services¹
• HeadquartersKent, Ohio¹
• Incorporated inOH²
• Business address1500 N Mantua St, P O Box 5193, Kent, Oh 44240-5193²
• Filer categoryNon-accelerated filer²

See how the biggest companies compare on our leaderboards

The Davey Tree Expert Company, which was founded in 1880 and incorporated in Ohio in 1909, and its subsidiaries provide a wide range of arboricultural, horticultural, environmental and consulting services to our customers throughout the United States and Canada. We have two reportable operating segments organized by type or class of customer: Residential and Commercial, and Utility.⁴ From its latest annual report

Corporate structure

DAVEY TREE EXPERT CO sits at the top of its group. 6 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What DAVEY TREE EXPERT CO reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Inventory

Properties, in its own words

Our corporate headquarters campus is located in Kent, Ohio, which, along with several other properties in the surrounding area, includes The Davey Institute's research, technical support and laboratory diagnostic facilities.

We conduct administrative functions through our headquarters and our offices in Livermore, California (Utility Services). Our Canadian operations’ administrative functions are conducted through properties located in the provinces of Ontario and British Columbia. We believe our properties are well maintained, in good condition and suitable for our present operations. A summary of our owned properties follows:

Item 2 of the 10-K filed Mar 9, 2026.⁴

Leadership

Who has led DAVEY TREE EXPERT CO, and when. Pick a name to see everywhere that person has worked.

• Chief executive officerPatrick M. Covey Jan 16, 2018 to now¹⁵
• Chief executive officerR. Douglas Cowan Feb 2, 2006 to Jan 31, 2007¹⁶
• Chief executive officerKarl J. Warnke Apr 7, 2006 to Jul 20, 2017¹⁷
• ChairPatrick M. Covey Mar 9, 2020 to now¹⁸
• ChairKarl J. Warnke Jul 17, 2009 to Jul 20, 2017¹⁹
• ChairR. Douglas Cowan Feb 2, 2006 to Jan 31, 2007¹⁶
• PresidentPatrick M. Covey Jul 22, 2014 to now²⁰
• PresidentKarl J. Warnke Mar 15, 2006 to Mar 16, 2016²¹
• Chief financial officerJoseph R. Paul Jul 8, 2013 to now²²
• Chief financial officerDavid E. Adante Feb 2, 2006 to Sep 12, 2013²³
• Chief operating officerPatrick M. Covey Mar 9, 2012 to Jul 20, 2017²⁴
• Chief operating officerKarl J. Warnke Mar 15, 2006 to Dec 11, 2006²¹

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• Davey Resource Group, Inc Delaware³
• Davey Tree Expert Co. of Canada, Limited Canada³
• Davey Tree Surgery Company Delaware³
• Standing Rock Insurance Company Vermont³
• Wolf Tree, Inc. Tennessee³

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

1. Aug 25, 20268-K Results of operations⁷⁰
2. Jul 14, 20268-K Entered a material agreement; New debt or obligation⁷¹
3. Jun 1, 20268-K Results of operations⁷²
4. May 22, 20268-K Shareholder vote⁷³
5. Feb 27, 20268-K Executive or director change⁷⁴
6. Dec 11, 20258-K Executive or director change⁷⁵
7. Nov 26, 20258-K Results of operations⁷⁶
8. Sep 24, 20258-K New debt or obligation⁷⁷
9. Aug 25, 20258-K Results of operations⁷⁸
10. Jul 23, 20258-K Entered a material agreement; New debt or obligation⁷⁹
11. May 27, 20258-K Entered a material agreement; Results of operations; New debt or obligation⁸⁰
12. Mar 5, 20258-K Executive or director change⁸¹
13. Jan 16, 2018New chief executive Patrick M. Covey becomes CEO¹⁵
14. Apr 7, 2006New chief executive Karl J. Warnke becomes CEO¹⁷
15. Feb 2, 2006New chief executive R. Douglas Cowan becomes CEO¹⁶

Calendar

Coming up

1. Around Nov 18, 2026Next results, estimated About a quarter after its last report. The company hasn't announced the date.

When it reported results

1. Aug 25, 2026Reported quarterly or annual results⁷⁰
2. Jun 1, 2026Reported quarterly or annual results⁷²
3. Nov 26, 2025Reported quarterly or annual results⁷⁶
4. Aug 25, 2025Reported quarterly or annual results⁷⁸
5. May 27, 2025Reported quarterly or annual results⁸⁰
6. Nov 21, 2024Reported quarterly or annual results⁸²
7. Sep 5, 2024Reported quarterly or annual results⁸³
8. May 31, 2024Reported quarterly or annual results⁸⁴

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

487 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 34 major events, 411 insider forms, 22 other. The latest 20:

