Danaher Corporation (DHR)

Outperform Recap: Q2 2026

Core Accelerates and Life Sciences Breaks Out, but a Bioprocessing Shipment Push-Out Sinks the Stock 11% — Maintaining Outperform

Outperform Recap: Q1 2026

Equipment Orders Inflect +30%, EPS Beats and the Guide Rises, and Masimo Reloads the M&A Engine — Maintaining Outperform

Outperform Recap: Q4 2025

Equipment Turns the Corner and FY25 Hits the High End; a Confirm-Not-Beat 2026 Guide Cools a Run-Up — Maintaining Outperform

Outperform Recap: Q3 2025

Core Reaccelerates, Margins Expand, and a Constructive 2026 Lands: Upgrading Danaher to Outperform

Hold Recap: Q2 2025

The Bioprocessing Recovery Is Real, the Core Is Still Slow: Initiating Danaher at Hold