DHR · 10-Q · 2026Q2 · Full report

Supply Chain and Logistics

DANAHER CORP /DE/ · 2026-07-21 · Importance 37 · Surprise 42

Danaher sources parts and materials globally through a diversified supply chain. The company experienced no material supply-chain or operating interruption in the first half of 2026 from the Middle East conflict, but deliveries to customers in the region were delayed and logistics costs increased. The conflict also disrupted certain supplies and increased their costs, while reduced Persian Gulf oil and natural-gas exports created upward energy-price pressure. Tariffs enacted in 2025 and the first half of 2026, and related refunds, had no material impact on the periods presented.

Key facts