Danaher Exceeds Q4 Earnings Guidance but Faces Market Skepticism
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23h ago
0mins
Source: CNBC
- Revenue Growth: Danaher's Q4 2025 revenue rose 4.6% year-over-year to $6.84 billion, surpassing the analyst consensus estimate of $6.81 billion, indicating strong performance in the medical equipment sector.
- Adjusted EPS: Adjusted earnings per share increased by 4.2% to $2.23, exceeding the market expectation of $2.15, reflecting the company's ongoing improvement in profitability.
- Cautious Market Outlook: Despite better-than-expected core revenue growth guidance, management's outlook for 2026 remains conservative, anticipating core revenue growth between 3% and 6%, highlighting uncertainty in market demand.
- Bioprocessing Recovery: The bioprocessing segment saw core revenue growth of 8%, driven by strong demand for consumables, indicating a strengthening recovery in this key market.
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Analyst Views on DHR
Wall Street analysts forecast DHR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DHR is 261.57 USD with a low forecast of 235.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 224.540
Low
235.00
Averages
261.57
High
310.00
Current: 224.540
Low
235.00
Averages
261.57
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.
Danaher Set to Announce Q4 Earnings on January 28
- Earnings Announcement: Danaher is scheduled to release its Q4 earnings on January 28 before market open, with a consensus EPS estimate of $2.19, reflecting a 2.3% year-over-year increase, which could influence investor confidence in the company's future performance.
- Revenue Expectations: The anticipated revenue for Q4 is $6.81 billion, representing a 4.8% year-over-year growth, and achieving this target would further solidify Danaher's market position in the biotech sector and enhance its financial stability.
- Performance Beat Record: Over the past two years, Danaher has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, which raises market expectations for its upcoming earnings report.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have experienced two upward and two downward revisions, indicating analyst divergence and market uncertainty regarding the company's future performance.
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