Danaher Corporation (DHR)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
$207.66-1.60%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
Warn: Primary pillar under pressure — Increase adjusted EPS to $8.35-$8.55 in 2026: EPS $8.45 vs $8.35 target.
Danaher grows revenue 3% to 6% yearly. Profit per share is rising, with guidance at $8.45 for 2026. The company buys back shares, showing strong capital use. Its quality score improved significantly.
Revenue growth lags the 3% to 6% target. Profit growth may slow given soft guidance. Capital obligations and volatile management raise risks.
The price is about 2% below our fair value near $197. Analysts expect 9% revenue growth, which is above management's 3% to 6% target. Our fair value is 14% below the Street median, reflecting more cautious growth assumptions.
Breaks if: Adjusted EPS guidance falls below $8.35 for FY26
Danaher has increased its full year adjusted diluted EPS guidance to $8.35 to $8.55.
Breaks if: No share buyback activity announced or executed in next 12 months
Breaks if: YoY revenue growth falls below 3% in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a durable compounder with a focus on steady revenue growth and earnings improvement. The current thesis state is intact, supported by strong recent financial performance and a positive sector backdrop.
The market appears to price Danaher at a premium compared to peers, indicating that expectations are somewhat high. There is a slight expectations gap, suggesting that while the stock is seen as justified, it may be considered expensive relative to its competitors.
Management is on track to achieve its core revenue growth target of 3% to 6% for 2026, with recent results showing a 4.5% increase in the first half of the year. However, the company's management has shown volatility, which could impact future performance.
The long-term thesis hinges on maintaining guidance and execution, particularly if the company can avoid cutting guidance in future calls. Additionally, the performance of sector bellwethers and overall economic conditions will be critical in shaping Danaher's trajectory.
In the next 1 to 3 years, Danaher’s performance will depend on its ability to navigate management challenges and sector dynamics. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. Additionally, there is an increase in adjusted diluted EPS guidance for 2026. This suggests stronger future cash flows, enhancing overall expectations for the company.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.