1. Aug 25, 20268-K EDGAR
2. Aug 12, 202610-Q EDGAR
3. Jul 30, 20264 EDGAR
4. Jul 30, 20264 EDGAR
5. Jul 30, 20264 EDGAR
6. Jul 30, 20264 EDGAR
7. Jul 30, 20264 EDGAR
8. Jul 30, 20264 EDGAR
9. Jul 30, 20264 EDGAR
10. Jul 30, 20264 EDGAR
11. Jul 30, 20264 EDGAR
12. Jul 30, 20264 EDGAR
13. Jul 30, 20264 EDGAR
14. Jul 30, 20264 EDGAR
15. Jul 30, 20264 EDGAR
16. Jul 14, 20268-K EDGAR
17. Jun 25, 20264 EDGAR
18. Jun 25, 20264 EDGAR
19. Jun 18, 202611-K EDGAR
20. Jun 17, 20264 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

182 open-market trades by officers, directors and large owners since October 2021: 131 buys and 51 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

SEC filer profile

How DAVEY TREE EXPERT CO is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARDAVEY TREE EXPERT CO¹
• CIK0000277638
• Employer ID (EIN)34-0176110⁴
• Filer statusNon-accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company⁴
• Incorporated inOhio⁴
• Fiscal year endsDecember 31¹
• Industry code (SIC)0700 Agricultural Services¹
• SEC reviewing officeOffice of Industrial Applications and Services, Division of Corporation Finance¹
• Business address1500 N Mantua St, P O Box 5193, Kent, OH 44240-5193¹
• Mailing address1500 North Mantua Street, P O Box 5193, Kent, OH 44240-5193¹
• Phone3306739511¹
• Shares outstanding38,785,327 as of Aug 7, 2026¹¹
• Public float$961.8M as of Jun 27, 2025⁴
• AuditorDeloitte & Touche LLP, Cleveland, Ohio PCAOB ID 34; no auditor attestation of internal control over financial reporting⁴
• On EDGAR sinceMar 30, 1995¹
• Filings2,298 in all: 4 (1,869), 8-K (96), 10-Q (95), 4/A (41), 3 (36), DEF 14A (32), 11-K (29), 10-K (25)¹
  All 22 form types

  DEFA14A (18), S-8 (11), ARS (9), 10-Q/A (8), 10-K405 (7), 3/A (4), 8-K/A (4), UPLOAD (4), PRE 14A (3), CORRESP (2), S-8 POS (2), 10-K/A (1), 11-K/A (1), NT 10-Q (1)

• Latest filingsAnnual report (10-K) Mar 9, 2026
  Quarterly report (10-Q) Aug 12, 2026
  Proxy statement (DEF 14A) Apr 3, 2026
  Latest 8-K (8-K) Aug 25, 2026

Risk factors and legal proceedings

The risks DAVEY TREE EXPERT CO names in Item 1A of its 10-K filed Mar 9, 2026: 32 risks under these headings, as written.⁴

• Risks Related to Our Industry in Which We Intend to Compete
• We may be unable to employ a sufficient workforce for our field operations.
• We may be unable to attract and retain skilled management.
• We are subject to intense competition.
• We face risks related to future acquisitions or other strategic transactions.
• We could be materially adversely affected by wildfires and other severe weather events and natural disasters.
• Our business is dependent upon service to our utility customers and we may be affected by developments in the utility industry.
• Risks Related to Our Business and Financial Condition
• We could be negatively impacted if our self-insurance accruals or our insurance coverages prove to be inadequate.
• The unavailability or cancellation of third-party insurance coverage may have a material adverse effect.
• Our business is highly seasonal and weather dependent.
• Financial difficulties or the bankruptcy of one or more of our major customers could adversely affect our results.

Legal proceedings

We are party to a number of lawsuits, threatened lawsuits and other claims arising out of the normal course of business. On a quarterly basis, we assess our liabilities and contingencies in connection with outstanding legal proceedings utilizing the latest information available. Where it is probable that we will incur a loss and the amount of the loss can be reasonably estimated, we record a liability in our consolidated financial statements. These accruals may be increased or decreased to reflect any relevant developments on a quarterly basis. Where a loss is not probable or the amount of the loss is not estimable, we do not record an accrual, consistent with applicable accounting guidance. Based on information currently available to us, advice of counsel, and available insurance coverage, we believe that our established accruals are adequate and the liabilities arising from the legal proceedings will not have a material adverse effect on our consolidated financial condition. We note, however, that in light of the inherent uncertainty in legal proceedings, there can be no assurance that the ultimate resolution of a matter will not exceed established accruals. As a result, the outcome of a particular matter or a combination of matters may be material to our results of operations for a particular period, depending upon the size of the loss or our income for that particular period.

Georgia Wrongful Death Suit

In November 2017, a wrongful death lawsuit was filed in Savannah, Georgia in the State Court of Chatham County (“State Court”) against Davey Tree, its subsidiary, Wolf Tree, Inc. (“Wolf Tree”), a former Davey employee, a Wolf Tree employee, and two former Wolf Tree employees. That complaint, as subsequently amended, alleges various acts of negligence and seeks compensatory damages for the wrongful death of the plaintiff’s husband, a Wolf Tree employee, who was shot and killed in August 2017.

The opening of Item 3, Legal Proceedings.⁴