Sirius XM Holdings Inc. (SIRI) BofA Securities 2024 Health Care Conference Call May 14, 2024 1:40 PM ET Company Participants Rainer Blair - President and Chief Executive Officer Conference Call Participants Michael Ryskin - Bank of America Michael Ryskin Everyone will kick things off for our next session. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics teams and I'm thrilled to host Danaher and I'm joined by Rainer Blair, CEO. Rainer, thanks so much for coming. Rainer B ...

业绩总结 - 公司第一季度营收表现强劲，仅较高个位数的指导下降4%[4] - 第一季度营运利润率达到30%，超过指导[4] - 第一季度现金流为14亿美元[4] 用户数据 - 生物加工领域订单增长中位数单数字，订单量有所改善[6] - 生物加工领域订单量从上一季度的0.8、0.85增长至本季度的0.95[7] 未来展望 - 预计生物加工库存去库存将在第二季度末结束[8] - 预计中国市场活动水平将保持低水平[11] 新产品和新技术研发 - Aldevron在收购时的营收约为2.5亿美元，目前保持着健康的双位数增长[42] - Aldevron是供应基因编辑市场质粒和其他蛋白质的黄金标准[42] 市场扩张和并购 - Abcam在收购后的前五个月已经开始采取措施整合，并计划成为Danaher OpCo[44] - Danaher计划在2024年实现16亿美元的可持续呼吸测试收入[48] 负面信息 - 预计生物技术领域资金水平有所改善，但对订单率的影响需要两三个季度才能体现[10]

Danaher (DHR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this industrial and medical device maker have returned -0.4% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Diversified Operations industry, to which Danaher belongs, has gained 1.6% over this period. Now the key question is: Where could the stock be headed in ...

WASHINGTON, May 7, 2024 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) announced that President and Chief Executive Officer, Rainer M. Blair, will be presenting at the at the Bank of America Securities Health Care Conference in Las Vegas, Nevada on Tuesday, May 14, 2024 at 10:40 a.m. PT. The event will be simultaneously webcast on www.danaher.com. ABOUT DANAHER Danaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human ...

WOBURN, Mass., May 3, 2024 /PRNewswire/ -- Curiox Biosystems Co. Ltd (Curiox), a leader in the innovation of life science research technologies, and Beckman Coulter Life Sciences, a global leader in laboratory automation and innovation, announce a strategic partnership to provide researchers with a one-stop solution for hands-free washed sample preparation for ow cytometry. See How it Works with Laminar Wash™ The agreement combines the Laminar ow-based gentle liquid exchange technology known as C-FREE™ te ...

Charts and calculatorCalculator and charts getty One of the best ways to grab a dividend payer set to surge is a strategy you never hear about anymore: Pick up shares of a conglomerate. I know, I know. The word brings to mind “old school” companies like 3M (MMM)—which we discussed a couple weeks ago—and Honeywell International Honeywell International (HON). The deal on these companies is that they’re basically a collection of businesses that often have little overlap. They’re hated by Wall Street because th ...

GERMANY - 2024/04/02: In this photo illustration, a Danaher Corporation logo seen displayed on a ... [+] tablet. (Photo Illustration by Igor Golovnov/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Danaher stock (NYSE: DHR), a conglomerate with products in life sciences, biotechnology, and diagnostics fields, recently posted its Q1 results that exceeded the street expectations. The company reported revenue of $5.8 billion and adjusted earnings of $1.92 per share, compared ...

