Danaher Corporation (DHR)业绩预测 - Danaher Corporation (DHR)将于1月30日发布2023年第四季度业绩[1] - 预计供应链改善和强劲的价格实现将推动Danaher第四季度的业绩[6] - 预计COVID相关产品销售下降将影响诊断部门的业绩[7] - Danaher预计第四季度总核心收入将因COVID-19测试、疫苗和治疗需求下降而大幅下降[9] - 公司通过运营举措试图改善绩效，预计毛利率将有所增加[10] - 预计Danaher本次将实现盈利超预期[11] 盈利预测 - Griffon Corporation (GFF)和Eaton Corporation (ETN)也有望在本报告周期实现盈利[12][15] - Alarm.com Holdings (ALRM)预计季度收入将增长[17]

Wall Street analysts forecast that Danaher (DHR) will report quarterly earnings of $1.89 per share in its upcoming release, pointing to a year-over-year decline of 34.2%. It is anticipated that revenues will amount to $5.99 billion, exhibiting a decline of 28.4% compared to the year-ago quarter. The current level reflects an upward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their in ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Danaher (DHR) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on January 30, 2024, might help the stock move higher if these key numbers are better than expect ...

分组1 - Danaher (DHR) 属于 Zacks Diversified Operations 行业，过去两个季度一直超过盈利预期[1] - 在上个季度，Danaher 的盈利为每股 $2.02，超过了 Zacks Consensus Estimate 的 $1.83，意味着盈利惊喜达到了 10.38%[3] - 最近的预测显示 Danaher 的盈利预期在上升，Zacks Earnings ESP 为正值，这是一个盈利惊喜的好迹象[4] 分组2 - 研究表明，具有正面 Earnings ESP 和 Zacks Rank 3 (Hold) 或更好的股票，有将近 70% 的概率会产生正面惊喜[5] - Zacks Earnings ESP 比较了最准确的预测与 Zacks Consensus Estimate，分析师在发布盈利报告前修正他们的预测，这可能比之前更准确[6] - Danaher 目前的 Earnings ESP 为 +0.19%，分析师对公司的盈利前景持乐观态度，结合 Zacks Rank 3 (Hold)，预示着可能会再次超过预期[7] 分组3 - 当 Earnings ESP 为负值时，投资者应注意这会降低指标的预测能力，但负值并不意味着股票会错过盈利[8] - 重要的是在公司季度报告前检查其 Earnings ESP，以增加成功的几率[10]

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 ...

Key Points o Danaher 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 Danaher Danaher 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 ...

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]

o o o 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 res ...

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. o ¢ » 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 ...

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 D ...