Danaher Raises Full-Year EPS Guidance After Q2 Beat and Early Masimo Close

EarningsCorporate Action
โดย The Motley Fool·Read original
Summary · why it matters

Danaher Corporation reported second-quarter 2026 revenue of $6.3 billion, with core revenue up 3% year-over-year, and raised its full-year adjusted diluted EPS guidance to a range of $8.45 to $8.60. Non-respiratory core growth accelerated to 4.5%, a 150-basis-point improvement from the first quarter, driven by recovery in life sciences and diagnostics end markets. Adjusted diluted EPS came in at $1.94, an 8% increase, while free cash flow reached $1.3 billion for the quarter. The company closed its acquisition of Masimo in early June, which delivered high single-digit revenue growth in the first half, and announced the pending acquisition of StatLab, a pathology consumables manufacturer with approximately $250 million in 2025 revenue. Bioprocessing orders grew mid-teens in both consumables and equipment, though approximately $100 million in chromatography resin revenue shifted from 2026 into 2027 due to customer site readiness and production schedule changes. Full-year core revenue guidance was maintained at 3% to 4%, with third-quarter revenue growth expected at 2% to 3%, including a 250-basis-point headwind from respiratory testing.

Impact on stocks 2

Biotech & Genomic Medicine▲ · 1 stocks
Danaher Corporation
DHR
▲ PositiveCapitalrelevance

Raised full-year adjusted EPS guidance after Q2 beat, indicating improved profitability outlook.

Health Care▲ · 1 stocks
Masimo Corporation
MASI
▲ PositiveCapitalrelevance

Masimo acquisition closed early and delivered high single-digit revenue growth in first half, contributing to Danaher's results.

Theme Impact 4

Off-coverage companies 1

StatLabPrivate▲ Positive
Capitalrelevance

Pending acquisition of StatLab announced, with $250M revenue in 2025, expected to add to Danaher's portfolio.

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