DHR · Industrials

DANAHER CORP /DE/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Hemorrhagic Fever Diagnostic TestImportance 31 · Surprise 42
  Cepheid received FDA clearance for a four-virus hemorrhagic fever panel. The test runs on Danaher’s GeneXpert system, expanding the diagnostics platform’s reach. The report provides no launch timing, demand estimates,…
• Regulatory Approval MilestonesImportance 31 · Surprise 42
  The U.S. Food and Drug Administration cleared Cepheid’s four-virus hemorrhagic fever panel on November 7, 2026. The test runs on Danaher’s GeneXpert system, extending the platform’s diagnostic applications. The report…

News · 2026-11-06

• Regulatory Approval MilestonesImportance 31 · Surprise 42
  The FDA cleared Cepheid’s Xpert Hemorrhagic Fever Panel and Beckman Coulter’s Access MeMed BV assay. The clearances add products to Danaher’s infectious disease and antimicrobial testing portfolio. The report does not…
• Revenue Performance and MixImportance 9 · Surprise 6
  Danaher reported third-quarter 2026 revenue of $6.554 billion. Third-quarter 2026 net income was $1.235 billion. The digest provides no year-over-year or sequential comparison, segment breakdown, or margin figures for…

News · 2026-11-04

• Rapid Infection Diagnostic AssayImportance 34 · Surprise 42
  Beckman Coulter Diagnostics received FDA clearance for the Access MeMed BV assay, which distinguishes bacterial from viral infections in about 15 minutes. The test fits into existing laboratory workflows and is…
• Hemorrhagic Fever Diagnostic TestImportance 34 · Surprise 42
  Cepheid received FDA clearance for its Xpert Hemorrhagic Fever Panel multiplex PCR test. The assay detects Ebola, Marburg, Lassa, and Crimean Congo hemorrhagic fever viruses from one patient sample. It runs on…
• Glycomics Market GrowthImportance 23 · Surprise 22
  A third-party industry report estimates the global glycomics and glycobiology market was valued at US$1.8 billion in 2025 and projects it will reach US$4.5 billion by 2032, a 13.7% CAGR. The report identifies…
• Downstream Processing Market GrowthImportance 23 · Surprise 22
  A third-party industry report estimates the global downstream processing market was valued at US$46.4 billion in 2025 and forecasts it will reach US$128.9 billion by 2032, a 15.7% CAGR. The report attributes growth to…
• Revenue Performance and MixImportance 13 · Surprise 6
  Danaher reported third-quarter 2026 sales of US$6,554 million and net income of US$1,235 million. Third-quarter sales and earnings were higher than a year earlier, but the digest did not provide the year-over-year…
• Regulatory Approval MilestonesImportance null · Surprise null
  The U.S. FDA cleared Cepheid’s Xpert Hemorrhagic Fever Panel multiplex PCR test, which detects Ebola, Marburg, Lassa, and Crimean Congo hemorrhagic fever viruses from one patient sample. The panel runs on Danaher’s…

News · 2026-11-03

• Rapid Infection Diagnostic AssayImportance 41 · Surprise 60
  Beckman Coulter Diagnostics received U.S. FDA clearance for the Access MeMed BV assay, a host-response blood test that distinguishes bacterial from viral infections in adults and children. The assay runs on installed…
• Regulatory Approval MilestonesImportance 41 · Surprise 60
  Beckman Coulter Diagnostics received U.S. FDA clearance for the Access MeMed BV assay, which helps distinguish bacterial from viral infections in adult and pediatric patients. The assay runs on the DxI 9000 and Access…
• Bioprocess Automation Software DemandImportance 20 · Surprise 22
  A third-party market report projects the global bioprocess automation software market to grow from $3.07 billion in 2025 to $3.44 billion in 2026, a 12% compound annual growth rate. The report forecasts the market will…