财务表现 - Danaher Corporation（DHR）2024年第一季度调整后每股收益为1.92美元，超过了Zacks Consensus Estimate的1.72美元[1] - Danaher的净销售额为58亿美元，超过了56亿美元的共识预期，但由于生物技术部门核心销售额下降，同比下降2.5%[2] - 本季度有机销售下降4%，外汇翻译和收购对季度销售分别产生了0.5%和2.0%的积极影响[3] - Danaher的销售成本同比增长1%，毛利润为35亿美元，同比下降4.8%，毛利率为60.2%[8] - 销售、一般和管理费用同比增长2%，研发费用同比增长1.3%[9] - Danaher本季度的营业利润同比下降13.5%，营业利润率从去年同期的25.5%下降至22.6%[10] 业务部门表现 - 生命科学部门的收入达到17亿美元，同比增长2%，核心销售同比下降3%，运营利润为2.35亿美元，同比下降26.8%[5] - 诊断部门的收入达到25亿美元，同比增长6.5%，核心销售同比增长7.5%，运营利润为8.3亿美元，同比增长22.6%[6] - 生物技术部门的收入为15.2亿美元，同比下降18%，核心销售同比下降17%，运营利润为3.25亿美元，同比下降45.5%[7] 财务状况 - 2024年第一季度末，DHR的现金及现金等价物为70亿美元，长期债务为164亿美元[11] - Danaher在2024年前三个月从经营活动中产生了17亿美元的净现金，资本支出为2.91亿美元，调整后的自由现金流为14亿美元[12] 展望 - Danaher预计2024年第二季度调整后核心营收将同比下降中位数个位数[13]

Big earnings movers early Tuesday included GE Aerospace (GE), General Motors (GM) and UPS (UPS). PulteGroup (PHM), Danaher (DHR) and JetBlue (JBLU) were also making big moves on earnings today, on both good and bad news. X Earnings Today: PulteGroup Margins Widen Homebuilder PulteGroup popped higher in morning trade Tuesday. The Atlanta, Ga.-based builder reported EPS of $3.10, clobbering consensus views for $2.36. Revenue was $3.95 billion, above the $3.59 billion target. Its home sales gross margin increa ...

财务数据 - 2024年第一季度，Danaher公司调整后每股净收益为2.05美元，同比下降2.5%[1] - 2024年第一季度，Danaher公司营收为5949百万美元，同比下降4.0%[2] - 2024年第一季度，Danaher公司营业利润率为25.5%，较去年同期下降2.9个百分点[3] - 2024年第一季度，Danaher公司总销售额为5796百万美元，较上年同期5959百万美元略有下降[4] - 2024年第一季度，Danaher公司调整后的运营利润为1744百万美元，较上年同期1889百万美元略有下降[5] - 2024年第一季度，Danaher公司调整后的EBITDA利润率为33.2%，较上年同期34.5%略有下降[6] - 2023年第一季度，Danaher公司调整后的运营利润为1889百万美元，较上年同期1527百万美元有所增长[7] - 2023年第一季度，Danaher公司调整后的EBITDA利润率为34.5%，与上年同期持平[8] - 2024年3月29日，DANAHER公司的调整后稀释后的平均普通股和普通等效稀释股份为748.6万股[9] - 2023年3月31日，DANAHER公司的生物技术、生命科学和诊断领域的运营利润率分别为32.00％、18.80％和28.50％[10] - 2024年3月29日，DANAHER公司的自由现金流为1,448百万美元，同比下降6.0％[11] 非GAAP措施 - 公司使用非GAAP措施来衡量其运营和财务绩效，以及在高管薪酬计划中使用核心销售和非GAAP措施[12] - 除了“摊销无形资产”和“重组费用”等项目外，DANAHER公司还排除了其他调整项目，因为它们可能与公司当期的商业表现无关[13] - 公司将调整后的稀释净每股收益计算中的“如果转换”方法应用于MCPS，以帮助投资者了解其对公司每股收益相关指标的净影响[14] - 公司排除了拥有不到一年的业务对核心运营利润率变化的影响，以避免混淆基础业务趋势[15] - 公司通过将折旧和摊销等金额添加到营业利润中，并进行其他调整，计算和披露调整后的EBITDA，以帮助投资者比较各个业务部门的盈利能力[16] - 公司排除了货币转换和收购等因素对核心销售相关指标的影响，以便识别基础增长趋势[17] - 公司排除了资本支出支付，以展示在考虑公司的资本支出要求后，该期间剩余的经营现金流量[18]