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DHDHR

Danaher Corporation

$DHR·$155B·Medical - Diagnostics & Research·Healthcare
$229.04-1.1%YTD+1.2%1Y+8.6%
Price updated 7h ago·X counts updated 5d ago
DHDHR
$DHRDanaher Corporation
$229.04-1.06%160 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DHR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

160X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DHR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Danaher posters cheer the CEO change (Julie in, 'Eeyore' out) as a +2% AH reaction, with DHR appearing on liquid-leader watchlists and technical accumulation setups. Some Rales-family equity-grant frustration. Sentiment is broadly bullish on the leadership refresh.

Read what X is saying about $DHR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DHR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Danaher at 62% of 52-week range — new CEO Julie Sawyer Montgomery, biotech unit backing growth, Oct 21 is the catalyst.

Danaher Corporation is a diversified life-science and diagnostic conglomerate — Beckman Coulter, Cepheid, Pall, Leica, SCIEX, Cytiva. The stock is down 7% YTD, consolidating around the 50-day MA on 1.33x normal volume with a specific CEO transition.

  • The P&L is quietly working: revenue grew 3.7% YoY to $5.95B last quarter at a 20.9% operating margin and 61% gross margin — modest growth with strong operating margin and specific Biotechnology unit expansion.
  • The new CEO Julie Sawyer Montgomery assuming the role is a specific operational-reset catalyst — the X thread describes a positive +2% AH reaction, with technical accumulation setups anchoring the leadership refresh thesis.
  • At 35.4x trailing earnings and 5.3x sales for a diversified life-science compounder, Danaher is paying a quality premium — the P/E has compressed meaningfully from historical highs, which bulls argue creates asymmetric upside.

Stalled holds until Oct 21 earnings confirm Biotechnology segment revenue growth above 5% YoY and management reiterates the FY27 margin-expansion thesis. A soft Biotech print, or any specific commentary on China/bioprocessing weakness, is what tips this toward breaking-down; a FY27 EPS guide above $8 plus specific Montgomery-led strategic initiative is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on the CEO change (Julie in, 'Eeyore' out) with +2% AH reaction, DHR on liquid-leader watchlists, and the technical-accumulation setups have the specific catalyst right — this is a legitimate leadership-refresh thesis.

What to watch: Oct 21 earnings — Biotechnology segment revenue growth above 5% YoY, operating margin trajectory, China/bioprocessing commentary, Montgomery's strategic framing. A soft Biotech print or China softness is what breaks the stalled tape lower.

On the calendar: 2026-10-21 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $DHR

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

Industry benchmark

19-name peer basket
+38.5%YTD
+44.7%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
Q2 2026Jul 21, 2026$1.94$1.85+4.9%
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%
Next earningsWed, Oct 21·consensus EPS $1.92

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 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.4B$25.7B – $26.5B$8.51$8.45 – $8.5318
FY27$28.5B$27.3B – $29.0B$9.30$9.17 – $9.4018
FY28$30.3B$29.7B – $31.2B$10.22$9.11 – $10.7516
FY29$32.6B$31.9B – $33.1B$11.33$11.01 – $11.5614
FY30$33.9B$33.1B – $34.4B$12.48$12.13 – $12.7314

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.0.8×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.83%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.+7.1%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.+13.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 625.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.805-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.

Insider activity

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

Recent transactions

SellAug 21Rainer BlairCEO58.3K sh$12.7MSellMay 1Alan G SpoonDirector1.4K sh$237K
+ 40 other (31 awards · 4 inkinds · 3 exempts · 2 returns) 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-KOfficer or director changeOct 138-K — Item 5.02: Officer or director change · Item 8.01: Other event
3New insider — initial holdingsOct 23
3New insider — initial holdingsOct 23
8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Danaher Corporation (DHR) announced on August 3, 2026 that its Board appointed Julie Sawyer Montgomery as President and Chief Executive Officer, effective October 1, 2026. The appointment was disclosed via 8-K Items 5.02, 7.01, and 8.01. Compensation details are referenced in related exhibits. The announcement marks a major C-suite succession at Danaher, a $170B+ market-cap life sciences and diagnostics conglomerate. Montgomery's background and compensation arrangements will be furnished in related materials.

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.

+ 13 other (2 earnings 8-Ks · 2 10-Qs · 2 S-8s · 1 25-NSE) in window

Recent news

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

Danaher Gears Up to Post Q3 Earnings: What Lies Ahead for the Stock?zacks.com·17h agoSeeking Clues to Danaher (DHR) Q3 Earnings? A Peek Into Wall Street Projections for Key Metricszacks.com·17h agoDanaher Corporation $DHR Stock: Chiron Capital Management LLC Decreases Positiondefenseworld.net·22h agoDanaher Corporation $DHR Stake Increased by Cohen Klingenstein LLCdefenseworld.net·23h agoCharles Schwab Trust Co Buys New Holdings in Danaher Corporation $DHRdefenseworld.net·1d ago

In themes

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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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