News · 2026-11-02

• Biotechnology Reagents Market GrowthImportance 15 · Surprise 14
  The global biotechnology reagents market was valued at US$47.3 billion in 2025 and is projected to reach US$60.7 billion by 2032, a 3.6% CAGR. Reported demand drivers include biotechnology R&D investment, molecular…

News · 2026-10-31

• Guidance / OutlookImportance 47 · Surprise 60
  Third-party reporting says Danaher improved its adjusted earnings outlook for 2026 following its third-quarter results. The digest does not provide the revised earnings figure or quantify the change. It also notes…

News · 2026-10-30

• Guidance / OutlookImportance 51 · Surprise 60
  Danaher raised its full-year 2026 adjusted diluted EPS outlook to $8.57–$8.62 after third-quarter revenue, adjusted earnings, and cash flow exceeded expectations. The company reported stronger third-quarter performance…
• Acquisition / Partnership / DivestitureImportance 41 · Surprise 60
  Danaher’s Leica Biosystems acquired StatLab Medical Products, a pathology-lab supplier of consumables, reagents, and equipment, in a deal that closed September 28, 2026. The acquisition expands Leica Biosystems’…
• Point-of-Care INR Testing Market GrowthImportance 30 · Surprise 40
  A market report identified Danaher, Abbott, Roche and Siemens Healthineers among companies scaling home monitoring in point-of-care international normalized ratio (INR) testing. It cited demand drivers including…
• End-Market Demand TrendsImportance 20 · Surprise 24
  Danaher reportedly faced headwinds from respiratory testing demand in the third quarter. Core revenue growth excluding respiratory testing accelerated, and the company expects continued improvement in end markets. The…
• Acquisitions and PartnershipsImportance null · Surprise null
  Danaher’s Leica Biosystems acquired StatLab Medical Products, a McKinney-based manufacturer of pathology lab consumables, reagents and equipment. The acquisition closed on September 28, 2026, and expands Leica…

News · 2026-10-22

• Guidance / OutlookImportance 51 · Surprise 60
  Management slightly raised its full-year 2026 adjusted EPS guidance to a midpoint of $8.59. Analysts expected more than 5% organic growth, particularly from Cytiva, but identified respiratory revenue pressure as a…
• Revenue Performance and MixImportance 42 · Surprise 14
  Danaher reported third-quarter 2026 revenue of $6.55 billion, up 8.3% year over year and approximately in line with the $6.56 billion analyst estimate. Organic revenue increased 3% year over year, indicating that…
• Operating Income and MarginsImportance 38 · Surprise 22
  Danaher reported third-quarter 2026 operating margin of 19%, unchanged from the same quarter in 2025. Another earnings recap characterized adjusted operating margin as approximately 29%, creating a reported discrepancy…
• AI Clinical Monitoring ProductImportance 38 · Surprise 60
  Danaher subsidiary Masimo received FDA clearance for AI-enabled atrial fibrillation detection in its Radius VSM wearable monitor. The feature uses artificial intelligence to identify potential AFib episodes through…
• Regulatory Approval MilestonesImportance 38 · Surprise 60
  Danaher subsidiary Masimo received U.S. Food and Drug Administration clearance for AI-enabled atrial fibrillation detection in its Radius VSM wearable monitor. The feature uses artificial intelligence to identify…
• Leadership TransitionImportance 31 · Surprise 42
  Julie Sawyer Montgomery led Danaher's first earnings call as chief executive officer. Her priorities reportedly include improved execution, innovation, and capital-allocation discipline. The leadership transition was…
• End-Market Demand TrendsImportance 22 · Surprise 32
  Analysts cited improving demand in Danaher’s life sciences tools and diagnostics markets, while bioprocessing recovery remains a key investor concern. Stifel expects more than 5% organic growth driven by Cytiva,…
• Supply Chain Tariff ImpactImportance 17 · Surprise 24
  Analysts cited tariffs as affecting Danaher's revenue outlook. The reporting does not quantify the tariff-related revenue impact or identify specific tariff rates. Tariff effects were discussed alongside a conservative…

