Danaher Q4 2025 Earnings Beat Expectations but Outlook Disappoints
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy DHR?
Source: seekingalpha
- Earnings Beat: Danaher reported adjusted EPS of $2.23 for Q4 2025, reflecting a ~4% YoY growth that exceeded market expectations by $0.04, demonstrating resilience in the competitive life sciences sector.
- Revenue Growth: The company achieved quarterly revenue of $6.8 billion, up ~5% YoY, surpassing Wall Street forecasts by $30 million, indicating stable demand with a ~3% growth in non-GAAP core revenue.
- Future Outlook: Danaher projects adjusted diluted EPS for 2026 to be between $8.35 and $8.50, aligning with the consensus of $8.42 and indicating an ~8% YoY growth, yet its low single-digit sales growth forecast may disappoint investors.
- Segment Performance: While the Life Sciences segment is expected to see flat core sales growth in 2026, the Diagnostics and Biotechnology segments contributed $2.7 billion and $2.0 billion respectively, projected to grow low single digits and ~6% YoY, highlighting the company's diversification potential.
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Analyst Views on DHR
Wall Street analysts forecast DHR stock price to rise
18 Analyst Rating
17 Buy
1 Hold
0 Sell
Strong Buy
Current: 214.940
Low
240.00
Averages
266.18
High
310.00
Current: 214.940
Low
240.00
Averages
266.18
High
310.00
About DHR
Danaher Corporation is a global life sciences and diagnostics innovator. The Company operates through three segments: Biotechnology, Life Sciences and Diagnostics. The Biotechnology segment includes the bioprocessing and discovery and medical businesses and offers a broad range of equipment, consumables and services that are primarily used by customers to advance and accelerate the research, development, manufacture and delivery of biological medicines. The Life Sciences segment offers a broad range of instruments, consumables, services and software that are primarily used by customers to study the basic building blocks of life, including deoxyribonucleic acid (DNA) and ribonucleic acid (RNA), nucleic acid, proteins, metabolites and cells. The Diagnostics segment offers clinical instruments, consumables, software and services that hospitals, physicians’ offices, reference laboratories and other critical care settings use to diagnose disease and make treatment decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of Danaher Corporation (NYSE: DHR) breached their fiduciary duties to shareholders, potentially impacting corporate governance and shareholder rights.
- Legal Relief Options: Long-term shareholders of Danaher may seek corporate governance reforms, fund returns, or court-approved financial incentive awards, which could enhance management practices and transparency.
- Importance of Shareholder Participation: Shareholder involvement can drive improvements in company policies, practices, and oversight mechanisms, thereby increasing transparency and accountability, ultimately enhancing shareholder value.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, thus reducing the financial burden of participation.
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- Sales Increase: The company achieved sales of $772.06 million, up 6% year-over-year with 4% organic growth, exceeding the market expectation of $761.29 million, reflecting sustained demand for its products in the market.
- Life Sciences Segment Performance: The Life Sciences segment generated $382 million in revenue, a 2% increase, although academic and government demand declined, the growth from pharma and biotech partially offset this, showcasing the segment's resilience.
- Future Guidance: Revvity forecasts adjusted earnings for fiscal 2026 to be between $5.35 and $5.45 per share, with sales projected at $2.96 billion to $2.99 billion, reflecting a year-over-year growth of 4%-5%, indicating the company's confidence and strategic planning for future market conditions.
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- Starbucks Stock Volatility: Despite showcasing CEO Brian Niccol's turnaround plan during Wednesday's earnings and Thursday's Investor Day, Starbucks shares fell over 6%, reflecting market concerns about its long-term growth potential, which may impact investor confidence.
- Software Sector Slammed: Salesforce and ServiceNow dropped 7% and 10%, respectively, amid a broader selloff in the software sector, suggesting that the market is compressing valuations for SaaS companies, potentially leading investors to reassess their portfolios.
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- Mixed Stock Performance: While the S&P 500 index reached a new all-time high and the Nasdaq 100 hit a three-month peak, market sentiment was tempered by the Federal Reserve's decision to keep interest rates steady, reflecting investor uncertainty regarding future economic policies.
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- Earnings Report Dynamics: Despite Danaher's solid earnings report, its stock dropped, raising questions about whether to hold, while Starbucks' quarterly results indicated that CEO Brian Niccol's brand revival strategy is effective, leading to a stock price increase.
- Market Focus: Meta and Microsoft's earnings reports will be the center of investor attention, particularly regarding Meta's capital expenditures and advancements in large language models, as well as Microsoft Azure's growth prospects.
- Investment Club Trading Strategy: As a subscriber to the CNBC Investing Club, Jim Cramer waits 45 minutes after sending a trade alert before executing trades, ensuring a 72-hour cooling-off period for stocks discussed on CNBC to mitigate risks from market volatility.
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Investigation into Danaher Corporation's Board Conduct
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of Danaher Corporation (NYSE: DHR) breached their fiduciary duties to shareholders, potentially impacting corporate governance and shareholder rights.
- Legal Relief Options: Long-term shareholders of Danaher may seek corporate governance reforms, fund returns, or court-approved financial incentive awards, which could enhance management practices and transparency.
