Danaher and Medtronic are both showing signs of recovery, but their paths differ sharply. Medtronic reported its highest annual revenue growth in 10 years in fiscal Q4 and full-year 2026, with Q4 revenue reaching $9.8 billion, up 9.9% as reported and 6.6% organic, and full-year revenue of $36.4 billion, up 8.4% as reported and 5.8% organic. Danaher, meanwhile, cut the upper end of its full-year core revenue growth outlook to 4% from 6%, while maintaining the lower end at 3%, citing weaker respiratory testing revenue. Hedge fund ownership declined for both stocks between Q4 2025 and Q1 2026, with Danaher falling from 125 funds to 110 and Medtronic from 63 to 60.
Danaher CorporationCuts upper end of full-year core revenue growth outlook to 4% from 6% due to weaker respiratory testing revenue.
Medtronic PLCReported highest annual revenue growth in 10 years with Q4 revenue up 9.9% and full-year up 8.4%.
Ormat Technologies Inc