10-Q · 2026-10-21

• Liquidity and Cash PositionImportance 88 · Surprise 82
  Danaher held approximately $5.7 billion of cash and cash equivalents as of September 25, 2026, including $1.8 billion in the U.S. and $3.9 billion outside the U.S. Financing activities provided approximately $7.1…
• Capital AllocationImportance 75 · Surprise 64
  Danaher paid $790 million in common-stock dividends during the first nine months of 2026, up from $652 million in 2025. The company repurchased $894 million of common stock in 2026, compared with $3.088 billion in…
• AcquisitionsImportance 71 · Surprise 60
  On June 10, 2026, Danaher acquired all outstanding Masimo common stock for approximately $9.8 billion in cash, or $180 per share, net of cash acquired. Masimo generated approximately $1.5 billion of revenue in 2025 and…
• Income Tax Rate ChangesImportance 60 · Surprise 74
  Danaher’s effective tax rate was 9.8% for the first nine months of 2026, compared with 15.5% in the comparable 2025 period. Third-quarter and year-to-date 2026 effective tax rates benefited from discrete tax benefits…
• Interest Expense TrendsImportance 58 · Surprise 56
  Third-quarter interest expense increased $68 million year over year to $135 million, and nine-month interest expense increased $95 million to $305 million. The increases were primarily caused by higher average…
• Operating Cash Flow and CapexImportance 54 · Surprise 40
  Operating cash flow from continuing operations increased 10% to approximately $4.7 billion for the first nine months of 2026 from $4.299 billion. The increase reflected $689 million of higher continuing-operations net…
• Supply Chain Tariff ImpactImportance 47 · Surprise 60
  In February 2026, the U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) did not authorize certain tariffs imposed by the U.S. administration. On March 4, 2026, the U.S. Court of…
• Revenue Performance and MixImportance 43 · Surprise 32
  Third-quarter 2026 revenue increased 8.5% year over year to $6.554 billion, while core sales increased 3.0% and core sales excluding respiratory testing increased 5.5%. Nine-month revenue increased 6.0% to $18.770…
• Manufacturing and CapacityImportance 42 · Surprise 14
  Danaher said capital expenditures typically support increasing manufacturing capacity, producing instruments used in its OTL arrangements, replacing equipment, purchasing buildings, new product development, and…
• Guidance / OutlookImportance 40 · Surprise 42
  Danaher cautioned that demand for respiratory testing products may be affected by the severity of the upcoming respiratory season and by customer purchases made in preparation for that season. The Company said these…
• Operating Margin DriversImportance 39 · Surprise 50
  Consolidated operating margin declined 10 basis points to 19.0% in the third quarter of 2026, but increased 180 basis points to 19.8% for the first nine months. Third-quarter margin was reduced by 130 basis points from…
• Gross Margin DriversImportance 39 · Surprise 50
  Nine-month sales increased to $18.770 billion from $17.730 billion, while gross profit increased to $11.039 billion from $10.557 billion. Gross margin declined to 58.8% from 59.5% for the nine-month period, primarily…
• Operating Expense TrendsImportance 39 · Surprise 50
  Third-quarter SG&A increased to $2.159 billion from $1.991 billion, while SG&A remained 32.9% of sales because expense growth tracked sales growth. Third-quarter SG&A included $14 million of additional stock-based…
• China Healthcare Policy ChangesImportance 37 · Surprise 32
  Danaher reported that China’s volume-based procurement program, reimbursement changes and related healthcare policy changes reduced Diagnostics pricing by 1.0% in the third quarter and 1.5% for the first nine months of…
• Products and TechnologyImportance 31 · Surprise 42
  Research and development expenses as a percentage of sales increased during both the three- and nine-month periods ended September 25, 2026. Danaher attributed the increase primarily to spending growth related to new…
• Geographic Revenue PerformanceImportance 30 · Surprise 40
  Developed-market sales increased 5% in the third quarter, but core sales were flat because mid-single-digit growth in Western Europe was offset by a low-single-digit decline in North America and weakness in other…
• End-Market Demand TrendsImportance 25 · Surprise 32
  Danaher reported strengthened sequential demand across applied, clinical, pharmaceutical, biopharmaceutical and biotechnology customers in the third quarter of 2026, while academic and government demand improved but…
• FX / Currency HeadwindsImportance 18 · Surprise 14
  Foreign currency had no significant effect on reported sales in the third quarter of 2026 and increased reported sales by approximately 1.5% for the first nine months of 2026 versus the comparable 2025 period. The…
• Middle East Conflict ImpactImportance 17 · Surprise 24
  During the first nine months of 2026, the Middle East conflict did not materially interrupt Danaher’s supply chain or operations. However, the Company experienced delivery delays and higher logistics costs for goods…
• Competition and Market PositionImportance 16 · Surprise 6
  Danaher described its served markets as highly competitive, with competitor consolidation and rapid technological development shaping the operating environment. Long-term growth depends on expanding in high-growth…
• Regulatory RiskImportance 16 · Surprise 6
  The Internal Revenue Service had substantially completed examinations of Danaher’s U.S. federal income-tax returns through 2018 and was examining returns for 2019 through 2022 as of the third quarter of 2026.…
• Supply Chain And InventoryImportance 10 · Surprise 6
  Danaher sources parts and materials globally and reported no material supply-chain interruption during the first nine months of 2026. The Middle East conflict caused delivery delays and higher logistics costs for…