- Importance of Shareholder Participation: Shareholder involvement can drive improvements in company policies, practices, and oversight mechanisms, thereby increasing transparency and accountability, ultimately enhancing shareholder value.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, thus reducing the financial burden of participation.
See More
Revvity Reports Strong Q4 2025 Earnings, Exceeds Expectations
- Earnings Growth: Revvity reported adjusted earnings of $1.70 per share for Q4 2025, a 19.7% year-over-year increase that surpassed the consensus estimate of $1.55, indicating robust profitability and competitive strength.
- Sales Increase: The company achieved sales of $772.06 million, up 6% year-over-year with 4% organic growth, exceeding the market expectation of $761.29 million, reflecting sustained demand for its products in the market.
- Life Sciences Segment Performance: The Life Sciences segment generated $382 million in revenue, a 2% increase, although academic and government demand declined, the growth from pharma and biotech partially offset this, showcasing the segment's resilience.
- Future Guidance: Revvity forecasts adjusted earnings for fiscal 2026 to be between $5.35 and $5.45 per share, with sales projected at $2.96 billion to $2.99 billion, reflecting a year-over-year growth of 4%-5%, indicating the company's confidence and strategic planning for future market conditions.
See More
S&P 500 Closes Lower on Friday but Gains for the Week
- Divergent Tech Performance: Meta Platforms saw its stock rise nearly 9% after a Wednesday earnings report that exceeded expectations, while Microsoft dropped over 8% due to disappointing cloud business results, indicating a split in market sentiment that could influence future investment strategies.
- Starbucks Stock Volatility: Despite showcasing CEO Brian Niccol's turnaround plan during Wednesday's earnings and Thursday's Investor Day, Starbucks shares fell over 6%, reflecting market concerns about its long-term growth potential, which may impact investor confidence.
- Software Sector Slammed: Salesforce and ServiceNow dropped 7% and 10%, respectively, amid a broader selloff in the software sector, suggesting that the market is compressing valuations for SaaS companies, potentially leading investors to reassess their portfolios.
- Fed Policy Impact: The Federal Reserve's decision to hold interest rates steady on Wednesday, coupled with Trump's nomination of Kevin Warsh to succeed Powell, elicited little market reaction; however, gold and silver prices plummeted due to concerns over future Fed independence, highlighting the potential implications of policy changes.
See More
Mixed Close for US Stocks as Chipmakers Rally
- Chipmaker Strength: ASML reported record Q4 bookings of €13.2 billion, significantly exceeding the consensus of €6.85 billion, which boosted chipmakers and AI infrastructure stocks, enhancing market confidence in AI spending sustainability.
- Fed Policy Unchanged: The FOMC maintained the interest rate at 3.50%-3.75% as expected, with Chair Powell indicating strong economic performance without signaling imminent rate cuts, keeping market focus on future policy directions.
- Dollar and Gold Fluctuations: The dollar index rebounded after hitting a nearly four-year low, while President Trump's comments on dollar weakness pushed gold prices up over 3% to a new all-time high, reflecting increased demand for safe-haven assets.
- Economic Data Expectations: Initial jobless claims are expected to rise by 5,000 to 205,000 this week, and Q3 nonfarm productivity is anticipated to remain at 4.9%, indicating ongoing economic growth and potential market volatility.
See More
Mixed U.S. Stock Indices as ASML Reports Record Orders
- ASML Record Orders: ASML Holding NV reported Q4 bookings of €13.2 billion, significantly exceeding the consensus of €6.85 billion, indicating robust demand for advanced semiconductor manufacturing and reinforcing its leadership in the chip-making sector.
- Mixed Stock Performance: While the S&P 500 index reached a new all-time high and the Nasdaq 100 hit a three-month peak, market sentiment was tempered by the Federal Reserve's decision to keep interest rates steady, reflecting investor uncertainty regarding future economic policies.
- Interest Rate Policy Impact: The Fed's choice to maintain the benchmark rate between 3.5% and 3.75% ends a series of three consecutive rate cuts aimed at protecting the labor market, which may exert short-term negative pressure on the stock market.
- Market Focus: This week, the market will closely monitor new tariff news and the prospects for a continued resolution to fund the government, with initial jobless claims expected to rise by 5,000 to 205,000, highlighting the fragility of economic recovery.
See More
Fed Holds Rates Steady, Market Reaction Muted
- Fed Policy Statement: The Federal Reserve held interest rates steady at this week's meeting, indicating an improving economy with the jobless rate showing signs of stabilization while inflation remains somewhat elevated, providing a basis for future policy adjustments.
- Earnings Report Dynamics: Despite Danaher's solid earnings report, its stock dropped, raising questions about whether to hold, while Starbucks' quarterly results indicated that CEO Brian Niccol's brand revival strategy is effective, leading to a stock price increase.
- Market Focus: Meta and Microsoft's earnings reports will be the center of investor attention, particularly regarding Meta's capital expenditures and advancements in large language models, as well as Microsoft Azure's growth prospects.
- Investment Club Trading Strategy: As a subscriber to the CNBC Investing Club, Jim Cramer waits 45 minutes after sending a trade alert before executing trades, ensuring a 72-hour cooling-off period for stocks discussed on CNBC to mitigate risks from market volatility.
See More
