Danaher Stock Falls 22% This Year After Masimo Acquisition

Corporate Action

โดย The Motley Fool·Read original

Summary · why it matters

Danaher's stock has dropped more than 22% this year, largely due to its $9.9 billion acquisition of Masimo, which expands the company beyond life sciences consumables into clinical patient monitoring. The deal raised concerns about a patent dispute with Apple and added significant debt. Danaher reported first-quarter revenue of $5.95 billion, up 3% year over year, and earnings per share of $1.45, up 9.8%. The company expects the Masimo acquisition to add $0.15 to $0.20 to adjusted diluted EPS in the first full year, scaling to $0.70 by year five, and raised its 2026 adjusted EPS guidance to a range of $8.35 to $8.55. The stock now trades at just over 20 times forward earnings, well below its typical decade-long valuation, though integration risks and the Apple patent fight remain concerns.