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TickerTalks›$DHR
DHDHR

Danaher Corporation

Hot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$DHR·$149B·Medical - Diagnostics & Research·Healthcare
$211.77-0.3%YTD-7.4%1Y+8.4%
Price updated 15m ago·X counts updated 6d ago
DHDHR
$DHRDanaher Corporation
$211.77-0.34%74 posts1.4×
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.

74X posts · last 7 days
Sep 1Sep 13
Chatter Meter
1.4×
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, louder than 96% of tracked names.

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.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Life-sciences conglomerate with fresh CEO succession and a large CEO distribution before handover.

Danaher is +10% TTM at $212.45, at the 63rd percentile of its 52-week range with three of the last four EPS beats — Q2 EPS $1.94 topped by 4.9% on $6.27B revenue. TTM P/E 35.4x, 21% op margin, 61% gross margin.

  • Board appointed Julie Sawyer Montgomery President and CEO effective 1 Oct per 3 Aug 8-K — planned succession
  • Outgoing CEO Rainer Blair sold 58,255 shares at $218.63 for $12.74M on 21 Aug — pre-handover distribution
  • Declared regular quarterly dividend 15 Sep; BofA made a new investment per 15 Sep 13F headline; 30-day volume ran 1.9x normal

Q3 earnings on 20 Oct is the near-term test; Cepheid diagnostics volumes, Beckman Coulter/Cytiva margin trajectory, and any incoming-CEO commentary drive the reaction.

Agrees with X sentimentX cheers the CEO change as a leadership refresh; the beat cadence and technical accumulation support the setup, though outgoing-CEO distribution is a real counter.

What to watch: Q3 earnings 20 Oct, Cepheid diagnostics volumes, Beckman Coulter/Cytiva margin trajectory, and any incoming-CEO commentary.

On the calendar: Q3 earnings on 2026-10-20

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

AI-powered liquid biopsy and multi-cancer early detection are the structural growth drivers; Illumina's S&P 500 inclusion drives near-term passive buying. Lab instrument destocking has largely resolved, supporting Agilent and Thermo Fisher revenue visibility heading into the next capex cycle.

What this means for $DHR

Partial — Cytiva bioprocessing and diagnostic platforms are well-positioned; biotech capex cycles can moderate instrument demand, and recovery from 2024-25 destocking is still playing out.

Industry benchmark

16-name peer basket
+30.9%YTD
+52.5%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 earningsTue, Oct 20·consensus EPS $1.91

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$26.3B$25.7B – $26.5B$8.51$8.45 – $8.5318
FY27$28.4B$27.2B – $29.0B$9.30$9.17 – $9.4018
FY28$30.3B$29.7B – $31.1B$10.22$9.11 – $10.7317
FY29$32.6B$31.9B – $33.1B$11.33$11.01 – $11.5713
FY30$33.9B$33.1B – $34.4B$12.48$12.12 – $12.748

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.2.7×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.62%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.+3.9%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.+4.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 625.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β0.815-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
+ 38 other (31 awards · 4 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
Free, forever. No credit card.

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 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.

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.

+ 15 other (2 earnings 8-Ks · 2 10-Qs · 2 S-8s · 2 13Gs) in window

Recent news

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

Danaher Announces Quarterly Dividendprnewswire.com·4d agoELV or DHR: Which Is the Better Value Stock Right Now?zacks.com·4d agoBank of America Corp DE Makes New Investment in Danaher Corporation $DHRdefenseworld.net·4d agoDanaher Corporation $DHR Shares Acquired by Concurrent Investment Advisors LLCdefenseworld.net·10d agoContinuum Advisory LLC Decreases Holdings in Danaher Corporation $DHRdefenseworld.net·11d 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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