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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tycho Peterson | Jefferies | 14 (7%) |
| Mike Ryskin | Bank of America | 14 (0%) |
| Dan Brennan | TD Cowen | 14 (0%) |
| Scott Davis | Melius Research | 13 (0%) |
| Vijay Kumar | Evercore ISI | 12 (0%) |
| Jack Meehan | Operon Research | 10 (0%) |
| Doug Schenkel | Wolfe Research | 10 (20%) |
| Rachel Vatnsdal | JPMorgan | 6 (0%) |
| Dan Leonard | RBC Capital Markets | 5 (0%) |
| Casey Woodring | JPMorgan | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 | 14 (0%) |
| Jefferies | 1 | 14 (7%) |
| Bank of America | 1 | 14 (0%) |
| Melius Research | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.54B | +2.1% | $1.49 | +2.8% | 59.5% | 26.7% | 16.6% | $1.50B |
| FY2025 Q1 | $5.74B | -0.9% | $1.32 | -9.0% | 61.2% | 22.2% | 16.6% | $1.05B |
| FY2025 Q2 | $5.94B | +3.4% | $0.77 |
| 13 (0%) |
| Evercore ISI | 1 | 12 (0%) |
| Wolfe Research | 1 | 10 (20%) |
| JPMorgan | 2 | 10 (0%) |
| Operon Research | 1 | 10 (0%) |
| -36.9% |
| 66.6% |
| 20.1% |
| 9.3% |
| $1.09B |
| FY2025 Q3 | $6.05B | +4.4% | $1.27 | +13.4% | 58.2% | 19.1% | 15.0% | $1.37B |
| FY2025 Q4 | $6.84B | +4.6% | $1.68 | +12.8% | 58.0% | 22.0% | 17.5% | $1.75B |
| FY2026 Q1 | $5.95B | +3.7% | $1.45 | +9.8% | 60.3% | 22.6% | 17.3% | $1.08B |
| FY2026 Q2 | $6.26B | +5.5% | $1.23 | +59.7% | 57.6% | 18.0% | 13.9% | $1.26B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | Capex Investment | M&A | Geographic Expansion | Trade Tariffs | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 5 | 5 | 3 | 1 | 2 | 2 | 4 | 1 |
| 2025Q2 | 7 | 8 | 3 | 1 | 2 | 2 | 1 | |
| 2025Q3 | 7 | 5 | 2 | 3 | 1 | 3 | 1 | 1 |
| 2025Q4 | 8 | 9 | 5 | 2 | 2 | 1 | 3 | |
| 2026Q1 | 5 | 5 | 3 | 2 | 3 | 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 |
| Capex Investment | 1 | 1 | 1 | 3 | 2 | 2 |
| M&A | 2 | 2 | 1 | 2 | 3 | |
| Geographic Expansion | 1 | 2 | 2 | 3 | 1 | 1 |
| Trade Tariffs | 1 | 4 | 2 | 1 | ||
| Margin | 1 | 1 | 1 | 3 | 2 |
What DHR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Beckman Coulter Life Sciences announced a strategic partnership with Automata, combining its liquid handling genomic and cell analysis technologies with Automata's AI-ready automation platform.”
Danaher's Beckman Coulter Life Sciences partnered with Automata to combine its liquid-handling tech with Automata's AI-ready lab automation platform.
“including the pending acquisition of Masimo, where we believe there are significant opportunities to improve performance over time through DBS and our global scale.”
Danaher's pending acquisition of pulse-oximetry leader Masimo supports its acute-care diagnostics strategy alongside Radiometer.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DHR Danaher Corporation | 7 | +3.7% | |
| A Agilent Technologies | 6 | +7.0% | |
| 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% |