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TickerTalks›$DHR
DHDHR

Danaher Corporation

$DHR·$141B·Medical - Diagnostics & Research·Healthcare
$199.05-0.6%YTD-13.0%1Y+0.7%
Mentions · last 7 days
2026-07-07: 72 posts2026-07-08: 124 posts2026-07-09: 137 posts2026-07-10: 157 posts2026-07-11: 42 posts2026-07-12: 89 posts2026-07-13: 159 posts781+15%
Price updated 13h ago·X counts updated 2d ago
DHDHR
$DHRDanaher Corporation
$199.05-0.55%781 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DHR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Danaher's Q2 in 7 days with the biotech-equipment cycle recovering — Eagle Capital is long, Abbott is the debate.

Danaher Corporation is the diversified life-sciences and diagnostics franchise (Biotechnology, Life Sciences, Diagnostics segments). Down 12.5% YTD at 48% of the 52-week range, this is a quality mega-cap coiling into the July 21 Q2 print.

  • The reported mechanics are compounder-grade healthcare-tools: revenue grew 3.7% YoY last quarter to $5.95B with 60% gross margin and 21% operating margin — the biotech-equipment cycle is starting to rebuild after a two-year customer-inventory-destocking period.
  • Consensus is walking numbers up: FY26 EPS at $8.45 rising to $9.12 in FY27 on revenue moving from ~$25.6B to $27.2B — mid-single-digit revenue growth with double-digit EPS growth via operating leverage.
  • The Eagle Capital thesis is the real bull anchor: Eagle Capital Management has publicly disclosed its life-sciences-leadership thesis on DHR alongside AVTR and TMO — that's a real institutional case for the compounding on the biotech-tools recovery.
  • The insider tape is quiet-clean: no Section 16 activity in the period, no filings drama beyond routine notes — a name where the trade is entirely on the July 21 print.

The path if it works is the July 21 Q2 print landing above $1.83 EPS with Bioprocessing revenue growth accelerating, Diagnostics stable, and reaffirmed FY26 guide — that turns the coil into a real move toward $225. A soft Bioprocessing print, a Diagnostics miss, or Chinese Diagnostics volume-based-procurement pressure is what keeps this at $200.

Agrees with X sentimentAgrees with the high-flag-base + Eagle Capital life-sciences-leadership framing — the fundamentals support the compounding thesis and the biotech-recovery timing is right. The Abbott-vs-Danaher comparison the corpus flags is a legitimate relative-value debate, not a rejection of Danaher's setup.

What to watch: July 21 Q2 earnings: EPS above $1.83, Bioprocessing revenue growth accelerating, Diagnostics stable, and reaffirmed FY26 guide turns coil into a move toward $225. Soft Bioprocessing, Diagnostics miss, or Chinese Diagnostics VBP pressure keeps this at $200.

On the calendar: 2026-07-21 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-02

Danaher sits in a high flag base on the daily with Eagle Capital Management long thesis on life sciences leadership and improving growth prospects. Traders flag it alongside AVTR and TMO as upside movers. Sentiment is quietly bullish.

Read the AI verdict + X sentiment for $DHR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates life science instrument businesses (Cytiva, Sciex) and diagnostics platforms across biotech and environmental monitoring.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $DHR.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $DHR

Partial — Operates life science instrument businesses (Cytiva, Sciex) and diagnostics platforms across biotech and environmental monitoring; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

12-name peer basket
+30.0%YTD
+54.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
35.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 21, 2026$2.06$1.94+6.2%
Q4 2025Jan 28, 2026$2.23$2.16+3.2%
Q3 2025Oct 21, 2025$1.89$1.72+9.9%
Q2 2025Jul 22, 2025$1.80$1.64+9.8%
Next earningsTue, Jul 21·consensus EPS $1.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+3.7%60.3%22.6%$1.45$1.1B
Q4 FY25$6.8B+4.6%58.0%22.0%$1.69$1.7B
Q3 FY25$6.1B+4.4%58.2%19.1%$1.28$1.4B
Q2 FY25$5.9B+3.4%66.6%20.1%$0.77$1.1B

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.6B$25.5B – $25.9B$8.45$8.39 – $8.595
FY27$27.2B$26.7B – $29.0B$9.12$8.96 – $9.406
FY28$28.9B$28.0B – $29.8B$9.96$8.84 – $11.424
FY29$30.8B$30.0B – $31.7B$10.83$10.46 – $11.253
FY30$31.8B$30.9B – $32.7B$11.51$11.12 – $11.963

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 630.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 1Alan G SpoonDirector1.4K sh$237K
+ 35 other (26 awards · 8 inkinds · 1 exempt) in window

See when $DHR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial debt obligationJun 38-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

DHR (DHR) disclosed the creation of a direct financial obligation under 8-K Item 2.03, reporting a new notes. The obligation totals approximately $0 at 0.200%. Item 2.03 is triggered when a company creates or assumes a material direct financial obligation, including borrowings under credit agreements, issuance of debt securities, or similar instruments. This disclosure ensures investors are promptly informed about new claims on company cash flows and changes to the capital structure.

8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

DHR disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementApr 298-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

DHR entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-29). Rate: 3.250%. Due 2028. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Apr 23424B5
AI summary

DHR filed a 424B5 prospectus supplement dated 2026-04-23, representing an active capital markets transaction. proceeds from the offering of the notes to fund a portion of the cash consideration payable for, and. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 22424B5
AI summary

DHR filed a 424B5 prospectus supplement dated 2026-04-22, representing an active capital markets transaction. proceeds from the offering of the notes to fund a portion of the cash consideration payable for, and. This represents immediate dilution to existing shareholders.

8-KMaterial agreementApr 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

DHR entered into a revolving credit facility (8-K Item 1.01, dated 2026-04-17). Counterparty: Bank of America, N.A.. Size: approximately $5.0 billion. Rate: 0.50%. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

3New insider — initial holdingsMar 23
8-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change
+ 20 other (3 13Gs · 2 S-8s · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Implied Volatility Surging for Danaher Stock Optionszacks.com·19h agoDanaher (DHR) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·1d agoAbbott Labs Vs. Danaher: Abbott's Everyday Products Beat Danaher's Slumping Biotech Equipment247wallst.com·5d agoVTRS or DHR: Which Is the Better Value Stock Right Now?zacks.com·6d agoWill Strength in Biotechnology Unit Continue to Drive DHR's Growth?zacks.com·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $DHR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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