Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tycho Peterson | Jefferies | 12 | 8% |
| Mike Ryskin | Bank of America | 12 | 0% |
| Dan Brennan | TD Cowen | 12 | 0% |
| Scott Davis | Melius Research | 11 | 0% |
| Vijay Kumar | Evercore ISI | 10 | 0% |
| Doug Schenkel | Wolfe Research | 10 | 20% |
| Jack Meehan | Nephron Research | 8 | 0% |
| Rachel Vatnsdal | JPMorgan | 6 | 0% |
| Puneet Souda | Leerink Partners | 4 | 0% |
| Dan Leonard | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 12 | 0% |
| Bank of America | 1 | 12 | 0% |
| Jefferies | 1 | 12 | 8% |
| Melius Research | 1 |
| 11 |
| 0% |
| Wolfe Research | 1 | 10 | 20% |
| Evercore ISI | 1 | 10 | 0% |
| Nephron Research | 1 | 8 | 0% |
| JPMorgan | 2 | 8 | 0% |
Danaher posted Q1 sales of $6.0 billion with core revenue up 0.5% (including a 2.5% respiratory headwind) and adjusted EPS of $2.06, up 9.5%. Full-year adjusted EPS guidance was raised to $8.35-8.55 while the Masimo acquisition advanced the acute care strategy. Bioprocessing equipment orders inflected positive, China recovery broadened across the portfolio, and operating margin expanded on DBS cost savings with free cash flow conversion at 105%.
Revenue Growth | Demand | Guidance Reliability | M&A | Capex Investment | Geographic Expansion | Trade Tariffs | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 5 | 3 | 2 | 1 | 2 | 4 | 1 |
| 2025Q2 | 7 | 8 | 3 | 1 | 2 | 2 | 1 | |
| 2025Q3 | 7 | 5 | 2 | 1 | 3 | 3 | 1 | 1 |
| 2025Q4 | 8 | 9 | 5 | 2 | 2 | 1 | 3 | |
| 2026Q1 | 5 | 5 | 3 | 3 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6 | 5 | 7 | 7 | 8 | 5 |
| Demand | 4 | 5 | 8 | 5 | 9 | 5 |
| Guidance Reliability | 3 | 3 | 3 | 2 | 5 | 3 |
| M&A | 2 | 2 | 1 | 2 | 3 | |
| Capex Investment | 1 | 1 | 1 | 3 | 2 | 2 |
| Geographic Expansion | 1 | 2 | 2 | 3 | 1 | 1 |
| Trade Tariffs | 1 | 4 | 2 | 1 | ||
| Margin | 1 | 1 | 1 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DHR Danaher Corporation | 7 | +3.7% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |