Added to YB: 2026-04-24
Pitch date: 2026-04-22
DHR [neutral]
Danaher Corporation
-1.24%
current return
Author Info
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Company Info
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally.
Market Cap
$130.3B
Pitch Price
$180.82
Price Target
N/A
Dividend
0.87%
EV/EBITDA
17.47
P/E
35.68
EV/Sales
5.82
Sector
Life Sciences Tools and Services
Category
growth
Constructive but not there yet - Danaher Corporation
DHR (update): Q1 beat w/ mgmt slightly raising 2026 EPS guide to $8.45 (from $8.43). Core rev guide 3-6%; Street anchored at low end (3%). Q1 trends encouraging: biotech/life sciences beat offset weak respiratory (rev guide cut from $1.8B to $1.6-1.7B). High-end guide requires: further life sciences improvement, China acceleration, faster biotech funding conversion, bioprocessing >HSD, strong Q4 respiratory. EPS growing HSD/LDD on cost containment despite meh rev growth; adj op margin +60bps in no-growth Q. Post-Masimo M&A, 2.5x net debt/EBITDA deleveraging quickly on $5B+ FCF; mgmt open to near-term M&A. Bioprocessing equipment orders +30% YoY (1st growth in 2yrs), bodes well post-2026. Market in 'show me' mode but trends constructive.
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