DHR · 10-Q · 2026Q3 · Full report

Middle East Conflict Impact

DANAHER CORP /DE/ · 2026-10-21 · Importance 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 shipped to customers in the region. The conflict disrupted exports of oil and natural gas from the Persian Gulf, creating upward pressure on energy prices and increasing the cost of certain other supplies. Danaher stated that continued or escalating conflict could increase these effects and adversely affect customer demand.

Key facts

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