
NYSE:DHR
This summary was created by AI, based on 8 opinions in the last 12 months.
Danaher Corp. (DHR) has garnered mixed reviews from experts, reflecting a range of concerns and optimism. Several analysts note that the company's R&D spending has not met expectations, and its merger and acquisition strategies seem weaker than prior success. Despite these challenges, there is a sense of optimism as the company recently secured significant orders from the biotech sector, signaling potential growth opportunities in the upcoming quarters. Some experts highlight the improvements noted in their bio-processing division, predicting robust growth in 2026. However, the stock has also faced pressures related to market competition and global revenues, making it critical to observe key indicators moving forward.
DHR vs. TMO vs. WAT WAT not performing as well as Thermo Fisher or Danaher. Cash from operations has been flat in the last 4 years, whereas the other two have doubled, which is reflected in the stock price. Market share, operating margins, and pricing power impact the business model. Compare these when assessing competitors in an industry.
A fine long-term performer. They bought a biopharma asset from GE and will report on it in on Wednesday.
(A Top Pick Oct 28/19, Up 54%) Covid is impacting them. They bought GE pharma division, and the timing couldn't be better. Grown dividend by 28% over the last 5 years, paying down debt.
(A Top Pick Jan 17/19, Up 54%) A life-sciences companies that also does consumables and mass spectrometers. They recently purchased the GE biopharma section. They have big margins coming into the company. Earnings were higher than their peer group. He has owned this since 2013 and he sees no reason to sell it. He wouldn't enter now with 30x earnings. It works as a core holding since life science has good growth potential.