DHR · 10-Q · 2026Q2 · Full report

Middle East Conflict Impact

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

The Middle East conflict caused delays and higher logistics costs for deliveries to customers in the region during the first half of 2026, although Danaher did not experience a material supply-chain or operational interruption. The conflict significantly reduced Persian Gulf exports of oil and natural gas, creating upward pressure on energy prices and disrupting and increasing the cost of certain other supplies. If the conflict continues or escalates, Danaher expects these negative impacts and related risks could continue or increase, potentially weakening demand for its products.

Key facts

• While the Company did not experience material interruption to its supply chain or operations in the first half of 2026 as a result of the conflict in the Middle East, the Company experienced delays and higher logistics costs in the delivery of goods to customers in the region. source
• The conflict in the Middle East has significantly reduced the export of oil and natural gas from the Persian Gulf, creating upward pressure on oil and natural gas prices and disrupting and increasing the costs of certain other supplies. source