In the latest market close, Danaher (DHR) reached $229.64, with a -0.53% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.57%. Elsewhere, the Dow gained 0.46%, while the tech-heavy Nasdaq added 0.75%.Coming into today, shares of the industrial and medical device maker had gained 5.06% in the past month. In that same time, the Conglomerates sector gained 0.1%, while the S&P 500 gained 3.4%.The investment community will be paying close attention to the e ...

Key PointsDanaher raised its guidance expectation and sent shares soaring. Analysts underestimate the company's performance, setting it up to rebound in 2024. The question for investors is whether this stock will rally higher in the year's first half or pull back to firmer support before moving higher later in the year. 5 stocks we like better than DanaherDanaher Corporation NYSE: DHR shares went into a tailspin when the Abcam deal came into question, but the dip turned out to be a buying opportunity in thi ...

公司业绩 - Danaher Corporation在2023年第四季度的核心增长超出预期[4] - 财报显示2023年第四季度调整后营业利润率预计将符合或高于先前的约28%的指导[5] - 公司在2023年12月初提前完成了对Abcam的收购[5] - 公司在过去几年进行了组合转型，使得公司在生命科学和诊断领域的收入增长、盈利能力和现金流都得到了结构性提升[6] - 公司通过收购Cytiva和Paul Life Science业务，进一步改善了在生物加工领域的地位[8] - 公司通过收购Aldevron和Abcam，进一步改善了在基因组医学和蛋白质组研究领域的地位[9] - 公司通过扩大呼吸市场，提高了Cepheid的业务规模[11] - 公司的营收替换和资本部署使得公司的增长和盈利能力得到了提升[13] - 公司在生命科学、诊断和生物加工领域拥有领先地位，且业务模式具有吸引力[15] - 公司通过M&A活动将现金流投入到业务中，以实现长期价值创造[17] 市场展望 - 生物加工业务的定价贡献在第三季度达到了约500个基点，但预计未来会逐渐趋于稳定，定价仍将高于历史平均水平[38] - 生物加工市场的长期增长前景乐观，客户对生物药物的发展持续看好，生产量持续增长，预计长期增长率为高个位数[40] - GLP-1和阿尔茨海默病治疗领域的潜在机会巨大，但需要观察药物的渗透速度和长期效果，以及对生物加工行业的影响[42][43][44] - 生命科学仪器业务在中国市场受到衰退的影响，主要原因包括中国政府的补贴计划结束和生物技术行业的融资水平下降，但预计市场将逐渐恢复正常增长[48][50] - 在中国市场，生命科学仪器订单量虽然保持稳定，但处于较低水平，预计需要一定时间才能恢复到正常水平[52] - 高端仪器在学术和政府领域表现强劲，预计这种趋势将持续，但需注意这些订单并不完全反映行业的资本支出情况[53][54] - 针对Cepheid的呼吸道产品，2023年的混合比例大约为70%四合一测试和30% COVID测试[60] - Cepheid在中国市场的业务稳定，虽然没有进一步恶化，但也没有改善[65] - Abcam是一家专注于蛋白质组学研究的公司，被视为在该领域的黄金标准，具有良好的市场定位和国际化发展机会[67] 公司战略 - 公司的现金流和资产负债表处于强势位置，有能力进行并购[71] - 公司的财务报告电话会议中，Blair提到公司组合的结构性变化对增长、盈利和现金流的重大影响[75] - 公司的战略是进入最具吸引力的终端市场，推动科学发展，并为医疗保健提供解决方案[75] - 公司在疫情动荡后，开始看到其组合定位和实力的发挥[75]

New collaborative research center based at University of California, Berkeley, plans to develop platform approaches that can be easily modified to develop gene-editing medicines for hundreds of devastating illnesses Innovative model aims to dramatically reduce preclinical and clinical development time and expense for investigational rare disease therapies that currently struggle to attract funding Nobel laureate Doudna and team to partner with Danaher to oversee center's translational and clinical researc ...

WASHINGTON, Jan. 8, 2024 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) (the "Company") announced that its President and Chief Executive Officer, Rainer M. Blair, will comment tomorrow on the Company's fourth quarter 2023 performance in a presentation at the J.P. Morgan Healthcare Conference at 2:15 p.m. ET. For the fourth quarter 2023, estimated revenues are anticipated to decrease in the low-double digit percent range year-over-year. Estimated non-GAAP core revenue for the fourth quarter of 2023 is expe ...

The latest trading session saw Danaher (DHR) ending at $230.81, denoting a -1.7% adjustment from its last day's close. This change lagged the S&P 500's 0.8% loss on the day. Meanwhile, the Dow experienced a drop of 0.76%, and the technology-dominated Nasdaq saw a decrease of 1.18%.Shares of the industrial and medical device maker have appreciated by 7% over the course of the past month, outperforming the Conglomerates sector's gain of 5.58% and the S&P 500's gain of 3.4%.The upcoming earnings release of Dan ...

WASHINGTON, Jan. 2, 2024 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) announced that President and Chief Executive Officer, Rainer M. Blair, will be presenting at the J.P. Morgan Healthcare Conference in San Francisco, California on Tuesday, January 9, 2024 at 2:15 p.m. ET. The event will be simultaneously webcast on www.danaher.com. ABOUT DANAHERDanaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human health. Our ...

Sundry Photography Introduction As a long-term-oriented investor, I'm always searching for companies that also orient themselves to the long term. There are many ways you can measure that, and yes, it is somewhat subjective. But I believe few companies do it better and more decisively than Danaher (NYSE:DHR). Data by YCharts And while a chart of the share price doesn't always tell the whole story, in the case of Danaher, I believe it's a strong indicator of the quality of this business and its managemen ...

Antagain Danaher (NYSE:DHR) has been a core portfolio holding for me throughout this year and is my SWAN stock pick for 2024. SWAN stands for Sleep Well At Night, a business with a low-risk profile without much worry for investors. I bought my first share in 2020 and have since waited for the opportunity to buy at attractive prices, which has materialized in 2023. I built up a sizable position (#1 in my portfolio at 10%) and believe that Danaher is set to outperform the market again. Let's get into my r ...

业绩总结 - 第三季度销售和利润均超出预期[4] - 生物加工业务表现出色，生命科学工具领域总体业绩良好[4] - 预计第四季度宏观环境不会有太大变化[5] - 预计2023年是生物加工行业的底部[13] - 2024年订单预计高于2019年疫情前水平[22] 市场展望 - 公司对疫情期间市场份额保持信心，认为取得了份额增长[10] - 预计2023年中国市场生物加工业务增长33.33%[59] - Cepheid呼吸道测试预计增长33.33%[67] - 生物加工行业长期增长前景乐观，高单位数增长率可持续[36] 并购与市场扩张 - Danaher收购Abcam，认为是抗体研究市场领导者[102] - 预计2024财年Danaher将扩大营运利润率[113] - 预计2024财年定价将呈现正向增长[119] - 公司对并购活动持积极态度，有着活跃的M&A管道[111]