Loading…
Loading…
Is taking that fourth-quarter number and rolling it into next year a reasonable starting point? Or are there things that we should be thinking of?
are you embedding any budget flush assumptions into that fourth-quarter guide? Or would that be upside
Can you talk about your ability to pass on price in this environment given the dynamic environment that we're seeing in light of tariffs?
Can you walk us through, have you had any concrete conversations with customers regarding these capacity build outs? And how do we think about the timing
could you quantify for us what level of headline risk can be really embedded into not only the fiscal 2Q guide, but the full-year guide at this point?
Can you just walk us through how much of the EPS number in the fiscal 2Q number especially is impacted by that FX given how much rates have really moved
how are you thinking about the timing of recovery on bio-processing equipment given those dynamics
would you consider revisiting that endemic rate as we get towards your end? Would you potentially revisit it for a fifth time
did you see orders grow high-single digits again this quarter sequentially or was order growth slightly less
What types of products are you seeing the most weakness in in that research market
Can you walk us through are you expecting Danaher to be impacted this - by this at all
how should we think about the pace of recovery throughout the year on Bioprocessing
Can you bucket how much of the $150 million is offset by each of those drivers
Can you just walk us through do you think most of this customer caution in light of the macro environment is mainly going to impact the second quarter
Can you walk us through what are you assuming by segment for the first quarter including and excluding that shipping comp across segments
have you seen any impact regarding some of this equipment stimulus to date yet? And is anything embedded for stimulus within that full number
What are your expectations for NIH in regards to funding next year?
can you help unpack for us a little bit what is currently assumed in terms of dollar amounts for what's going to be pressuring the EU?
what are you hearing from customers and your consultants in D.C. regarding the funding outlook for NIH this year
can you walk us through how are you thinking about those 3 end markets as we look to this 3% to 6% framework over the next few years
could you break down for us what percent of that $500 million update was related to ENG versus the CRO
Can you walk us through your broad pricing assumptions, expectations for this year? How much do you really think you will be able to mitigate
can you walk us through what have you seen since the new administration turnover in terms of customers' behavior
can you walk us through some of the drivers of that beat? Did you guys see any budget flush trends in the quarter
you called out that there was roughly $8 million of pull forward in the quarter. Can you walk us through your conviction that it was just that level
recurring revenues were solid in the quarter, but that operating margin was a little bit lighter than what Street was expecting. So can you unpack some of the drivers