Gilead Sciences, Inc. (NASDAQ:GILD) and Danaher Corporation (NYSE:DHR) are both showing signs of stronger growth, but they are getting there in very different ways. Gilead already has momentum, which is supported by its HIV business that is expanding at a double-digit rate, with newer products contributing more and resulting in management raising its sales outlook. […]
Danaher (DHR) stays a hold: modest core growth and higher leverage after the Masimo acquisition limit upside despite synergies.
Danaher has delivered a 17.4% gain over the past year, which puts a spotlight on one core issue for anyone looking at the stock today: whether the current share price can be explained by the cash flows the business is expected to generate. The 17.4% 1 year return means recent buyers have seen a clear payoff, which raises the question of how much future cash generation is already reflected in the valuation. Recent reports on areas such as label free detection and single use bioreactors...
Danaher Corporation (NYSE: DHR) announced that it will webcast its quarterly earnings conference call for the third quarter 2026 on Wednesday, October 21, 2026 beginning at 8:00 a.m. ET and lasting approximately one hour. During the call, the company will discuss its financial performance, as well as future expectations.
Danaher (DHR) has an average rating of buy and mean price target of $230.09, according to analysts p
Healthcare services and products company Cardinal Health (NYSE:CAH)’s shares are up by more than 10% year-to-date but are down by more than 8% since early September. Cramer discussed the firm’s share price performance in his morning appearance on September 15th and wondered whether the weakness was due to a rotation into AI stocks rather than […]
Danaher (DHR) has reaffirmed its shareholder payout, with the Board approving a regular quarterly cash dividend of $0.40 per share, payable on October 30, 2026, to holders of record on September 30. The reaffirmed dividend lands at a time when Danaher’s short-term momentum has picked up. The 90-day share price return is 17.78% and the 1-year total shareholder return is 10.73%, even though the 5-year total shareholder return is down 25.46%. Compare Danaher’s mix of dividend income and recent...
Thermo Fisher Scientific (TMO) and Danaher (DHR) are likely to return to mid-single-digit organic re
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]
Danaher stock has delivered a decline of 26.6% over the past 5 years, yet current checks suggest the shares now trade near an intrinsic value estimate while still screening expensive on traditional multiples. The result is a company with mixed long term performance and a low overall value score, but without a clear discount on most valuation yardsticks. Over 5 years, Danaher shares are down 26.6%, which may lead some investors to question whether the recent pricing now already reflects that...
Danaher has underperformed the Nasdaq over the past year, but analysts are highly optimistic about the stock’s prospects.
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while […]
DHR's Biotechnology segment grows as China demand, bioprocessing and improving discovery markets offset regional headwinds.
Healthcare investors often face a difficult decision when choosing between companies with very different paths to growth. Some businesses are emerging from temporary industry slowdowns, while others continue compounding through durable competitive advantages. Danaher Corporation (NYSE:DHR) and Intuitive Surgical (NASDAQ:ISRG) illustrate that contrast perfectly. Danaher (NYSE:DHR) is beginning to benefit from improving life sciences spending […]
Healthcare investors are beginning to see signs of recovery across several parts of the industry, but not every recovery looks the same. Danaher (NYSE:DHR) is benefiting from improving demand in life sciences after a prolonged post-pandemic slowdown, while Medtronic (NYSE:MDT) is finally beginning to show the results of years of investment in new products and […]
Danaher (DHR) is back in focus after its latest trading session, with the stock closing at $211.50. Investors are weighing this move against the company’s recent total return profile and current fundamentals. See our latest analysis for Danaher. The recent 1 day share price return of 5.97% at US$211.50 comes after a mixed stretch, with a 90 day share price return of 22.02% but a year to date share price return that is down 8.20%. The 1 year total shareholder return of 0.79% signals only...
Danaher stock is coming off a mixed five year stretch, with the share price down 23.5%, and the latest checks suggest the shares are not an obvious bargain even though the Discounted Cash Flow (DCF) estimate points to a level close to the current market price. At the same time, traditional market multiples lean on the expensive side, which leaves investors weighing a fairly valued intrinsic estimate against a richer read on earnings based pricing. Over the past five years, Danaher has...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Danaher (NYSE:DHR) and the rest of the research tools & consumables stocks fared in Q2.
Although Danaher has underperformed relative to the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.
When biopharmaceutical suppliers report earnings, ripples move fast across the sector. On July 21, Danaher Corporation (NYSE:DHR) reported its Q2 2026 results. While the life sciences giant continues to lead in financial scale, its bioprocessing unit missed expectations, signaling continued softness in broader biopharma demand. The news hit European supplier Sartorius AG, which traded lower […]
Danaher stock now sits around US$194.78 after a weak earnings update and a leadership change on the horizon, and investors are weighing a Discounted Cash Flow (DCF) intrinsic value estimate that points to upside against market multiples that still flag the shares as expensive. Over the past 5 years, Danaher shares have declined about 27.1%, which means long term holders are still under water even before considering valuation. The sharp selloff after the recent earnings miss and the planned...
Danaher Corporation recently reported second-quarter 2026 results showing higher sales and earnings versus a year earlier, confirmed modest third-quarter revenue growth guidance, completed multi-billion-dollar share repurchases, and announced that Executive Vice President Julie Sawyer Montgomery will become President and CEO on October 1, 2026, following Rainer Blair’s retirement and advisory transition. Sawyer Montgomery’s track record of expanding Danaher’s Diagnostics platform, including...
Danaher Corporation (NYSE:DHR) delivered second-quarter results on July 21, marked by core growth improving compared to the previous quarter, along with disciplined execution that drove high-single-digit adjusted EPS growth. Despite beating earnings estimates, raising its adjusted EPS guidance, and reporting improving trends in its Life Sciences business, investors remain unconvinced following weaker-than-expected bioprocessing revenue and […]
Abbott Laboratories (NYSE:ABT) delivered strong fiscal Q2 2026 results, beating quarterly estimates and raising its annual profit forecast as robust demand for its cancer diagnostics and medical devices businesses helped ease investor concerns surrounding procedure volumes. Sales for the quarter rose 13% on a reported basis and 4.8% on a comparable basis. Danaher Corporation’s (NYSE:DHR) […]
This is the newest page. Registered accounts read further back.