ホーム/DHR

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze DHR in workspace
DHRNYSE/health care

Danaher Corporation

$200.16Up+1,11 (+0,56%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Danaher Corporation operates in Life Sciences Tools and Services within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
198,70
Hoch
200,84
Tief
198,00
Marktkapitalisierung
141,67 Mrd.
KGV
38.79
52-Wochen-Hoch
--
Dividende
0.800%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Normalization in large-pharma and biotech ordering can restore growth in consumables and equipment. The base case remains conditional on biotech funding cycle staying manageable.
Bull case
Normalization in large-pharma and biotech ordering can restore growth in consumables and equipment. A large installed base in life sciences and diagnostics supports repeat reagent, service and consumable demand. Disciplined integration of Masimo can broaden specialty diagnostics and create operating-improvement opportunities.
Bear case
Weak biotechnology funding or customer destocking could delay a sustained order recovery. Large acquisitions can bring debt, execution, regulatory and synergy-realization risk. Procurement policy, local competition and macro weakness can pressure diagnostics and life-science demand.
Thesis invalidation
Reassess the thesis if weak biotechnology funding or customer destocking could delay a sustained order recovery.

Key catalysts

  • Bioprocessing recovery

    Normalization in large-pharma and biotech ordering can restore growth in consumables and equipment.

  • Recurring consumables

    A large installed base in life sciences and diagnostics supports repeat reagent, service and consumable demand.

  • Masimo integration

    Disciplined integration of Masimo can broaden specialty diagnostics and create operating-improvement opportunities.

Principal risks

  • Biotech funding cycle

    Weak biotechnology funding or customer destocking could delay a sustained order recovery.

  • Acquisition integration

    Large acquisitions can bring debt, execution, regulatory and synergy-realization risk.

  • China exposure

    Procurement policy, local competition and macro weakness can pressure diagnostics and life-science demand.

Latest earnings research

Q1 2026

Danaher's first-quarter 2026 results showed modest core growth, productivity-led adjusted earnings progress and strong cash generation, enabling an increased full-year earnings outlook as bioprocessing demand improved.

Valuation interpretation

  • A durable compounder interpretation depends on bioprocessing normalization and recurring consumables outgrowing instrument cyclicality.
  • Acquisition upside should be weighed against integration demands, financing costs and the quality of core organic growth.

Peer research

TMOABBVJNJ

Recent news

24/7 Wall St. · vor 3 Tagen

Abbott Labs Vs. Danaher: Abbott’s Everyday Products Beat Danaher’s Slumping Biotech Equipment

Insider Monkey · vor 4 Tagen

Jim Cramer on Danaher: “I Don’t Want You Anywhere Near That One”

Simply Wall St. · vor 4 Tagen

Danaher (DHR) Wins CE Mark For Access P Tau217 Assay, Is The Stock A Bargain?

Zacks · vor 4 Tagen

VTRS or DHR: Which Is the Better Value Stock Right Now?

StockStory · vor 5 Tagen

1 Cash-Producing Stock with Competitive Advantages and 2 We Brush Off

Zacks · vor 5 Tagen

Will Strength in Biotechnology Unit Continue to Drive DHR's Growth?

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Danaher Reports First Quarter 2026 ResultsDanaher Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/21 0:00:00

Open original source
Danaher Corporation Investor RelationsDanaher Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Danaher SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/21 0:00:00

Open original source

Continue in the research workspace

Keep DHR in context, run a multi-agent analysis, and monitor thesis changes.

Analyze DHR free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。