Earnings call · 2026-10-21

• Operating Cash Flow and Free Cash FlowImportance 33 · Surprise 6
  Danaher generated $1.6 billion of free cash flow in Q3 2026. Free cash flow totaled $4 billion in the first three quarters of 2026. Year-to-date free-cash-flow-to-net-income conversion was 128%.
• Revenue Performance and MixImportance 31 · Surprise 32
  Life Sciences grew 4.5% in Q3 2026 and finished above management's expectations, marking its third consecutive quarter above internal expectations. Management attributed performance to improving end markets, commercial…
• Segment Revenue PerformanceImportance 31 · Surprise 32
  Biotechnology core revenue increased 5%; bioprocessing grew toward the upper end of mid-single digits, while discovery and medical declined low single digits. Life Sciences core revenue increased 4.5%, with Pall…
• Operating Margin DriversImportance 31 · Surprise 32
  Third-quarter gross profit margin was 58.5%. Adjusted operating profit margin was 29%, up 110 basis points year over year and above expectations. Management attributed the improvement primarily to strong operational…
• Life Sciences Demand TrendsImportance 26 · Surprise 32
  Pall’s applied filtration business grew at a mid-single-digit rate, driven by continued robust demand in aerospace and microelectronics. Life Sciences instruments also grew mid-single digits, with SCIEX seeing strong…
• Competition and Market PositionImportance 26 · Surprise 24
  Management framed unambiguous share gain as Danaher’s key measure of commercial progress and said it aims to strengthen its competitive position through more consistent execution. Cytiva’s scientific expertise and…
• China Healthcare Policy ChangesImportance 25 · Surprise 32
  Management said Diagnostics continued to move beyond the most significant impacts of China’s healthcare policy changes, and that easing policy-related headwinds supported confidence in Beckman Coulter Diagnostics’…
• End-Market Demand TrendsImportance 20 · Surprise 24
  Management reported robust underlying demand from large pharma and biopharma, strengthening biotech activity, and sequential improvement in academic demand, which remained below historical levels. Clinical and applied…
• Life Sciences End-Market TrendsImportance 20 · Surprise 24
  Management said Life Sciences end markets continue to improve steadily, with large pharma and biopharma remaining robust and biotech funding beginning to show through in demand. Academic demand remained below historic…
• Geographic Revenue PerformanceImportance null · Surprise 40
  Developed-market core revenue was flat, with Western Europe growing mid-single digits and North America declining low single digits, primarily because of lower respiratory revenue. High-growth markets grew…