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DHDHR

Danaher Corporation

$DHR·$141B·Medical - Diagnostics & Research·Healthcare
$203.83-0.6%YTD-10.9%1Y+4.6%
Mentions · last 7 days
2026-07-10: 15 posts2026-07-11: 42 posts2026-07-12: 89 posts2026-07-13: 173 posts2026-07-14: 104 posts2026-07-15: 134 posts2026-07-16: 115 posts758+22%
Price updated 1h ago·X counts updated 58m ago
DHDHR
$DHRDanaher Corporation
$203.83-0.58%758 posts+22%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 2026-07-16

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

Life-sciences compounder in a high-flag base — Eagle Capital long, earnings in five days.

Danaher Corporation is the diversified life-sciences + diagnostics platform (Beckman Coulter, Cepheid, SCIEX, Radiometer) whose 2026 tape has been -12% YTD despite continued base-business recovery. The setup is real-business + event-ahead into July 21.

  • The core business is quietly stabilizing: Q1 2026 revenue grew 3.7% YoY to $6.0B, gross margin held at 60%, and operating margin was 23% — this is a mature life-sciences compounder earning steady returns, and the FY26 EPS trajectory should reflect the specific bio-processing recovery.
  • Valuation is defensible for a compounder: 35x TTM P/E is above the market but at the low end of the life-sciences multiple range, and 4% FCF yield gives real cushion — the setup is a compounder-into-catalyst pattern, not a chased breakout.
  • The technical setup is a high-flag base: DHR sits in a high-flag base on the daily with Eagle Capital Management long thesis on life sciences leadership and improving growth prospects — real institutional conviction, and traders flag DHR alongside AVTR and TMO as upside movers.

The July 21 Q2 earnings are the near-term arbiter — Q2 revenue trajectory (need continued 4%+ growth), bio-processing revenue affirmation, and any specific FY26 EPS guide movement extend the setup toward $220. A bio-processing miss or diagnostic revenue softening stalls the tape near current levels.

Agrees with X sentimentX is quietly bullish, notes 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 DHR alongside AVTR and TMO as upside movers. Mechanics validate: Q1 revenue +3.7% YoY at 60% gross margin and 23% operating margin, and 35x P/E is defensible for the compounder. The July 21 print has to affirm bio-processing recovery.

What to watch: The July 21 Q2 earnings. Watch Q2 revenue trajectory (need continued 4%+ growth), bio-processing revenue affirmation, and FY26 EPS guide movement. Bio-processing miss or diagnostic revenue softening stalls the tape near current levels; steady growth + bio-processing recovery extends toward $220.

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

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  • 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

13-name peer basket
+36.6%YTD
+72.1%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.54%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.+12.6%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.+0.3%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
+ 40 other (26 awards · 11 inkinds · 3 exempts) 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.

Will Danaher (DHR) Beat Estimates Again in Its Next Earnings Report?zacks.com·1d agoDanaher Gears Up to Post Q2 Earnings: Is a Beat in the Offing?zacks.com·1d agoCountdown to Danaher (DHR) Q2 Earnings: A Look at Estimates Beyond Revenue and EPSzacks.com·2d agoImplied Volatility Surging for Danaher Stock Optionszacks.com·3d agoDanaher (DHR) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·4d ago

In themes

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

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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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